alphaideas
@alphaideas
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Investment blog for the Indian markets
Mumbai
Joined March 2012
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India is very unlike other countries.
Other countries live in order and in stressful times like now, fall into chaos.
India lives in chaos and in stressful times like now/demon etc, falls into order
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I have been tracking the Israeli-Palestinian conflict for more than 20 years now. And this 9 min video summarizes my years of reading. Hats off to
@palkisu
and her team.
#GravitasPlus
| Crusades, Wars & Uprisings.
#Jerusalem
has seen it all. It's called the city of peace yet remains in conflict. What makes this 'holy land'
so contested?
@palkisu
explains.
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Mukesh Ambani has raised more money by selling stake in the lockdown than the Govt of India has by selling PSE stakes in the entire year.
#Respect
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Lok Sabha results were declared on May 23rd. It's not even one month and the entire goodwill of the Modi 2 Govt has been evaporated due to a third rate Budget. Must be the shortest honeymoon in Indian political history
@narendramodi
@nsitharaman
We need
@PiyushGoyal
as the FM
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Charlie Munger on India
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Guru: You can make 100 Crores by investing 10 Lakhs
Chela : How?
Guru: Buy a stock which double every 3 years. Repeat 10 times.
Chela: What if the stock doesn't double?
Guru: Then don't buy that stock
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Charlie Munger: "The Patels from India know more about motels than you do. They live in a goddamn motel. They don't pay income taxes, they don't pay much in workers compensation&every dime they get , they fix up and buy another motel. Do you want to compete with the Patels?Not I"
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Looking forward to an open letter by 108 Economists on this annual 3.6 Lakh Crore Bill
Congress President
@RahulGandhi
has announced that if elected to power, 5 crore poorest families will receive Rs 72,000 a year. This Minimum Income Guarantee will be the final assault on poverty.
#RahulForBehtarBharat
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Angered to see India's finest being shouted at by India's worst
If you want to see the pathetic state of Indian Journalism, watch how the journalist is shouting at an ISRO Scientist during such tension.
The Tone 😡😡😡
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Sintex Industries (Rs. 2.90) + Sintex Plastics ( Rs. 7.10) = 1 Vada Pav ( Rs. 10)
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Rakesh Jhunjhunwala : " I would bet my money on a BJP govt in 2019. I am a BJP supporter and would remain one"
#IndiaEconomicConclave
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Panasonic India did sales of Rs.10,200 Cr in FY2017-18.They intend to double their revenues in next 3 years.But no plans of listing in India
I feel all MNCs doing a Billion $ in sales should compulsorily list in India
They want us as their customer but not investor.Bloody unfair
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What I heard & saw at the Yes Bank AGM
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Another idiot
Today Imran went from being a Hero to a Superhero. He has come through this as a great grand statesman. Let's see if India can handle a Superhero like him
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Nandan Nilekani on Startups :“What worries me is that do they want to build an institution?Do these guys have the stamina to play the long game?Too much money is a curse. Esp when you start a co. Once you lose respect for capital,frugality&managing expenses,then the game is over”
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Great line by
@porinju
at the Kotak Midcap conference : "People who are more educated but less knowledgeable mock at small caps"
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TBZ : Superb Family Values
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Charlie Munger : “The hard part for most people is the first $100,000. If you have a standing start at zero, getting together $100,000 is a long struggle for most people.”
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Aswath Damodaran: " You don’t invest to get rich. You invest to preserve and grow wealth. I think the minute you think of investing as a pathway to getting rich, you set yourself up for all kinds of mistakes. You overreach, you overbet, because that’s the way you get rich is you
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Siddharth Jain, Promoter Inox Group: “My business school professor taught me one thing: Cash flow is more important than your mother”
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Vijay Kedia :"When a boom comes in real estate, the clerk who is working with the real estate agent actually becomes an agent. The real estate agent becomes an investor and the investor becomes a developer"
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If the Left protests any move, that move is likely to be good for the country.
