Some stuff I am reading today morning:
Banking system liquidity surplus touches 1 Lakh Cr (BS)
GST officials search ICICI Bank’s premises (MC)
Car, Truck, EV sales decline post festive season (DH)
Elon Musk’s xAI has raised $11 B in record time (Sherwood)
Company: Waaree Energies (FE)
Yusuff Ali, the Retail King (BI)
US markets are swallowing Rest of World (CS)
When you decide to buy a meme coin (DR)
Why elite funds are falling behind (CFA Institute)
Elites Vs Elitism (Seth Godin)
As many of you are aware, we had conducted the Alpha Ideas 20 20 Meet on 16 November, 2024 in Mumbai.
20 Speakers presented on their stock idea for 20 minutes each.
All the presentations can be found here : Alpha Ideas 20 20- 2024 Presentations
Kindly note that no recordings will be shared.
I will let the pictures do the talking.
We had an audience of around 450 people from all over India and abroad. It was great to host such a friendly and enthusiastic group of investors.
Speaker 01: Danesh Mistry, Investor First Advisors
Speaker 02: Prajesh Maroo, MoneyCurves Analytics
Speaker 03: Pritesh Vora, Mission Street
Speaker 04: Anshul Saigal, Saigal Capital Advisors LLP
Speaker 05: Jatin Khemani, Stalwart Advisors
Speaker 06: Jiten Parmar, Aurum Capital
Speaker 07: Tushar Bohra, Invexa Capital
Speaker 08: Rusmik Oza, 9 Rays Equi Research
Speaker 09: Abhisar Jain, Monarch AIF
Speaker 10: Abhinav & Raghav Aggarwal , Fluid AI
Speaker 11: Ashwini Agarwal , Demeter Advisors LLP
Speaker 12: Rakesh Laroia, OldPine Advisors
Speaker 13: Ishmohit Arora, SOIC Research
Speaker 14: Darshan Deora, Indvest Group
Speaker 15: Sivaramakrishnan R, Sincere Syndication
Speaker 16: Aashish Upganlawar , InvesQ
Speaker 17: Digant Haria , GreenEdge Wealth Services
Speaker 18: Ankit Kanodia, Smart Sync Services
Speaker 19: Vivek Mashrani, Technofunda Ventures
Speaker 20: Abhishek Basumallick , Intelsense
Me & my co-host Paresh Shah
Look forward to hosting you in 2025 in the next edition of Alpha Ideas 20-20 !
Source : Business Standard
MCap to GDP Ratio
Some stuff I am reading today morning:
India approves 21,772 Cr defence acquisition (FE)
Martial Law fiasco in South Korea (Reuters)
Indigo takes Mahindra to court over ‘6E’ branding (BS)
30% of SIP has longevity over 5 years (Cafe Mutual)
Order in the matter of Trafiksol ITS Technologies (SEBI)
Why smaller cos are outperforming larger ones (Money Life)
Company: Kalyan Jewellers (Forbes)
Sector: Aviation (BW)
Commodity: Antimony (Oil Price)
3 Lessons from Mark Cuban’s Shark Tank investments (HT)
