Blogs

PNB: Better Late than Never

2 days ago

Blogs/ Alpha Ideas

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CG Power: Watch Out Below !

3 days ago

Blogs/ Alpha Ideas

CG Power is down 30% (Promoter pledge 100%) Today in the conf call mgmt told NO Promoter pledge is being revoked till now. Given today’s fall, if lender revoke shares… fall moving ahead could be even bigger! Need to remain Extremely cautious — Yatin Mota (@YatinMota) February 13, 2019..

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Linkfest: 13 February, 2019

4 days ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: How Mallya kept 7,500 Cr safely away (ET) Anil Ambani sweats it out in SC (BS) Indian Army to procure 72,400 assault rifles from US (FE) How a 27 year old built a 1 Billion $ startup (Mint) Interview with Rahul Yadav (Forbes) Big Oil’s Big Issue with … Continue reading "Linkfest: 13 February, 2019"..

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Edelweiss: Saying it like it is

5 days ago

Blogs/ Alpha Ideas

Hat Tip: S Jain Source: Edelweiss Research Report..

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Linkfest: 11 February, 2019

6 days ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: DP World to launch hyperloop in India (CNBC) Reliance Power Vs Edelweiss (BS) SEBI role in Promoter Financing,MF jumble (Mint) On Tata Motors (Dr C K Narayan) Investor Profile: Rajiv Khanna (ET) Lessons for investors from Zee stock crash (Rediff) Don’t overthink your investments (Humble Dollar) Applying the … Continue reading "Linkfest: 11 February, 2019"..

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Fooled by Randomness

9 days ago

Blogs/ Alpha Ideas

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Linkfest: 07 February, 2019

10 days ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: Retail Investors’ wealth erodes (BS) Even God couldn’t beat dollar cost averaging (OfDollars&Data) Rakesh Jhunjhunwala on 2019 Elections (ET Now) My biggest regret (Ramesh Damani) How Dhirendra Kumar built his portfolio and business (MC) Startup: LetsTransport (Forbes) Falling margins in Wealth Business (Subramoney) The trouble with Stock Picking … Continue reading "Linkfest: 07 February, 2019"..

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Sankhya Infotech: Always Vigilant

10 days ago

Blogs/ Alpha Ideas

Hat Tip: A Talapatra Source: Annual Report of Sankhya Infotech 2017-18..

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Linkfest: 05 February, 2019

12 days ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: RCom’s journey to bankruptcy (ET) UK Okays Mallya’s extradition (FC) Modi simplifies Defence Procurement Procedure (FE) JSW Steel wins Bhushan Power (BL) Titan continues to glitter (BS) Bad news for Rain Industries (RJ) Startup: smallcase (Forbes) Traders start to question UK Sterling’s value (CNBC) Charlie Munger on Company … Continue reading "Linkfest: 05 February, 2019"..

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Reliance Capital: Simply Incomparable

13 days ago

Blogs/ Alpha Ideas

Source: Q2 FY2019 Conference Call Transcript of Reliance Capital Ltd..

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Weekend Mega Linkfest: 01 February, 2019

15 days ago

Blogs/ Alpha Ideas

Some off beat reads for the Weekend: Delhi: Capital Gains (Rana Dasgupta) What really happened in Jhansi (Live History India) Bastar: Guns and Roads (Open) Poverty Queens (Media Crooks) The Coder who became a Crime Boss (Wired) The Desperado (Atavist) Why American can’t win wars (ATimes) How Ikea got cool (Esquire) White Gold (Guardian) This … Continue reading "Weekend Mega Linkfest: 01 February, 2019"..

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Listen Up, Linde Shareholders !

18 days ago

Blogs/ Alpha Ideas

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When your Capacity Utilization > 95%

19 days ago

Blogs/ Alpha Ideas

Source: Exchange Filings of Maithan Alloys Ltd..

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Market Performance Before & After Elections

19 days ago

Blogs/ Alpha Ideas

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Linkfest: 28 January, 2019

20 days ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: Zee claims understanding with Lenders, MFs (ET) Modi may announce agri package today (FE) MSCI rejig may cost $1 Billion outflow (BL) Vodafone Idea’s 25,000 Cr Rights issue (FC) Siddhartha proposes, IT Dept disposes (BS) Has Maruti Suzuki lost track? (Mint) India’s banruptcy reforms languishes in Courts (Reuters) … Continue reading "Linkfest: 28 January, 2019"..

