S&A – Sports & Athleisure
Source: Investor Presentation of Campus Activewear Ltd
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Author: Raoji
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Linkfest: 14 November, 2022
Some stuff I am reading today morning:
FPIs invest 19,000 Cr in Equities in Nov (MC)
IPO Watch: Rustomjee (FE)
Indian firms in JV talks with Chinese players (Rediff)
Invest India- The team implementing PM Modi’s dream (BT)
The $14 Billion feud that splintered the Hinduja family (BS)
Why debt is an outstanding asset class (S Naren)
Thread: We are heading to the Roaring Twenties (Cathie Wood)
FTX: The $32 Billion implosion (Trung Phan)
What separates the great investors from the rest (Graham Duncan)
Germany’s economy is on the brink (Macro Journal)
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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: 2022 Edition (AI)
5 Star Finance: 7 Star Risk Management (AI)
The secret to making a fortune in the stock market (AI)
India will see inflows of $25-$50 Billion in short term (CNBC)
3M India: First time in history (AI)
Pokarna: On Mute (AI)
Thread: Hyperbole in 3i Infotech concalls (Leading Nowhere)
13,000 Cr churn due to MSCI India rebalancing (BS)
Letter to Investors (Elliott)
Family Offices may shift to GIFT IFSC (FE)
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Alpha Ideas 20 20 Meet – 2022 Edition
As many of you are aware, we had conducted the Alpha Ideas 20 20 Meet last Tuesday 08 November, 2022 in Mumbai.
21 Speakers presented on their stock idea. All the presentations permitted by the speakers to share can be found here : https://drive.google.com/drive/folders/1d3WeA2O6CCLNwlSCTuAI_Vb5LPYESxtE
Kindly note that no recordings will be shared.
We had an audience of around 350 people from all over India. 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: Varun Goenka, Value Quest
Speaker 03: Abhisar Jain, Monarch AIF
Speaker 04: Rikeen Dalal, FICOM Advisory LLP
Speaker 05: Gaurav Parikh, Jeena Scriptech Alpha Advisors
Speaker 06: Rusmik Oza, Kotak Securities
Speaker 7: Bharat Shah, ASK Investment Managers
Speaker 8: Aditya Sood, InCred
Speaker 9: Rahul Dhruv, Pegasus
Speaker 10: Ashwini Agarwal, Demeter Advisors LLP
Speaker 11: Jeevan Patwa, Sahasrar Capital
Speaker 12: Niteen S Dharmawat, Aurum Capital
Speaker 13: Abhishek Basumallick, Intelsense
Speaker 14: Aveek Mitra, Aveksat Financial Advisory
Speaker 15: Prakash Diwan
Speaker 16: Aashish Upganlawar, InvesQ
Speaker 17: Ayush Mittal, Mittal Analytics
Speaker 18: Neil Behal, Negen Capital
Speaker 19: Smitesh Sheth, Raedan Securities
Speaker 20: Lakshminarayanan K G, Tunga Investments
Speaker 21: Amit Jeswani, Stallion Asset
Me & my co-host Paresh Shah
Look forward to hosting you in 2023 in the next edition of Alpha Ideas 20-20 !