With great pleasure and best wishes from all of you, we are delighted to launch new batch of
ALPHA Mentorship Art and Science of Investing(basics to advanced)
to make you Independent in stock markets
Make your journey faster in Stock market (by 3 to 4yrs) with ALPHA LEARNERS Mentorship program
Number of batches and batch size is very very limited considering live classes
A PROGRAM TO MAKE YOU LEARN AND EARN
This is a unique live program for 2.5years approx. with live classes for approx. 5-6 months (on weekends) and 2 years of handholding further
Where one can learn necessary
Fundamental Qualitative concepts to understand the things which create wealth in long run–like how to evaluate management, how to evaluate certain corporate actions, how to understand direction of company
Fundamental Quantitative concepts to substantiate what we have seen qualitatively, understanding ratios and numbers like margins and numbers like EBITDA, PAT, OPM, Financial Ratio, Valuation ratios PE, PB, PS, EVEBITDA, ROE, ROCE, Debt, equity and many other deep ratios to understand whether stock at right price or not
Learn about cost of capital, working capital cycle, inventory turnover, asset turnover, interest coverage, pledging(good or bad)
Why Dividend is good or bad
How long we can hold a stock or when to leave the stock
Capex, Opex and how it impacts and when it impacts
Why certain high pe stocks keep on running and low pe stocks remain down
Red flags and green flags
Necessary Technical aspect to make our entry and exit better in stocks ,oscillators and unique indicators including SMA, DMA, RSI, MACD, EMA, Trends, SL, , different time frames and some UNIQUE TECHNICAL INDICATORS NOT TAUGHT by ANYONE
Technical aspect and understanding of Price Volume action, candlestick patterns ( bullish, bearish, single, double, triple patterns)
Technical understanding of Targets from different patterns, How to look for patterns and when to look for which pattern
Resources to analyze faster to analyze more companies faster
Understand Contrarian, Cyclical, Value and Growth investing
Bucket and GRADE Framework
Business Moats understanding–how to categorize moats, what is real moat, what is fake moat
Exit Strategies in stocks
Reading Balances sheet in simple way to analyze results and issues to make quick exits or to do pyramiding after results
Reading Cash flows in simple way to understand where money is being moved in company
Reading Quarterly, half yearly, yearly results and interpreting them better
Tricks and Checklist for faster analysis of Annual Reports to help us all understand whether to deep dive or not
Conf-call understanding, Transcripts Concepts and Tricks to understand faster
Big money moves aspect to understand where money is moving
Concepts and tricks on various intricacies in stock market
Understanding about primary, secondary market
Also get a KNOWHOW on
Checklist for stocks to identify red flags faster
Checklist for deep dive into selected stocks
How to build Portfolio for Short term
How to build Portfolio for Long term
How to find Multi bagger stocks
How to avoid pitfalls in market
When to exit stocks
Free lifetime learning through a Whatsapp Community (apart from Program content) & Bonus Sessions
Join like minded people to interact with on CHARTS, Domain KNOWLEDGE, Sector Expertise etc
This is a program YOU CAN NOT AFFORD TO MISS
Other Details
Time period 2.5 Years
Starting time 21st jul24
Live classes on Sunday Morning/afternoon mostly
Time duration of each lecture –approx 1.5 to 2 Hrs
Time period of live classes 6 months approx.
Each session recorded and shared with participants
Next 2 years handholding to close the GAPS in knowledge with Handholding, Quizzes, Exercises, Bonus sessions, Charts, Fundamentals and Business analysis from time to time
Be ready to WELCOME 2025 with Knowledge
Let 2024 be the start of your journey towards INDEPENDENCE IN STOCK MARKETS
In case you have any questions/ queries, please feel free to reach me through Contact Form
Do spread the word among your peers, family members or anyone who can benefit from this blog and asked them to subscribe. But be selfish and take care of yourself first by subscribing before they do.
Enjoy the day and your life. Don’t forget, we are alone in this grand universe and may not get a chance to live again.