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What a Revolution in India looks like

23 days ago

Blogs/ Alpha Ideas

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India Logistics Snapshot

23 days ago

Blogs/ Alpha Ideas

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Xelpmoc Design : Leaving Competition Behind

25 days ago

Blogs/ Alpha Ideas

Source: DRHP Filings of Xelpmoc Design & Tech Ltd Don’t think any listed IT Company has these kinds of numbers...

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Wipro: Bonus History

26 days ago

Blogs/ Alpha Ideas

Hat Tip: Sukumar..

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Tutorial Point: Dream Client

27 days ago

Blogs/ Alpha Ideas

Source: DRHP Filings of Tutorial Point (India) Ltd..

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Weekend Mega Linkfest: 18 January, 2019

29 days ago

Blogs/ Alpha Ideas

Some off beat reads for the weekend: The malign incompetence of the British Ruling Class (Pankaj Mishra) Is the age of tech over? (Atlantic) Have aliens found us? (New Yorker) How a deluge of money nearly broke the Premier League (Guardian) The Rafale Deal Explained (Nitin Gupta) The Ugly Indian Tourist (Open) How Hindu Dieties … Continue reading "Weekend Mega Linkfest: 18 January, 2019"..

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Linkfest: 18 January, 2019

one month ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: RIL becomes first pvt co to post 10,000 Cr Quarterly Profit (ET) Why PSU stocks fail to deliver (MC) Business leaders urge RBI to cut rates (Mint) How ‘briefcase’ firms are robbing the Govt of GST (Rediff) Shalimar Paints plans mega comeback (FC) Brexit Plan ‘B’ (Reuters) The … Continue reading "Linkfest: 18 January, 2019"..

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All in India

one month ago

Blogs/ Alpha Ideas

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Rain Industries: Bad news keeps pouring

one month ago

Blogs/ Alpha Ideas

Hat Tip : Zafar Eden Prairie, Minnetonka and five other cities have filed lawsuits against seven refiners of coal tar for allegedly contaminating numerous storm water ponds with pollutant and potentially carcinogenic chemicals. The cities claim seven companies — Koppers Inc., Ruetgers Canada Inc., Rain Carbon Holdings, Rain Carbon LLC, Stella-Jones Corp., Coppers Creek Chemical … Continue reading "Rain Industries: Bad news keeps pouring"..

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Olectra Greentech : Only One Share

one month ago

Blogs/ Alpha Ideas

Amusing to see that only one share was tendered in the open offer for Olectra Greentech. Probably that one share was tendered to save the offer from legal blushes. Source: Exchange Filings of Olectra Greentech Ltd..

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J&K Bank : Future Profit > Current Market Cap?

one month ago

Blogs/ Alpha Ideas

Hat Tip: J Kalra Source: Exchange Filings of Jammu & Kashmir Bank Ltd..

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Weekend Mega Linkfest: 11 January, 2019

one month ago

Blogs/ Alpha Ideas

Some off beat reads for the weekend: The hidden treasure in Gwalior Fort (LHI) Quota Correction (Open) Citizenship Bill & the North East (Outlook) The Spider-Man who stole Art (New Yorker) The catastrophe of vanishing glaciers (Guardian) Pakistan’s musicians turn political (ATimes) Spoof: CIA offers apology (The Onion) Is Marijuana as safe as we think? … Continue reading "Weekend Mega Linkfest: 11 January, 2019"..

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Linkfest: 11 January, 2019

one month ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: Zerodha is now India’s largest broker (BQ) JSW readies bid for IL&FS energy arm (FC) Why Hyundai’s Chennai workers are up in arms (Rediff) The inside story of SEBI crackdown on Dabba Trading (Mint) Stock Talk: IEX (FE) Scaling up a Business (Amit Jeswani) Interview with Manishi Raychaudhuri … Continue reading "Linkfest: 11 January, 2019"..