Bypassing Parliament, ignoring opinion of state governments and rubbishing opinions of all stakeholders, Modi government is unilaterally destroying our education system.
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Two reasons-not much discussed-why the entire nation must be grateful to George Fernandes:
1.Ensuring multi-nationals listed on Indian stock markets. This truly created extra-ordinary wealth for ordinary investors
2. Konkan Railway- The lifeline of people along the Western Coast
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8K Miles & the Minority Shareholder
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Azim Premji : "The size of our endowment at today’s value is Rs 65,000 crore. That’s only next to the Tata group’s in the country, and our disbursement rate is comparable to Tata’s at Rs 500 crore a year."
#Respect
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Travelling in the Vande Bharat is a true delight.Super clean and super fast at average speed of 104 km/hour. Much better than trains in Europe & USA . Hats off to the Railways for pulling this off.
#DeshBadalRahaHai
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My top picks to watch during the lockdown :
Movies :
- Train to Busan ( Korean)
- Super Deluxe ( Tamil )
- Har Kisse Ke Hisse : Kaamyaab ( Hindi)
TV Shows:
- Fauda ( Hebrew/Arabic)
- The Crown ( English )
- Money Heist ( Spanish )
What's yours?
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Charlie Munger: "I did not succeed because of my intelligence. I succeeded because of my long attention span"
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Alpha Ideas crosses 25 Million Page Views
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Prashant Jain on why economy grows in India yoy :
1. Increasing Population
2. Increasing No of Families
3. Increasing affordability
4. Decreasing Product Life Cycle
5. Under Penetration
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Two people who deserve the Bharat Ratna and have been denied their due:
1. PV Narasimha Rao
2. Dr. Verghese Kurien
Both changed the country for the better and improved the lives of Millions of people.
@narendramodi
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Ramesh Damani: "When I bought my first grade stock, Infosys, its market cap was ₹30 crore in 1993. Today it is ₹6 lakh crore. Now you tell me, at what price should I have sold it?
Keep your winners and hope that you don’t have too many losers"
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Charlie Munger (95 years old) :
"Who lives a long life?
Judges,Professors,Value Investors
Who lives a short life?
Journalists,Traders,Hard Drinkers,Hard Smokers
It's not that hard to know what to avoid"
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Munger: How a dumb person can get rich
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I would rate this interview of Rahul Kanwal
@rahulkanwal
with Amit Shah
@AmitShah
as the best political interview of the year.
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RM at a Wealth Management Firm : " Right now, we are talking to new clients/leads. The older clients don't want to talk to us"
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The entire country is in mourning.
Time has come for bold steps:
1. Scrap Article 370 of the Constitution
2. Hike tariffs on Chinese Goods by 50%
3. Scrap Pakistan's status as Most Favored Nation
4. Declare support for Independent Baluchistan
@narendramodi
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This, in my opinion, is the best definition of a moat:
Herb Kelleher: "Anytime your competitors know what you do but find it difficult to copy, you know you have a moat there"
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Bharat Shah's Investment Philosophy
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What I see&hear:
1. Layoffs
2. Salary Cuts
3. Furloughs
4. Defaults
5. Closures
6. Agri prices Collapse
7. MSMEs Collapse
8. Debt Funds Collapse
9. Consumer Demand Collapse
10. Commodities Collapse
11. Earnings Collapse
12. Tax revenues Collapse
The Age of Depression is here.
