Three Big Announcements
The Alpha Swing community is now 1,558 member strong!
The life membership offer expires today. From this week, there are some changes in the newsletter. More details in the Alpha Swing segment below.
The Beta to Alpha community is now 1,455 member strong!
Running a special offer valid till midnight today for upgrading to the premium annual access. As a part of the annual access you get -
Access to The 0.01% Club - A community of Fund Managers, DIY Investors and like-minded folks that engage in weekly discussions on relevant topics
Weekly AMAs (Ask Me Anything)
Click here to avail the offer.
The content on the website is now properly organized and you can now access all past latest editions of this newsletter too!
Do let me know what you think about the new tabs by responding to this e-mail. Ok?
What’s happening this week?
Q3 Results season is here and a lot of companies have announced their numbers before the budget.
Let’s start with Marico.
Marico
Marico has been doing some great business-level disclosures and updates for their business. Right from what their key raw material inflationary trends are to what trade offers and MRP they sold their products in, some fantastic disclosures are being made there.
Mr. Mariwala was kind enough to do a retweet too. Yayyyee!
Check the tweet out here.
Laurus Labs
Two great messages from the Q3 earnings con-call -
If you’re annualizing the current quarterly operating profit, you are underestimating us
We are at the transformational stage in our lifecycle - yesterday you were talking about API, today you’re talking about FDF - tomorrow you’ll be talking about biologics; we are everywhere
Dubai has started peaking again?
That’s 5.4 lakh cases in the Indian context.
Chamath
I had written a long post on Chamath a while back. Do check it out here.
Why do Monopolies underplay themselves?
Competition is for Losers!
Read the detailed post here.
Webinar Updates
The February ‘21 schedule is out. Click here to access it.
Alpha Swing
What is Alpha Swing? - A weekly trading newsletter on Swing Trade setups for the week covering Indian and US Stocks. Read more about it here.
From this week onwards, Alpha Swing will be covering both Nifty and BankNifty levels too.
Performance Update of Last Week^
Book of the Week
Since Budget Week is around, let’s try and circle back to the basics.
This book was first recommended to me by the ex-Head of Treasury on the first day of my corporate stint in managing the Treasury function.
Since we’ll be seeing a lot of arm-chair economists crop up tomorrow, why not have an edge and zoom ahead?
Click here to check out the book.
Song of the Week
^Only for paying subscribers.