Travelers world
Travelers world
Travelers world
Author: Its real ALPHA
#Investor # Reader #Marathoner #Cyclist #Foodie #Traveler
#Helping people in Finances
Luxury collectibles trend
Luxury collectibles trend
Data Center Capacity : Long term trend
Data Center Capacity : Long term trend
Ghosla banega
Ghosla banega
Next Destination : India
Next Destination : India
qPCR to dPCR
qPCR to dPCR
RAC capacity addition : Medium term trend
RAC capacity addition : Medium term trend
Only Shipyard
Only Shipyard
3 Kings
3 Kings
Bioeconomy
Bioeconomy
Glittering Gold
UHNI planning for Environment
UHNI planning for Environment
PFAS Trend
PFAS Trend
Japanese Pivot
Japanese Pivot
Close Race to grab and grow(w)
Close Race to grab and grow(w)
Premium travelling
Premium travelling
BluSmart EV expanding
BluSmart EV expanding
Flying high on cloud Nine : Bitcoin
Flying high on cloud Nine : Bitcoin
Positional Stocks 17-Mar-24
Positional Stocks
Act of faith
Act of faith
Road to Junk
Road to Junk
India Vs Vietnam Vs Bangladesh
India Vs Vietnam Vs Bangladesh
Terminal Capacity
Terminal Capacity
Chinese Skincare
Chinese Skincare
Blockchain vs Generative AI
Blockchain vs Generative AI
Another dimension to Red sea Crisis
Another dimension to Red sea Crisis
All Time high : Who will blink first
All Time high : Who will blink first
RED SEA Crisis
RED SEA Crisis
STOP!
STOP!
Reverse Bidding : U turn
Reverse Bidding : U turn
Sportwear Industry : Medium Term trend
Sportwear Industry : Medium Term trend
Protected: Alpha Sunrise 3-Mar-24
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Protected: Positional Stocks 3-Mar-24
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Protected: Premium Stocks : 3-Mar-24
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OSAT
OSAT
Hydrogen electrolyser : Aatmnirbhar
Hydrogen electrolyser : Aatmnirbhar
Giant Bottleneck
Giant Bottleneck
Powerful drugs
Powerful drugs
Ultra HNI
Ultra HNI
MF AUM vs Bank Deposits
MF AUM vs Bank Deposits
Electricity Demand
Electricity Demand
Biohydrogen
Biohydrogen
Xiaomi : EV connection
Xiaomi : EV connection
Cocoa vertical takeoff
Cocoa vertical takeoff
DAC : Defense Aatmnirbhar version
DAC : Defense Aatmnirbhar version
Nuclear energy
Nuclear energy
50% cheaper
50% cheaper
Infinite ROE
Infinite ROE
Market size : Electric Auto components
Market size : Electric Auto components
Cost of energy
Cost of energy
Protected: Positional Stocks 17-Feb-24
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TATA ATMP
TATA ATMP
Flee Paytm !!
Flee Paytm !!
SaaS fees : Indian Discounts applicable
SaaS fees : Indian Discounts applicable
Real Estate and Other Assets
Real Estate and Other Assets
29 Institutions!!
29 Institutions!!
$8-billion chip fabrication plant
$8-billion chip fabrication plant
Transportation Solutions
Transportation Solutions
Indian Digitisation
Indian Digitisation
CV Slowdown!!
CV Slowdown!!
Capex is the key
Capex is the key
Protected: Time for Logistics
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Protected: Positional Stocks 10-Feb-24
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Wind power giants facing challenges
Wind power giants facing challenges
Medical Devices
Medical Devices
ICE to H2ICE
ICE to H2ICE
Radialisation Effect
Radialisation Effect
SS-7
Diwali to Diwali -7
Protected: Positional Stocks 4-Feb-24
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Travel health index
Travel health index
Protected: ALD 26-27Jan Presentations
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Stay away from FnO
Stay away from FnO
Railways and Defense : Game is Still on
Railways and Defense : Game is Still on
Aquaculture
Aquaculture
Home for Fintechs : India
Home for Fintechs : India
PCB Indian market : Medium term trend
PCB Indian Market : Medium Term trend
Amphibious Drone
Amphibious Drone
US Rooftop Solar going under roof
US Rooftop Solar going under roof
Rooftop : New trend
Rooftop : New trend
Protected: Positional Stocks 27-Jan-24
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Traditional to emerging Renewables
Traditional to emerging Renewables
Short term outlook on Indian economy
Short term outlook on Indian economy
Grey vs Green Ammonia
Grey vs Green Ammonia
Keep your Chi(n/p) up !!
Keep your Chi(n/p) up !!
