Here are the most clicked items on Alpha Ideas this week:
Pre IPO: Studds Accessories (AI)
A startup is cashing on India’s $1 Trillion gold stash (Bloomberg)
2020’s top 10 trends (Ruchir Sharma)
Indian Smallcaps- Rogue Motel or Golden Opportunity (Sonaal Kohli)
Algos are changing India’s stock markets (Deepak Shenoy)
Yes Bank: Janhit Mein Jaari (AI)
Over regulation is killing industry (Rajiv Bajaj)
And they all fall down (AI)
What India’s bond markets fear (Mint)
India Vs Malaysia (BS)
Some off beat reads for the weekend:
A story about a Hindu Bengali refugee (Arunudoy)
Hindutva is Hinduism that resists (DNA)
Why foes of BJP may be right this time (Manu Joseph)
The Big Scandal of Indology (Subhash Kak)
Your life is driven by Network Effects (James Currier)
How fitness app Stava became a religion (Guardian)
The empty seat on a crowded Japanese train (Japan Times)
The Middle Eastern problem Soleimani figured out (Hassan Hassan)
What does Mohammed Bin Zayed want? (NY Times)
Confessions of Tipu Sultan (My India)
Ayub the first (Dawn)
Conversation with Mohammed Hanif (SCMP)
The Commissioner who left Bombay bankrupt (Mid Day)
19th Century American Slave Sale & Auction Ads (Mind Circle)
The Indian Food Thali (Vandana Jayrajan)
Studds Accessories is the world’s largest helmet manufacturing company
Studds is a steady performer with a Sales CAGR of 21% and EBITDA CAGR of 37% over the last 5 years
The latest annual report can be obtained from here and a recent interview with the management can be found here.
A very limited quantity of shares of Studds Accessories is on offer.
For those interested,please email me at Alpha Ideas.
Some stuff I am reading today morning :
Supreme Court rejects AGR review plea ( BS)
Jio becomes largest telecom player of India ( MC )
CBI files criminal case against Adani Enterprises ( Mint)
Stock Talk : GE Shipping ( ET)
Interview with Sameeksha Capital’s Bhavin Shah ( You Tube)
The unusual persistency of the S&P 500 rally ( QE)
Stock Ownership in the USA ( Barry )
Big Tech is worth over $ 5 Trillion ( CNBC)
The real key to making money in stocks ( Crossing Wall Street)
Nobody makes money like Apollo’s Leon Black ( Bloomberg )