Author: Raoji

Categories
Links

Linkfest: 11 September, 2023

Some stuff I am reading today morning:

Europe-Middle East-India trade corridor is a big deal (Guardian)

Sentiment turns stronger for steel stocks (Rediff)

Interview with Anil Goel (Akshat Jain)

Investing Journey of Rajiv Khanna (Akshat Jain)

Fireside chat with Govind Parikh (Akshat Jain)

Ahmedabad as Startup Hub (Forbes)

Nobody knows anything, John Wick edition (Big Picture)

The real Yale model (Capital Allocators)

Learning from Bernard Arnault (Masters Invest)

China’s economy is about to collapse (Empire Research)

Categories
AlphaIdeas

Alpha Ideas SME Stars -2023 Edition

One of our annual events is the Alpha Ideas SME Stars Event.

Details of last year’s event is blogged over here

The details of this year’s Event are as follows :

Date : Saturday 07 October, 2023

Time : 8:30 am – 4:30 pm

Venue : The iconic Dr. Patil Auditorium, National Stock Exchange, BKC, Mumbai

Exchange Partner : The National Stock Exchange of India Ltd

Format: 10 SME Companies will present on their own businesses for 20 Mins followed by Q&A of 10 mins.

Meals: Breakfast, Tea/Coffee AND Lunch.

Charges: Rs.2500+18% GST= Rs.2,950 (Two Thousand Nine Hundred and Fifty Only)

This Event is now sold out.

Categories
TopClicks

Top Clicks on Alpha Ideas this Week

Here are the most clicked items on Alpha Ideas this week:

HCC: Nuclear Dhamaka (AI)

Monte Carlo: XXL (AI)

Devyani: India Yani Chicken (AI)

India Luxury: Rich Appetite (AI)

Interview with Pankaj Tibrewal (Prashant Nair)

Be cautious in small caps (Vivek Kumar Gujrati)

BHEL: 50-50 (AI)

The Domestic India Pharma Opportunity (AI)

Gati: 3000 Cr in 3 Years (AI)

Concord: Fat Margins (AI)

Categories
Links

Weekend Mega Linkfest: 08 September, 2023

Some off beat reads for the weekend:

Modi’s Moment at the G20 (Open)

On Saudi-India relations (Arab News)

Otto Von Bharat (American Conservative)

Taliban 2.0 (ORF)

Rising inflation hits Pakistan’s poor (Al Jazeera)

Assassinations in Gaza (Cradle)

Thread: Societies collapse without myths (Jash Dholani)

Google at 25 (Sundar Pichai)

Death on K2 (Insider)

Thread: The great Sam Manekshaw (Stavka)

Drive: Shimla & Chail (Team BHP)

Thread: On Asafoetida (Paperclip)

How bad is alcohol, really? (Walrus)

Trend: Shein plastic bags (ROW)

Thread: The best ‘Resist the Obvious’ story (Sahil Bloom)

Categories
Annual Reports

HCC: Nuclear Dhamaka

Source: FY23 Annual Report of Hindustan Construction Ltd