Blogs

Anil Goel’s Return Expectations

22 hours ago

Blogs/ Alpha Ideas

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Linkfest : 07 December, 2018

3 days ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: US strikes at heart of ‘Made in China’ (Nikkei Asia) 10.64% Edelweiss Finance NCDs (Basu Nivesh) HCL Technologies buys IBM Software assets (Mint) Centre eyes $60 Billion in agricultural exports (BS) RP-SP Group expects 10,000 Cr turnover from snacking (BL) Dilip Sanghvi’s secret cost investors 11,000 Cr (BQ) … Continue reading "Linkfest : 07 December, 2018"..

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Linkfest: 06 December, 2018

4 days ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: 10 Key Takeaways from RBI Monetary Policy (MC) Canada arrests Huawei CFO (CNBC) ITAT ruling on LTCG Penny Stock Case (ET) Story over at Eicher Motors? (Mint) PFC to acquire REC for 15,000 Cr (FE) Company Profile: ABB (Fortune) Real estate developers bet on NRIs (BS) Singapore Based … Continue reading "Linkfest: 06 December, 2018"..

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Radha Kishan Damani: The Best Time to Invest

5 days ago

Blogs/ Alpha Ideas

–From Ramesh Damani’s interview in the Book ‘Master Class with Super Investors’..

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Low P/Es….Markets Knoweth Why

6 days ago

Blogs/ Alpha Ideas

The P/E ratio of Prakash Industries have been very low for sometime Source: Screener Maybe the markets expected this. ED attaches under PMLA movable & immovable properties worth ₹117 Crores of M/s Prakash Industries in #CoalBlock allocation case. — ED (@dir_ed) December 4, 2018..

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Book Review: Masterclass with Super Investors

7 days ago

Blogs/ Alpha Ideas

The Book ‘Master Class with Super Investors’ is written by Vishal Mittal & Saurabh Basrar who run an investment firm called Altais Advisors . Vishal is my friend and junior from IIFT,New Delhi and hence I may be biased in writing this Book Review. Similiar to Jack Schwager and his legendary Market Wizard series, the authors … Continue reading "Book Review: Masterclass with Super Investors"..

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Linkfest: 03 December, 2018

7 days ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: US,China agree on trade war ceasefire (Reuters) FII inflows hit 10 month high (BL) Rakesh Jhunjhunwala settles insider trading case (SEBI) Losses mount in India’s eCommerce sector (FE) Why India’s airlines can’t turn growth into profits (BQ) Company Profile: GE Shipping (Devesh Kayal) An Evolve-Or-Die Moment for the … Continue reading "Linkfest: 03 December, 2018"..

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Santa Claus Rally

10 days ago

Blogs/ Alpha Ideas

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Babus on Boards

11 days ago

Blogs/ Alpha Ideas

"Independent directors, some of us atleast, have been equated to doormen. Better than being doormats ofcourse." M Damodaran on independent directors and the practice of appointing retired bureaucrats on boards ostensibly to "open doors in Delhi". — menaka doshi (@menakadoshi) November 29, 2018..

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HEG Ltd: Keh Ke Lunga

12 days ago

Blogs/ Alpha Ideas

Hat Tip: Deepak Kapur On Nov 06,2017, in a conference call, HEG management mentioned that the capex cost to increase capacity from 80,000 tonnes to 100,000 tonnes is around 200 Crores Around a year later, on 26 Nov, 2018, the HEG Board approved a resolution to increase the capacity from 80,000 tonnes to 100,000 tonnes … Continue reading "HEG Ltd: Keh Ke Lunga"..

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Moksh Ornaments : Superb Excuse

13 days ago

Blogs/ Alpha Ideas

Source: Exchange Filings of Moksh Ornaments Ltd..

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What If…

14 days ago

Blogs/ Alpha Ideas

Source: CLSA Research..

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Linkfest: 26 November, 2018

15 days ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: Shocker at Yes Bank (Andy Mukherjee) JSW Energy to set up e-Car plant (ET) IT Department sells Cairn shares to recover dues (BS) Penny stock entities under taxman’s lens (BL) Liquidity is getting tight in Asia (BQ) Did Naresh Goyal scupper the Tatas? (Rediff) Stock Analysis: Motherson Sumi … Continue reading "Linkfest: 26 November, 2018"..

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Shankar Sharma Ki Bhavish Vaani

19 days ago

Blogs/ Alpha Ideas

Source: WhatsApp Forward..

