Source: Investor Presentation of Maximus International Ltd
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Author: Raoji
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Cello: Write to Win
Source: Earnings Call of Cello World Ltd
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Linkfest: 06 December, 2023
Some stuff I am reading today morning:
The Modi Premium (Money Life)
India set to be world’s 3rd largest economy by 2030 (BS)
Moody’s cut China’s credit outlook to negative (CNBC)
Indigo takes flight to recovery (Fortune)
60%-70% of IPO applications coming via UPI (MC)
American Equities: Santa Claus Rally (FE)
Interview with Puneet Dalmia (Forbes)
Interview with Kevin Duffy (The Market)
When should you average down? (Ian Cassel)
Risk & Return are interchangeable (Oblivious Investor)
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Alpha Ideas 20 20 Meet – 2023 Edition
As many of you are aware, we had conducted the Alpha Ideas 20 20 Meet last Monday 27 November, 2023 in Mumbai.
20 Speakers presented on their stock idea for 20 minutes each.
All the presentations permitted by the speakers to share can be found here : https://drive.google.com/drive/folders/19TxtN6GH-1KtZ9X_f_1txV1BbbygvFmJ?usp=sharing
Kindly note that no recordings will be shared.
We had an audience of around 350 people from all over India and abroad. It was great to host such a friendly and enthusiastic group of investors.
I will let the pictures do the talking.
Group Photo with the Speakers
Speaker 01: Manish Gupta, Solidarity Investment Managers
Speaker 02: Rikeen Dalal, Ficom Advisory LLP
Speaker 03: Ruzmik Oza,9 Rays Equi Research
Speaker 04: Rahul Dhruv, Pegasus Growth
Speaker 05: Smitesh Sheth, Raedan Capital
Speaker 06: Aditya Sood,InCred
Speaker 07: Bharat Shah, Ask Investment Managers
Speaker 08: Ashwini Agarwal, Demeter Advisors LLP
Speaker 09: Abhisar Jain, Monarch AIF
Speaker 10: Pathik Gandotra, Dron Capital
Speaker 11: Prakash Diwan, Bering Capital
Speaker 12: Varun Goenka, Value Quest
Speaker 13: Saloni Hemnani Arya,Molecule Ventures PMS
Speaker 14: Jeevan Patwa, Sahasrar Capital
Speaker 15: Aashish Upganlawar, InvesQ
Speaker 16: Digant Haria, GreenEdge Wealth Services
Speaker 17: Bhavin Shah, Sameeksha Capital
Speaker 18: Abhishek Basumallick, Intelsense
Speaker 19: Viraj Mehta, Equirus Capital
Speaker 20: Vihang Naik, Bristlecone India Equity Fund
Me & my co-host Paresh Shah
Look forward to hosting you in 2024 in the next edition of Alpha Ideas 20-20 !
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