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Peter Bernstein on Memory Banks
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Pre IPO: Studds Accessories
Studds Accessories is the world’s largest helmet manufacturing company
Studds is a steady performer with a Sales CAGR of 21% and EBITDA CAGR of 37% over the last 5 years
The latest annual report can be obtained from here and a recent interview with the management can be found here.
A very limited quantity of shares of Studds Accessories is on offer.
For those interested,please email me at Alpha Ideas.
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Linkfest : 17 January, 2020
Some stuff I am reading today morning :
Supreme Court rejects AGR review plea ( BS)
Jio becomes largest telecom player of India ( MC )
CBI files criminal case against Adani Enterprises ( Mint)
Stock Talk : GE Shipping ( ET)
Interview with Sameeksha Capital’s Bhavin Shah ( You Tube)
The unusual persistency of the S&P 500 rally ( QE)
Stock Ownership in the USA ( Barry )
Big Tech is worth over $ 5 Trillion ( CNBC)
The real key to making money in stocks ( Crossing Wall Street)
Nobody makes money like Apollo’s Leon Black ( Bloomberg )
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And they all fall down
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As good as it gets
