Blogs

RBL Bank : Wealth Creation History

7 hours ago

Blogs/ Alpha Ideas

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Book Review: Dead Companies Walking

2 days ago

Blogs/ Alpha Ideas

The Book ‘Dead Companies Walking’ is written by hedge fund manager Scott Fearon The author has made his career betting against or shorting the scrips of such companies. He narrates his experiences in the Book and it makes for a riveting and entertaining read. As per the author, investors lose money in companies that are … Continue reading "Book Review: Dead Companies Walking"..

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Linkfest: 22 April, 2019

2 days ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: SEBI’s new insider trading rules (BL) DHFL Funds breach SEBI rules (Mint) Family Feud at Finolex Cables (ET) Ola on its way to become a mobility giant (FE) India’s stagnant garment exports (BS) Sukanya Samriddhi Yojana Calculator (Apna Plan) Stock Talk: Sunflag Iron & Steel (DK) Buy Equity … Continue reading "Linkfest: 22 April, 2019"..

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Cian Healthcare : M&A Genius

6 days ago

Blogs/ Alpha Ideas

Source: DRHP Filings of Cian Healthcare Ltd Amusing to see Promoter of the Company using IPO proceeds to acquire his own company...

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Linkfest: 18 April , 2019

7 days ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: Jet Airways suspends operations (Reuters) Two more Rail IPOs (BL) Mindtree’s Special Dividend (Mint) Rakesh Jhunjhunwala advises caution (BS) Investor Profile: Nooresh Merani (ET) Stock Talk: ISGEC revisited (Kiran) Plan your investments and taxes in April (BT) A Behavioral Finance toolkit (Aberdeen) On Money Diaries (Wire Cutter) Research: … Continue reading "Linkfest: 18 April , 2019"..

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The Business of Learning

8 days ago

Blogs/ Alpha Ideas

Hat Tip: T Sawjiani..

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Contributors to Nifty EPS Growth

9 days ago

Blogs/ Alpha Ideas

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Weekend Mega Linkfest: 12 April,2019

12 days ago

Blogs/ Alpha Ideas

Some off beat reads for the weekend: Jallianwala Bagh: Lifting the veil (LHI) Naxalbari turns saffron (Swarajya) No full stops for Amit Shah (Open) What College Admissions scandals reveal (Atlantic) Insight: Automotive Logistics at a car factory (Team BHP) Science: Human Brain Genes in Monkeys (Tech Review) Why facts don’t change our minds (New Yorker) … Continue reading "Weekend Mega Linkfest: 12 April,2019"..

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What FIIs are buying in 2019

13 days ago

Blogs/ Alpha Ideas

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Kotak : CASA Champion

14 days ago

Blogs/ Alpha Ideas

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Pre IPO : Hero Fincorp

15 days ago

Blogs/ Alpha Ideas

Hero Fincorp,belonging to the Hero Group, is one of India’s fastest growing NBFCs Pedigreed PE investors like ChrysCap and Credit Suissee have invested in the Co. It’s Financial Results can be downloaded from here A very limited quantity of its shares are on offer for sale. For those interested,please email me at Alpha Ideas..

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Linkfest: 09 April, 2019

15 days ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: Mallya’s plea against extradition rejected (Mint) How Mukesh Ambani will take on Amazon in India (ET) Ericsson may have to return 550 Cr (BS) Making sense of investing (Rajashekar Iyer) Stock Talk: Hercules Hoists Ltd (Oscillations) Index Funds Vs Active Investing (Bala) Mutual Fund Costs & TER (Subramoney) … Continue reading "Linkfest: 09 April, 2019"..

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India – Exciting Times Ahead

16 days ago

Blogs/ Alpha Ideas

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This can Crash the Global Party in Equities

21 days ago

Blogs/ Alpha Ideas

Crude Oil closes above its 200-day moving avg for first time since last October, up 48% from its December low. pic.twitter.com/rfwHP6KMLg — Charlie Bilello (@charliebilello) April 2, 2019..

