Categories
MegaTrends

Mega Trend: India’s Helmet Industry

Source: DRHP Filings of Studds Accessories Ltd

Categories
Links

Linkfest: 06 September, 2018

Some stuff I am reading today morning:

SEBI’s preposterous fight with FPIs (Mobis)

L&T Finance under scanner for use of IPO funds (MC)

Teen Patti is driving India’s mobile gaming industry (BQ)

Winning by changing the rules of business (Barry)

The disproportional power of anecdotes (Farnam Street)

A glimpse into the dark underbelly of Crypto Markets (Medium)

Value Investing in Bull Markets (Seth Klarman)

Concealed Emotions (Morgan Housel)

History of private mutual funds in India (Mint)

Private Equity Industry is based on fake news (Preston McSwain)

 

Categories
Plug

SME Stars Meet

We are thinking of hosting a SME Stars Meet in Mumbai tentatively on the second or fourth Saturday in Oct 2018.

The Meet will have around 7-10 Companies listed on the SME Exchanges making presentations.I do hope to line up some great companies to present at the event.

The Meet will be a half day event in the morning.The costs will be around 500 Rs.

Will go ahead only if we get a decent response.

For those interested,please email me at Alpha Ideas

Categories
MegaTrends

Mega Trend: India’s Public Cloud Services

Source: Annual Report 2017-18 of E2E Networks

Categories
Links

Linkfest: 05 September, 2018

Some stuff I am reading today morning:

Shivinder Vs Malvinder (ET)

Dalal Street says cash ban was worth it (ET)

SEBI defends its stance on new rules for FPIs (Mint)

Crackdown on shell firms continues (FE)

Wrong to blame Raghuram Rajan (BQ)

The 9 Biases of Value Investors (Neeraj Marathe)

Stock Analysis: NESCO Ltd (Dr Vijay Malik)

The first totally honest stock market story (Barry)

Accept reality radically (AM)

Ben Graham: The grand father of behavioural investing (Albert Bridge)