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Tweets

2007 All Over Again

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Excerpts

Rajeev Jain’s Long Term Focus

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Links

Linkfest : 17 December, 2019

Some stuff I am reading today morning :

SEBI’s new norms are hurting investors ( BL)

AM,Nippon complete Essar steel acquisition (ET)

Center releases over 35,000 Cr in GST dues to states (BS)

MSCI Review can be a big trigger for Indian Equities (Yatin Mota)

Stock Analysis: VST Industries (Dinesh Sairam)

Stock Talk: Sinclairs Hotels (MC)

IPOs hit four year low (Forbes)

A beginning of a new bull market in stocks (All Star Charts)

A strange massive divergence ( Verdad Cap )

On Gateways (A VC)

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Chart

The Asian Century is about to begin

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Plug

Pre IPO: Religare Health Insurance

Religare Health Insurance (RHI) is one of the leading Stand Alone Health Insurers (SAHI) in India

There are only 5 SAHIs in India and RHI is one of them. There is considerable PE interest in such companies as evidenced by the purchase of True North in Max Bupa and Westbridge in Star Health

The financials and other disclosures of RHI can be obtained from here

A very limited quantity of shares of Religare Health Insurance is on offer.

For those interested,please email me at Alpha Ideas.