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Plug

SME Stars Meet

We are thinking of hosting a SME Stars Meet in Mumbai tentatively on the second or fourth Saturday in Oct 2018.

The Meet will have around 7-10 Companies listed on the SME Exchanges making presentations.I do hope to line up some great companies to present at the event.

The Meet will be a half day event in the morning.The costs will be around 500 Rs.

Will go ahead only if we get a decent response.

For those interested,please email me at Alpha Ideas

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MegaTrends

Mega Trend: India’s Public Cloud Services

Source: Annual Report 2017-18 of E2E Networks

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Links

Linkfest: 05 September, 2018

Some stuff I am reading today morning:

Shivinder Vs Malvinder (ET)

Dalal Street says cash ban was worth it (ET)

SEBI defends its stance on new rules for FPIs (Mint)

Crackdown on shell firms continues (FE)

Wrong to blame Raghuram Rajan (BQ)

The 9 Biases of Value Investors (Neeraj Marathe)

Stock Analysis: NESCO Ltd (Dr Vijay Malik)

The first totally honest stock market story (Barry)

Accept reality radically (AM)

Ben Graham: The grand father of behavioural investing (Albert Bridge)

Categories
Observations

Paytm: Mind Boggling Wealth Creation

Source: Annual Report 2017-18 of One97 Communications Ltd

Currently, the shares are being traded around 20,000 Rs/share  in the unlisted space.

Categories
MegaTrends

Mega Trend: India’s Mattress Industry

Source: Annual Report 2017-18 of Kurlon Enterprises