Blogs

How to survive the sharp drop

yesterday

Blogs/ Alpha Ideas

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Portfolio of Hiten Anantrai Sheth

3 days ago

Blogs/ Alpha Ideas

This post is in continuation of my coat tailing series (see here) To know what other top investors are buying/holding/selling in India, subscribe to our Investor Wisdom Newsletter Hiten Anantrai Sheth is a well known investor in the Indian Equity Markets His significant portfolio holdings as on 30 June,2018 as per stock exchanges is as given below: … Continue reading "Portfolio of Hiten Anantrai Sheth"..

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Linkfest: 19 September,2018

4 days ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: SEBI gives investors reasons to smile (Mint) RCom’s realty plans (BS) How did the recent IPOs fare? (MC) Company Profile: SRF (OB) Untangling the Mallya web (BT) Interview with Saurabh Mukherjea (ET) Going beyond technicalities in investing (Gautam Baid) The mathematics of maintaining bet size (Albert Bridge Capital) … Continue reading "Linkfest: 19 September,2018"..

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Alpha Ideas SME Stars Meet

4 days ago

Blogs/ Alpha Ideas

I had blogged earlier about hosting a Alpha Ideas SME Stars Meet. I am delighted to say that we got a terrific response to the suggestion. As such, I along with Paresh Shah of Noble Capital , are now hosting a SME Stars Meet which aims to showcase the best listed Companies on the SME … Continue reading "Alpha Ideas SME Stars Meet"..

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Linkfest: 17 September, 2018

5 days ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: The IL&FS debacle (MF Critic) US-China trade war intensifies (CNBC) How India’s power story got derailed (ET) High valuations of appliance manufacturers get a reality check (Mint) Market players seek clarity on ‘self trade’ (BL) An open letter to Hatsun’s R G Chandramogan (Vikas Kasturi) On Paytm Mall … Continue reading "Linkfest: 17 September, 2018"..

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Portfolio of Doric Capital in India

10 days ago

Blogs/ Alpha Ideas

This post is in continuation of my coat tailing series (see here) To know what other top investors are buying/holding/selling in India, subscribe to our Investor Wisdom Newsletter Doric Capital is a well known FPI which invests in small caps/mid caps It’s significant portfolio holdings as on 30 June,2018 as per stock exchanges is as given below: … Continue reading "Portfolio of Doric Capital in India"..

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Linkfest: 12 September, 2018

11 days ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: Supreme Court stays RBI’s Circular for power companies (Mint) SEBI directs senior NSE officials to ‘stay out of action’ (BS) Demat compulsory for unlisted public firms (BL) Is fear creeping into the markets? (BQ) Note to Parliamentary Committee on Bank NPAs (Raghuram Rajan) The other Muthoot (Forbes) Indian … Continue reading "Linkfest: 12 September, 2018"..

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Titan: Titanic Ambitions

11 days ago

Blogs/ Alpha Ideas

Source: Annual Report 2017-18 of Titan Company Ltd..

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FMCG Stocks: Great Expectations

12 days ago

Blogs/ Alpha Ideas

Source: CLSA Research..

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Top Clicks on Alpha Ideas This Week

13 days ago

Blogs/ Alpha Ideas

Here are the most clicked items on Alpha Ideas this week: Paytm: Mind boggling wealth creation (AI) Why the market hates Balkrishna Industries’ capex plans (AI) On HDFC Bank (Gordon DSouza) Saurabh Mukherjea’s stock picks (RJ) Samir Arora Ko Gussa Kyon Aaya (AI) Mega Trend: India’s mattress industry (AI) How to retire in your 30s … Continue reading "Top Clicks on Alpha Ideas This Week"..

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Why Dalal Street loves Demonetization

15 days ago

Blogs/ Alpha Ideas

Source: Edelweiss Research..

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Portfolio of Shyam Sekhar

16 days ago

Blogs/ Alpha Ideas

This post is in continuation of my coat tailing series (see here) To know what other top investors are buying/holding/selling in India, subscribe to our Investor Wisdom Newsletter Shyam Sekhar is a well known investor who invests in small caps and turn around situations His significant portfolio holdings as on 30 June,2018 as per stock exchanges is as … Continue reading "Portfolio of Shyam Sekhar"..

