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AlphaIdeas

Alpha Ideas 20 20 Meet: 2025 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: Sunday 9 November, 2025

Venue: Ekaara, Aurika Mumbai Skycity. This is right next to T2 Terminal of Mumbai International Airport

Time: 8:15 am – 6 pm

Format: 20 Speakers to speak on 20 Minutes each on their best idea. No Q&A

Indicative List of Speakers will be shared soon.

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

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

Meals: Breakfast, Lunch,Tea/Coffee Breaks

Kindly register by clicking here: Registration

Categories
MegaTrends

Mega Trend: Passive Investing in India

Source: DRHP of Canara Robeco Asset Management Company Ltd

Categories
Annual Reports

CAMS: 0 Impair

Source: FY2025 Annual Report of Computer Age Management Services Ltd

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Links

Linkfest: 06 October, 2025

Some stuff I am reading today morning:

Navi Mumbai airport to be inaugurated on 8 Oct (MC)

Indian Banks now will get piece of M&A action (Fortune)

Why India’s unlisted giants rarely reward their shareholders (BW)

Jeff Bezos sends blunt message on AI bubble (The Street)

The AI capex endgame is approaching (FT)

Interview with Marko Papic (The Market)

Skewing Success (Indexology)

Momentum: The Premier Anomaly (DR)

Sellside Research: 15 Dividend Stocks (IDBI Capital)

Chinese giants dominate EV Truck market (RoW)

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TopClicks

Top Clicks on Alpha Ideas this Week

Here are the most clicked items on Alpha Ideas this week:

Atlanta: 4x Expansion (AI)

Epigral: All reactors firing (AI)

Are Indian markets really over valued? (CM)

Wide dispersal in Indian Equity Markets (Ganeshram Jayaraman)

Foreign investors dump Indian stocks (Bloomberg)

Trump’s $100,000 visa upends Indian student’s lives (NY Times)

Tata Capital: ReTale Story (AI)

Irrational Exuberance in US Markets (Sonali Basak)

Sell Side Research: Top October Picks (Axis Securities)

The ‘When to take Profits’ problem (DR)