With great pleasure and best wishes from all of you, we are delighted to launch new batch of
ALPHA Mentorship Art and Science of Investing(basics to advanced)
to make you Independent in stock markets
Make your journey faster in Stock market (by 3 to 4yrs) with ALPHA LEARNERS Mentorship program
Number of batches and batch size is very very limited considering live classes
A PROGRAM TO MAKE YOU LEARN AND EARN
This is a unique live program for 2.5years approx. with live classes for approx. 5-6 months (on weekends) and 2 years of handholding further
Where one can learn necessary
Fundamental Qualitative concepts to understand the things which create wealth in long run–like how to evaluate management, how to evaluate certain corporate actions, how to understand direction of company
Fundamental Quantitative concepts to substantiate what we have seen qualitatively, understanding ratios and numbers like margins and numbers like EBITDA, PAT, OPM, Financial Ratio, Valuation ratios PE, PB, PS, EVEBITDA, ROE, ROCE, Debt, equity and many other deep ratios to understand whether stock at right price or not
Learn about cost of capital, working capital cycle, inventory turnover, asset turnover, interest coverage, pledging(good or bad)
Why Dividend is good or bad
How long we can hold a stock or when to leave the stock
Capex, Opex and how it impacts and when it impacts
Why certain high pe stocks keep on running and low pe stocks remain down
Red flags and green flags
Necessary Technical aspect to make our entry and exit better in stocks ,oscillators and unique indicators including SMA, DMA, RSI, MACD, EMA, Trends, SL, , different time frames and some UNIQUE TECHNICAL INDICATORS NOT TAUGHT by ANYONE
Technical aspect and understanding of Price Volume action, candlestick patterns ( bullish, bearish, single, double, triple patterns)
Technical understanding of Targets from different patterns, How to look for patterns and when to look for which pattern
Resources to analyze faster to analyze more companies faster
Understand Contrarian, Cyclical, Value and Growth investing
Bucket and GRADE Framework
Business Moats understanding–how to categorize moats, what is real moat, what is fake moat
Exit Strategies in stocks
Reading Balances sheet in simple way to analyze results and issues to make quick exits or to do pyramiding after results
Reading Cash flows in simple way to understand where money is being moved in company
Reading Quarterly, half yearly, yearly results and interpreting them better
Tricks and Checklist for faster analysis of Annual Reports to help us all understand whether to deep dive or not
Conf-call understanding, Transcripts Concepts and Tricks to understand faster
Big money moves aspect to understand where money is moving
Concepts and tricks on various intricacies in stock market
Understanding about primary, secondary market
Also get a KNOWHOW on
Checklist for stocks to identify red flags faster
Checklist for deep dive into selected stocks
How to build Portfolio for Short term
How to build Portfolio for Long term
How to find Multi bagger stocks
How to avoid pitfalls in market
When to exit stocks
Free lifetime learning through a Whatsapp Community (apart from Program content) & Bonus Sessions
Join like minded people to interact with on CHARTS, Domain KNOWLEDGE, Sector Expertise etc
This is a program YOU CAN NOT AFFORD TO MISS
Other Details
Time period 2.5 Years
Starting time Jan24
Live classes on Sunday afternoon mostly
Time duration of each lecture –approx 1.5 to 2 Hrs
Time period of live classes 6 months
Each session recorded and shared with participants
Next 2 years handholding to close the GAPS in knowledge with Handholding, Quizzes, Exercises, Bonus sessions, Charts, Fundamentals and Business analysis from time to time
Have a Resolute NEW YEAR 2024
Let 2024 be the start of your journey towards INDEPENDENCE IN STOCK MARKETS
In case you have any questions/ queries, please feel free to reach me through Contact Form
Do spread the word among your peers, family members or anyone who can benefit from this blog and asked them to subscribe. But be selfish and take care of yourself first by subscribing before they do.
Enjoy the day and your life. Don’t forget, we are alone in this grand universe and may not get a chance to live again.
