Blogs

Hard Landing

3 days ago

Blogs/ Alpha Ideas

Go to web page....

What's your reaction? Can show upto a maximum of 3.

0%

Starting Date Matters

4 days ago

Blogs/ Alpha Ideas

Go to web page....

What's your reaction? Can show upto a maximum of 3.

0%

Reliance Industries: Better by 2

6 days ago

Blogs/ Alpha Ideas

Go to web page....

What's your reaction? Can show upto a maximum of 3.

0%

Weekend Mega Linkfest: 09 August, 2019

9 days ago

Blogs/ Alpha Ideas

Some off beat reads for the long weekend: Will the milk come to a boil in J&K? (Rahul Pandita) India annexes Kashmir (Mohammed Hanif) Kashmir Regained (M J Akbar) ‘Akhand Bharat’ posters in Pakistan (DailyO) The failure to liberate Palestine (Guardian) A Rohingya speaks (SCMP) The life of a Kung Fu Nun in Ladakh (Arre) … Continue reading "Weekend Mega Linkfest: 09 August, 2019"..

What's your reaction? Can show upto a maximum of 3.

0%

Linkfest: 09 August, 2019

9 days ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: $15 Trillion of Bonds have negative yields (Economist) Indiabulls promoter to cede control after LVB merger (ET) DHFL says it may default (FE) 2019 a year of discontent for India Inc (Rediff) Auto dealers in bad shape (Mint) Company Profile: Ashok Leyland (Forbes) The 7 deadly sins of … Continue reading "Linkfest: 09 August, 2019"..

What's your reaction? Can show upto a maximum of 3.

0%

Look at the bright side

11 days ago

Blogs/ Alpha Ideas

Go to web page....

What's your reaction? Can show upto a maximum of 3.

0%

Mr. Macro

12 days ago

Blogs/ Alpha Ideas

Source: Jawad Mian..

What's your reaction? Can show upto a maximum of 3.

0%

Only 60%

12 days ago

Blogs/ Alpha Ideas

Go to web page....

What's your reaction? Can show upto a maximum of 3.

0%

Linkfest: 05 August, 2019

13 days ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: Alpha Ideas 20 20 Presentation: DMCC (Rohit Balakrishnan) Spandana Sphoorty IPO opens today (MC) India tumbles out of $2 Trillion Market Cap Club (ET) How a shadow banking crisis is hurting auto sector (BS) SBI seeking divine intervention (Mint) Notes from India Wealth Management Conference (Subramoney) New growth … Continue reading "Linkfest: 05 August, 2019"..

What's your reaction? Can show upto a maximum of 3.

0%

Sun Pharma: Noblesse Oblige

16 days ago

Blogs/ Alpha Ideas

Go to web page....

What's your reaction? Can show upto a maximum of 3.

0%

Not 2008 Yet

16 days ago

Blogs/ Alpha Ideas

Source : Vivek Gujarati..

What's your reaction? Can show upto a maximum of 3.

0%

One less thing

17 days ago

Blogs/ Alpha Ideas

Hat Tip: V Rao..

What's your reaction? Can show upto a maximum of 3.

0%

Linkfest: 31 July, 2019

18 days ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: CCD Owner’s body found (FE) SEBI looks into CCD case (ET) India to tax Big Tech (ET) Indigo fight continues (BS) IL&FS Securities declares default (BL) Delhi bans AB Inbrev for 3 years for tax evasion (Reuters) On Axis Bank’s results (Mint) Company Profile : Solar Industries (OB) … Continue reading "Linkfest: 31 July, 2019"..

What's your reaction? Can show upto a maximum of 3.

0%

Who killed Siddhartha?

19 days ago

Blogs/ Alpha Ideas

Note: This letter by V G Siddhartha to the Board of Directors of Coffee Day Enterprises Ltd is doing the rounds on social media and on TV. This has not been verified...

What's your reaction? Can show upto a maximum of 3.

0%

Sasken: Budget Victim

20 days ago

Blogs/ Alpha Ideas

Source: Exchange Filings of Sasken Technologies Ltd..