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Worth Peripherals: Worthy Promoters

20 days ago

Blogs/ Alpha Ideas

Hat Tip: Y Ajmera Source: Exchange Filings of Worth Peripherals Ltd..

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Ashiana Housing: Shoddy Work

21 days ago

Blogs/ Alpha Ideas

Shocking to see the kind of shoddy Exchange Filings made by companies Hat Tip: Rishi Kapoor Source: Exchange Filings of Ashiana Housing Ltd ..

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Linkfest: 19 November, 2018

21 days ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: RBI Board Meeting today (ET) HUL’s profiteering practices (BQ) Govt looks to garner 5000 Cr from CPSE buybacks (MC) The oil price is controlled by just 3 men (FE) SEBI seeks ROC stamp for IPO prospectus (BL) IIFL Demerger Analysis (Tankrich) What I learned as a hedge fund … Continue reading "Linkfest: 19 November, 2018"..

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Jeff Bezos on Company Longevity

24 days ago

Blogs/ Alpha Ideas

Amazon is not too big to fail. In fact, I predict one day Amazon will fail. Amazon will go bankrupt. If you look at large companies, their lifespans tend to be 30-plus years, not a hundred-plus years. The key to prolonging that demise is for the company to obsess over customers and to avoid looking … Continue reading "Jeff Bezos on Company Longevity"..

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What do experts know?

25 days ago

Blogs/ Alpha Ideas

Some experts say: No one should buy financials. Financials are leveraged etc. etc etc. Warren Buffett buys US$ 4 billion in JP Morgan and it is now his 3rd biggest investment after Apple and Bank of America. — Samir Arora (@Iamsamirarora) November 15, 2018..

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Sand Plast India: Financials at our Finger Tips

26 days ago

Blogs/ Alpha Ideas

Hat Tip: Bhavik Mehta Amusing to see the Exchange Filings of Sand Plast India ..

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Book Review: The Art of Execution

27 days ago

Blogs/ Alpha Ideas

The Book ‘The Art of Execution’ is written by Lee Freeman-Shor who is a Manager running a fund which allocates capital to different investors with instructions to invest only in their best ideas. As such, the author had the opportunity to examine 1,866 investments made by 45 of the leading investors of UK and the … Continue reading "Book Review: The Art of Execution"..

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Linkfest: 13 November, 2018

28 days ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: How RuPay gave a scare to Mastercard, Visa (ET) Why Urjit Patel met PM Modi (Rediff) Interview with Mahesh Patil (MC) Is investing in Equities worth the risk? (BS) Company Profile: Mercedes Benz India (Fortune) Zomato: Betting the Farm (Forbes) Goldman’s Bear Market Indicator is flashing red (CNBC) … Continue reading "Linkfest: 13 November, 2018"..

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Shree Krishna Infra: Vachva Re Deva

28 days ago

Blogs/ Alpha Ideas

Source: DRHP Filings of Shree Krishna Infrastructure Ltd..

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2 Cheers for India Bulls

one month ago

Blogs/ Alpha Ideas

1st Cheer: 2nd Cheer: ..

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Happy Diwali

one month ago

Blogs/ Alpha Ideas

Wishing all readers a Very Happy Diwali and Prosperous New Year. ..

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Linkfest: 06 November, 2018

one month ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: Diwali Picks (BS) Gold glitters on Dhanteras (FE) Interview with Udayan Mukherjee (MC) On India’s rating agencies (ET) Company Profile: CRISIL (Forbes) Sector: Sugar (OB) What the post NBFC crisis ‘new normal’ looks like (Harsh Vardhan) Tiny improvements, big results (Common Sense) Broken Syndicates (A VC) Has Buffett … Continue reading "Linkfest: 06 November, 2018"..

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Akash Prakash: Leadership Change is Coming

one month ago

Blogs/ Alpha Ideas

Two, three points; I think one is the NBFC space, there will be some shakeout in the sense that I think valuations had gone to an extreme there. If you look at the last 5 years, there was phenomenal stock market performance across the NBFC space, I think some of that is obviously unsustainable. The … Continue reading "Akash Prakash: Leadership Change is Coming"..

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Weekend Mega Linkfest: 26 October, 2018

one month ago

Blogs/ Alpha Ideas

Some off beat reads for the weekend: India’s Job Crisis (Nandan Nilekani) Modi’s Netaji political coup (M Paranjape) Nageswara Rao, IPS (Savukku) From Lithuania, With Love (Roads & Kingdoms) Vancouver: Drowning in Chinese Money (Bloomberg) Kidnappings on the Iran-Pakistan border (ATimes) How Erdogan took control of the Khashoggi case (Dawn) Did Uber steal Google’s IP … Continue reading "Weekend Mega Linkfest: 26 October, 2018"..