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Linkfest: 03 April, 2019

21 days ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: SC verdict deals blow to Bank NPA recovery efforts (DNA) Direct Tax Collection falls short by 83,000 Cr (MC) Oil price near $ 70 (Oil Price) On Buying Unlisted Shares (MC) (Has my Sound Bite) Strong IPO pipeline (ET) PayTM to start stock broking services (BS) Stock Analysis: … Continue reading "Linkfest: 03 April, 2019"..

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Polycab India: Investor Friendly Move

22 days ago

Blogs/ Alpha Ideas

Source: DRHP Filings of Polycab India Ltd..

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MOIL : Consistent Ambition

23 days ago

Blogs/ Alpha Ideas

At MOIL, Doubling of Volume in next 5-6 years is like “Karan Arjun” Hearing since IPO time (October 2010) that “Mere Karan Arjun Aayenge” pic.twitter.com/k2S1A8NNiU — Giriraj Daga (@GirirajDaga5) April 1, 2019..

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Weekend Mega Linkfest: 29 March, 2019

26 days ago

Blogs/ Alpha Ideas

Some off beat reads for the weekend: Indian Middle Class and proud of it (Monika Halan) PM Modi’s first Lok Sabha 2019 Interview (Republic) The politics of Raghuram Rajan (Swarajya) The underground railroad of North Korea (GQ) China’s bottomless thirst for milk (Guardian) Baghdadi is still alive (ATimes) How Trump beat Mueller (Time) Travelogue: Dachau … Continue reading "Weekend Mega Linkfest: 29 March, 2019"..

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Linkfest: 29 March, 2019

26 days ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: Rail Vikas Nigam IPO opens today (MC) REC’s relief rally (Mint) Auditor issues at Hindustan Copper (BL) Wabco to be acquired by ZF (Wabco) Interview with Saurabh Mukherjea (ET) Podcast: Discovering Fintech Religion (Rajeev Ahuja) Different Kinds of Information (Morgan Housel) Reducing the Behaviour Gap (Ramp Capital) The … Continue reading "Linkfest: 29 March, 2019"..

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White Organic Retail: Dhandha Without Dukaan

27 days ago

Blogs/ Alpha Ideas

Source: DRHP Filings of White Organic Retail Ltd..

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Five Core Electronics : Meri Pant Bhi Sexy

28 days ago

Blogs/ Alpha Ideas

Funny to see Promoter’s Pants in an Exchange Communique Source: Exchange Filings of Five Core Electronics Ltd..

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Kwality Ltd: 1276 Cr of Doubtful Sales

29 days ago

Blogs/ Alpha Ideas

Hat Tip: Varinder Bansal..

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Not your Father’s Reliance

one month ago

Blogs/ Alpha Ideas

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Book Review: Rise and Kill First

one month ago

Blogs/ Alpha Ideas

The Book ‘Rise & Kill First’ is written by Ronen Bergman, who is the world’s foremost authority on Israeli Intelligence. The title of the Book come from the Talmud which says “If someone comes to kill you, rise up and kill him first.” The State of Israel heeds this counsel very seriously and hence has … Continue reading "Book Review: Rise and Kill First"..

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One Reason why People fail at Investing

one month ago

Blogs/ Alpha Ideas

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There ain’t no Post-Election Rally

one month ago

Blogs/ Alpha Ideas

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Class Act

one month ago

Blogs/ Alpha Ideas

What do you do when you have a lot of money? You pay an SM company to trend #MukeshNitaSaveAnil and subtly humiliate your brother. Obviously. pic.twitter.com/OepXcQs8Nj — meghnad (@Memeghnad) March 19, 2019..