With great pleasure and best wishes from all of you, we are delighted to launch new batch of
ALPHA Mentorship Art and Science of Investing(basics to advanced)
to make you Independent in stock markets
Make your journey faster in Stock market (by 3 to 4yrs) with ALPHA LEARNERS Mentorship program
Number of batches and batch size is very very limited considering live classes
EARLY BIRD DISCOUNTS if one Enrols before 25th DEC 2023
A PROGRAM TO MAKE YOU LEARN AND EARN
This is a unique live program for 2.5years approx. with live classes for approx. 5-6 months (on weekends) and 2 years of handholding further
Where one can learn necessary
Fundamental Qualitative concepts to understand the things which create wealth in long run–like how to evaluate management, how to evaluate certain corporate actions, how to understand direction of company
Fundamental Quantitative concepts to substantiate what we have seen qualitatively, understanding ratios and numbers like margins and numbers like EBITDA, PAT, OPM, Financial Ratio, Valuation ratios PE, PB, PS, EVEBITDA, ROE, ROCE, Debt, equity and many other deep ratios to understand whether stock at right price or not
Learn about cost of capital, working capital cycle, inventory turnover, asset turnover, interest coverage, pledging(good or bad)
Why Dividend is good or bad
How long we can hold a stock or when to leave the stock
Capex, Opex and how it impacts and when it impacts
Why certain high pe stocks keep on running and low pe stocks remain down
Red flags and green flags
Necessary Technical aspect to make our entry and exit better in stocks ,oscillators and unique indicators including SMA, DMA, RSI, MACD, EMA, Trends, SL, , different time frames and some UNIQUE TECHNICAL INDICATORS NOT TAUGHT by ANYONE
Technical aspect and understanding of Price Volume action, candlestick patterns ( bullish, bearish, single, double, triple patterns)
Technical understanding of Targets from different patterns, How to look for patterns and when to look for which pattern
Resources to analyze faster to analyze more companies faster
Understand Contrarian, Cyclical, Value and Growth investing
Bucket and GRADE Framework
Business Moats understanding–how to categorize moats, what is real moat, what is fake moat
Exit Strategies in stocks
Reading Balances sheet in simple way to analyze results and issues to make quick exits or to do pyramiding after results
Reading Cash flows in simple way to understand where money is being moved in company
Reading Quarterly, half yearly, yearly results and interpreting them better
Tricks and Checklist for faster analysis of Annual Reports to help us all understand whether to deep dive or not
Conf-call understanding, Transcripts Concepts and Tricks to understand faster
Big money moves aspect to understand where money is moving
Concepts and tricks on various intricacies in stock market
Understanding about primary, secondary market
Also get a KNOWHOW on
Checklist for stocks to identify red flags faster
Checklist for deep dive into selected stocks
How to build Portfolio for Short term
How to build Portfolio for Long term
How to find Multi bagger stocks
How to avoid pitfalls in market
When to exit stocks
Free lifetime learning through a Whatsapp Community (apart from Program content) & Bonus Sessions
Join like minded people to interact with on CHARTS, Domain KNOWLEDGE, Sector Expertise etc
This is a program YOU CAN NOT AFFORD TO MISS
Other Details
Time period 2.5 Years
Starting time Jan24
Live classes on Sunday afternoon mostly
Time duration of each lecture –approx 1.5 to 2 Hrs
Time period of live classes 6 months
Each session recorded and shared with participants
Next 2 years handholding to close the GAPS in knowledge with Handholding, Quizzes, Exercises, Bonus sessions, Charts, Fundamentals and Business analysis from time to time
Have a Resolute NEW YEAR 2024
Let 2024 be the start of your journey towards INDEPENDENCE IN STOCK MARKETS
ACT NOW for your Independence
FEEDBACK By ALPHA LEARNERS
EARLY BIRD DISCOUNTS if one Enrols before 25th DEC 2023
In case you have any questions/ queries, please feel free to reach me through Contact Form
Do spread the word among your peers, family members or anyone who can benefit from this blog and asked them to subscribe. But be selfish and take care of yourself first by subscribing before they do.
Enjoy the day and your life. Don’t forget, we are alone in this grand universe and may not get a chance to live again.
Disclaimer – Below Analysis is NOT a BUY/SELL/HOLD Recommendation. It is for educational purpose and it can be used for educational purposes further. There could be lot of things which might have been missed in my analysis either due to lack of information or oversight etc.. Do your own diligence & contact your expert financial adviser before making any investment decision.