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Linkfest: 26 October, 2018

one month ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: Ruias offer to clear Essar Steel debts (BS) Interview with Sunil Singhania (MC) Interview with Saurabh Mukherjea (ET) NBFC cash crunch rattles realty sector (FC) Ujjivan, Equitas get RBI directive (BQ) JBM Group’s Electric Buses (Fortune) Higher Highs, Lower Lows (Irrelevant Investor) Our investment principles (BPS and Pieces) … Continue reading "Linkfest: 26 October, 2018"..

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News can be Injurious to your Financial Health

one month ago

Blogs/ Alpha Ideas

Today the MCX stock has crashed by 14% Source: Exchange Filings of Multi Commodity Exchange of India Ltd..

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Piramal : What Me Worry?

one month ago

Blogs/ Alpha Ideas

Source: CLSA Research Report Somehow it reminds me of this iconic image ..

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Spicejet Hits Air Pocket

one month ago

Blogs/ Alpha Ideas

Source: Exchange Filings of Spicejet Ltd..

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Linkfest: 23 October, 2018

one month ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: ‘No Question of Govt Bailout for IL&FS’ (MC) How Raghav Bahl laundered 100 Crores (News Laundry) Is short-covering over-due? (BL) Income Tax Dept targets foreign assets (Mint) Tata Sons writes off entire Rs.28,651 investment in Tata Teleservices (FE) PayTM staff held for blackmailing CEO Vijay Sharma (BS) Godrej … Continue reading "Linkfest: 23 October, 2018"..

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New Venture

one month ago

Blogs/ Alpha Ideas

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Baazaar As a Contrarian Indicator

one month ago

Blogs/ Alpha Ideas

Baazaar movie promo Event at Motilal Oswal Tower. The movie was shot in Motilal Oswal Tower. pic.twitter.com/ohGls5OFLM — Motilal Oswal (@MrMotilalOswal) October 18, 2018..

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The Most Important Buffett Story

one month ago

Blogs/ Alpha Ideas

One of the least-known but most important Buffett stories: pic.twitter.com/QtYUOQdYqY — Morgan Housel (@morganhousel) October 17, 2018..

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Linkfest: 18 October, 2018

one month ago

Blogs/ Alpha Ideas

Wishing readers a very Happy Dussehra. Some stuff I am reading today morning: HFC Stocks in a tailspin (BL) Spectacular Results by Reliance (Mint) Mukesh Ambani, the new King of Cable (BQ) Interview with Rajeev Thakkar (MC) Can the CESC demerger unlock value for investors? (MC) Air India sinking deeper (FC) Stock Analysis: Mahanagar Gas … Continue reading "Linkfest: 18 October, 2018"..

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Chart: FII Vs DII

one month ago

Blogs/ Alpha Ideas

Source: WhatsApp Forward..

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Linkfest: 16 October, 2018

one month ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: Firms put IPO plans on hold (Mint) Sugar Stocks surge (BL) JSW Steel – Most likely winner for Bhushan Power (FC) How IL&FS built a road to riches for some (ET) Will Jet Airways crash land like Kingfisher? (Rediff) RIL set to unveil big stakes in Hathway, Den … Continue reading "Linkfest: 16 October, 2018"..

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NBFC Meets Bollywood

one month ago

Blogs/ Alpha Ideas

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Valuations across Banks & NBFCs

one month ago

Blogs/ Alpha Ideas

Source: CLSA Research..

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Book Review: Ben-Gurion

2 months ago

Blogs/ Alpha Ideas

The Book ‘Ben-Gurion’ is a biography on David Ben-Gurion written by well known Israeli writer Michael Bar-Zohar. David Ben-Gurion (1886-1973) is regarded as the ‘Father of the modern state of Israel’ and Tel-Aviv Airport is named in his honor. His story is a very remarkable one and in a way parallels that of Israel. Born … Continue reading "Book Review: Ben-Gurion"..

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Linkfest: 11 October, 2018

2 months ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: US Stocks plunge (NYTimes) Trump blames ‘crazy Fed’ for stock sell-off (SCMP) Govt is stepping up efforts to improve liquidity (ET) The strange case of Ashapura Intimates (BS) IL&FS’ transaction with MCX under investigation (MC) Indigo loses half its market capitalization (BQ) Little hope for Tata Motors (Mint) … Continue reading "Linkfest: 11 October, 2018"..