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Linkfest: 19 March, 2019

one month ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: L&T makes hostile bid for Mindtree (MC) Mota Bhai saves Chotta Bhai (ET) Essar Steel goes to Arcelor Mittal (BL) Stock Presentation: Balaji Amines (Vishnu) There will be no post-election rally (Basant Maheshwari) Nifty Next 50 ETF: An appealing investment strategy (MC) Open Letter by 131 CAs (BQ) … Continue reading "Linkfest: 19 March, 2019"..

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Alpha Ideas crosses 25 Million Page Views

one month ago

Blogs/ Alpha Ideas

Alpha Ideas has crossed 25 Million Page Views. Thank you, dear reader, for your continued patronage of this very simple blog. Any suggestions to improve the blog is most appreciated and welcome...

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Rookie Mistake

one month ago

Blogs/ Alpha Ideas

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Naren on PSUs

one month ago

Blogs/ Alpha Ideas

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Linkfest: 14 March, 2019

one month ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: Zee may sell 20% stake to Sony for 13,000 Cr (Mint) The mystery at Sterling Biotech (BT) Sector Watch: Aviation (MC) Stock Analysis: Gandhi Special Tubes (Dr Vijay Malik) Interview with Porinju Veliyath (ET) Strong Early Returns Vs Strong Late Returns (Stable Investor) When to use EV/EBITDA instead … Continue reading "Linkfest: 14 March, 2019"..

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Ashapuri Gold: Gold Se Garment Tak

one month ago

Blogs/ Alpha Ideas

Source: DRHP Filings of Ashapuri Gold Ornament Ltd..

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Linkfest: 12 March, 2019

one month ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: OFS in HDFC Life (BS) IPO Review: MSTC (S&B) What went wrong with Arvind Fashions’ listing price? (ET) Ruia’s desperate bid to stop Arcelor Mittal (Mint) Returns are never linear in the Market (Dr C K Narayan) On Retirement Planning (Bala) On using the Securities Lending & Borrowing … Continue reading "Linkfest: 12 March, 2019"..

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MSTC Ltd: Receivables Locha

one month ago

Blogs/ Alpha Ideas

Shocking to see that trade receivables exceeds the revenues of the Company Source: DRHP Filings of MSTC Ltd..

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Pentech Metals: Mobile Fixed Assets

one month ago

Blogs/ Alpha Ideas

Amusing to see a vehicle being more than half of the Fixed Assets Source: DRHP Filings of Pentech Metals Ltd..

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Book Review: Sapiens

one month ago

Blogs/ Alpha Ideas

The Book ‘Sapiens-A Brief History of Humankind’ is written by the Israeli Professor, Yuval Noah Harari The Book has already sold millions of copies and I read it only after Bill Gates strongly recommended it. The Book is a tour de force…explaining how humankind has evolved from physics to chemistry to biology. He introduces lots … Continue reading "Book Review: Sapiens"..

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Linkfest: 06 March, 2019

one month ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: Mid, small caps see big surge (BS) FOMO playing out in small and mid-cap stocks (ET) L&T Infotech close to acquiring Mindtree stake (FE) Company Talk : Crompton Greaves Consumer (MC) Threat of electric vehicles looms for Indraprastha Gas (Mint) Value Investing: Quality & Regret (Subramoney) Can Ola … Continue reading "Linkfest: 06 March, 2019"..

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Weekend Mega Linkfest: 01 March, 2019

one month ago

Blogs/ Alpha Ideas

Some off beat reads for the weekend: Balakot and the backstory of Jihad (M J Akbar) Pakistani deep state miscalculates on India (ATimes) An opening in Abu Dhabi (IE) Israel’s role in India’s conflict with Pakistan (Independent) How the US has hidden it’s Empire (Guardian) The coming indictment of Netanyahu (New Yorker) The teachers of … Continue reading "Weekend Mega Linkfest: 01 March, 2019"..

