Category: investment

Ajanta Pharma – My Notes from 2020 Annual Report

Reading Time: 4 minutes Source link | Twitter Profile | Linkedin Profile Ajanta Pharma – Key Business Updates Ajanta Pharma is a specialty pharma company engaged in the development, manufacturing, and marketing of quality finished dosage. 70% of business comes from branded generics and 30% comes from generics in the USA and anti-malarial institutional business in Africa Company has […]

What is the Future of Multiplex Business?

Reading Time: 5 minutes Source link | Twitter Profile | LinkedIn Profile Overview Let’s try to figure out what is the future of multiplex business in India. The direct to digital release of Ayushmann Khurrana and Amitabh Bachchan starrer – Gulabo Sitabo due to Covid-19 created some flutters in the multiplex industry, as the stakeholders were worried that this could […]

The Circle of Investing – Part I – Factsbeyondnumbers

Reading Time: 7 minutes Below are points to set some context around intent and objective of article so that you can take a call if it is worth your time: The intent of this post is to provide understanding of multi-disciplinary areas of investing including fundamental analysis, technical analysis, quants investing and application of machine learning in investment journey. […]

Yes Bank comes with a big NO?

Reading Time: 5 minutes Source link Yes bank ltd is an Indian private bank founded in the year 2004 by Mr.Rana Kapoor & Mr.Ashok Kapur. Headquartered in Mumbai. Yes bank provides a wide range of banking and financial products for corporate and retail customers through retail banking and asset management services. Yes Bank fiasco! What went wrong? The central […]

HDFC AMC – Aggressive Valuations for a Stable Elephant – Just Another Investor

Reading Time: 8 minutes Incorporated in December 1999, HDFC AMC operates as a joint venture between Housing Development Finance Corporation Limited (“HDFC”) and Standard Life Investments Limited (“SLI”). As of fiscal 2020, the company is the second largest AMC with quarterly average AUM of INR 3.7 trillion. It is the leader among Individual AUM segment (retail investors) with 15% market […]

Q&A with Radhika Gupta & Mohnish Pabrai

Reading Time: 9 minutes Post Pandemic Views & Investment Journey – Mohnish Pabrai Shuchi.P.Nahar Introduction: Radhika Gupta, CEO of Edelweiss Asset Management, and Mohnish Pabrai discuss bridge, Dhandho investing, Mohnish’s lunch with Warren Buffett, the importance of patience in investing and the current investment landscape. Quest by Radhika Gupta: In order to start this conversation with a quote that […]

The Union Budget 2020

Reading Time: 8 minutes The Union Budget 2020  (Some Important aspects to know from Budget 2020) Shuchi.P.Nahar The slowdown in economic growth has appeared to have bottomed out and is expected to pick up in 2020-21, according to Budget documents. The document further said the prospects for the Indian economy in 2020-21 need to be assessed in the light […]

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