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AlphaIdeas

Alpha Ideas 20 20 Meet: 2023 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: Monday 27 November, 2023. Its a bank & stock market holiday due to Guru Nanak Jayanti

Venue: The Grand Ballroom, Taj Santacruz, Mumbai. This is right next to T1 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

Abhisar Jain – Monarch AIF

Abhishek Basumallick – Intelsense

Aditya Sood – InCred

Ashwini Agarwal – Demeter Advisors LLP

Bharat Shah- Ask Investment Managers

Bhavin Shah- Sameeksha Capital

Digant Haria – GreenEdge Wealth Services

Jeevan Patwa – Sahasrar Capital

Manish Gupta – Solidarity Investment Managers

Pathik Gandotra – Dron Capital

Prakash Diwan – Bering Capital

Rahul Dhruv – Pegasus Growth

Rikeen Dalal – Ficom Advisory LLP

Rusmik Oza- 9 Rays Equi Research

Saloni Hemnani Arya – Molecule Ventures PMS

Smitesh Sheth – Raedan Securities

Varun Goenka – Value Quest

Vihang Naik – Bristlecone India Equity Fund

Viraj Mehta – Equirus Capital

Charges : 11,000 (Eleven Thousand) Only .There will be additional 18% charge due to GST

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

Meals: Lunch,Tea/Coffee Breaks

This event has been sold out.

Categories
ConferenceCall

JTL Industries: Double Up

Source: Earnings Call of JTL Industries Ltd

Categories
ConferenceCall MutualFunds

HDFC AMC: Gore Ko Kaun Samjaye?

Source: Earnings Call of HDFC Asset Management Company Ltd

Categories
InvestorPresentations

Persistent: Jaisa Naam, Waisa Kaam

Source: Investor Presentation of Persistent Systems Ltd

Categories
Links

Linkfest: 19 October, 2023

Some stuff I am reading today morning:

India-UK FTA deal may get delayed (Rediff)

Used phones become new craze (BS)

PhonePe revenue jumps 77% to 2,914 Cr (Fortune)

Stock Talk: Paytm (MC)

Investing lesson from HDFC Bank stock (Morningstar)

Active MFs out number the stocks they invest in (MC)

Zombie Alert (Daily Reckoning)

Thread: Bond Vigilantes (James Lavish)

The Portfolio Liquidity Cycle (Seth Klarman)

The problem with P/E Multiples (Overlooked Alpha)