Source: DRHP Filings of Bright Solar Ltd
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Bright Solar: Dark Past
Source: DRHP Filings of Bright Solar Ltd
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Linkfest: 21 June, 2018
Some stuff I am reading today morning:
Bank of Maharashtra CMD is arrested (MC)
Interview with Sunil Singhania (ET)
Interview with Rajeev Thakkar (Morningstar)
Company Profile: Kaveri Seeds (Forbes)
Indian Stock Market Myths (Stallion Asset)
Is Value Investing dead? (Sebastian Mallet)
Diversification and FOMO (Pension Partners)
Theranos Lessons (Morgan Housel)
Investing will be the most popular language (Howard Lindzon)
Howard Mark’s latest memo (OakTree Capital)
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20-20 Ideas Summit
We are thinking of hosting a 20-20 Ideas Summit in Mumbai in the third/fourth week of July 2018.It can be either a Saturday or Sunday depending on venue availability
The Summit will have 20 speakers speaking for 20 Minutes (No Q&A) on their best investment ideas.I do hope to line up some great folks to speak for the event.
The Summit will be a full day event consisting of lunch and tea-breaks.The costs will be around 4,000 Rs.
Will go ahead only if we get a decent response.
For those interested,please email me at Alpha Ideas
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Innovative Ideals : Innovative Accounts
Source: DRHP Filings of Innovative Ideals & Services Ltd
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Linkfest: 20 June, 2018
Some stuff I am reading today morning:
Emerging Market Contagion goes global (Zero Hedge)
Mumbai drives India’s stock market (Quint)
IPO Review: Fine Organics (BL)
The many challenges facing Sandeep Bakhshi (Rediff)
Stock Talk: Swelect Energy (PerknLife)
Interest rates on PPF will go up (Mint)
My journey of 10 years of Mutual Fund Investing (Free Fincal)
Two Simple Secrets to good ideas (Seth Godin)
The trouble with being a Bear (DR)
Too big to be simple? (Common Sense)