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SME Stars Meet

17 days ago

Blogs/ Alpha Ideas

We are thinking of hosting a SME Stars Meet in Mumbai tentatively on the second or fourth Saturday in Oct 2018. The Meet will have around 7-10 Companies listed on the SME Exchanges making presentations.I do hope to line up some great companies to present at the event. The Meet will be a half day … Continue reading "SME Stars Meet"..

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Paytm: Mind Boggling Wealth Creation

18 days ago

Blogs/ Alpha Ideas

Source: Annual Report 2017-18 of One97 Communications Ltd Currently, the shares are being traded around 20,000 Rs/share in the unlisted space...

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Linkfest: 04 September, 2018

19 days ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: Fund Managers fear fund outflows after SEBI’s new rules (BQ) Liquid Funds are under performing FDs (ET) The eerie calm of RBI (Mint) Indian Telecom is dying (FE) Interview with Kenneth Andrade (MC) 7 Examples why operating cash flow is more important than Net Profit (Aurum Capital) Whilrpool … Continue reading "Linkfest: 04 September, 2018"..

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Cyclical Compounders

19 days ago

Blogs/ Alpha Ideas

I think most of my ideas in would fall under the bracket ‘cyclical compounders’. While the term sounds like an oxymoron, it primarily refers to great businesses that operate in industries with structural long-term growth tailwinds but have huge short-term business cycles. For example, let’s take Ryan Air. The short-haul airline travel industry as we … Continue reading "Cyclical Compounders"..

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Rakesh Jhunjhunwala explains Trading

22 days ago

Blogs/ Alpha Ideas

“Trading ki kahani, badshah @JhunJhunwala_R ki zubaani”@prashanttejura @indian_stockss @sanstocktrader @VRtrendfollower @harrie007 @thekalal @SethiaAtul @koolvicky @Neha_trade @entrepreneur987 @heartwon @blisstrades @carahulranka @DRuzbeh @Rishikesh_ADX @ravi_mehata pic.twitter.com/tPlwmtijGA — Amit Bhandari (@StocksFanatic) August 31, 2018..

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On Afternoon Naps

23 days ago

Blogs/ Alpha Ideas

As most people know, I am a huge fan of afternoon naps. In fact, my wife jokes that the main reason I quit my corporate career to become a full time investor, was so that I could sleep in the afternoon. As such,I was delighted to know that I am just following the foot steps … Continue reading "On Afternoon Naps"..

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Possible 2019 Scenarios & Market Outcomes

23 days ago

Blogs/ Alpha Ideas

Source: CLSA Research..

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This Mutual Fund Indicator is flashing red

24 days ago

Blogs/ Alpha Ideas

Go to web page....

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Book Review: The Harriman Book of Investing Rules

25 days ago

Blogs/ Alpha Ideas

The Book ‘ The Harriman Book of Investing Rules’ is written by Philip Jenks and Stephen Eckett. It’s a strange kind of book in the sense that it contains 10 rules from 150 investors…i.e. a collection of around 1500 rules on investing ! But much to my surprise, I found the book to be an … Continue reading "Book Review: The Harriman Book of Investing Rules"..

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Linkfest: 28 August, 2018

26 days ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: Berkshire Hathway confirms investment in Paytm (CNBC) BMC now allows events at NESCO (TOI) On Bandhan Bank’s bid for PNB Housing (ET) Games Indian Banks play (Andy Mukherjee) The policy maker Vs the promoter (FE) Why petroleum dealers are angry with the Modi Govt (Rediff) Stock Analysis: Bodal … Continue reading "Linkfest: 28 August, 2018"..

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Linkfest: 27 August, 2018

27 days ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: BMC bars events at NESCO (TOI) Status of PSU Banks today (Tamal) FPIs stay bullish on India (BL) Unlisted companies to issue shares in demat form (BQ) Interview with Bismillah Chowdhary (Morningstar) Why Fiat Chrysler’s India plans went for a toss (Rediff) My assessment on IEX (Dhruva Pandey) … Continue reading "Linkfest: 27 August, 2018"..

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DCW: Price Bada Balwan

29 days ago

Blogs/ Alpha Ideas

Hat Tip: P Shah Yesterday, DCW had a market moving announcement related to an export order as seen below: This announcement was broadcast on NSE at around 3:20 pm as seen below: The announcement was broadcast on BSE at 3:22 pm as seen below: But the stock price saw a steep jump at around 11:00 … Continue reading "DCW: Price Bada Balwan"..

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Private Vs Public

one month ago

Blogs/ Alpha Ideas

Source: Aswath Damodaran..

