Author: Raoji
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Tutorial Point: Adsense Nonsense
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Linkfest: 08 July, 2019
Some stuff I am reading today morning:
Budget 2019 in 10 charts (Mint)
Most FPIs stare at 14.25% peak LTCG (BL)
Fudget 2019 (Bala)
Deutsche Bank to cut 18,000 jobs (CNBC)
Zee may have found a Buyer (ET)
Govt may raise $ 10 Billion from overseas (FE)
How India’s middle class is rescuing Thai Tourism (BS)
Investing for a new Cold War (Evergreen Gavekal)
Use your Edge (MicrocCap Club)
Serendipity – Walmart & Ikea (Amit Arora)
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Top Clicks on Alpha Ideas This Week
Here are the most clicked items on Alpha Ideas this week:
Alpha Ideas 20 20 Meet (AI)
Googly from ICRA (AI)
TFCI Ltd: When a lender defends a borrower (AI)
Valuations Perspective (AI)
Attractive Investment Situation (AI)
Indian Mutual Fund Platforms are in trouble (Naked Beta)
Ircon International: Owner’s Wish, Our Command (AI)
Iran Watch (AI)
How do you become a better Investor? (Charlie Munger)
The spectacular fall of India’s Dosa King (ET)
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Alpha Ideas 20 20 Meet
We are hosting the 2019 edition of the Alpha Ideas 20-20 Meet which aims to bring together the best investors in the Indian Equity market.
The Details of the Meet are as follows:
Date: Saturday 27 July,2019
Venue: The Grand Ballroom, Taj Santacruz, Mumbai
Time: 8:30 am – 6 pm
Format: 20 Speakers to speak on 20 Minutes each on their best idea.
Indicative List of Speakers Confirmed So Far (In Alphabetical Order) :
Abhinav Mansinghka – Independent Investor
Ashish Kila – Perfect Research
Aveek Mitra – Aveksat Equity
Bhavin Shah – Sameeksha Capital
Jatin Khemani – Stalwart Advisors
Madhusudan Sarda – Vallum Capital
Manish Gupta – Solidarity
Nikhil Vora – Sixth Sense
Pathik Gandotra – Soch Investments
Prakash Diwan – Altamount Capital
Priyan Kondoth – PP Equity LLP
Rikeen Dalal – Value Investor
Rishi Maheshwari – Aksa Capital
Rohit Balakrishnan – Vrddhi Capital
Sanjeev Pandiya – Value Investor
Sarvesh Gupta – Maximal Capital
Saurabh Mukherjea – Marcellus Investment Managers
Saurabh Shah – AUM Advisors
Sid Choraria – Amiral Gesion
Sunil Shah – Turtle Star Portfolio Managers
Charges : 7,500 (Seven Thousand Five Hundred) Only .
Note that a seat once reserved cannot be cancelled or refunded.
Meals: Lunch,Tea/Coffee Breaks
Those interested may register by clicking HERE