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AlphaIdeas

Blog Break !

Will resume post Diwali.

Wishing all readers a very Happy Diwali & Prosperous New Year !

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Observations

3 Kinds of Fund Raising Pitches

Source: Kevin Kwok

There are three types of fundraising pitches: narrative, inflection, and traction raises:

  • Narrative pitches are driven by a compelling story of what could be
  • Inflection pitches are driven by secrets discovered. The company has hit some inflection point that, if investors were astute enough to understand, would make them realize now is the ideal risk-adjusted time to invest
  • Traction pitches are driven by the results of what’s already been done. The company could be a black box and investors would invest solely off the metrics
Categories
Links

Linkfest: 18 October, 2022

Some stuff I am reading today morning:

India headline inflation may have peaked (RBI)

Govt to transfer 16,000 Cr to 8L farmers (Fortune)

Tatas are planning a mega merger of their aviation cos (MC)

Are Indian markets decoupled from Developed markets? (Debashis Basu)

Nifty may hit 20,000 in Samvat 2079 (FE)

Edtech Startups in India (Forbes)

Gold Currency Wars (Katusa)

How to measure Investor Capitulation (Ramp Capital)

Why we still invest in capital intensive businesses (Buffett)

Thread: How Mark Leonard turned $25 Million to $39 Billion (Max Koh)

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AlphaIdeas Plug

2022 Alpha Ideas 20-20 Meet

I had blogged earlier about hosting a 20-20 Meet.

Thanks to overwhelming interest, we have decided to host the Meet.

The Details of the Meet are as follows:

Date: Tuesday 08 November, 2022. Its a bank & stock market holiday due to Guru Nanak Jayanti

Venue: The Grand Ballroom, Taj Santacruz, Mumbai. This is right next to T1 Terminal of Mumbai International Airport

Time: 8:30 am – 6 pm

Format: 20 Speakers to speak on 20 Minutes each on their best idea. No Q&A

Indicative List of Speakers Confirmed So Far (In Alphabetical Order) :

Aashish Upganlawar – InvesQ

Abhisar Jain – Monarch AIF

Abhishek Basumallick – Intelsense

Aditya Sood – InCred

Amit Jeswani – Stallion Asset

Ashwini Agarwal – Demeter Advisors LLP

Aveek Mitra – Aveksat Financial Advisory

Ayush Mittal – Mittal Analytics

Gaurav Parikh – Jeena Scriptech Alpha Advisors

Jeevan Patwa – Sahasrar Capital

Lakshminarayanan K G – Tunga Investments

Manish Gupta – Solidarity Investment Managers

Neil Bahal – Negen Capital

Niteen S Dharmawat – Aurum Capital

Prakash Diwan – Altamount Capital

Rahul Dhruv – Pegasus

Rikeen Dalal – Ficom Advisory LLP

Rusmik Oza- Kotak Securities

Smitesh Sheth- Raedan Securities

Varun Goenka – Value Quest

Charges : 10,000 (Ten Thousand) Only .There will be additional 18% charge due to GST

Note that a seat once reserved cannot be cancelled or refunded.

Meals: Lunch,Tea/Coffee Breaks

Last time, the Event had got sold out in a few days owing to pre-bookings/corporate bulk bookings.

As such, request you to kindly register early by clicking here: https://imjo.in/NgjDYF

Categories
BookExcerpt

Where Successful Ideas come from

From the Book – The Money Game