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Linkfest: 01 March, 2019

one month ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: 9.35 % L&T Finance NCD (Apna Plan) Aadhaar is back for KYC (ET) Amrapali Group Directors arrested (BS) MSCI to quadruple weighting of China-A shares (CNBC) Naresh Goyal to step down as Chairman of Jet Airways (Rediff) NCLT rejects plea from Essar Steel’s operational creditors (FE) Zerodha held … Continue reading "Linkfest: 01 March, 2019"..

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Linkfest: 28 February, 2019

one month ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: India-Pak face-off could escalate (TOI) De-escalate Now (Dawn) On Tech Mahindra’s share buyback (MC) Jet Airways: No cash, no spare parts (ET) Bira 91 enters mass beer market (Forbes) Interview with Bata India CEO, Sandeep Kataria (Fortune) Investing in over priced markets (Howard Marks) Every investment decision is … Continue reading "Linkfest: 28 February, 2019"..

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Does your Portfolio pass the Buffett test?

one month ago

Blogs/ Alpha Ideas

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Not Now

one month ago

Blogs/ Alpha Ideas

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Shout Out to all Whistle Blowers !

one month ago

Blogs/ Alpha Ideas

Want to share anonymously with @MoneylifeIndia ? Here’s how you can do it without disclosing even an email ID. Get bold at least anonymously. We have to fact check anyway! Upload documents! https://t.co/Bfn1vPo68K @Moneylifers — Sucheta Dalal (@suchetadalal) October 13, 2018..

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Linkfest: 25 February, 2019

one month ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: GST relief for home buyers (MC) Demonetisation 2.0? (ET) Modi launches 75,000 Cr Kisan scheme (BS) RIL planning to list Reliance Retail (Mint) IIFL, MOSL declared as ‘not fit and proper’ (BT) Interview with Manish Bhandari (MOI Global) When investing was easy (Subramoney) 10 Mega Trends on India … Continue reading "Linkfest: 25 February, 2019"..

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Roopshri Resorts : Fantastic Cost Control

2 months ago

Blogs/ Alpha Ideas

Amusing to see that the total employee expenses of the company is less than 10,000 (Ten Thousand….not a Typo) Rupees per Month Source: DRHP Filings of Roopshri Resorts Ltd..

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Using Google Trends for Stock Markets

2 months ago

Blogs/ Alpha Ideas

Late November 2018, Goldman Sach used this for Jubilant Food to Reiterate their Sell Rating. Competition rising, highlighting rising search data for Zomato and Swiggy pic.twitter.com/8eOSdWTqBG — Ghanisht Nagpal (@GhanishtNagpal) February 19, 2019..

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Anil Ambani & Ericsson

2 months ago

Blogs/ Alpha Ideas

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Fund Performance of Prof Bakshi

2 months ago

Blogs/ Alpha Ideas

Source: Trust Net Offshore..

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Kaveri Seeds: Read the Papers

2 months ago

Blogs/ Alpha Ideas

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Infibeam : No Comments

2 months ago

Blogs/ Alpha Ideas

#Infibeam Auditors can’t comment on recoverability of 122 cr advances and 32 cr revenue recognition. Both combined are more than its q revenue reported and 6x profits reported@alphaideas pic.twitter.com/BFaNr5UzDO — Vaibhav Khandelwal (@Vaibhav2091) February 15, 2019..

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Linkfest: 15 February, 2019

2 months ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: Bharat 22 ETF subscribed over 22 times (MC) India hikes sugar price to Rs.31/kg (TOI) Pilot shortage cripples Indigo (ET) Citi India CEO loses confidence of RBI (BS) SC’s order on Anil Ambani was tampered (Bar & Bench) Apollo may exit Apollo Munich Health Insurance (Mint) SBI MF … Continue reading "Linkfest: 15 February, 2019"..

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Mega Trend: India Power Demand

2 months ago

Blogs/ Alpha Ideas

Source: CLSA Research..

