Some stuff I am reading today morning:
DHFL on the ropes (Hindu)
MTNL no longer a going concern (FE)
Air India deal to be sweetened further (Mint)
GST on the highway (BL)
Why infra cos in Andhra are staring at a bleak future (Rediff)
Betting on India’s unloved consumer stocks (BS)
Stock Talk: TCI Express (MC)
Interview with Atul Suri (ET)
Why I don’t wake up to the news (TRB)
Stanley Druckenmiller dumps all his stocks (Zero Hedge)
Source: Charlie Bilello
Some stuff I am reading today morning:
L&T Tech: OFS opens today (BL)
RBI bars S R Batliboi from audit of commerical banks (ET)
Fitch downgrades Axis Bank, ICICI Bank (FE)
Two wheeler sales continue downward journey (BS)
Pre-Monsoon rainfall lowest in 65 years (Mint)
Investment Strategy for Modi 2.0 (Bala)
One Big Investing Lesson from the Bhagavad Gita (Safal Niveshak)
Tesla’s Travails (Aswath Damodaran)
Good ideas can’t be scheduled (Morgan Housel)
Has the 2019 rally in everything peaked? (Capital Spectator)
We had hosted the Alpha Ideas 20-20 Meet last year which was a pretty good success
We are again thinking of hosting the Alpha Ideas 20-20 Meet in Mumbai in the third/fourth week of July 2019.It can be either a Saturday or Sunday depending on venue availability
The Summit will have 20 speakers speaking for 20 Minutes (No Q&A) on their best investment ideas.I do hope to line up some great folks to speak for the event.
It will be a great way to spend the day listening to stock pickers and networking with smart investors from around the world
The Summit will be a full day event consisting of lunch and tea-breaks.The costs will be around 5,000 Rs.
Will go ahead only if we get a decent response.
For those interested,please email me at Alpha Ideas