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Pre IPO: Merino Industries

one month ago

Blogs/ Alpha Ideas

Merino Industries is India’s largest laminates brand. It’s latest Annual Report can be obtained from here. It’s valuations are much cheaper than listed players like Greenlam,Stylam etc 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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Sheetal Cool: Parting Advice

one month ago

Blogs/ Alpha Ideas

Source: Exchange Filings of Sheetal Cool Products Ltd..

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Chart: India as a Counter Cyclical Play

one month ago

Blogs/ Alpha Ideas

Source: Morgan Stanley Research..

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Linkfest: 20 August, 2018

one month ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: Some more stupid recommendations to SEBI (BL) A 15,000 Cr lesson in misgovernance (Hemendra Hazari) The bruhaha over the HDFC vote (IIAS Advisory) The big threat facing fund houses (Rediff) The Billionaires and the Guru (ET) Is there bang for the Mudra buck? (BQ) Interview with Kerr Neilson … Continue reading "Linkfest: 20 August, 2018"..

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Who knew Indian SMEs are setting global benchmarks?

one month ago

Blogs/ Alpha Ideas

In speaking with some of the world’s top business leaders I asked what it is that would make business (jobs) even better in the U.S. “Stop quarterly reporting & go to a six month system,” said one. That would allow greater flexibility & save money. I have asked the SEC to study! — Donald J. … Continue reading "Who knew Indian SMEs are setting global benchmarks?"..

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The Best Q to ask Management

one month ago

Blogs/ Alpha Ideas

Hat Tip: P Kantheti..

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2 SME IPOs Explained

one month ago

Blogs/ Alpha Ideas

Source: SEBI Annual Report 2017-18..

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Linkfest: 15 August, 2018

one month ago

Blogs/ Alpha Ideas

Wishing all readers a very Happy Independence Day. Some stuff I am reading today morning: UTI AMC IPO likely next year (BL) High-Tech NSE, Poor Quality Website (Money Life) Kotak proposes, RBI disposes (ET) Civil Aviation Ministry battles for the airlines (Mint) Indigo: Flying into unchartered territory (OB) Company Profile: Escorts (Forbes) Panasonic: The pan-India … Continue reading "Linkfest: 15 August, 2018"..

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Wipro: You Can’t Win

one month ago

Blogs/ Alpha Ideas

Hat Tip: Contrarian EPS Source: Wipro Q1 FY2018-19 Conference Call Transcript..

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What a Commodity Boom looks like

one month ago

Blogs/ Alpha Ideas

Source: Annual Report of HEG Ltd 2017-18..

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Weekend Mega Linkfest: 10 August, 2018

one month ago

Blogs/ Alpha Ideas

Some off beat reads for the weekend: Economic lessons from the Raj (Zareer Masani) Indra Nooyi and the vanishing female CEO (New Yorker) War without end (NYTimes) Why Uighur Muslims are living in fear (Guardian) Saudi Arabia Vs Canada (ATimes) Sinking Kolkata (Rafia Zakaria) The bitter truth about Honey (Bibek Debroy) Rahul Gandhi may lose … Continue reading "Weekend Mega Linkfest: 10 August, 2018"..

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Linkfest: 10 August, 2018

one month ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: SFIO arrests Neeraj Singhal, promoter of Bhushan Steel (BQ) SEBI seeks powers to tap phone calls (Mint) Farmers file police complaint against IMD (HT) Jet Airways Audit Committee does not approve results (ET) Interview with Samit Vartak (MC) SEBI orders Vakrangee to make open offer (BL) IKEA opens … Continue reading "Linkfest: 10 August, 2018"..

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BLS International: Catch in the Cash

one month ago

Blogs/ Alpha Ideas

The attached pic tells us why it is so important to read Annual Reports Cash flow statement of a company – Adds short term borrowings to cash flow from operations and inflates the operating cash flows pic.twitter.com/EadqRbzqsY — Katalyst Wealth (@katalystwealth) August 9, 2018..

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A Lament for Mr. Limaye

one month ago

Blogs/ Alpha Ideas

NSE unveiled it’s new logo today on the occasion of it’s completing 25 years. One other thing which seems unchanged since the last 25 years is the NSE website ! It has become extremely frustrating to use the website as this tweet indicates: Thinking of starting tutorial course on“ How to find company specific result … Continue reading "A Lament for Mr. Limaye"..