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Two Times

2 months ago

Blogs/ Alpha Ideas

There are two times making money is too easy in the Market 1) Last phase of the Bull Market if you are long (October – Decmeber 2017) 2) Last phase of the Bear Market if you are Short (Guess) — Amit jeswani (@Amit_Jeswani1) February 12, 2019..

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NMDC Ltd: The Govt Always Wins

2 months ago

Blogs/ Alpha Ideas

Hat Tip: J Parmar In Jan 2018, the Govt does an Offer For Sale @ 153.5 Rs/share In Feb 2019, the Govt does a buyback @ 98 Rs/share..

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CESC Ventures: Not Yumm

2 months ago

Blogs/ Alpha Ideas

Shocking to see degrowth in the FMCG business….especially since the Promoter went around town talking about double digit growth. Source: Exchange Filings of CESC Ventures Ltd..

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Weekend Mega Linkfest: 08 February, 2019

2 months ago

Blogs/ Alpha Ideas

Some off beat reads for the weekend: Another Kremlin Assassination (NY Times) Modi regains momentum (Swapan Dasgupta) The fight for Bengal (Outlook) A Dangerous Sociopath (Media Crooks) Inside Peru’s most dangerous prisons (Guernica) The Pencil Towers of New York’s super rich (Guardian) Gold Fever – An opportunity for China (ATimes) On America’s obsession with Hindu … Continue reading "Weekend Mega Linkfest: 08 February, 2019"..

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Results are also Cyclical

2 months ago

Blogs/ Alpha Ideas

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PEL : No to Yes

2 months ago

Blogs/ Alpha Ideas

Source: Conference Call Transcript Q3 2018-19 of Piramal Enterprises Ltd..

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Linkfest: 06 February, 2019

2 months ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: Jubilant reverses royalty decision (FE) Panic selling in leveraged stocks (BL) The gripping story of pharma entrepreneur Jayaram Chigurupati (MC) SBI chief faces Ericsson contempt plea (ET) Jawa Vs Royal Enfield (Fortune) Insurers dance to new tune to lure millennials (FC) Return on Capital (Subramoney) Where big leaps … Continue reading "Linkfest: 06 February, 2019"..

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Biyani’s Bombshell

2 months ago

Blogs/ Alpha Ideas

Source: Investor Presentation of Future Retail Ltd..

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Linkfest: 04 February, 2019

2 months ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: Ericsson seeks seizure of Anil Ambani’s personal assets (ET) FPIs pulled out 5,300 Crs from Indian stocks in Jan (FE) Essel Group gets time till Sept to repay loans (BS) Vedanta plunges on corporate governance concerns (Mint) Central Banks are on a gold buying spree (BL) Why brokers … Continue reading "Linkfest: 04 February, 2019"..

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How do you find a Small Cap Fund Manager?

2 months ago

Blogs/ Alpha Ideas

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Zee Media Creates History

2 months ago

Blogs/ Alpha Ideas

For the fastest resignation by an Independent Director…only 3 Days. Source: Exchange Filings of Zee Media Ltd..

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Linkfest: 29 January, 2019

2 months ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: Exposure of Mutual Funds to Essel Group firms (Morningstar) US files criminal charges against Huawei (CNBC) Hero Fincorp leads race to buy Aadhar Housing (ET) Another PSU Bank recapitalization (FE) Rahul Gandhi promises minimum income for the poor (Reuters) Why India must seriously invest in indigenous Defence industry … Continue reading "Linkfest: 29 January, 2019"..

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Zee: Positive Reply

2 months ago

Blogs/ Alpha Ideas

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What a Clarification, Sirjee

2 months ago

Blogs/ Alpha Ideas

Hat Tip: Divyeshbhai At 2:37 pm today, Jawahar Goel of the Essel Group came on TV to issue a clarification. Zee TV was down around 20% then. The clarification helped the markets in ways the Promoter didn’t understand...

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Eat,Drink & Create Jobs

3 months ago

Blogs/ Alpha Ideas

Source: Pankaj Tibrewal..