What's your reaction? Can show upto a maximum of 3.

0%

Linkfest: 26 July, 2019

23 days ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: The CEO with 121 Cr salary (ET) Discoms’ losses mount, so do their dues (FE) Why it’s feeling like the autumn of 2008 (Mint) NSE blocks trading by IL&FS Securities (BL) Aurobindo Pharma bets on Hyderabad Realty (TOI) Mutual Fund Industry will be stressed (Rediff) Indigo Paints plans … Continue reading "Linkfest: 26 July, 2019"..

What's your reaction? Can show upto a maximum of 3.

0%

Budget gets 90/100

23 days ago

Blogs/ Alpha Ideas

Hat Tip: Safir Anand Source: Financial Express..

What's your reaction? Can show upto a maximum of 3.

0%

Seth Klarman on Banking Stocks

24 days ago

Blogs/ Alpha Ideas

Go to web page....

What's your reaction? Can show upto a maximum of 3.

0%

Buy on the way down

25 days ago

Blogs/ Alpha Ideas

Go to web page....

What's your reaction? Can show upto a maximum of 3.

0%

Linkfest: 23 July, 2019

26 days ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: Indigo Promoters ready for compromise deal (Mint) Retail Investors raise bets on penny stocks (BS) On the Brookfield-Jio deal (ET) The riddle behind Oyo Founder’s $2 Billion Deal (Rediff) The pathetic performance of Piramal IndiaREIT Fund (Equibot) SC orders status quo in Essar Steel Case (..

What's your reaction? Can show upto a maximum of 3.

0%

Linkfest: 22 July, 2019

27 days ago

Blogs/ Alpha Ideas

Some of the stuff I am reading today morning: 30,000 home buyers at a dead end in Noida (ET) 74,000 Cr revival plan for BSNL (FE) Why are FIIs selling Indian stocks? (Rediff) Interview with Kunj Bansal (MC) Aditya Puri’s exit may weigh on HDFC Bank stock (Mint) Stock Talk: Aster DM Healthcare (Gaurav Parikh) … Continue reading "Linkfest: 22 July, 2019"..

What's your reaction? Can show upto a maximum of 3.

0%

It’s all happening

one month ago

Blogs/ Alpha Ideas

Go to web page....

What's your reaction? Can show upto a maximum of 3.

0%

Indigo: On Time Arrival

one month ago

Blogs/ Alpha Ideas

Surprising speed of the Govt in this matter...

What's your reaction? Can show upto a maximum of 3.

0%

Good Question

one month ago

Blogs/ Alpha Ideas

Go to web page....

What's your reaction? Can show upto a maximum of 3.

0%

No Pay, No Stay

one month ago

Blogs/ Alpha Ideas

Go to web page....

What's your reaction? Can show upto a maximum of 3.

0%

Linkfest: 16 July, 2019

one month ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: Investors flee debt funds (BS) Credit dries up for real estate developers (ET) Realty: Affordable is ‘unaffordable’ (DNA) Indian Exports fall (Mint) Embarrassment for United Breweries (BT) Govt to split GAIL (Rediff) HDFC Life Sanchay Plus : A guaranteed trap (Basu Nivesh) ITR Filing Mistakes to avoid (Fin … Continue reading "Linkfest: 16 July, 2019"..

What's your reaction? Can show upto a maximum of 3.

0%

Linkfest: 15 July, 2019

one month ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: Why DHFL fears it may not survive (BS) India’s overseas debt plan is full of risks (Raghuram Rajan) Dow Jones hits all time highs (CNBC) NHAI plans Land Acquisition tax (ET) Indigo Promoter fight worsens (Mint) Stock Talk: Garden Reach Ship Builders (Value 2 Wealth) India’s Chief Harakiri … Continue reading "Linkfest: 15 July, 2019"..

What's your reaction? Can show upto a maximum of 3.

0%

Balaji Amines: Bleak But Bullish

one month ago

Blogs/ Alpha Ideas

Go to web page....