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What Sector Consolidation Looks Like

one month ago

Blogs/ Alpha Ideas

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What’s your Entry P/E ?

one month ago

Blogs/ Alpha Ideas

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Balrampur Chini: Best of Times, Worst of Times

one month ago

Blogs/ Alpha Ideas

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Linkfest: 08 October, 2019

one month ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: Bharat Bandh today (BS) Modi’s Upper Caste Quota (TOI) The winner in Bandhan – Gruh merger (Mint) Taxman on a refunds spree (ET) Supreme Court steps in Jio-RCom deal (FE) Buffett & Munger on reading habits (AM) Rajat Gupta fails to prove his innocence (DB) Wild Expectations (Morgan … Continue reading "Linkfest: 08 October, 2019"..

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Mega Trend: Life Insurance Density in India

one month ago

Blogs/ Alpha Ideas

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When Sugar Met NBFC

one month ago

Blogs/ Alpha Ideas

With hindsight , this was the perfect signal of the top in NBFCs..

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Some Qs for Management

one month ago

Blogs/ Alpha Ideas

Some overrated questions to CEO/management: What are the short-term catalysts? What can you do next year? Some underrated questions to CEO/management: Who are your role models? When sh!t hits the fan, who do you turn to? Which competitor do you respect the most? — Ian Cassel (@iancassel) December 27, 2018..

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Linkfest: 03 January, 2019

one month ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: Swap ratio fixed for BoB, Vijaya and Dena Bank Mergers (BS) New investments in India plunge to 14 year low (Mint) American CEOs warn of US-China trade war (CNBC) Singhania Vs Singhania (FC) Investor Profile: Dhiraj Dave (ET) PPF regains the crown with best returns (ET) M&M 9.5% … Continue reading "Linkfest: 03 January, 2019"..

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Mega Trend: India’s Renewable Energy Capacity

one month ago

Blogs/ Alpha Ideas

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Book Review : A Zebra in Lion Country

one month ago

Blogs/ Alpha Ideas

The Book ‘A Zebra in Lion Country’ is written by Ralph Wanger who used to manage the Acorn Fund. Ralph used to specialize in small cap investing and the book captures his experience and wisdom in the investing field. This Book has a cult following amongst investors and its not hard to see why. The … Continue reading "Book Review : A Zebra in Lion Country"..

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Linkfest: 31 December, 2018

one month ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: Jet Airways’ crisis deepens (ET) Re-audit of Telco’s books to begin in Jan (FC) Company Profile: Samsung India (Fortune) Superb Panel Discussion of Akash Prakash, Raamdeo Agrawal and Ramesh Damani (YouTube) Life is getting harder for Central Banks (Mohammed El Erian) Investor Returns Vs Fund Returns (Subramoney) Quick … Continue reading "Linkfest: 31 December, 2018"..

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Akash Prakash: Foolish Strategy

one month ago

Blogs/ Alpha Ideas

Source: Kush Katakia..

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Chart: India’s Machine Tools Industry

one month ago

Blogs/ Alpha Ideas

Source: Investor Presentation of MacPower CNC Machines Ltd..

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Sankhya Infotech: Shareholder Bana Chairman

one month ago

Blogs/ Alpha Ideas

Hat Tip: A Mitra Source: Exchange Filings of Sankhya Infotech Ltd..

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Linkfest: 26 December, 2018

one month ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: Stocks get singed world wide (Mint) How to earn 18.4% in this market (ET) NCLT helps recover 80,000 Cr in 2018 (MC) 2018: Not a year for doubling down (Swanand Kelkar) The best asset class of 2018 (BS) The Indian Stock Market is unique (Saurabh Mukherjea) More than … Continue reading "Linkfest: 26 December, 2018"..

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Pre IPO : HDB Financial Services Ltd

one month ago

Blogs/ Alpha Ideas

HDB Financial Services is the Financial Services arm of HDFC Bank. It’s latest Annual Report can be downloaded from here. A very limited quantity of its shares are on offer for sale. For those interested,please email me at Alpha Ideas..

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Linkfest: 24 December, 2018

one month ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: The tough life of Anil Ambani (ET) The rise & fall of Gupta Brothers (NY Times) GVK’s debt restructuring plans (Mint) Full Statement of US Treasury Department (CNBC) Company Analysis: Bharti Infratel (Dhruva Pandey) 10x in 10 years (Life & Equities) Retirement Plan Review (Subramoney) Investing ideas that … Continue reading "Linkfest: 24 December, 2018"..

