Categories
Links

Linkfest : 10 October, 2024

Some stuff I am reading today morning:

A look at Ratan Tata’s life & legacy( BS )

A tribute to Ratan Tata ( Rediff )

RBI Governor’s Statement ( RBI )

Festive hopes fade for India’s gold industry ( DH )

Markets stare at $19 Billion outflow ( Forbes )

Bearish sentiments at record high levels BW )

Company : ITC ( Fortune )

Commodity : Gold ( DR )

Letter to Investors Q2 FY25 ( Solidarity)

Are Institutional Investors meeting their goals? ( CFA Institute)

Categories
AlphaIdeas

Alpha Ideas 20 20 Meet: 2024 Edition

As many of you are aware, one of our annual events is the Alpha Ideas 20 20 Meet.

Details of last year’s meet can be seen here.

The Details of this year’s Meet are as follows:

Date: Saturday 16 November, 2024

Venue: Ekaara, Aurika Mumbai Skycity. This is right next to T2 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

Abhinav & Raghav Aggarwal – Fluid AI

Abhisar Jain – Monarch AIF

Abhishek Basumallick – Intelsense

Ankit Kanodia- Smart Sync Services

Anshul Saigal – Saigal Capital Advisors LLP

Ashwini Agarwal – Demeter Advisors LLP

Danesh Mistry – Investor First Advisors

Darshan Deora- Indvest Group

Digant Haria – GreenEdge Wealth Services

Ishmohit Arora- SOIC Research

Jatin Khemani – Stalwart Advisors

Jiten Parmar- Aurum Capital

Prajesh Maroo- MoneyCurves Analytics

Pritesh Vora-Mission Street

Rakesh Laroia – OldPine Advisors

Rusmik Oza- 9 Rays Equi Research

Sivaramakrishnan R- Sincere Syndication

Tushar Bohra-Invexa Capital

Vivek Mashrani – Technofunda Ventures

Charges: Rs.10,000+18% GST= Rs.11,800 (Elven Thousand Eight Hundred Only)

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

Meals: Lunch,Tea/Coffee Breaks

This event is sold out

Categories
Chart

India : Import is the best Defence

Source : Financial Times

Categories
Chart

US is 50%

Categories
Links

Linkfest: 09 October, 2024

Some stuff I am reading today morning:

India’s forex kitty crosses $700 Billion (DH)

Oil Prices tumble 4% (Oil Price)

ED alleges Vivo siphoned 70,000 Cr from India (FE)

Its raining money for top 10 AMCs (Cafe Mutual)

The unstoppable surge in IPOs (Forbes)

Company: Emami (Rediff)

Company: Deepak Nitrite (Fortune)

Economy: Glass Permanently Half Full (Money Life)

Interview with Joerg Wuttke (The Market)

Resist the urge to rebalance (Guy Spier)