What's your reaction? Can show upto a maximum of 3.

0%

Mega Trend: Railways Electrification

one month ago

Blogs/ Alpha Ideas

Go to web page....

What's your reaction? Can show upto a maximum of 3.

0%

Why Investors from India should diversify in the US Market

one month ago

Blogs/ Alpha Ideas

(Disclosure: This post is sponsored by Vested Finance) Holding a diversified portfolio is a prudent way to protect your returns during market downturns. There are four key types of diversification: asset class (debt, equity, real estate, etc.), industry, time (SIPs) and geography. Until now, geographic diversification was a tedious and expensive process for Indian investors. But … Continue reading "Why Investors from India should diversify in the US Market"..

What's your reaction? Can show upto a maximum of 3.

0%

Billion Dollar Mistake

one month ago

Blogs/ Alpha Ideas

Go to web page....

What's your reaction? Can show upto a maximum of 3.

0%

Madam Finance Minister on the markets

one month ago

Blogs/ Alpha Ideas

Go to web page....

What's your reaction? Can show upto a maximum of 3.

0%

Alpha Ideas 20 20 Meet

one month ago

Blogs/ Alpha Ideas

We are hosting the 2019 edition of the Alpha Ideas 20-20 Meet which aims to bring together the best investors in the Indian Equity market. The Details of the Meet are as follows: Date: Saturday 27 July,2019 Venue: The Grand Ballroom, Taj Santacruz, Mumbai Time: 8:30 am – 6 pm Format: 20 Speakers to speak … Continue reading "Alpha Ideas 20 20 Meet"..

What's your reaction? Can show upto a maximum of 3.

0%

Attractive Investment Situation

one month ago

Blogs/ Alpha Ideas

Go to web page....

What's your reaction? Can show upto a maximum of 3.

0%

Ircon International: Owner’s Wish, Our Command

one month ago

Blogs/ Alpha Ideas

Hat Tip: A Gupta Source: Conference Call Transcript of Ircon International Ltd..

What's your reaction? Can show upto a maximum of 3.

0%

Strange are the markets

one month ago

Blogs/ Alpha Ideas

B K Birla passed away today at the ripe old age of 98. Om Shanti, Om Shanti, Om Shanti What is interesting is the reaction of the markets to the two companies he was Chairman of – Century Textiles and Kesoram Industries..

What's your reaction? Can show upto a maximum of 3.

0%

The Beauty of Investing

one month ago

Blogs/ Alpha Ideas

Go to web page....

What's your reaction? Can show upto a maximum of 3.

0%

Googly from ICRA

one month ago

Blogs/ Alpha Ideas

Source: Exchange Filings of ICRA Ltd..

What's your reaction? Can show upto a maximum of 3.

0%

Linkfest: 01 July, 2019

one month ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: Reliance Capital postpones results indeterminately (NSE) PWC resigns as auditors for Eveready Industries (MC) DHFL lenders to meet today (BL) Modi to announce GST 2.0 today (ET) JSW Steel acquires stressed ACCL (BT) Indian Mutual Fund Platforms in trouble (Naked Beta) Latest Post Office Small Savings Schemes (Basu … Continue reading "Linkfest: 01 July, 2019"..

What's your reaction? Can show upto a maximum of 3.

0%

Cox & Kings Mystery

one month ago

Blogs/ Alpha Ideas

#Cox and Kings 1800 Cr Cash and equivalent on book as on 31 March 2019 and defaulted on 150 Cr . pic.twitter.com/5nV0NfFY4y — Zafar (@Maaachaaa69) June 28, 2019..

What's your reaction? Can show upto a maximum of 3.

0%

The India Life Insurance Opportunity

one month ago

Blogs/ Alpha Ideas

Go to web page....

What's your reaction? Can show upto a maximum of 3.