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This Means War

one month ago

Blogs/ Alpha Ideas

“As evidenced by this investigation, the threats we face have never been more pervasive or more potentially damaging to our national security. And no country poses a broader, more severe, and long-term threat to our nation’s economy and cyber infrastructure than China. China’s goal, simply put, is to replace the U.S. as the world’s leading … Continue reading "This Means War"..

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2018: A Historically Bad Year

one month ago

Blogs/ Alpha Ideas

Hat Tip: Nick..

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Singh is King

one month ago

Blogs/ Alpha Ideas

Invest x in an NBFC – lever it 7x – lend 8x to your own entities. pledge against the 8x book -raise 4x. Default on all loans – . Lenders against pledge take possession of the useless book. Stage an intra-family drama and a blame game are feed for an OTT channel.x becomes 12x — … Continue reading "Singh is King"..

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Linkfest: 19 December, 2018

2 months ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: Investors should prepare for the worst (Alan Greenspan) NSE to launch weekly options on Nifty (ET) PM Modi’s GST bonanza (FE) S Naren’s outlook for 2019 (BQ) Why independent Directors are rushing for the exit door (Mint) Presentation: Lessons from Stock Markets (Durgesh Shah) Presentation: Buy/Hold Vs Active … Continue reading "Linkfest: 19 December, 2018"..

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Shyam Sekhar on Cera

2 months ago

Blogs/ Alpha Ideas

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Vijay Kedia : Why people fail at investing

2 months ago

Blogs/ Alpha Ideas

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Weekend Mega Linkfest: 14 December, 2018

2 months ago

Blogs/ Alpha Ideas

Some off beat reads for the weekend: Inside Tesla’s Production Hell (Wired) 2019 looks like an open game now (Outlook) Ten Messages for Modi (Media Crooks) Technology: The Master of Games (Smithsonian) Inside China’s global propaganda campaign (Guardian) Bangladeshi Hindus: Living on the run (Swarajya) The Life & Times of a Mossad Agent (SCMP) Pakistan … Continue reading "Weekend Mega Linkfest: 14 December, 2018"..

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Linkfest: 14 December, 2018

2 months ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: RBI Board Meeting today (BQ) RBI’s arbitrary changing of the PCA framework (ET) Massive buyback by IOC (BL) Stock Market traders fall for ‘rural narrative’ (Mint) How IL&FS splurged on luxury (BS) Standard Chartered axes over 200 jobs in India (Reuters) Company Profile: WNS (Fortune) How Munger made … Continue reading "Linkfest: 14 December, 2018"..

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Bharat Patel on Portfolio Construction

2 months ago

Blogs/ Alpha Ideas

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Govind Parikh on 3M India

2 months ago

Blogs/ Alpha Ideas

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Kotak Bank Creates History

2 months ago

Blogs/ Alpha Ideas

Probably the first time, a Bank has taken its regulator to Court. Source: Exchange Filings of Kotak Mahindra Bank..

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Linkfest: 10 December, 2018

2 months ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: Woes of the Essel Group (BQ) FPIs pull out 400 Cr in just 5 sessions (Mint) Huawei Crisis intensifies (Guardian) Ned Davis: The Bear Market is here (CNBC) Telcos in a liquidity crisis (FC) Options Trader Pran Katariya (MC) Notes from 2nd Value Investing Summit (S&L) Market Cycles … Continue reading "Linkfest: 10 December, 2018"..

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Rajashekar Iyer on Leverage

2 months ago

Blogs/ Alpha Ideas

–From Rajashekar Iyer’s interview in the Book ‘Master Class with Super Investors’..

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Raamdeo Agrawal: How I got a 100 Bagger

2 months ago

Blogs/ Alpha Ideas

–From Raamdeo Agrawal’s interview in the Book ‘Master Class with Super Investors’..

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Vijay Mallya’s Offer

2 months ago

Blogs/ Alpha Ideas

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What a Bull Run looks like

2 months ago

Blogs/ Alpha Ideas

# of times Chemical Cos have gone up in price in last 5 yrs:Aarti: 16.13 timesAksharchem: 4.25 timesAtul: 8.37 timesBhageria: 22.83 timesBodal: 10.18 timesDeepak N: 8.56 timesKiri: 8.06 timesNOCIL: 12.07 timesSadhana: 96.02 timesSudarshan : 8.6 timesVinati: 8.58 times — alphaideas (@alphaideas) December 3, 2018..