SS-6
Diwali to Diwali -6
Protected: Positional Stocks 20-Jan-24
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Negative Checklist
Negative Checklist
Luxury Car makers
Luxury Car makers
Tax to GDP ratio
Tax to GDP ratio
CO2 emissions from recycled materials
CO2 emissions from recycled materials
Toll causing Double Toll per trip
Toll causing Double Toll per trip
Sprinting Ahead : Medium term trend
Sprinting Ahead
Urbanization rate
Urbanization rate
Protected: Premium Stocks : 13-Jan-24
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Protected: Positional Stocks 13-Jan-24
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Chemical and Pharma Player : AMI organics
Chemical and Pharma Player
Affluent India : Companies that can benefit
Affluent India : Companies that can benefit
Credit cards rising faster : Long term Trend
Credit cards rising faster : Long term Trend
Semicondutors : An era is changing for Indian markets
Semicondutors : An era is changing for Indian markets
Fortnightly Thesis
Fortnightly Thesis
Space launches
Space launches
Largest attack on commercial shipping : Red Sea Crisis
Largest attack on commercial shipping : Red Sea Crisis
Smart IOT for Smart Meters
Smart IOT for Smart Meters
E-Waste Generation : Long term trend
E-Waste Generation : Long term trend
PSU Capex Status in FY24
PSU Capex Status in FY24
SS-5
Diwali to Diwali -5
Protected: Positional Stocks 6-Jan-24
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FAME III -EV
FAME 3 -EV
CBG : New trend
CBG : New trend
AI in Healthcare
AI in Healthcare
Protected: Alpha Sunrise 2-Jan-24
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Start(Shut)ups
Start(Shut)ups
Battery Raw Materials Companies
Battery Raw Materials Companies
Protected: Positional Stocks 31-Dec-23
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SME IPO Boom
SME IPO Boom
SaaS users
SaaS users
Anyone for forecasting
Anyone for forecasting
Platform shifts
Platform shifts
BNPL
BNPL
Reliance Disney Deal : Digital trend
Reliance Disney Deal : Mega trend on OTT
Data center : Medium Term Trend
Data center : Medium Term Trend
Diwali to Diwali -4
Diwali to Diwali -4
Protected: Positional Stocks 24-Dec-23
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Rise of the Debt
Rise of the Debt
AMI with Cloud and Analytics
AMI with Cloud and Analytics
Military expenditure
Military expenditure
99.95% BatX
99.95% BatX
Energy mix targets
Energy mix targets
Indian Speciality Oil market : Trends
Indian Speciality Oil market : Trends
Alpha Affairs
Protected: Positional Stocks 16-Dec-23
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Aatmnirbhar version : 5G RAN
Aatmnirbhar version : 5G RAN
Saurshakti
Saurshakti
Governor’s view : MPC
Interest rates Governor's view : MPC
Social stock exchange : Unnati
Social stock exchange : Unnati
Smart or Oversmart move! Only time will tell
Smart or Oversmart move! Only time will tell
9X Capex
9X Capex
NERF : 3D modelling
NERF : 3D modelling
Diwali to Diwali -3
Diwali to Diwali -3
ALPHA LEARNERS – Mentorship program Jan-24
MENTORSHIP PROGRAM Art and Science of Investing
Insourcing : Short term trend
Insourcing focus : Short term trend
Protected: Positional Stocks 9-Dec-23
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T+0
T+0
Most Profitable
Most Profitable
Time to unlock
Time to unlock
Cathode Vision
Cathode Vision
India AI systems : Long term trend
India AI systems : Long term trend
Green Ammonia
Green Ammonia
Appliances Underowned : Long term trend
Appliances Underowned : Long term trend
Protected: Positional Stocks 2-Dec-23
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Bread and Bakery : Long term trend
Bread and Bakery : Long term trend
CBG Blending for CNG PNG
CBG Blending for CNG PNG
Green Vessels
Green Vessels
Its Salmon
Its Salmon
Writing Instruments : Medium term trend
Writing Instruments : Medium term trend
Medical Imaging AI : New trend
Medical Imaging AI : New trend
DIWALI To DIWALI PICKS – 2
HAPPY DIWALI
Protected: Premium Stocks : 26-Nov-23
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Protected: Positional Stocks -26-Nov-23
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H2biscus
H2biscus
PEM electrolyzer
PEM electrolyzer
Biofuel gensets
Biofuel gensets
BPC market : Medium term trend
BPC market : Medium term trend
Real Estate Mogul!!
Real Estate Mogul!!
Zero based budgeting
Zero based budgeting
Winner or runner up
Winner or runner up
No Aatmnirbharta in big cranes
No Aatmnirbharta in big cranes
Protected: Positional Stocks -19-Nov-23
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Its all about training
Its all about training
AI computing chipsets
AI computing chipsets
17 Qtrs ke baad
17 Qtrs ke baad
Its Scotch
Its Scotch
Average freight train speed across India
Average freight train speed across India
Indian Jewellery market trends
Indian Jewellery market trends
We have 96 MASTERS
We have 96 MASTERS
CV production India Trend
CV production India Trend
DIWALI PICKS – 1
HAPPY DIWALI
Happy Diwali greetings to all of you
Happy Diwali greetings to all of you
Annual Highway Construction trend
Annual Highway Construction trend
EV buses under China control
EV buses under China control
Cost of energy
Cost of energy
Lock in expiry
Lock in expiry
South’s Choice : Plain Vanilla
South's Choice : Plain Vanilla
Survivorship bias
Survivorship bias
rPET : Mega trend
rPET : Mega trend
IPO : India Stock Market
IPO : India Stock Market
Power Demand YoY
OTT : Huge growth Opportunity
OTT : Huge growth Opportunity
RCB
RCB Recovered carbon black
Plastics Moulding Industry
Plastics Moulding Industry
Chart of the month: Brent
Chart of the month: Brent
Mega Trend : Global Travel and Tourism
Mega Trend : Global Travel and Tourism
Best-Inventions-2023
Best-Inventions-2023
Income Tax filers : Mega Trend
Income Tax filers : Mega Trend
Alpha Learners Day 28th Oct23 : Join Immediately
Alpha Learners Day 28th Oct23
EPIC value chain
EPIC value chain
Belt treatment
Belt treatment
Reclaim rubber : Tyre Sector : Long term trend
Reclaim rubber : Tyre Sector : Long term trend
Loans on paytm
Loans on paytm
Protected: Positional Stocks -22-Oct-23
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