0%

Linkfest: 27 June, 2019

one month ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: IPO of HDB Financial (ET) Piramal Capital downgraded (Mint) Lodha in trouble (BS) Fight within Godrej family (MC) UAE based Billionaire Shetty hit by stock market woes (ET) Coca Cola to begin talks to buy CCD (TOI) Bitcoin soars to 17 month high (CNBC) Company Profile: Samhi Hotels … Continue reading "Linkfest: 27 June, 2019"..

What's your reaction? Can show upto a maximum of 3.

0%

Axis Bank: The Only Way

one month ago

Blogs/ Alpha Ideas

Source: Annual Report 2018-19 of Axis Bank..

What's your reaction? Can show upto a maximum of 3.

0%

What a difference a decade makes

one month ago

Blogs/ Alpha Ideas

Go to web page....

What's your reaction? Can show upto a maximum of 3.

0%

Book Review: Trillion Dollar Coach

one month ago

Blogs/ Alpha Ideas

The Book Trillion Dollar Coach is written by Eric Schmidt, the former Chairman of Google and his co-authors Jonathan Rosenberg and Alan Eagle The Coach in the Book is Bill Campbell who is supposed to have coached half of Silicon Valley including legends like Steve Jobs, Larry Page, Sergei Brin, Sheryl Sandberg etc. Trillion Dollars … Continue reading "Book Review: Trillion Dollar Coach"..

What's your reaction? Can show upto a maximum of 3.

0%

Linkfest: 24 June, 2019

one month ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: RBI Deputy Governor Viral Acharya quits (ET) Missing Monsoon- Rainfall Deficit is 38% (Hindu) Tata Power plans an InvIT (ET) Two wheeler manufacturers under pressure (BS) Yes Bank? Say Yes or No (Stallion Asset) Who took my money? Builder or Wealth Adviser (Mint) Four Wealth Manager traps (BW) … Continue reading "Linkfest: 24 June, 2019"..

What's your reaction? Can show upto a maximum of 3.

0%

What Jaitley’s Last Budget Did

one month ago

Blogs/ Alpha Ideas

Source: Sage One Investor Letter June 2019..

What's your reaction? Can show upto a maximum of 3.

0%

Not Just Rs 5

one month ago

Blogs/ Alpha Ideas

Go to web page....

What's your reaction? Can show upto a maximum of 3.

0%

SME Fraud at NSE

2 months ago

Blogs/ Alpha Ideas

Five Core Electronics Ltd was a SME IPO which came around a year back in May 2018 and the issue size was around 47 Cr Yesterday, NSE issued the following Circular to its Members Source: Circular of National Stock Exchange..

What's your reaction? Can show upto a maximum of 3.

0%

60% of Institutional Money in 10 Stocks

2 months ago

Blogs/ Alpha Ideas

Source: Alpha Invesco..

What's your reaction? Can show upto a maximum of 3.

0%

Linkfest: 18 June, 2019

2 months ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: Rel Infra Auditor says money is missing (BI) NBFC crisis intensifies (ET) Iran Crisis intensifies (CNBC) Piramal exits Shriram Transport (Mint) Jet lands in NCLT (Rediff) HDFC MF takes 500 Cr of Essel exposure on its books (BS) Penalty on Voda,Idea & Airtel (BW) Why India fails to … Continue reading "Linkfest: 18 June, 2019"..

What's your reaction? Can show upto a maximum of 3.

0%

10 Stocks for next 10 Years

2 months ago

Blogs/ Alpha Ideas

Source: Ajaya Sharma..

What's your reaction? Can show upto a maximum of 3.

0%

General Atlantic & Yes Bank

2 months ago

Blogs/ Alpha Ideas

Find it very interesting that Yes Bank met General Atlantic on the eve of the day of the AGM. Very rare for companies to meet investors just before such a busy day. Is GA the mystery PE investor in Yes Bank’s capital raise? Only time will tell Source: Exchange Filings of Yes Bank..

What's your reaction? Can show upto a maximum of 3.

0%

When Jet Airways CEO made a job offer

2 months ago

Blogs/ Alpha Ideas

Source: Jet Airways Q3 FY19 Conference Call Three months later, he was gone...