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Linkfest: 04 December, 2018

2 months ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: HUL-GSK Consumer Merger (Mint) Random Portfolio down 20%-40% (Nooresh) Properties of IL&FS directors attached (MC) Navy encashes bank guarantees of RNaval (BS) Sector Watch: Capital Goods (Vriddhi Capital) Company Profile: Prestige (Fortune) On MF Distributors (Subramoney) Bad Buybacks (Barry) The Crypto Winter is here (Coin Desk) The tale … Continue reading "Linkfest: 04 December, 2018"..

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It’s Global , Stupid !

2 months ago

Blogs/ Alpha Ideas

Source: Alastair Williamson..

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Mega Trend: India Tyres

2 months ago

Blogs/ Alpha Ideas

Source: MOSL Research..

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The China Factor

2 months ago

Blogs/ Alpha Ideas

Hat Tip: Zafar Source: SBI Caps Research Report ..

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Linkfest: 29 November, 2018

2 months ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: Banks may invoke Dhoots’ personal guarantees (ET) Investor worries on Kotak Bank (Mint) Jaypee may lose Formula One Land (BS) UTI AMC stake sale (BL) Company Profile: Arvind (Fortune) The Bear Market of 1969 (Irrelevant Investor) Valuations don’t matter much in Emerging Markets (BQ) The trade of the … Continue reading "Linkfest: 29 November, 2018"..

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AVG Logistics: Bad Luck comes in Threes

2 months ago

Blogs/ Alpha Ideas

Source: Exchange Filings of AVG Logistics..

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Linkfest: 27 November, 2018

2 months ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: Centre to infuse 42,000 Cr in PSU Banks (ET) Indian stocks still expensive (Mint) Interview with Ajit Ranade (Morningstar) Company Profile: Bajaj Finance (Forbes) What Indian Unicorn Founders earn (BQ) Bajaj Auto to launch quadricycle (Rediff) NIIT Tech founders may sell out (FC) Bitcoin is down more than … Continue reading "Linkfest: 27 November, 2018"..

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Investor Pespectives on SME Investing

2 months ago

Blogs/ Alpha Ideas

Had the honor to present on SME Investing at the Intelligent Investor Forum. My presentation:..

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Linkfest: 22 November, 2018

2 months ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: Half of India’s ATMs may close down (MC) SEBI begins probe into DSP Mutual Fund (Mint) Patanjali hits a sales road block (BQ) Satta market on the State Elections (FC) Xiaomi’s massive India Plans (CNBC) Interview with Guy Spier & Mohnish Pabrai (ET Now) Munger on Economics & … Continue reading "Linkfest: 22 November, 2018"..

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The Share Price Mania of 1861-1864

2 months ago

Blogs/ Alpha Ideas

Source: WhatsApp Forward Plus ça change, plus c’est la même chose..

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Linkfest: 20 November, 2018

2 months ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: Govt,RBI signal truce (Mint) Tata Sons Board cautions N Chandra (ET) Wake Up Call for FMCG (Shiv Kumar) Crypt Currencies tumble (FE) Ronnie Screwvala on Zee Exit plans (BQ) Secret Diary of R Gopalkrishnan (OB) Leveraging & Risk (Subramoney) On Life Insurance (Bala) Don’t short the QT Hangover … Continue reading "Linkfest: 20 November, 2018"..

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Lasa Supergenerics: Super Explanation of Losses

3 months ago

Blogs/ Alpha Ideas

Source: Exchange Filings of Lasa Supergenerics Ltd..

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Is NSE Tone-Deaf?

3 months ago

Blogs/ Alpha Ideas

Despite clamouring complaints from investors to fix its shitty website, Vikram Limaye does not take any action Dear @NSEIndia – you need to work on priority to make your website user friendly – fetching out info on your site is quite a struggle – for most investors I speak to, the user experience is … Continue reading "Is NSE Tone-Deaf?"..

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PMS Performance Comparison

3 months ago

Blogs/ Alpha Ideas

Source: WhatsApp Forward..