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Linkfest: 24 January, 2019

3 months ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: Piyush Goyal named interim Finance Minister (MC) Vodafone plans $3.5 Billion War Chest to fight Ambani (ET) Indigo plans global expansion (BS) The Battle for Essar Steel continues (FC) Marico: Shifting into second gear (Fortune) Why the Billionaires at Davos are scared (CNBC) Pulling in their horns (TRB) … Continue reading "Linkfest: 24 January, 2019"..

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Linkfest: 23 January, 2019

3 months ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: IL&FS heat singes Mutual Fund industry (BL) Petrol 2 Wheelers face e-Cess (ET) Investors wary of Prabhat Dairy-Lactalis deal (MC) Reliance Vs Amazon (BS) Seth Klarman Letter chills Davos (NYTimes) Pallonji Mistry trying to sell more assets (FC) You are not Buffett (Subramoney) Double your money (TRB) Best … Continue reading "Linkfest: 23 January, 2019"..

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Linkfest: 22 January, 2019

3 months ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: Modi’s Make In India gets Lockheed boost (ET) Prabhat sells it’s diary business (BS) BOI may come out of PCA this week (FC) State Bank of India: Performing Asset (Forbes) Modi to consider cheap loans for small businesses (Reuters) Nifty P/E Ratio Returns Analysis (Stable Investor) Is rotation … Continue reading "Linkfest: 22 January, 2019"..

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Linkfest: 21 January, 2019

3 months ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: SFIO wants DCB Bank License cancelled (BL) Reliance to enter eCommerce in a big way (YS) A Jet-Etihad deal won’t comfort many investors (ET) SEBI turns down L&T’s buyback (BS) FPI outflow crosses Rs. 4,000 Cr in Jan (FC) FISH method of saving money (8020Investor) 2018 Results Memo … Continue reading "Linkfest: 21 January, 2019"..

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Reliance : The Baap of India Retail

3 months ago

Blogs/ Alpha Ideas

Source: Investor Presentation of Reliance Industries Ltd..

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Druckenmiller: It’s NOT the Economy, Stupid

3 months ago

Blogs/ Alpha Ideas

Source: NeckarCap..

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Stock Market Wallas these days…

3 months ago

Blogs/ Alpha Ideas

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Infographic: Timeline of Technology Disruption

3 months ago

Blogs/ Alpha Ideas

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Pre IPO : Merino Industries

3 months ago

Blogs/ Alpha Ideas

Merino Industries is India’s largest laminates brand. It’s latest Annual Report can be obtained from here. It’s Corporate Video can be viewed from here. The Interview of the Management with CNBC can be viewed from here. A very limited quantity of its shares are on offer for sale. For those interested,please email me at Alpha Ideas..

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Linkfest: 14 January, 2019

3 months ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: Modi’s cash transfer plan (FE) Income Tax Relief on the way (FC) LIC’s market share falls below 70% (ET) Can Bajaj Auto recoup it’s former glory (Ventura) The dangers of high mutual fund inflows (Mint) RBI warns of NPAs in Mudra loans (BS) Stock Caps in Index Funds … Continue reading "Linkfest: 14 January, 2019"..

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How Banks are Changing

3 months ago

Blogs/ Alpha Ideas

Source: RBL Bank Presentation..

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Mega Trend: Share of NBFCs in System Credit

3 months ago

Blogs/ Alpha Ideas

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Is the Retail Investor getting tired?

3 months ago

Blogs/ Alpha Ideas

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Linkfest : 09 January, 2019

3 months ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: Brexit crisis worsens (CNBC) Pfizer to shut down Aurangabad, Chennai plants (MC) Interview with Prashant Ruia (ET) Banks propose $900 Million lifeline for Jet Airways (Mint) Why HAL’s cash crunch worsened (BQ) Uber India: Shifting Gears (Fortune) The wrong debate (Irrelevant Investor) The tortoise and the hare (A … Continue reading "Linkfest : 09 January, 2019"..