What's your reaction? Can show upto a maximum of 3.

0%

The Anil Ambani Show

2 months ago

Blogs/ Alpha Ideas

Yesterday, Anil Ambani had a conference call where he briefed the media. There was no Q& A. The full media release can be seen here What I found most interesting was that nobody is willing to lend to an Ambani ! This media release lead to even more questions….. And today, Investors got the shock … Continue reading "The Anil Ambani Show"..

What's your reaction? Can show upto a maximum of 3.

0%

Yes Bank : Ek, Do, Teen

2 months ago

Blogs/ Alpha Ideas

Ek: Do: Teen: Source: Moodys..

What's your reaction? Can show upto a maximum of 3.

0%

Fire those Mutual Fund Managers

2 months ago

Blogs/ Alpha Ideas

Source: SPIVA India Scorecard 2018..

What's your reaction? Can show upto a maximum of 3.

0%

Linkfest: 10 June, 2019

2 months ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: How DHFL, Rel Capital gamed the system (Money Life) NBFC crisis hits real estate (ET) Revival of the IPO Market (Mint) Blackstone in India (Forbes) How NMDC is taking its business to the next level (FE) Stock Analysis: Associated Alcohols & Breweries (Dr Vijay Malik) Trader Profile: Sovit … Continue reading "Linkfest: 10 June, 2019"..

What's your reaction? Can show upto a maximum of 3.

0%

Mutual Fund Sahi Hain

2 months ago

Blogs/ Alpha Ideas

Source: Disclosure of UTI Mutual Fund..

What's your reaction? Can show upto a maximum of 3.

0%

Hanung Toys: Perfect Timing

2 months ago

Blogs/ Alpha Ideas

Hat Tip: Saurabh Basrar They took the loans just before the Modi Govt came to power..

What's your reaction? Can show upto a maximum of 3.

0%

Linkfest: 06 June, 2019

2 months ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: DHFL Crisis deepens (Mint) Care Ratings downgrades Eros International to default (ET) Dighi Ports Promoter has been declared as ‘wilful defaulter’ (FE) Sorry story of debt ridden companies (BL) Monsoon rains to arrive on June 8 (MC) Nitin Gadkari’s ambitious 5 year roadmap (BT) Stock Talk: Radico Khaitan … Continue reading "Linkfest: 06 June, 2019"..

What's your reaction? Can show upto a maximum of 3.

0%

Global Central Bank Policy Rates

2 months ago

Blogs/ Alpha Ideas

Source: Charlie Bilello..

What's your reaction? Can show upto a maximum of 3.

0%

Alpha Ideas 20-20 Meet

2 months ago

Blogs/ Alpha Ideas

We had hosted the Alpha Ideas 20-20 Meet last year which was a pretty good success We are again thinking of hosting the Alpha Ideas 20-20 Meet in Mumbai in the third/fourth week of July 2019.It can be either a Saturday or Sunday depending on venue availability The Summit will have 20 speakers speaking for … Continue reading "Alpha Ideas 20-20 Meet"..

What's your reaction? Can show upto a maximum of 3.

0%

Linkfest: 03 June, 2019

2 months ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: Why RBI must cut rates (ET) The economy needs a budget stimulus (Mint) SFIO identifies coterie that defrauded IL&FS (FE) China-US trade war intensifies (CNBC) Where PMS lags MFs (Rediff) Why only a few are successful in trading (Altais) Of Mutual Fund Investments & Income Tax Notices (MF … Continue reading "Linkfest: 03 June, 2019"..

What's your reaction? Can show upto a maximum of 3.

0%

Be the 5%er

2 months ago

Blogs/ Alpha Ideas

Go to web page....

What's your reaction? Can show upto a maximum of 3.

0%

Linkfest: 30 May, 2019

2 months ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: Capital Crisis at Financial Institutions (Mint) Smallcap Infra Cos back on radar (ET) Interview with Amit Suri (CNBC) China: “Don’t say we didn’t warn you” (CNBC) Jaitley’s Legacy as FM (BT) Startup: Chai Point (OB) RBI & NBFC Crisis (Subramoney) How to invest stress free for 40 years … Continue reading "Linkfest: 30 May, 2019"..

