Source : Investor Presentation of Angel One Ltd
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Navi Mumbai Airport : Coming Soon
Source : CFO Presentation of Adani Airports
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Linkfest: 14 October, 2022
Some stuff I am reading today morning:
India to become world’s third largest economy by 2028 (BS)
IMF: There’s a lot to learn from India (Rediff)
Vistara, Air India could merge (MC)
Sudden spurt in IPO markets (Forbes)
FMCG majors cut prices (Fortune)
There is no medium risk (Permanent Equity)
Bitcoin becoming less volatile than stocks (Yahoo Finance)
Value Investing may never come back (David Einhorn)
It’s time to deploy the recession handbook (Paul Tudor Jones)
The UK Pension Fund Drama explained (Macro Compass)
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Alpha Ideas 20-20 Meet
We had hosted the Alpha Ideas 20-20 Meet in 2018 & 2019 which was well received. We didn’t host in 2020 & 2021 due to Covid.
We are again thinking of hosting the Alpha Ideas 20-20 Meet in Mumbai in the first/second week of November 2022 depending on venue availability
The Summit will have 20 speakers speaking for 20 Minutes (No Q&A) on their best investment ideas.I do hope to line up some great folks to speak for the event.
It will be a great way to spend the day listening to stock pickers and networking with smart investors from around the world
Will go ahead only if we get a decent response.
For those interested,please email me at Alpha Ideas
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Linkfest: 13 October, 2022
Some stuff I am reading today morning:
Cabinet approves 22,000 Cr grant to OMCs (BT)
Britain still wants FTA with India by Diwali (Reuters)
Bank of England reiterates Friday deadline (CNBC)
India’s Industrial Production slips to 18 month low (Rediff)
Business Owner, not Value Investor (Anand Sridharan)
Enjoy your money (White Coat Investor)
Shein & the Tech Cold War (Ranjan Roy)
Union Square Ventures: The Thinkers (The Generalist)
Is it 2001 again? (Macro Compass)
You weren’t supposed to see that (TRB)