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Uniply Industries: Dhanda Karna Nahin Aata

2 months ago

Blogs/ Alpha Ideas

Hat Tip: S Mall Source: Exchange Filings of Uniply Industries..

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1295% Returns

2 months ago

Blogs/ Alpha Ideas

Source: CLSA Research Report..

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Su Levanu?

2 months ago

Blogs/ Alpha Ideas

Average market participant in India Read Lynch Quote BuffettFollow MungerIdolise RJAttend conferences But everyday without fail at 9 am…..su khabar???? Su levanu??? #stockmarket #stocks — Darshan Mehta (@darshanvmehta1) October 8, 2018..

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The Great Rupee Dollar Trick

2 months ago

Blogs/ Alpha Ideas

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The Very Mischievous Harsh Goenka

2 months ago

Blogs/ Alpha Ideas

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Linkfest: 04 October, 2018

2 months ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: Kotak Bank-Yes Bank : A deal amid adversity? (MC) IL&FS saga opens a Pandora Box (BL) Ambani in talks to buy Hathway (ET) The easy money era is over in India (BQ) Rs.1 Trillion Railway station modernisation plan (BS) Liquid Funds see massive outflow (DigitalFC) Tax on Equity … Continue reading "Linkfest: 04 October, 2018"..

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IL&FS: The Tide Turns

2 months ago

Blogs/ Alpha Ideas

Source: Exchange Filings of IL&FS Transportation Networks Ltd..

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Linkfest: 02 October, 2018

2 months ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: Govt takes control of IL&FS (Mint) Why no oil price cut is Modi’s smart move (ET) RBI cracks the whip on private Banks (BQ) Smallcap Index Cycles (Nooresh) Interview with Udayan Mukherjee (MC) Company Profile: Avenue Supermarts (Forbes) The Interview with Howard Marks (Tim Ferris) GE’s $500 Billion … Continue reading "Linkfest: 02 October, 2018"..

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Chart: The Great Commerical Paper Crash

2 months ago

Blogs/ Alpha Ideas

Source: Bloomberg Quint..

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Ranaji Maare

2 months ago

Blogs/ Alpha Ideas

Rana Kapoor of Yes Bank sent out a startling series of tweets today This somehow reminded me of a lovely song called Ranaji from the movie Gulaal whose lyrics can be changed to suit the current situation Haayeee ranaji maare gusse mein aaye, Aiso balkhaaye, agiya barsaaye,ghabraaye marro chein, Ranaji maare… Ranaji maari Kotak, Puri … Continue reading "Ranaji Maare"..

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Devang Mody Ka Ghar Wapsi

2 months ago

Blogs/ Alpha Ideas

Source: Exchange Filings of Reliance Capital..

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Linkfest: 27 September, 2018

2 months ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: Fed hikes rates, signals more rate hikes (CNBC) Govt raises import duty on 19 items (ET) India is still not a “buy on dips” market (Digital FC) 8K Miles: Alleged forgery at Promoter Entity (BQ) Sector: Steel (Fortune) Madhu Kela on SME investing (ET) How 24 year old … Continue reading "Linkfest: 27 September, 2018"..

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LinkedIn as a part of Investment Checklist

2 months ago

Blogs/ Alpha Ideas

Company had a $ 1.5 mn per employee productivity. Kites were flown in the air for miles. Linkedin serves as a good check for triangulating if the company is what it claims to be in the tech space. You cant' fake number of employees. Simple but effective ! — varadharajan (@varadhar1) September 25, 2018..

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DHFL : Copy Paste Unprofessionalism

2 months ago

Blogs/ Alpha Ideas

Source: Exchange Filings of DHFL Ltd..

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Portfolio of New Leaina Investments

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 New Leaina Investments is a well known FPI in the Indian Equity Markets It’s significant portfolio holdings as on 30 June,2018 as per stock exchanges is as given below: … Continue reading "Portfolio of New Leaina Investments"..

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Linkfest: 24 September, 2018

2 months ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: RBI’s rare Sunday statement (RBI) Modi rolls out Ayushman Bharat scheme (MC) MF investors suffered losses in 2018 (FE) Usha Martin’s big surprise (ET) How Leel Electricals screwed minority shareholders (Evernote) Why the Modi Govt is the most statist (Raghav Bahl) Making Mutual Funds less pricey (BL) Fool … Continue reading "Linkfest: 24 September, 2018"..