Rate Gain Travel Technologies
Incorporated in 2004, Rategain Travel Technologies Ltd (RTTL) is a ‘software-as-a–service’ (SaaS) company offering distribution, marketing and revenue maximisation solutions for the hospitality and the travel industry. It is one of the leading distribution technology companies globally and the largest Software as a Service (SaaS) provider in the travel and hospitality industry in India.
Business —
It offers a suite of interconnected products that manage the revenue creation value chain for customers by leveraging big-data capabilities and integration with other technology platforms helping hospitality and travel providers acquire more guests, retain them via personalized guest experiences and seek to maximize their margins. The company serves a large and rapidly growing total addressable market.
RTTL’s mission is to be the leading revenue maximization platform for the hospitality and travel industry. It offers an integrated technology platform powered by artificial intelligence enabling customers to increase their revenue through customer acquisition, retention and wallet share expansion. COVID-19 has, however, accelerated the digitization of customer interactions with hospitality and travel companies. These changes are likely to lead to a shift by hospitality and travel companies from in-house solutions to third party software and services.
RateGain Travel delivers travel and hospitality technology solutions through the SaaS platform through 3 business units; 1. Data as a Service (DaaS), 2. Distribution, and 3. Marketing Technology (MarTech).
DaaS –It equips suppliers with data and information to increase acquisition and conversion. It offers data under two categories: Market Intelligence, which provides access to pricing and availability data at scale along with analytics to present trends, opportunities and market developments. Dynamic Pricing Recommendations, to serve certain segments with proprietary dynamic pricing technology to help maximize revenue. For DaaS products, it operates on a subscription model where its customers in the hospitality sector subscribe to DaaS products such as Optima and Parity for a period. Its competitive intelligence products tracked points such as pricing, ratings, rankings, availability, room descriptions, cancellation policy, payment policy, discounting and package inclusions.
Distribution — It provides mission critical distribution including availability, rates, inventory and content connectivity between leading accommodation providers and their demand partners. Distribution also enables delivery of reservations back to hotel systems to ensure smooth operations and accurate reporting by hotels. In its Distribution segment, it operates RezGain on a subscription basis where customers pay a subscription fee to access the product while DHISCO operates on a transaction model where it generates revenues from bookings done by OTAs and Global Distribution System operators
example for hotels
Martech — Its MarTech offering enhances brand experience to drive guest satisfaction, increase bookings and increases guest loyalty. It also manages social media for luxury travel suppliers allowing them to be responsive to social media engagements 24×7 as well as effectively manage their social media handles and run promotional campaigns
from stockedge report –available publicly
END USER INDUSTRIES — Growing industries in coming decade
Hotels,
Airlines,
Online travel agencies (OTAs),
Meta-search companies,
Vacation rentals,
Package-providers,
Car rentals,
Rail,
Travel management companies,
Cruises and
Ferries.
Customers and Competitors–
Six Continents Hotels, Inc., an InterContinental Hotels Group Company, Kessler Collection, a luxury hotel chain, Lemon Tree Hotels Limited and Oyo Hotels and Homes Private Limited. It also counts 1,220 large and mid-size hotel chains, 110 travel partners including airlines, car rental companies and large cruise companies and over 132 distribution partners including OTAs such as GroupOn and distribution companies such as Sabre GLBL Inc., in over 110 countries as its customers
Leading distribution technology companies globally and the largest Software as a Service (SaaS) provider in the travel and hospitality industry in India.
Any other SaaS players will take time to break into this company niche market segment
Strengths
A large and rapidly growing addressable market opportunity for a vertical-specific platform kind of company
The travel technology segment is backed by industry tailwinds of digitization in the post COVID times. Diversified clientele portfolio has helped accelerate growth and in innovating and thus retain both new and existing customers
Diversified esteemed clientele, RTTL served 1,462 customers including eight Global Fortune 500 companies till 30sep2021
Diverse and comprehensive portfolio of revenue maximization and business critical solutions
Strong financial performance with track record of successful acceleration post acquisitions
Promoter has sufficient skin in game with holding ~67% and other prominent players holding 10% more. Bhanu Chopra is the chairman and managing director (CMD) of RTTL. He founded the company in 2004 and has been leading it since then. He was previously associated with Deloitte and he holds a BS in Business from Indiana University.