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Cognitive Dissonance of Indian Investors who all voted for Modi
@narendramodi
@nsitharaman
#Budget2019
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"The most impactful thing of having sufficient wealth is the freedom. Freedom to be utterly, unapologetically oneself. To say things others think, but can’t say. And support things that are important"
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John Rothchild : "Small stocks tend to outperform off the bottom of bear markets,while large-cap stocks tend to outperform near the tops of bull markets"
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At the Yes Bank AGM, one irate investor asks " You do golmaal of accounts, you are doing golmaal of speaker list also"
The speaker list is the list of investors allowed to ask Qs at the AGM
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# of times Chemical Cos have gone up in price in last 5 yrs:
Aarti: 16.13 times
Aksharchem: 4.25 times
Atul: 8.37 times
Bhageria: 22.83 times
Bodal: 10.18 times
Deepak N: 8.56 times
Kiri: 8.06 times
NOCIL: 12.07 times
Sadhana: 96.02 times
Sudarshan : 8.6 times
Vinati: 8.58 times
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Anand Mahindra : “In India, Auto industry constitutes 7.1% of the GDP, and 49% of the manufacturing GDP. Inclusive of its value chain, it supports almost 37 million jobs. "
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Now is the time to award the Bharat Ratna to a friend, our guest, well wisher and supporter of India and a man of peace - The Dalai Lama
@PMOIndia
@narendramodi
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If there is one industrialist who deserves the Bharat Ratna for his integrity, success , philanthropy and love for his motherland , it is Azim Premji.
Time to confer the Bharat Ratna on Deepak Parekh and Aditya Puri.
There are so many politicians on that list and only 1 businessman JRD Tata.
These 2 gentlemen have built India’s greatest global organization and they ought to be an inspiration for the youth of India
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Uday Kotak : 3 Human Qualities a Bank of the Future should have :
1. Prudence - Don't have excessive leverage
2. Simplicity - Don't create complex products
3. Humility - Serve your customers and build institutions that outlast you
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Aswath Damodaran : "When a stock carries a dividend yield that looks too good to be true, it is usually almost always an unsustainable dividends, and it is only a question of time before dividends are cut (or even stopped) or the company drives itself into a financial ditch."
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They want to keep taxing the salaried middle class. The biggest exemption is the one given to farmers. Tax them if you wish to increase the tax net.
On the taxation front, we are moving away from exemptions. New tax regime without exemptions won’t take off if we keep giving exemptions. says
#Revenue
Secretary, Tarun Bajaj
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Bullish on India
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Alpha Ideas turns Nine
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Jack Bogle: “After nearly 50 years in this business, I do not know of anybody who has timed the market successfully. I don’t even know of anybody who knows anybody who has done it.”
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"Of Samsung India’s overall revenue of ₹55,512 crore in 2016-17—the latest available—the mobile business accounted for ₹34,300 crore."
We need another George Fernandes to ensure such large foreign owned companies operating in India are listed on our stock exchanges.
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Raamdeo Agrawal: How I got a 100 Bagger
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Pakistan needs more of such honest citizens
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10 years ago, I quit the corporate sector to become a full time independent investor. Unusual as I hailed from a middle class family with no connects to the markets- Prof Dad/Doc Mom.
It was rewarding and challenging to follow my passion.
10 years later, it's still the same !
10 years ago I had moved to India to start Forefront. We had 25L of AUM and had just got a SEBI PMS license.
I was surrounded by chaos, meeting a lot of people, working insanely hard, and pretty convinced that dreams do come true.
10 years later, it’s still the same!
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Daniel Kahneman:
“If owning stocks is a long-term project for you, following their changes constantly is a very, very bad idea. It’s the worst possible thing you can do, because people are so sensitive to short-term losses. If you count your money every day, you’ll be miserable.”
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S Naren : " From an Equity Market construct, the best time to invest is when the economy is in bad shape"
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Ralph Wagner : " I sometimes think some people are less interested in making money from the markets than they are in proving their brilliance"
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Radha Krishna Damani : “Make your money in stray dogs, and store them in pedigree."
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Why dont you guys fix your website first?
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The man for whom Maharashtra waits
Last Political Tweet of the day 😎✌
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Unforgettable Mr. Yogi
Remembering MOHAN GOKHALE on the anniversary of his passing.
veteran theatre and film actor, seen here with Smita Patil in 'Bhavni Bhavai' and as Mahatma Gandhi in film 'Babasaheb Ambedkar'
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Nandan Nilekani :“People are looking at which other place over the next decade is going to be a great place to put capital. I haven’t seen this kind of interest in India for 15 years.”