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Linkfest: 08 August,2018

one month ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: CreditAccess Grameen IPO opens today (MC) How ICICI Bank masked bad loans (Mint) Brokers take NSE to court (BL) Investor Profile: Chetan Phalke (ET) Musk mulls taking Tesla private (BQ) Ola-Uber battle, now in UK (Rediff) ‘Make in India’ for Indian Equities (Bala) Increasing SIP and Perpetual SIP … Continue reading "Linkfest: 08 August,2018"..

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When a Builder can borrow cheaper than a Bank

one month ago

Blogs/ Alpha Ideas

Amusing to see that Godrej Properties can borrow at a lower rate than a Bank. Source: Investor Presentation of Godrej Properties Source: Jana Small Finance Bank..

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Linkfest: 06 July, 2018

one month ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: HDFC AMC listing today (ET) IPO Review: CreditAccess Grameen (IPO Central) What exactly is happening at Jet Airways (ET) Tyre Companies bet big on domestic demand (Mint) India becomes steel dumping ground (FE) Stock Talk: Nath Bio-Genes (RJ) Stock Talk: TPL Plastech (Dolly) Top 5 Best Liquid Mutual … Continue reading "Linkfest: 06 July, 2018"..

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Godrej’s Value Creation Track Record

one month ago

Blogs/ Alpha Ideas

Source: Investor Presentation of Godrej Properties..

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How to make money in Indian Stock Markets

one month ago

Blogs/ Alpha Ideas

In India, you don't need to know anything about Businesses, balance sheet etc, to make money in market. Just get advance info on stocks entering/exiting ASM List, and you have a guaranteed 10-20%. Witness movement of past 5 days in ASM exit list announced today evening. Amazing! — Shankar Sharma (@1shankarsharma) August 1, 2018..

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Jagran Prakashan : Non-Cooperative Competition

one month ago

Blogs/ Alpha Ideas

Source: Investor Presentation of Jagran Prakashan..

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Linkfest: 01 August, 2018

one month ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: Updates on NSE Co-Location scam (MC) Tata Motor’s Q1 loss is biggest in 9 years (ET) 22% share holders vote against Deepak Parekh (Mint) Vijay Mallya to be kept at Mumbai’s Arthur Road jail (FE) Govt grip is killing Public Sector Banks (BS) Why share buybacks is not … Continue reading "Linkfest: 01 August, 2018"..

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Shame on MCX

one month ago

Blogs/ Alpha Ideas

One thing that irritates me the most is when Companies which are traded on both NSE and BSE report critical information to one Stock Exchange but not another. Multi Commodity Exchange of India Ltd is traded on both NSE and BSE. On BSE, the shareholding patterns of MCX are upto date as can be seen … Continue reading "Shame on MCX"..

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Arvind Ltd: Mind Boggling Possibilities

one month ago

Blogs/ Alpha Ideas

Source : Investor Presentation of Arvind Ltd..

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Weekend Mega Linkfest: 27 July, 2018

one month ago

Blogs/ Alpha Ideas

Some off beat reads for the weekend: Inside the two years that shook Facebook (Wired) AI shows why atheism is unpopular (Atlantic) The rise of the house husband in Japan (SCMP) The untold story of an America hostage (GQ) Europe Vs Tourists (Time) How E-Commerce is transforming rural China (New Yorker) New Front: Vidarbha (Gossip … Continue reading "Weekend Mega Linkfest: 27 July, 2018"..

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Can you video-record at an AGM?

one month ago

Blogs/ Alpha Ideas

Source: Clarification by Kesoram Industries In the last AGM of Kesoram Industries, a minority shareholder made serious allegations against the company. The same was recorded on a mobile phone and circulated widely on social media. The Company , in it’s response to the allegations, made the following statement: The brings forth the Question: Can you … Continue reading "Can you video-record at an AGM?"..

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Linkfest: 26 July, 2018

one month ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: HDFC AMC IPO already fully subscribed (ET) PMS cloners drown in the small-cap meltdown (ET) Cement companies to pay fine of Rs.6,300 Cr (FE) What happens if you fail to file tax returns by 31 July (MC) The $1.5 Billion wager on Indian real estate that went wrong … Continue reading "Linkfest: 26 July, 2018"..

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Chart: MF AUM to GDP

one month ago

Blogs/ Alpha Ideas

Hat Tip: Porinju Veliyath..

