Source: Exchange Filings of Reliance Naval & Engineering Ltd
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Linkfest : 11 October, 2024
Some stuff I am reading today morning;
Only Nifty 50 to be available for weekly derivatives trading ( BT )
SEBI extends deadline for direct payout of securities ( DH )
The bubble in SME IPOs ( BW )
UPI transaction volume rises 52% ( FE )
Hydrogen is key to India’s energy transition ( Fortune )
Israel’s economy under strain ( CNN )
Starup : Statiq ( Forbes )
Choose your influences carefully ( Josh Brown )
The hidden cost of index replication ( Larry Swedroe )
Valuation is an exercise in faith ( Aswath Damodaran )
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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)
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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
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India : Import is the best Defence
Source : Financial Times