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How LTCG destroyed wealth
@nsitharaman
Madam FM, This is the # 1 request from stock market participants
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"IndusInd’s stock price has jumped nearly 22 times, to around ₹2,015 apiece on BSE on August 3, 2018, from ₹93.5 on February 1, 2008, when Sobti joined."
#Respect
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Nestle India: What Wealth Creation looks like
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"It is an irony in our country that shoes are sold in a mall and vegetables along the road”
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A Multi-Bagger's Mini Cycles
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Alpha Ideas turns Ten
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In this interview, Ajay Piramal says RBI can consider taking the first loss upto 10% for Banks lending to NBFCs
Ridiculous ! Private profits and socialize losses
Mr. Ajay Piramal, Chairman
@PiramalGroup
in a conversation with
@ETNOWlive
on increasing liquidity, consolidation, rebuilding confidence in the
#NBFC
sector and the way forward, at 4:30 pm today with
@Ajaya_buddy
.
Watch here:
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Just an
#appreciationpost
for
@SerumInstIndia
&
@PMOIndia
Was feeling feverish & fatigued. Tested positive for Covid.
Now I am feeling fine. Shudder to think what would be my plight&that of millions others,if we didn't have the "Suraksha Kavach" of the vaccines.
Tx a million.
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"PNB paid its auditors Rs 670 million for FY 2017, State Bank of India a whopping Rs 2.16 billion (- that’s right), while HDFC Bank the lodestone for managing risk, spends just Rs 21.8 million (and Rs 257 million if you include certification)"
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Hindenburg: Target is not just Adani
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" Guessing the non BJP PM for 2019 is tougher than finding a small cap with high corporate governance in India "
#CLSA
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This is Indian culture....the Head of State feels privileged to get a blessing from a noble and aged person of humble means.
At the Padma awards ceremony, it is the President’s privilege to honour India’s best and most deserving. But today I was deeply touched when Saalumarada Thimmakka, an environmentalist from Karnataka, and at 107 the oldest Padma awardee this year, thought it fit to bless me
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Walter Schloss: "Most people who have been really successful in the securities markets say the same thing — that they’re not smart enough to get into the market and out of it. So they tend to remain more or less in the market at all times."
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"Taxpayer money guzzled on Air India could have built a school or a hospital in every district of the country. "
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Nooresh
@nooreshtech
: "My favorite line in the markets of one of my mentors Kukkuji – “Ye Waqt Guzar Jayega “– Nothing is Permanent !!"
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Relieved after watching
@nsitharaman
's press conference. Showed Madam FM listened to people's concerns and took decisive steps.
Good news for the people of India on the auspicious day of Krishna Janmashtami
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"Before Reliance Jio’s launch, Airtel’s data customers shelled out around ₹ 225 for every gigabyte of data use. In Jio’s flagship plan, each GB of data costs a little over ₹ 3."
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"All the money in the world doesn’t matter if you don’t have the time or the health to enjoy it."
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Deepak Parekh : " In my 50 years of working life, I have never been more optimistic of India than I am today"
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Vijay Kedia: "My theory of SMILE — that is, companies which are ‘small in size, medium in experience, large in aspiration and extra large in market potential.’"
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Lovelier than any Swiss town
Sharing a beautiful photo of my hometown Mechukha, Shi-Yomi, Arunachal Pradesh, India.
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Bosco Menzes : " One thing never changes in the Indian stock markets and that is the passion with which promoters go about trying to make YOUR money THEIR money"
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Insurance Cos are Recession Resistant
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"There is an old saying in the investment game : 'Its okay to be wrong, it's not okay to stay wrong' "
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Arvind Ltd: Mind Boggling Possibilities
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