What's your reaction? Can show upto a maximum of 3.

0%

Are you owning or renting?

2 months ago

Blogs/ Alpha Ideas

Go to web page....

What's your reaction? Can show upto a maximum of 3.

0%

Top 5 Holdings of Dolly Khanna

2 months ago

Blogs/ Alpha Ideas

Rajiv Khanna is very well respected in the Indian Equity markets.He invests in the name of his better half Dolly Khanna. Her top 5 holdings as on 31 March , 2019 as per Stock Exchanges is given below: Company Name NSE Symbol Entity Value (In Crores) JK Paper Limited JKPAPER DOLLY KHANNA 26.87 Nilkamal Limited … Continue reading "Top 5 Holdings of Dolly Khanna"..

What's your reaction? Can show upto a maximum of 3.

0%

Knowledge as Risk

2 months ago

Blogs/ Alpha Ideas

Go to web page....

What's your reaction? Can show upto a maximum of 3.

0%

Linkfest: 27 May, 2019

2 months ago

Blogs/ Alpha Ideas

Good to be back after a brief hiatus. Some stuff I am reading today morning: BJP’s 100 Trillion Rupee Infrastructure promise (Mint) Modi 2.0 plans to lower IT rates (Rediff) Amazon bets big on payments in India (ET) Whats on the agenda for the power sector? (BL) Sector Focus: India’s piping sector (Ventura) Using the … Continue reading "Linkfest: 27 May, 2019"..

What's your reaction? Can show upto a maximum of 3.

0%

CESC Ventures: Not Too Yumm

3 months ago

Blogs/ Alpha Ideas

Hat Tip: A Jeswani Source: Exchange Filings of CESC Ventures Ltd..

What's your reaction? Can show upto a maximum of 3.

0%

Hamara Non-Bank

3 months ago

Blogs/ Alpha Ideas

Source: Investor Presentation of Bajaj Finance..

What's your reaction? Can show upto a maximum of 3.

0%

Linkfest: 16 May, 2019

3 months ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: Elections making brokers fidgety (ET) How Ramesh Kumar Sharma became richest Lok Sabha candidate (BT) Mutual Fund Exposure to Real Estate NCDs (Morningstar) Trump declares National Emergency over Huawei threat (CNBC) Taco Bell plans to open 600 outlets in India (BS) The curious mix of Jet Airways Bidders … Continue reading "Linkfest: 16 May, 2019"..

What's your reaction? Can show upto a maximum of 3.

0%

Linkfest: 15 May, 2019

3 months ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: Monsoon to hit Kerala on June 4 (BL) On the Fraud Culture in India’s Generic Drugs Industry (Katherine Eban) MSCI rejig (MC) Jet sinks deep (ET) NCLAT slams Ruias (BS) Uber underwriters used ‘naked short’ tactic (CNBC) Stock Pick: ICICI Bank (Vikas Khemani) Deepika Padukone invests in Epigamia … Continue reading "Linkfest: 15 May, 2019"..

What's your reaction? Can show upto a maximum of 3.

0%

Jet Airways: Empty Cockpit

3 months ago

Blogs/ Alpha Ideas

Go to web page....

What's your reaction? Can show upto a maximum of 3.

0%

Etihad’s Sense of Humor

3 months ago

Blogs/ Alpha Ideas

Go to web page....

What's your reaction? Can show upto a maximum of 3.

0%

Book Review: Animal Farm

3 months ago

Blogs/ Alpha Ideas

Animal Farm is a Book written in 1943/1944 by George Orwell and is widely regarded as a Classic. I had come across the Book in my student days but never got around to reading it. I am glad I did so now. The Book is about how animals on a Farm get tired of their … Continue reading "Book Review: Animal Farm"..

What's your reaction? Can show upto a maximum of 3.

