Reading Time: 7 minutes The other day I received an email from someone who is currently a student but wishes to pursue a line of work that one day will lead to him becoming a fund manager. While everyone of us have their own reasons as to why to become a fund manager and take the trouble of not […]
Hidden Gems in the Private Sector Banks
Reading Time: 9 minutes This post has been written by Parth Shah for The Financial Pandora. In the last few weeks, IT stocks along with Private Sector Banks stocks have been driving the market higher and higher with the SENSEX reaching the level of 40,900 on Wednesday (21st October 2020). In the past month, NIFTY Private Sector Banks Index […]
Manu Rishi Guptha: PVR Cinemas – House Empty – Future Bleak
Reading Time: 6 minutes Warren Buffett’s seemingly most popular quote “Price is what You pay and Value is what You get” doesn’t seem more destroyed or intrigues the patron more, when one pays ~Rs300 / USD 4.5 for a 100 gms box of popcorn at an Indian multiplex, whereas in India 700 million people earn less than Rs 100 […]
Vaibhav Global – Vijay Kedia’s Hidden Gem in Jewelry Industry
Reading Time: 6 minutes Source link | Twitter Profile | Website Market Capitalization: 6,300 Cr Current Price: 1,933 (26 Oct 2020) Stock P/E: 30 Debt to equity: 0.09 Sales Growth (3Yrs): 11.3% Profit Growth (3Yrs): 43% ROCE: 49% ROE: 26.9% Promoter holding: 58.3% Cash Cycle: 69 days Asset Turnover: 2.23 Net Profit Margin: 9.9% Overview of the Company Vaibhav Global Limited (VGL) was established in 1980 by Mr. […]
Prataap Snacks – A Yellow Diamond in Indian Namkeen Market
Reading Time: 7 minutes Dark Horse Stocks Home Page | Twitter Profile | Join Their Telegram Channel Company Overview Prataap Snacks Ltd. (PSL) is only a 9-year-old completely debt-free company engaged in the business of Namkeen (traditional Indian snacks). It offers multiple variants of products across categories of Potato Chips, Extruded Snacks, Namkeen (traditional Indian snacks) under the popular and vibrant Yellow Diamond […]
What is a Special Purpose Acquisition Company? And why are companies going public via SPACs
Reading Time: 7 minutes The world of finance is not untouched by trends. There are new products and services coming up all the time and then there are those which make a comeback. A special purpose acquisition company (SPAC) forms part of the latter category. It has existed for long, but has come back to prominence only in the […]
Of Bad Boy Billionaires, Dirty Money and Indian Economy – Just Another Investor
Reading Time: 6 minutes Over the last two weeks I watched ‘Bad Boy Billionaires’ and ‘Dirty Money’ on Netflix. Though the former is an Indian-specific series and the latter covers global corporates, the pitfalls conveyed in the polar ideologies – Capitalism and Socialism – in the two series caught my attention. The Bad Boy Billionaires’ stories, one can argue […]
Polycab India Ltd- Q2FY21 Analysis
Reading Time: < 1 minute While the first quarter(Q1FY21) was a washout with a 50% decline in sales on account of 2 months of lockdown. I was amazed by the recovery amidst the ongoing pandemic and intermittent lockdowns across the country in Q2FY21. And that is true for many other publicly listed companies I track. While the B2B segment of […]
15 Books You Must Not Ignore If You are serious about Long term Investing
Reading Time: 2 minutes Article Source Link | Stockifi Twitter Profile FULL PDF Download Article Source Link | Stockifi Twitter Profile
Biocon Ltd – Blockbuster for Biologics, Biosimilars & Branded Formulations
Reading Time: 8 minutes Written By: Shuchi Nahar | Shuchi’s Blog | Linkedin Profile Biocon Ltd – Company Overview Biocon is an Indian biopharmaceutical company based in Bangalore, India established as a joint venture between Ms. Kiran Mazumdar-Shaw and Biocon Biochemicals Limited, an Ireland-based multinational. The Company manufactures generic active pharmaceutical ingredients (APIs) that are sold in over 120 countries across the globe, including […]
Making an Impact — Investor Amnesia
Reading Time: 14 minutes Source link Caption: “You have qualified thoroughly as modern philanthropists, now why not do some good?” “Illustration shows Puck tugging at the coat-tails of Andrew Carnegie, as he and John D. Rockefeller pile money bags around the base of a statue labeled “Fame”, which they seek by endowing libraries and universities; Puck is suggesting that […]
#22 Surveys are important! – Bank on Basak
Reading Time: 7 minutes Happy Dussehra to all! I know the editions have been coming super late at night these days (only reason I haven’t pushed them to the next day is because I want to live up to my promise of not missing a Saturday for a year)! In the past couple of weeks, I’ve shifted cities (Kolkata […]
NESTLE INDIA IS THE NEXT NESTLE INDIA
Reading Time: 5 minutes Article Source link | Facebook Profile | Twitter Profile Nestle India is a subsidiary of Nestle (A Switzerland based food and energy beverages company). This is one of the companies which every long-term investor love to have in his/her portfolio. Basically, an FMCG company, focusing completely on nutrients, food, and dietary supplement drinks. In […]
Why SBI Cards stock price is falling?
