Source: Mint
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IPO: Last Day Action
Source: Mint
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The Fall of AI Stocks
Source: Wall Street Journal
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Linkfest: 21 November, 2025
Some stuff I am reading today morning:
Reliance stops import of Russian crude (BS)
India Maritime Week 2025 (BI)
President Trump attacks the FED Chairman (WB)
$900 Billion swing in Nvidia market cap (Kobeissi)
The AI picture of revenue recognition fraud (Michael Burry)
Micro Dramas take off in India (CNBC)
When 1 fraud raised Qs on 15 cos (Nine One Capital)
AI eats the world (Ben Evans)
Investors: Don’t fall in the China trap (DR)
The rise of Crypto Treasuries (Coin Desk)
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Alpha Ideas 20 20 Meet- 2025 Edition
As many of you are aware, we had conducted the Alpha Ideas 20 20 Meet on 09 November, 2025 in Mumbai.
22 Speakers presented on their stock idea for 20 minutes each.
All the presentations can be found here: Alpha Ideas 20-20 Presentations-2025 Edition
Kindly note that no recordings will be shared.
I will let the pictures do the talking.
We had an audience of around 470 people from all over India and abroad.
It was great to host such a friendly and enthusiastic group of investors.
Speaker 01: Bhavin Shah – Sameeksha Capital
Speaker 02: Ankit Kanodia -Zen Nivesh
Speaker 03: Rahul Dhruv – Pegasus Growth Capital
Speaker 04: Resha Mehta – GreenEdge Wealth Services
Speaker 05: Ekansh Mittal – Katalyst Wealth
Speaker 06: Jatin Khemani – Stalwart Advisors
Speaker 07: Siddharth Bhaiya – Aequitas
Speaker 08: Varun Goenka – Dharamshi Family Office
Speaker 09: Tushar Bohra – Invexa Capital
Speaker 10: Arvind Kothari – Niveshaay
Speaker 11: Ayush Mittal – Mittal Analytics
Speaker 12: Jeevan Patwa – Sahasrar Capital
Speaker 13: Nitin Mangal – Trudence Capital
Speaker 14: Ishmohit Arora- SOIC Research
Speaker 15: Danesh Mistry – Investor First Advisors
Speaker 16: Vihang Naik- Bristlecone Equity Fund
Speaker 17: Pritesh Vora – Mission Street
Speaker 18: Sunil Shah – SRE PMS
Speaker 19: Lokesh Manik – Vallum Capital Advisors
Speaker 20: Vivek Mashrani – Technofunda Ventures
Speakers 21 &22 :Abhinav & Raghav Aggarwal -Fluid AI
Look forward to hosting you in 2026 in the next edition of Alpha Ideas 20-20 !
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