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Some one hit a jackpot today

2 months ago

Blogs/ Alpha Ideas

Source: WhatsApp Forward..

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Rana Kapoor Ki Kimat

2 months ago

Blogs/ Alpha Ideas

Rana Kapoor Ki Kimat tum kya jaano, RBI babu…. Source: IDFC Securities Research..

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Portfolio of Hiten Anantrai Sheth

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 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

2 months 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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Linkfest: 18 September, 2018

2 months ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: US-China trade war escalates (CNBC) Govt proposes merger of Bank of Baroda,Dena Bank & Vijaya Bank (Mint) IPO Review: IRCON International (BS) Media Stocks: Election Bonanza (OB) SEBI to announce key policies today (BL) Interview with Udayan Mukherjee (MC) Amazon employees leaking confidential data for bribes (ET) Amitabh … Continue reading "Linkfest: 18 September, 2018"..

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Federal Bank: Margin Call

2 months ago

Blogs/ Alpha Ideas

Source: Stock Exchange Filings of Federal Bank..

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Shout Out: Naresh Katariya on Global Macros

2 months ago

Blogs/ Alpha Ideas

Well known investor Naresh Katariya will be speaking on the Global Economic Cycle at the online investment conference Indian Investing Conclave this Saturday, 15 September 2018. The event is FREE and open to everyone which makes it a bargain deal to watch/listen to an experienced practitioner from the comfort of your home. Click HERE to register..

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Jet Airways: Refund Champion

3 months ago

Blogs/ Alpha Ideas

Source: Annual Report 2017-18 of Jet Airways (All Figures in Lakhs of Rupees)..

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Linkfest: 11 September,2018

3 months ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: The Govt plans to give the economy a 32,000 Cr boost (ET) India turns epicentre of Emerging Markets rout (Mint) ICICI Bank files insolvency petition against Jaiprakash Associates (BQ) Fierce bidding for Essar Steel (MC) M&A Boom in India (BS) Musings on valuations of certain stocks (Jiten Parmar) … Continue reading "Linkfest: 11 September,2018"..

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Chart: India’s OTT Landscape

3 months ago

Blogs/ Alpha Ideas

Source: Morgan Stanley Research..

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Mega Trend: India’s Monthly SIP Flows

3 months ago

Blogs/ Alpha Ideas

Source: Morgan Stanley Research..

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Book Review: Instant Millionaires

3 months ago

Blogs/ Alpha Ideas

The Book ‘Instant Millionaires’ is written by Max Gunther who wrote the very popular ‘The Zurich Axioms‘ and ‘How to get Lucky‘ Everyone knows that its not easy nor quick to become rich.It’s a long hard slog of working,saving and investing to become a Millionaire. This Book wonders if there is an alternative to that…is … Continue reading "Book Review: Instant Millionaires"..

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Linkfest: 06 September, 2018

3 months ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: SEBI’s preposterous fight with FPIs (Mobis) L&T Finance under scanner for use of IPO funds (MC) Teen Patti is driving India’s mobile gaming industry (BQ) Winning by changing the rules of business (Barry) The disproportional power of anecdotes (Farnam Street) A glimpse into the dark underbelly of Crypto … Continue reading "Linkfest: 06 September, 2018"..

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Linkfest: 05 September, 2018

3 months ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: Shivinder Vs Malvinder (ET) Dalal Street says cash ban was worth it (ET) SEBI defends its stance on new rules for FPIs (Mint) Crackdown on shell firms continues (FE) Wrong to blame Raghuram Rajan (BQ) The 9 Biases of Value Investors (Neeraj Marathe) Stock Analysis: NESCO Ltd (Dr … Continue reading "Linkfest: 05 September, 2018"..

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Samir Arora Ko Gussa Kyon Aaya

3 months ago

Blogs/ Alpha Ideas

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Synergy Green: Ab Tak 5 Lakh

3 months ago

Blogs/ Alpha Ideas

Source: DRHP Filings of Synergy Green Amusing to see that the Company has only paid a cumulative total of 5L in taxes in the last 5 years...

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Weekend Mega Linkfest: 31 August, 2018

3 months ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: The RSS (Outlook) How Sugar influences Indian politics (Fortune) How America’s most reckless Billionaire created the fracking boom (Guardian) Uncomfortably numb in Punjab (Open) A 1980s Wall Street insider trading case (SCMP) The nastiest feud in Science (Atlantic) Inside the fabulous world of Cruise perfomers (Esquire) American Pie … Continue reading "Weekend Mega Linkfest: 31 August, 2018"..