Reading Time: 4 minutes SBI Cards and Payment Services Q2FY21 Results Analysis Introduction SBI cards and Payment services stock plummeted by ~11% in the last week within 2 days after the announcement of its latest quarterly results. In this blog, let us understand what were the main reasons for this fall and also analyse company’s latest quarterly results. Stock […]
Risk and Governance during a Crisis
Reading Time: 3 minutes Source link | LinkedIn Profile | Twitter Profile The theme of the column revolves around Risk and Governance. The Global Financial Crisis followed the episodes of severe repercussions for financial and economic fragility. From the Global Financial Crisis perspective, the crisis highlighted the absence of an enterprise-wide risk decision-making process. Resilience likely to be countered […]
How to Check Management Quality Before You Buy a Stock? – Part 1
Reading Time: 3 minutes Source link | Twitter Profile | YouTube Channel In my early investment years what puzzled me most was the Quality of Promoters of the stocks I invested in. Management Quality is fairly elusive and some veteran investors like Vijay Kedia had an interesting solution: He goes and visits management in person. There, what he focuses most is on “How […]
Of Stories, Trends and Megatrends
Reading Time: 4 minutes I grew up on a diet of reading about Successful Entrepreneurs. I was young and naive at that time (and old and naive these days) and the one common thing I saw among these successful Entrepreneurs was that they all started off from a Garage. I always wanted to be my own boss and would […]
Indian telecom industry moving towards a duopoly
Reading Time: 4 minutes Twitter Profile | Article Source link In 2016, Reliance Jio was considered as the most expensive start up with Rs. 1 Lakh Crore in investments. In 2020, Jio has already raised over Rs. 1.52 Lakh Crore from investors globally including from the likes of Google and Facebook. Jio has disrupted the Indian telecom industry!! Jio […]
Gold and Silver as an Investment Class
Reading Time: 13 minutes Let’s talk about gold and silver as an investment class and how does it fit in one’s portfolio. The objective of writing this post is to understand whether gold & silver is more of an asset or a currency, whether it is suitable for risk diversification or return maximisation purposes, how has gold performed historically […]
Home Loan Rates Falling. Property Prices Down. Should you buy a House now?
Reading Time: 6 minutes Home loan rates are low. In fact, very low when compared with the historical trends. Many home loans are quoting at sub-7% now! I can’t remember when last time the rates were so low in recent past. But that’s not all. Property prices have cooled off a bit too, at least in some cities and […]
What Does Scam 1992 Teach Us About Investing?
Reading Time: 3 minutes Source link | Twitter Profile | Subscribe to Intelsense Advisory Scam 1992 – The Harshad Mehta Story is a recently launched web series on SonyLiv. It is very well made, fast-paced, and sticks to the storytelling instead of digressing here and there. It is the best market-related movie (I include all video content in […]
TCS vs Infosys stock comparison|Q2FY21 Analysis
Reading Time: 4 minutes Why IT stocks are going up? Introduction Recently, both the IT giants, TCS and Infosys declared their quarterly results. Both the companies have delivered results that beat the estimates of analysts. In Q1FY21, management commentaries of these companies were a bit skeptical about continuing such stellar performance in future, however Q2FY21 results have turned out […]
Is Value Investing Dead in India?
Reading Time: 4 minutes Source link | LinkedIn Profile | Twitter Profile ‘Our Recent Performance Sucks.’ Here’s Your $10 Billion Back. This was recently quoted as a headline to a WSJ article citing the closure of AJO Partners, a boutique value-investing firm founded by Ted Aronson which once had USD 30 bn as Assets Under Management (AUM) at the 2007 peak. […]
Bajaj Finance Stock Analysis|Q2FY21 Results Analysis
Reading Time: 3 minutes Bajaj Finance Quarterly Results Analysis Introduction Bajaj Finance Ltd , leading NBFC in India announced its Q2FY21 results recently. Company’s profits plummeted 36% on YoY basis and AUM remained flat. In this blog, let us analyse the quarterly results of the company Stock O Meter – A Complete Equity Research Tool by Invest Yadnya Bajaj […]