0%

The Top Brand in Watches

3 months ago

Blogs/ Alpha Ideas

Source: Titan Company Ltd Investor Presentation..

What's your reaction? Can show upto a maximum of 3.

0%

When even a Bajaj can’t raise money

3 months ago

Blogs/ Alpha Ideas

Source: Exchange Filings of Bajaj Electricals Ltd..

What's your reaction? Can show upto a maximum of 3.

0%

Top 5 Holdings of Cartica Capital in India

3 months ago

Blogs/ Alpha Ideas

Cartica Capital is a well known FPI which specializes in Emerging Markets Their significant portfolio holdings as on 31 March,2019 as per stock exchanges is as given below: Company Name NSE Symbol Entity Value (In Crores) Page Industries Limited PAGEIND Cartica Capital Ltd 1291.41 TVS Motor Company Limited TVSMOTOR CARTICA CAPITAL LTD 1126.3 RBL Bank Limited … Continue reading "Top 5 Holdings of Cartica Capital in India"..

What's your reaction? Can show upto a maximum of 3.

0%

Guru Mantra

3 months ago

Blogs/ Alpha Ideas

Go to web page....

What's your reaction? Can show upto a maximum of 3.

0%

Buffett’s 1997 Portfolio

3 months ago

Blogs/ Alpha Ideas

Source: Marcelo P Lima..

What's your reaction? Can show upto a maximum of 3.

0%

Linkfest: 06 May, 2019

3 months ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: US-China tariff war intensifies (CNBC) Mutual Fund AMCs in trouble (BL) NSE is likely to cap Nifty’s sector weights (Rediff) Anil Ambani Vs Rahul Gandhi (BS) Govt sees little hope for Jet Airways revival (Mint) Trader Profile: Kirubakaran Rajendran (MC) Stock Pick: Reliance Industries (Harendra Kumar) BYD- The … Continue reading "Linkfest: 06 May, 2019"..

What's your reaction? Can show upto a maximum of 3.

0%

Weekend Mega Linkfest: 03 May, 2019

3 months ago

Blogs/ Alpha Ideas

Some off beat reads for the weekend: The Womb Whisperers (Mint) Dry Days & Elections (Quartz) Election Season in Bengal (M J Akbar) How Thailand’s Rama X will be crowned (ATimes) No US visas for Pakistan (Dawn) This is what I have to say (True Indology) Exploring Khasi Hills, Meghalaya (Team BHP) The Battle of … Continue reading "Weekend Mega Linkfest: 03 May, 2019"..

What's your reaction? Can show upto a maximum of 3.

0%

Linkfest: 03 May, 2019

3 months ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: How PayTM killed its eCommerce dream (ET) How Satya Nadella remade Microsoft (Bloomberg) JSW enters paints business (Mint) Stock Pick: Aavas Financiers (Gautam Trivedi) Interview with Ujjivan Founder Samit Ghosh (Fortune) DLF: Plotting a revival (BT) LLoyds of London is facing a perfect storm (GCaptain) Buffett on buying … Continue reading "Linkfest: 03 May, 2019"..

What's your reaction? Can show upto a maximum of 3.

0%

Linkfest: 02 May, 2019

3 months ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: April GST collections at new high (BS) IL&FS seeks punitive action against Deloitte, BSR (ET) ‘Super App’ to place Reliance Jio in pole position (Mint) Car sales skid (Rediff) JSW’s power play (Fortune) Analysis of Fairfax India’s holdings (Krishnaraj Venkataraman) Stock Pick: Maruti (Gautam Duggad) Godrej Vatni- India’s … Continue reading "Linkfest: 02 May, 2019"..

What's your reaction? Can show upto a maximum of 3.

0%

NBFC Crisis 2.0

3 months ago

Blogs/ Alpha Ideas

Go to web page....

What's your reaction? Can show upto a maximum of 3.