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Mega Trend: India Per Capita Income

3 months ago

Blogs/ Alpha Ideas

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Page Industries Ka Jockey Kaun?

3 months ago

Blogs/ Alpha Ideas

The genesis of how Page Industries stock was operated. Yes, I repeat operated. By whom, i leave it for you to judge. https://t.co/bRTz49kqMq — Shyam Sekhar (@shyamsek) January 4, 2019..

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Weekend Mega Linkfest: 04 January, 2019

3 months ago

Blogs/ Alpha Ideas

Some off beat reads for the weekend: Man loses 1.86 Cr in six missed calls (BI) Women in Pakistan’s Police Force (Guernica) Der Spiegel’s cracked mirror (Atlantic) Confessions of a Cable Guy (HuffPost) Travelogue: Statue of Unity, Gujarat (Team BHP) 100% against all plants (J Mathrubootham) How Sanskrit influenced Japanese Syllabic alphabets (Madras Courier) Why … Continue reading "Weekend Mega Linkfest: 04 January, 2019"..

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Linkfest: 04 January, 2019

3 months ago

Blogs/ Alpha Ideas

Some stuff I am reading today morning: Bloodbath at Wall Street (Zero Hedge) Ericsson seeks jail for Anil Ambani (ET) Why the Jio juggernaut failed to boost Reliance shares (Mint) 8 Companies drop out of large cap list (BL) Latest Post Office Small Savings Interest Rates (MII) Key investing lessons from 2018 (MC) Blame Trump’s … Continue reading "Linkfest: 04 January, 2019"..

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Where do Indians Invest?

3 months ago

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Hat Tip: M Kayal Quite an eye opener...

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Seth Klarman on Investment Returns

3 months ago

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Hat Tip: Ivan Malkkovic..

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Happy New Year

3 months ago

Blogs/ Alpha Ideas

Wishing all readers a very Happy New Year and a rocking 2019. Last year, I had made New Year Resolution to read one book every week i.e. 52 books in a year. Was able to read around 37 Books i.e. was able to hit only 70% of my target…which is not too bad I suppose. … Continue reading "Happy New Year"..

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Chart: Market Cap to GDP Ratio

3 months ago

Blogs/ Alpha Ideas

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Alpha Ideas

Big B in D P

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Linkfest: 24 April, 2019

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City Pulse Multiplex: Seasoned Promoters

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Kenneth Andrade’s Waste Investment

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SRS Ltd: Sad Retail Story

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RBL Bank : Wealth Creation History

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Book Review: Dead Companies Walking

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Linkfest: 22 April, 2019

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Cian Healthcare : M&A Genius

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Linkfest: 18 April , 2019

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The Business of Learning

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Contributors to Nifty EPS Growth

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Weekend Mega Linkfest: 12 April,2019

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What FIIs are buying in 2019

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Kotak : CASA Champion

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Pre IPO : Hero Fincorp

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Linkfest: 09 April, 2019

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India – Exciting Times Ahead

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This can Crash the Global Party in Equities

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Linkfest: 03 April, 2019

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Polycab India: Investor Friendly Move

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MOIL : Consistent Ambition

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Weekend Mega Linkfest: 29 March, 2019

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Linkfest: 29 March, 2019

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White Organic Retail: Dhandha Without Dukaan

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Five Core Electronics : Meri Pant Bhi Sexy

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Kwality Ltd: 1276 Cr of Doubtful Sales

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Not your Father’s Reliance

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Book Review: Rise and Kill First

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One Reason why People fail at Investing

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There ain’t no Post-Election Rally

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Class Act

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Linkfest: 19 March, 2019

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Alpha Ideas crosses 25 Million Page Views

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Rookie Mistake

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Naren on PSUs

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Linkfest: 14 March, 2019

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Ashapuri Gold: Gold Se Garment Tak

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