- + Weekend Mega Linkfest: 03 May, 2024—Some off beat reads for the weekend: How Five Eyes are opposing India ( HT ) The Battle for Baramati ( Open ) The real reason behind th...
- + Godrej Prop: Guide & Achieve—Source: Investor Presentation of Godrej Properties Ltd [Category: RealtyStocks]
- + JSW Infra: 2030 Mein 400 Paar—Source: Investor Presentation of JSW Infrastructure Ltd [Category: InvestorPresentations]
- + Valuation Metrics— [Category: Observations]
- + Linkfest: 03 May, 2024—Some stuff I am reading today morning: Apple announces largest buyback in US history ( CNBC ) India’s IPO market set to break May jinx...
- + Even Buffett can’t beat the Index— [Category: Tweets]
- + Netweb: AI Impact—Source: Exchange Filings of Netweb Technologies India Ltd [Category: Exchange Filings]
- + Linkfest: 02 May, 2024—Some stuff I am reading today morning: April GST collections cross 2 Lakh Crore ( Fortune ) Key takeaways from latest FED meeting ( CNN ) ...
- + Manyavar: Honeymoon is Over—Hat Tip: SS Source: Investor Presentation of Vedant Fashions Ltd [Category: InvestorPresentations]
- + Adani Energy: Smart Meters—Source: Investor Presentation of Adani Energy Solutions Ltd [Category: Uncategorized]
- + Linkfest: 01 May, 2024—Some stuff I am reading today morning: Nifty hits all time highs ( DH ) Godrej Family amicably splits ( BS ) Listed real estate players...
- + KPIT: Automobelievers—Source: Investor Presentation of KPIT Technologies Ltd [Category: InvestorPresentations]
- + Wipro: Au Revoir—Source: BSE Interesting to see that the former CEO of Wipro Ltd sold all his shares. Vote of no confidence? [Category: Observations]
- + Linkfest: 30 April, 2024—Some stuff I am reading today morning: India Market Cap soars to all time highs ( Rediff ) Interview of PM Modi ( News18 ) Uncertai...
- + Mega Trend: India eComm Retail—Source: CMS Consumption Report 2024 [Category: MegaTrends, megatrend]
- + Slone : Double Role—Source: Prospectus of Slone Infosystems Ltd [Category: SME]
- + Linkfest: 29 April, 2024—Some stuff I am reading today morning: PM Modi on inheritance tax ( News 18 ) Minority Shareholders Vs ICICI Bank ( FE ) Advent to infu...
- + Top Clicks on Alpha Ideas this Week—Here are the most clicked items on Alpha Ideas this week: Linde: Beta Numberi, Baap Dus Numberi ( AI ) HDFC AMC: Dividend Machine ( AI ) ...
- + Weekend Mega Linkfest: 26 April, 2024—Some off beat reads for the weekend: Modi’s Doosra ( Open ) India aims to emulate Chinese strategy ( Arktos ) West’s hypocr...
- + Bajaj Auto: Bet on CNG—Source: Earnings Call of Bajaj Auto Ltd [Category: ConferenceCall, Two Wheelers]
- + MAS: Ab Tak 116—Source: MAS Financial Services Ltd [Category: InvestorPresentations, NBFCs]
- + Linkfest: 26 April, 2024—Some stuff I am reading today morning: Indigo places order for 30 wide-body planes ( DH ) AI can kill most call centres ( MC ) Fears of...
- + Mega Trend: India MF AUM—Source: Investor Presentation of Nippon Life Asset Management Ltd [Category: AMC, MegaTrends]
- + Linkfest: 25 April, 2024—Some stuff I am reading today morning: Kotak Bank prohibited from onboarding new customers ( RBI ) SME IPO index hits lifetime high ( FE ) ...
- + Linde : Beta Numberi, Baap 10 Numberi—Source: Exchange Filings of Linde India Ltd [Category: Exchange Filings]
- + Mega Trend: India Commodity Options—Source: Investor Presentation of Multi Commodity Exchange of India Ltd [Category: MegaTrends, megatrend]
- + Linkfest: 24 April, 2024—Some stuff I am reading today morning: India 4th largest military spender in 2023 ( Fortune ) 150 Cr fraud at M&M Finance ( NDTV Profit ...
- + The Telecom Gear Opportunity—Source: Investor Presentation of Tejas Networks Ltd [Category: InvestorPresentations]
- + India Telecom Market Share—Source: Investor Presentation of Reliance Industries Ltd [Category: Telecom]
- + Linkfest: 23 April, 2024—Some stuff I am reading today morning: Adverse election outcome could crash indices by 30%-35% ( Fortune ) Reliance’s pre tax profits ...
- + SMID Valuations: Bubble Territory—Source: DSP Netra SMID: Small & Midcaps [Category: Observations]
- + HDFC AMC: Dividend Machine—Source: Investor Presentation of HDFC Asset Management Company Ltd [Category: AMC]
- + Linkfest: 22 April, 2024—Some stuff I am reading today morning: Can India become an economic superpower? ( CNN ) US Hedge Funds fight over India trading strategy ( B...
- + Top Clicks on Alpha Ideas this Week—Here are the most clicked items on Alpha Ideas this week: Vesuvius: Doubling Down ( AI ) B2B Constructions: Doubling Down ( AI ) Mega T...
- + Weekend Mega Linkfest: 19 April, 2024—Some off beat reads for the weekend: The long war between Israel & Hizbollah ( Engelsberg ) What does Iran really want? ( CNN ) Ham...
- + Indigo: Soaring High—Source: CRISIL [Category: Airlines]
- + Vesuvius: Doubling Down—Source: Exchange Filings of Vesuvius India Ltd [Category: Exchange Filings]
- + Linkfest: 19 April, 2024—Some stuff I am reading today morning: Infosys ADR plunges 8% on NYSE ( BT ) Govt kicks off Direct Tax Code revision ( FE ) China dumpi...
- + India is # 5—Source : Financial Times [Category: Chart]
- + Charts : Small beats Large—Hat Tip : SC [Category: Chart]
- + Linkfest: 18 April, 2024—Some stuff I am reading today morning: Govt notifies liberalised FDI norms for space sector ( DH ) Adani family infuses 20,000 Cr into Ambuj...
- + The Case for Private Capex—Source: Investor Presentation of CRISIL Ltd [Category: InvestorPresentations]
- + B2B Construction: 6 Lakh Crore Market—Source: Investor Presentation of SG Mart Ltd [Category: InvestorPresentations]
- + Linkfest: 17 April, 2024—Wishing readers on the auspicious occasion of Ram Navami. Some stuff I am reading today morning: Rupee plunges to all time lows ( FE ) ...
- + Hybrids are Winning—Source : Wall Street Journal [Category: Observations]
- + Chart : Mountains of Cash—Source : Financial Times [Category: Chart]
- + Linkfest: 16 April, 2024—Israel to give forceful response to Iran ( TOI ) IMD predicts ‘above normal’ monsoon ( BS ) Jio Financial & Blackrock form...
- + Mind your language— [Category: Cartoon]
- + Mega Trend: Crorepati Taxpayers—Source: Investor Presentation of Anand Rathi Wealth Ltd [Category: MegaTrends]
- + Ramkrishna Forgings: Bogie Wogie—Source: Exchange Filings of Ramkrishna Forgings Ltd [Category: Exchange Filings]
As of 5/4/24 3:15pm. Last new 5/3/24 7:58am. Score: 630
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