Increase in Tourism Industry in coming years : Projections and online penetration
DHRP : Rategain
Getting along with Students for future
Update in H1FY24 results
Showing important traction in customers, employees increase + down in attrition and increasing contracts wins
Promoters skin in game + Other participants like FII , DII are also increasing in recent times, in Public domain, major chunk with Plutus wealth management
AUG24 Update
Rategain Travel (Update)
Company has one of the largest networks > 2,400 Hotel chains > 160 OTAs >700 Travel brands (DMOs, Car rentals including all top, Cruises, Airlines and Package Providers)
Facts 3,279 Customers Seven of top 10 Customers associated with us for over 10… pic.twitter.com/9jkovyiH5C
Cash flows, Sales, Profits all have improved in 2024
Big money from FII and DII have entered
Technicals on 27th Aug24
Risks (tried to see major risks, please do due diligence to understand more on this part)
Badly affected by Covid-19 in terms of financials. May take time to recover fully and if more variants of Covid-19 appear, it can further delay the cause
Intensive competitive sector both at Domestic and International level. Continuous adaption is the key
Another risk could be the change in channel of distribution. Many client if develop their own software may lead to business kill for company
Valuations —
They have to be seen in terms of huge growth runway available with adaption to digital and highly competitive sector.
Once Covid resides, this could be the one company which gets off the block faster. So need to track on acquisitions, mergers, customers, new deals and financial improvement of company balance sheet
Your strategy can be different than mine. Your selection of company might be different than mine. So lets not be a BLIND FOLLOWER
Disclaimer – Analysis is NOT a BUY/SELL/HOLD Recommendation. It is for educational purpose and it can be used for educational purposes further. There could be lot of things which might have been missed in my analysis either due to lack of information or oversight etc.. Do your own diligence & contact your expert financial adviser before making any investment decision.
In case you have any questions/ queries, please feel free to reach me through Contact Form
Do spread the word among your peers, family members or anyone who can benefit from this blog and asked them to subscribe. But be selfish and take care of yourself first by subscribing before they do.
Enjoy the day and your life. Don’t forget, we are alone in this grand universe and may not get a chance to live again.
In case you have any questions/ queries, please feel free to reach me through Contact Form
Do spread the word among your peers, family members or anyone who can benefit from this blog and asked them to subscribe. But be selfish and take care of yourself first by subscribing before they do.
Enjoy the day and your life. Don’t forget, we are alone in this grand universe and may not get a chance to live again.
In case you have any questions/ queries, please feel free to reach me through Contact Form
Do spread the word among your peers, family members or anyone who can benefit from this blog and asked them to subscribe. But be selfish and take care of yourself first by subscribing before they do.
Enjoy the day and your life. Don’t forget, we are alone in this grand universe and may not get a chance to live again.
Creativity : Embarrassment as starting point for Brainstorming? (Forbes)
In case you have any questions/ queries, please feel free to reach me through Contact Form
Do spread the word among your peers, family members or anyone who can benefit from this blog and asked them to subscribe. But be selfish and take care of yourself first by subscribing before they do.
Enjoy the day and your life. Don’t forget, we are alone in this grand universe and may not get a chance to live again.
In case you have any questions/ queries, please feel free to reach me through Contact Form
Do spread the word among your peers, family members or anyone who can benefit from this blog and asked them to subscribe. But be selfish and take care of yourself first by subscribing before they do.
Enjoy the day and your life. Don’t forget, we are alone in this grand universe and may not get a chance to live again.
In case you have any questions/ queries, please feel free to reach me through Contact Form
Do spread the word among your peers, family members or anyone who can benefit from this blog and asked them to subscribe. But be selfish and take care of yourself first by subscribing before they do.