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Mega Trend: Digital Learning in India

2 months ago

Blogs/ Alpha Ideas

Source: DRHP of Aakash Educational Services Ltd..

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The Fastest Growing Listed AMC

2 months ago

Blogs/ Alpha Ideas

Source: Investor Presentation of L&T Finance Holdings Ltd..

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Linkfest: July 23, 2018

2 months ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: Govt cuts GST rates (DNA) Circular on ASM Stocks (NSE) Kotak Mahindra Bank: Rich Valuations (Mint) 25 years of Private Sector Mutual Funds in India (BL) Cash and Portfolio Rotation (Rohit Chauhan) Stock Analysis & the illusion of Control (Safal Niveshak) Stay away from exclusive investing clubs (Subramoney) … Continue reading "Linkfest: July 23, 2018"..

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Linkfest: 20 July, 2018

2 months ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: No-confidence motion today (BS) Chidambaram, NSE Chairman chargesheeted in Aircel-Maxis Case (MC) Rupee ends at lifetime low (ET) New strict H1-B visa rules (Mint) Cherry picking fallen angels (OB) Brokers Vs NSE (BL) Donald Trump Vs US Fed (BQ) Gold Bugs Vs Stock Market Bulls (Pension Partners) The … Continue reading "Linkfest: 20 July, 2018"..

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Fourth Dimension is First !!

2 months ago

Blogs/ Alpha Ideas

Amusing to see a controversial company getting high accolades from magazines. ..

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Portfolio of Hitesh Doshi

2 months ago

Blogs/ Alpha Ideas

This post is in continuation of my coat tailing series (see here) To know what other top investors are buying/holding/selling in India, subscribe to our Investor Wisdom Newsletter Hitesh Doshi is a well known investor in the Indian Equity Markets. His significant holdings as on 31 March,2018 as per Stock Exchanges is given below: Company Name NSE … Continue reading "Portfolio of Hitesh Doshi"..

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Current State of the Market

2 months ago

Blogs/ Alpha Ideas

Source: Jiten Parmar..

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Linkfest: 17 July, 2018

2 months ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: ICICI Bank postpones AGM (BQ) India’s pax aircraft to double by 2027 (..

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Portfolio of Paramjit Mann

2 months ago

Blogs/ Alpha Ideas

This post is in continuation of my coat tailing series (see here) To know what other top investors are buying/holding/selling in India, subscribe to our Investor Wisdom Newsletter Paramjit Mann is a well-known investor in the Indian Equity Markets. His significant holdings as on 31 March,2018 as per Stock Exchanges is given below: Company Name NSE Symbol … Continue reading "Portfolio of Paramjit Mann"..

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Top Buys & Sells by MFs in June 2018

2 months ago

Blogs/ Alpha Ideas

Source: IDBI Capital Research..

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Book Review: Big Mistakes-The Best Investors & Their Worst Mistakes

2 months ago

Blogs/ Alpha Ideas

The Book ‘Big Mistakes-The Best Investors & Their Worst Mistakes’ is written by Michael Batnick who blogs at The Irrelevant Investor As the Title suggests, the Book covers the investing mistakes of 16 Investors, including the author. Some of the investors covered in the Book are Ben Graham, Warren Buffett,Charlie Munger, John Maynard Keynes, Chris … Continue reading "Book Review: Big Mistakes-The Best Investors & Their Worst Mistakes"..

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Linkfest: 12 July, 2018

2 months ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: Oil Prices crash (Oil Price) India is now world’s 6th biggest economy (BS) India warns OPEC (ET) India’s Warehouse boom (BT) Promoters are lining up to pay their dues (Rediff) How Singh brothers squandered a business empire (Mint) Secret Diary of Pramod Bhasin (OB) Interview with Sudip Bandopadhyay … Continue reading "Linkfest: 12 July, 2018"..

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Portfolio of Suresh Kumar Agarwal

2 months ago

Blogs/ Alpha Ideas

This post is in continuation of my coat tailing series (see here) To know what other top investors are buying/holding/selling in India, subscribe to our Investor Wisdom Newsletter Suresh Kumar Agarwal is a well known investor in the Indian Equity markets. His holdings as on 31 March,2018 as per Stock Exchanges is given below: Company Name NSE Symbol/BSE … Continue reading "Portfolio of Suresh Kumar Agarwal"..

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Our Mobile Phone is 14% of our Net Tangible Assets

2 months ago

Blogs/ Alpha Ideas

Source: DRHP Filings of Add-Shop Promotions Ltd..

