Categories
AlphaIdeas

Alpha Ideas 20 20 Meet – 2023 Edition

As many of you are aware, we had conducted the Alpha Ideas 20 20 Meet last Monday 27 November, 2023 in Mumbai.

20 Speakers presented on their stock idea for 20 minutes each.

All the presentations permitted by the speakers to share can be found here : https://drive.google.com/drive/folders/19TxtN6GH-1KtZ9X_f_1txV1BbbygvFmJ?usp=sharing

Kindly note that no recordings will be shared.

We had an audience of around 350 people from all over India and abroad. It was great to host such a friendly and enthusiastic group of investors.

I will let the pictures do the talking.

Group Photo with the Speakers

Speaker 01: Manish Gupta, Solidarity Investment Managers

Speaker 02: Rikeen Dalal, Ficom Advisory LLP

Speaker 03: Ruzmik Oza,9 Rays Equi Research

Speaker 04: Rahul Dhruv, Pegasus Growth

Speaker 05: Smitesh Sheth, Raedan Capital

Speaker 06: Aditya Sood,InCred

Speaker 07: Bharat Shah, Ask Investment Managers

Speaker 08: Ashwini Agarwal, Demeter Advisors LLP

Speaker 09: Abhisar Jain, Monarch AIF

Speaker 10: Pathik Gandotra, Dron Capital

Speaker 11: Prakash Diwan, Bering Capital

Speaker 12: Varun Goenka, Value Quest

Speaker 13: Saloni Hemnani Arya,Molecule Ventures PMS

Speaker 14: Jeevan Patwa, Sahasrar Capital

Speaker 15: Aashish Upganlawar, InvesQ

Speaker 16: Digant Haria, GreenEdge Wealth Services

Speaker 17: Bhavin Shah, Sameeksha Capital

Speaker 18: Abhishek Basumallick, Intelsense

Speaker 19: Viraj Mehta, Equirus Capital

Speaker 20: Vihang Naik, Bristlecone India Equity Fund

Me & my co-host Paresh Shah

Look forward to hosting you in 2024 in the next edition of Alpha Ideas 20-20 !

Categories
MegaTrends

Mega Trend: India Cloud

Source: Investor Presentation of Netweb Technologies Ltd

Categories
Links

Linkfest: 05 December, 2023

Some stuff I am reading today morning:

Sensex, Nifty at all time highs (Rediff)

Adani group stocks surge (FE)

India at CoP28 (Forbes)

Benaami Billionaire Abu Azmi in tax net (BW)

Byju’s defaults on its payments to BCCI (Money Life)

Gold spike creates wealth effect in India (Fortune)

Adani Green commits to boost capacity 5x by 2030 (Oil Price)

Capital Allocation-Factor Strategy (GrowthFiniti)

Full transcript of Charlie Munger’s last interview (CNBC)

Factory Construction boom in the US (Climateer)

Categories
Anecdotes

Charlie Munger on Luck

Source: Wall Street Journal

Categories
FMCG

AWL: Staples Ka Sultan

Source: Investor Presentation of Adani Wilmar Ltd