Enjoy the day and your life. Don’t forget, we are alone in this grand universe and may not get a chance to live again.
Economy: Dharavi Economy goes down the tubes (Livemint)
Travel Industry: How travel industry is impacted (Forbes)
Healthin Lock-down : Parents and Kids exercise (Superman mode) (Youtube)
In case you have any questions/ queries, please feel free to reach me through Contact Form
Do spread the word among your peers, family members or anyone who can benefit from this blog and asked them to subscribe. But be selfish and take care of yourself first by subscribing before they do.
Enjoy the day and your life. Don’t forget, we are alone in this grand universe and may not get a chance to live again.
In case you have any questions/ queries, please feel free to reach me through Contact Form
Do spread the word among your peers, family members or anyone who can benefit from this blog and asked them to subscribe. But be selfish and take care of yourself first by subscribing before they do.
Enjoy the day and your life. Don’t forget, we are alone in this grand universe and may not get a chance to live again.
Retirement : 12 steps before retirement (Subramoney)
Travel : Backpacker’s paradise Araku Valley (Araku)
In case you have any questions/ queries, please feel free to reach me through Contact Form
Do spread the word among your peers, family members or anyone who can benefit from this blog and asked them to subscribe. But be selfish and take care of yourself first by subscribing before they do.
Enjoy the day and your life. Don’t forget, we are alone in this grand universe and may not get a chance to live again.
In case you have any questions/ queries, please feel free to reach me through Contact Form
Do spread the word among your peers, family members or anyone who can benefit from this blog and asked them to subscribe. But be selfish and take care of yourself first by subscribing before they do.
Enjoy the day and your life. Don’t forget, we are alone in this grand universe and may not get a chance to live again.
Year end is approaching and probably you would be thinking to go on vacation but do you ever thought of boosting your immune system before you embark on a long travel!!
If you think, that utilising a week before travel to load up on Vitamins and Minerals can help, it’s probably too late already as such measures will only help in long term. They may not harm your system but probably will not help either at short notice!!
Most of us ignore the best things available at our disposal and make things complicated. Let’s see what best we can do with simple and effective measures 🙂
Most important things that can help to boost your immune system before and during vacations
1. Proper Hydration and Enough Sleep – Make sure to sleep properly (7-9 hrs) for 3-4 days before trip. Sleep can be used as a bank deposit to an extent. Proper hydration 2-3 litres per day will also help to boost immune system.
2. Proper Diet – Then comes the diet. Please go extra mile to make sure that diet is composed of both Macro and Micro nutrients in a week before you travel. That will help to keep your immune system at its best.
3. Sanitizers and Wipes – Next step is to keep washing your hands often during travel and keep the hand sanitizer handy. Some antibacterial wipes may help further.
4. Mineral Water – Keep a small mineral water bottle handy just in case you land up at a place where you doubt the quality of water served. More importantly so if you are traveling with children.
5. Fruits and Nuts – Keep some fruits and nuts in your handbag for easy snacking while traveling. This will help to avoid fried foods during the travel.
In case you have any questions/ queries, please feel free to reach me through Contact Form
Do spread the word among your peers, family members or anyone who can benefit from this blog and asked them to subscribe. But be selfish and take care of yourself first by subscribing before they do.
Enjoy the day and your life. Don’t forget, we are alone in this grand universe and may not get a chance to live again.
Medicine : Blood test to identify breast cancer (BS)
Economy : RECP : India’s out : Good Or BAD (Downtoearth)
In case you have any questions/ queries, please feel free to reach me through Contact Form
Do spread the word among your peers, family members or anyone who can benefit from this blog and asked them to subscribe. But be selfish and take care of yourself first by subscribing before they do.
Enjoy the day and your life. Don’t forget, we are alone in this grand universe and may not get a chance to live again.
In case you have any questions/ queries, please feel free to reach me through Contact Form
Do spread the word among your peers, family members or anyone who can benefit from this blog and asked them to subscribe. But be selfish and take care of yourself first by subscribing before they do.
Enjoy the day and your life. Don’t forget, we are alone in this grand universe and may not get a chance to live again.
ALPHA AFFAIRS 