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Will History repeat in 2019?

2 months ago

Blogs/ Alpha Ideas

Source: Motilal Oswal Research..

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Linkfest: 09 July, 2018

2 months ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: Equity Fund inflows drop (Quint) Why global investors are adopting a ‘wait n watch’ policy (FE) What to expect in Q1 2018 results (Mint) Samsung builds world’s biggest mobile factory in Noida (ET) Conversion of unlisted shares into demat form (BL) Why your family jeweller is losing out … Continue reading "Linkfest: 09 July, 2018"..

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CLSA Cruelty to Adani

2 months ago

Blogs/ Alpha Ideas

Go to web page....

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Chart: EMs Steady Fall

2 months ago

Blogs/ Alpha Ideas

Source: Jeroen Blokland..

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Kwality Ltd: Intense Anti-Climax

2 months ago

Blogs/ Alpha Ideas

Source: Exchange Filings of Kwality Ltd Somehow am reminded of this Shakespeare quote: It’s a tale Told by an idiot, full of sound and fury, Signifying nothing...

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Linkfest: 04 July,2018

2 months ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: BSE to delist 222 firms today (BS) Are IPOs really creating wealth? (ET) Only 2 suitors remain for Fortis (Mint) Multi-baggers are as fickle as the markets (Shyam Sekhar) How Dabur scripted a smart turnaround (Rediff) ICICI Bank’s accidental heir (Forbes) Commissions paid to MF distributors jumps 70% … Continue reading "Linkfest: 04 July,2018"..

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Top 5 Holdings of Vanaja Sundar Iyer

2 months ago

Blogs/ Alpha Ideas

This post is in continuation of my coat tailing series (see here) To know what other top investors are buying/holding/selling in India, subscribe to our Investor Wisdom Newsletter Vanaja Sundar Iyer is the better half of well known investor Sundar Iyer Her top 5 holdings as on 31 March,2018 as per Stock Exchanges is given below: Company Name … Continue reading "Top 5 Holdings of Vanaja Sundar Iyer"..

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Portfolio of Ashmore in India

2 months ago

Blogs/ Alpha Ideas

This post is in continuation of my coat tailing series (see here) To know what other top investors are buying/holding/selling in India, subscribe to our Investor Wisdom Newsletter Ashmore is a well known specialist in Emerging Markets. It’s holdings as on 31 March,2018 as per Stock Exchanges is given below: Company Name NSE Symbol Entity Value (In Crores) … Continue reading "Portfolio of Ashmore in India"..

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Mega Linkfest: June 30, 2018

2 months ago

Blogs/ Alpha Ideas

Some off beat reads for the weekend: The stock market loophole that screws the little guy (Felix) How to get away with financial fraud (Guardian) A Princess, a Poisoning and an Oil Fortune (Spiegel) Catastrophe in Yemen (ATimes) My experience of running an Uber & Ola taxi (TeamBHP) Kamal Nath fails (Gossip Guru) Remembering Field … Continue reading "Mega Linkfest: June 30, 2018"..

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Bank Nifty: Index or a Joke ?

2 months ago

Blogs/ Alpha Ideas

Amused to see that top 2 index constituents account for around 50% and top 3 index constituents account for around 65% of an Index ! Take a bow, NSE...

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CDSL: A Fit & Proper Resignation

2 months ago

Blogs/ Alpha Ideas

Source: Exchange Filings of CDSL..

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20-20 Ideas Meet: Sold Out

2 months ago

Blogs/ Alpha Ideas

20-20 Ideas Meet has received an overwhelming response. We are now sold out and as such , we are closing the registrations. Thank you so much for your support and encouragement...

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Portfolio of Ashish Agarwal

2 months ago

Blogs/ Alpha Ideas

This post is in continuation of my coat tailing series (see here) To know what other top investors are buying/holding/selling in India, subscribe to our Investor Wisdom Newsletter Ashish Agarwal is a well known investor in the Indian Equity Markets. His holdings as on 31 March,2018 as per Stock Exchanges is given below: Company Name NSE Symbol/BSE Code … Continue reading "Portfolio of Ashish Agarwal"..

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Two Strategies

3 months ago

Blogs/ Alpha Ideas

Q Why do you visit Berkshire Hathaway AGM and quote Buffett all the time?A: That’s our marketing strategyQ What is your investment strategy?A: Growth at any price — Contrarian EPS (@contrarianEPS) June 22, 2018..