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Linkfest: 15 November, 2018

3 months ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: Zee stake sale move has market confused (Digital FC) GVK’s deleveraging plans (Mint) 10.25% JM Financial NCD issue (My Investment Ideas) Malted Milk Drinks in India (BQ) Stock Analysis: Globus Spirits (Dr Vijay Malik) Company Profile: Sadhana Nitro (MC) Why global funds are again warming up to India … Continue reading "Linkfest: 15 November, 2018"..

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Linkfest: 14 November, 2018

3 months ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: Oil Prices crash (CNBC) Zee Entertainment Promoters to sell 50% stake (MC) Jarring speech of Raghuram Rajan (ET) In HDFC Mutual Fund we trust (Mint) Flipkart’s Binny Bansal accused of sexual assault (BS) Tatas are doing due diligence on Jet Airways (BQ) Yusuff Ali & the LuLu Group … Continue reading "Linkfest: 14 November, 2018"..

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Roni: Only 2 Lakhs

3 months ago

Blogs/ Alpha Ideas

Source: DRHP of Roni Households Ltd..

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MF Inflows & Outflows

3 months ago

Blogs/ Alpha Ideas

Source: IDBI Capital Research..

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Weekend Mega Linkfest: 09 November, 2018

3 months ago

Blogs/ Alpha Ideas

Some off beat reads for the weekend: The tragedy of Saudi Arabia’s War (NYTimes) The wild, wild story of the MEK (Guardian) Ram Mandir: Ab Nahi To Kab? (Swarajya) Which way will Behenji go? (Rahul Pandita) Inside Israels’ YAMAM (Vanity Fair) Blasphemy, Pakistan’s New Religion (Mohammed Hanif) Jose Mourinho’s last stand (ESPN) DIY: Android Car … Continue reading "Weekend Mega Linkfest: 09 November, 2018"..

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Linkfest: 09 November, 2018

3 months ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: Fed leaves rates unchanged (CNBC) Oil is collapsing (WP) How Gujarat traders are making eCommerce firms suffer (BS) Airtel may get ratings downgrade (Mint) SEBI’s very pro-investor move regarding physical shares (FE) Stock Talk: Arvind (MC) Pidilite’s Madhukar Parekh (Forbes) Video: Uday Kotak’s Diwali Speech (Kotak) Investing with … Continue reading "Linkfest: 09 November, 2018"..

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Lucky Not My Wife

3 months ago

Blogs/ Alpha Ideas

Here is a transcript of the CEO of Canada's biggest newspaper company getting into a public argument with an American hedge-fund billionaire who owns a big chunk of that company in their earnings con-call. pic.twitter.com/XLREOQ5lkf — Prem Doshi (@StocksResearch) November 6, 2018..

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SBI: Famous Last Words?

3 months ago

Blogs/ Alpha Ideas

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Blog Break

3 months ago

Blogs/ Alpha Ideas

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Rashesh Shah Ki Bhavishvani

3 months ago

Blogs/ Alpha Ideas

Source: Exchange Filings of Edelweiss Financial Services Ltd..

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Aur Kuch Nahin Karna Jaitley Hai

3 months ago

Blogs/ Alpha Ideas

A girl asked PM Modi, "When I do something for society, people ask me why I do so when I pay my taxes. What should I tell them?" He gave a detailed answer but the best thing he said was —"Tax dena prakruti hai. Tax na dena vikruti hai. Isse jyada kuch karna sanskruti hai." … Continue reading "Aur Kuch Nahin Karna Jaitley Hai"..

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Indigo : 8% is Small Price…

3 months ago

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….to kill the competition Source: Investor Presentation of Interglobe Aviation Ltd..

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Linkfest: 24 October, 2018

3 months ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: Manappuram Finance 10.4% NCDs (One Mint) How big can Reliance Retail be? (MC) Zydus Cadila set to bag Kraft Heinz portfolio (ET) SEBI mulls standardisation of PMS Schemes (BS) Jet Airways seeks loan moratorium (BQ) Stock Talk: Security & Intelligent Services (India) Ltd (Kumar Saurabh) Sector Talk: Tyres … Continue reading "Linkfest: 24 October, 2018"..

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Why Romesh Sobti is like a Pakistani Politician

3 months ago

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Romesh Sobti: Pakistani Politician:..

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Bodal : Smells Fishy

3 months ago

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Source: Exchange Filings of Bodal Chemicals..

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