0%

Weekend Mega Linkfest: 26 April ,2019

3 months ago

Blogs/ Alpha Ideas

Some off beat reads for the long weekend (for Mumbaikars) : The sudden revival of Raj Thackeray (Mint) The call for Mahinda Rajapaksa (LA Times) SUCI : Lal Salaam (Open) The Airbnb invasion of Barcelona (New Yorker) How I fell in love with ancient Egypt (Guardian) A War Lord rises in Libya (Atlantic) Mahabaleshwar – … Continue reading "Weekend Mega Linkfest: 26 April ,2019"..

What's your reaction? Can show upto a maximum of 3.

0%

Linkfest: 26 April, 2019

3 months ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: Maruti to phase out diesel cars (BT) Google Trends indicate Modi sweep (DC) NSE hikes F&O margin by 300% (BL) Hotel Leela Venture deal under scanner (FE) Parag Milk: Whey to go (Forbes) Stock Talk: Engineers India (OB) Inox: Blockbuster success (Fortune) Why buying options for investment is … Continue reading "Linkfest: 26 April, 2019"..

What's your reaction? Can show upto a maximum of 3.

0%

Indigrid: Meeting Ya Marathon?

3 months ago

Blogs/ Alpha Ideas

Hat Tip: P Shah Source: Exchange Filings of Indi Grid Trust..

What's your reaction? Can show upto a maximum of 3.

0%

Free Login using external sites

Login Benefits

Alpha Ideas

Weekend Mega Linkfest: 16 August, 2019

Blogs/ Alpha Ideas

Book Review: A Bottle of Lies

Blogs/ Alpha Ideas

Book Review: HDFC Bank 2.0

Blogs/ Alpha Ideas

Linkfest: 16 August, 2019

Blogs/ Alpha Ideas

CESC Ventures: Not Yumm

Blogs/ Alpha Ideas

Hard Landing

Blogs/ Alpha Ideas

Starting Date Matters

Blogs/ Alpha Ideas

Reliance Industries: Better by 2

Blogs/ Alpha Ideas

Weekend Mega Linkfest: 09 August, 2019

Blogs/ Alpha Ideas

Linkfest: 09 August, 2019

Blogs/ Alpha Ideas

Look at the bright side

Blogs/ Alpha Ideas

Mr. Macro

Blogs/ Alpha Ideas

Only 60%

Blogs/ Alpha Ideas

Linkfest: 05 August, 2019

Blogs/ Alpha Ideas

Sun Pharma: Noblesse Oblige

Blogs/ Alpha Ideas

Not 2008 Yet

Blogs/ Alpha Ideas

One less thing

Blogs/ Alpha Ideas

Linkfest: 31 July, 2019

Blogs/ Alpha Ideas

Who killed Siddhartha?

Blogs/ Alpha Ideas

Sasken: Budget Victim

Blogs/ Alpha Ideas

Linkfest: 26 July, 2019

Blogs/ Alpha Ideas

Budget gets 90/100

Blogs/ Alpha Ideas

Seth Klarman on Banking Stocks

Blogs/ Alpha Ideas

Buy on the way down

Blogs/ Alpha Ideas

Linkfest: 23 July, 2019

Blogs/ Alpha Ideas

Linkfest: 22 July, 2019

Blogs/ Alpha Ideas

It’s all happening

Blogs/ Alpha Ideas

Indigo: On Time Arrival

Blogs/ Alpha Ideas

Good Question

Blogs/ Alpha Ideas

No Pay, No Stay

Blogs/ Alpha Ideas

Linkfest: 16 July, 2019

Blogs/ Alpha Ideas

Linkfest: 15 July, 2019

Blogs/ Alpha Ideas

Balaji Amines: Bleak But Bullish

Blogs/ Alpha Ideas

Mega Trend: Railways Electrification

Blogs/ Alpha Ideas

Why Investors from India should diversify in the US Market

Blogs/ Alpha Ideas

Billion Dollar Mistake

Blogs/ Alpha Ideas

Madam Finance Minister on the markets

Blogs/ Alpha Ideas

Alpha Ideas 20 20 Meet

Blogs/ Alpha Ideas