Consumer Durables : Long term trend
Consumer Durables : Long term trend
Consumer Durables : Long term trend
Author: Its real ALPHA
#Investor # Reader #Marathoner #Cyclist #Foodie #Traveler
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Neo Phoebus LED cartel
Neo Phoebus LED cartel
Mega trend : Indigenisation of Defence manufacturing
Mega trend : Indigenisation of Defence manufacturing
BuLi CSM
BuLi CSM
Amazing signals from economy
Amazing signals from economy
As BAD as it gets
As BAD as it gets
What are you focused on!! Investing
What are you focused on!! Investing
Protected: Red Flags : POST Only for ALPHA LEARNERS
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ALPHA TECHNICAL SETUPS 6-MAR-23
ALPHA TECHNICAL SETUPS 6-Mar-23
Protected: Positional Stocks – 5-Mar-23
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Its Hydrogen decades ahead
Its Hydrogen decades ahead
What happened to China+1 : India
What happened to China+1 : India
EL Nino and La Nina effect and stocks
EL Nino and La Nina effect and stocks
Refractories are Essential
Refractories are Essential
Energy costs in European Union
Energy costs in European Union
followup to earlier post –dream come true
https://alpha-affairs.com/2023/03/01/its-a-dream-come-true/ pwd - platform
Its a DREAM come true
Its a DREAM come true
Can you afford to miss this EV mega trend!!
Can you afford to miss this EV mega trend!!
China and 2000’s EV start
China and 2000's EV start
ALPHA TECHNICAL SETUPS 27-FEB-23
ALPHA TECHNICAL SETUPS 27-FEB-23
Protected: Positional Stocks – 26-Feb-23
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Drones in hills
Drones in hills
QSR : Impact start showing up
QSR : Impact start showing up
Social Stock Exchange
Social Stock Exchange
Default settings : Short term performance
Default settings : Short term performance
SAF market
Biofuel, Decarbonization, Aviation, Import saving, greenhouse gases, SAF
SME : Export engine
SME : Export engine
Semiconductor supplies : Its a mix situation
Semiconductor supplies : Its a mix situation
Protected: Post is only for Alpha Learners : Art and Science of Investing
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Receivables Subsidy : Pain point
Receivables Subsidy : Pain point
Protected: Alpha Electric Portfolio — 19-feb-2023
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Protected: Positional Stocks – 19-Feb-23
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You learn more after marriage!!
You learn more after marriage!!
Travel bookings
Travel bookings
Enablers for location intelligence
Enablers for location intelligence
Mega trend : Geospatial Analytics
Mega trend : Geospatial Analytics
Pre pandemic level on shipping costs
Pre pandemic level on shipping costs
Indian Dental industry
Indian Dental industry
Eyes and Brain
Eyes and Brain
EV Chargers
EV Chargers
Lab grown vs Natural Diamonds
Lab grown vs Natural Diamonds
Green hydrogen in India
Green hydrogen in India
Air travel Market
Indian Air travel market
Time time ki baat hai !! Layoffs
Time time ki baat hai !! Layoffs
Startup success : Its multidimensional
Startup success : Its multidimensional
Circular economy : Mega Trend
Circular economy : Mega Trend
FED RATES will come down!!
FED RATES will come down!!
Biggest moat!!
Aswath Damodaran
Protected: Premium Stocks : 4-Feb-23
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We dont spend easily : Its costly
We dont spend easily : Its costly
Roller coaster from pasts
Roller coaster from pasts
Amrit Kaal : Saptarishi-7
Amrit Kaal : Saptarishi-7
Adani Saga getting bigger!!
Adani Saga getting bigger!!
Green Hydrogen Mission
Green Hydrogen Mission
Question of the day : Budget candle
Budget
Bank Credit to MSME
Bank Credit to MSME
Response to response to response : Adani vs Hindenburg : Undying Saga
Response to response to response : Adani vs Hindenburg : Undying Saga
City gas distribution (CGD) Demand
City gas distribution (CGD) Demand
Protected: Positional Stocks – 29-Jan-23
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Rarest of rare event : How bad was 2022
Rarest of rare event : How bad was 2022
Pomodoro Technique
Pomodoro Technique
Answers to Qs of Adani
Answers to Qs of Adani
1937 stage : World war III
1937 stage : World war III
Just wrong by 1 digit!!
Just wrong by 1 digit!!
Questions to Adani
Questions to Adani
Data center demand : Long term trend
Data center demand : Long term trend
Cell chemistry evolution
Disruptive Materials
Disruptive Materials : Future value
Protected: Positional Stocks – 21-Jan-23
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Capex : Will it increase further!!
Capex : Will it increase further!!
Mega Trend : Air Passenger traffic
Mega Trend : Air Passenger traffic
Thread on Dependable Clean energy Giant in making!!
Dependable Clean energy Giant in making!! MTAR Technologies - Emerging Midcap
IT services result takeaways
IT services result takeaways
Infra Speed breaker
Infra Speed breaker
Fuel cell market projection
Fuel cell market projection
EV sales hinges on 2W 3W
EV sales hinges on 2W 3W
GDP vs Spending
GDP vs Spending
CY2023 – Alpha Picks for Investors
#cy23alphapicks
Chart of the day : Inflation and IIP
Chart of the day : Inflation and IIP
EVolution happening!!
EVolution happening!!
PLI effects are like Mr India
PLI effects are like Mr India
PE deals : Transportation is no 3 as focus area
PE deals : Transportation is no 3 as focus area
Inflation
Businessline
Protected: Positional Stocks – 9-Jan-23
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Technology trends
Technology trends
Protected: Alpha Electric Portfolio — 8-Jan-2023
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Way forward is SMART
Way forward is SMART
Rentals
Rentals
Speciality chemicals trend
Speciality chemicals trend
Some long term trends
MSME
MSME
PMI — Optimism
PMI -- Optimism
It’s Waste!
It's Waste!
EV Charged up : Mega Trend
EV Charged up : Mega Trend
Protected: Positional Stocks – 1-Jan-23
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Protected: Premium Stocks : 1-Jan-23
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Goals 2023
Goals 2023
RBI on crypto
RBI on crypto
Who gained Who lost
Who gained Who lost
Most clicks on alpha-affairs.com in 2022
Most clicks on alpha-affairs.com in 2022 https://alpha-affairs.com/2022/11/28/likhitha-infra/ https://alpha-affairs.com/2022/07/02/project-suria-semiconductor-fab-in-india/ https://alpha-affairs.com/2022/12/02/mega-trend-ev/ https://alpha-affairs.com/2022/12/08/recycling-game-mega-trend/ And https://alpha-affairs.com/portfolio/book-summary-the-little-book-that-builds-wealth-by-pat-dorsey/
Little time : FOMO on EV train in OEM
Little time : FOMO on EV train in OEM
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