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Portfolio of Caladium Investment in India

3 months ago

Blogs/ Alpha Ideas

This post is in continuation of my coat tailing series (see here) To know what other top investors are buying/holding/selling in India, subscribe to our Investor Wisdom Newsletter Caladium Investment Pte is an affiliate of GIC, Singapore’s sovereign wealth fund. It’s holdings as on 31 March,2018 as per Stock Exchanges is given below: Company Name NSE Symbol Entity … Continue reading "Portfolio of Caladium Investment in India"..

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20-20 Ideas Summit

3 months ago

Blogs/ Alpha Ideas

We are thinking of hosting a 20-20 Ideas Summit in Mumbai in the third/fourth week of July 2018.It can be either a Saturday or Sunday 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 … Continue reading "20-20 Ideas Summit"..

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Zero > Minus

3 months ago

Blogs/ Alpha Ideas

IMHO this is a year of capital preservation. 0 is greater than minus. Not the best year to seek value but only focus on growth and management quality. Of course, I could be horribly wrong. — Anuj Singhal (@_anujsinghal) June 19, 2018..

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Top 5 Holdings of Malabar in India

3 months ago

Blogs/ Alpha Ideas

This post is in continuation of my coat tailing series (see here) To know what other top investors are buying/holding/selling in India, subscribe to our Investor Wisdom Newsletter Malabar Investments is a well-known investor in the Indian Stock Markets. It’s top 5 holdings as on 31 March,2018 as per Stock Exchanges is given below: Company Name NSE Symbol/BSE … Continue reading "Top 5 Holdings of Malabar in India"..

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Weekend Mega Linkfest: 15 June, 2018

3 months ago

Blogs/ Alpha Ideas

Some off beat reads for the weekend: How Russia won the World Cup (Guardian) The greatest World Cup goals (Mint) A Company built on a bluff (NYMag) How much money do car dealers make in India? (TeamBHP) Kamal Haasan: The Kejriwal of Tamil Nadu (Swarajya) Bairam Khans of Congress (Jawed Naqui) Tiger Selfies (SCMP) The … Continue reading "Weekend Mega Linkfest: 15 June, 2018"..

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Linkfest: 15 June, 2018

3 months ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: Sector: Hotel Stocks (MC) Emerging Markets lose favour (Mint) NSE to list this year (BL) Carlsberg should pour that IPO now (Quint) Secret Diary of Deep Kalra (OB) End of the road for MobiKwik? (ET) The business of the FIFA World Cup (CNBC) What lunch with Buffett taught … Continue reading "Linkfest: 15 June, 2018"..

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Linkfest: 14 June, 2018

3 months ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: Fed raises rate, signals more hikes (Quint) Layoffs at Tech Mahindra (MC) Govt clears HDFC Bank’s fund raising plan (ET) Real estate lessons from Greater Noida (Mint) Bosch in India (Fortune) Startup: Droom (Forbes) Netflix Vs Rest of Media (CNBC) Why momentum investing is a contrarian approach (Ivanhoff) … Continue reading "Linkfest: 14 June, 2018"..

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Linkfest: 13 June, 2018

3 months ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: TCS may buy back shares worth 10,000 Crores (TOI) Look where Indian HNIs are parking their money (ET) Further RBI rate hikes likely (Mint) Govt mulls selling 100% stake in Air India (BS) The rise and fall of Alok Industries (Quint) Company Profile: Parle Products (OB) VC Fund: … Continue reading "Linkfest: 13 June, 2018"..

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How to invest in Commodity Stocks

3 months ago

Blogs/ Alpha Ideas

Commodity investing’s golden rule. Buy valuable assets cheap.Sell bumper earnings cheap. — Shyam Sekhar (@shyamsek) June 11, 2018..

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Alpha Ideas

Weekend Mega Linkfest: 21 September, 2018

Blogs/ Alpha Ideas

Linkfest: 21 September, 2018

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This Mutual Fund Indicator is flashing red

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Linkfest: 28 August, 2018

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Linkfest: 27 August, 2018

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Pre IPO: Merino Industries

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Sheetal Cool: Parting Advice

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Chart: India as a Counter Cyclical Play

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Linkfest: 20 August, 2018

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Who knew Indian SMEs are setting global benchmarks?

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Linkfest: 15 August, 2018

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