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Linkfest: 31 August, 2018

3 months ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: Govt running out of tricks to keep Air India flying (ET) Wealth managers emerge as links between VCs & Capital (Mint) How Nirav Modi committed India’s largest bank fraud (BS) Honeywell: Connecting the Dots (OB) IndusInd Bank: A cut above (Forbes) Is the “Melt-Up” Back ? (Daily Reckoning) … Continue reading "Linkfest: 31 August, 2018"..

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Ashish Chauhan’s Revenge

3 months ago

Blogs/ Alpha Ideas

BSE Ltd. has now applied for an extension in trading hours for the equity market as well, Managing Director and Chief Executive Officer Ashish Chauhan told BloombergQuint in an interview. “All of us need to work hard. India needs to develop further.I am sure investors will slowly adjust (to the extended trading hours) like we … Continue reading "Ashish Chauhan’s Revenge"..

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Camlin Fine: What does Morgan Stanley know?

3 months ago

Blogs/ Alpha Ideas

Today the stock price of Camlin Fine Sciences crashed on heavy volumes The seller was revealed in the Bulk Reports data to be Morgan Stanley. Why were they in such a hurry to exit?..

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Linkfest: 29 August, 2018

3 months ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: Bad news for Derivatives Investors (BQ) SBI to sell 3.9% stake in NSE (MC) UTI issue resolved amicably (BL) How Paytm CEO clinched the deal with Buffett (ET) Road Sector stocks fall (FE) Info Edge: Cash Machine (OB) Interview with Mohnish Pabrai (ET) Learning from Soros (Morningstar) On … Continue reading "Linkfest: 29 August, 2018"..

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The Booming Fintech Scene in India

3 months ago

Blogs/ Alpha Ideas

Source: Boston Consulting Group Research..

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Does your Mutual Fund Manager invest in his own Scheme?

3 months ago

Blogs/ Alpha Ideas

Source: Manoj Nagpal..

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Weekend Mega Linkfest: 24 August, 2018

3 months ago

Blogs/ Alpha Ideas

Some off beat reads for the weekend: The untold story of Notpetya, the most devastating cyberattack in History (Wired) Putin’s terrifying new weapon of War (News AU) Has BDS transformed the Israeli-Palestine debate? (Guardian) The true story of Victoria and Abdul (Smithsonian) The inescapable weight of my $ 100,000 student debt (Guardian) Donald Trump’s Mafia … Continue reading "Weekend Mega Linkfest: 24 August, 2018"..

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A1-Acid : A1 Org Structure

3 months ago

Blogs/ Alpha Ideas

Source: DRHP Filings of A1-Acid Ltd Amusing to see that the Company coming for an IPO has only 8 employees and that too casual and temporary in nature. Interesting to see that 2/3rds of the Salary cost is for Director’s remuneration Employees may be casual and temporary but Director’s Salaries aren’t !..

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Linkfest: 23 August, 2018

3 months ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: CreditAccess Grameen to list today (MC) Recent Rally- Sensex Vs Broader Market (Armchair Investing) Saudi Arabia denies reports of scrapping Aramco IPO (CNBC) SEBI should break its silence on NSE (Mint) Only 25 Cr of illegal profit in co-location scam (BQ) Why IDBI Bank will find recovery an … Continue reading "Linkfest: 23 August, 2018"..

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On Multi-Bagger Stocks

3 months ago

Blogs/ Alpha Ideas

Source: Adrian Hernandez..

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Linkfest: 21 August, 2018

3 months ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: MCA probes Jet Airways for siphoning funds (MC) UTI Battle intensifies (FE) The Indian Aviation Sector’s many problems (Mint) How Tata Motors turned around its passenger vehicle business (Rediff) Stock Talk: Mayur Uniquoters (Prospero Tree) Presentation: Thyrocare – The Strongest Business I know (Vivek Mashrani) The Indian Billionaire … Continue reading "Linkfest: 21 August, 2018"..

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The Pre-Election Rally

3 months ago

Blogs/ Alpha Ideas

Source: Edelweiss Research..

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What an EM crisis looks like

3 months ago

Blogs/ Alpha Ideas

Source: CLSA Research Report..

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Linkfest: 10 December, 2018

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Weekend Mega Linkfest: 26 October, 2018

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News can be Injurious to your Financial Health

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