Afleveringen
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Do you know the brand of bricks in your house? Do you know the brand of zips or buttons on your denims? Do we really care for the nuts and bolts used in our cars? How can one be successful in running such a no-brands business?
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Disclaimer: The stocks or financial instruments discussed in this podcast are meant for educational purposes only. Please do not consider them recommendations or financial advice of any form.
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TVS Motor and Bajaj Auto are similar in terms of the size of their revenues and assets. However, TVS has a return on assets of 4%, while Bajaj’s return on assets is almost 20%. Why this difference?
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Disclaimer: The stocks or financial instruments discussed in this podcast are meant for educational purposes only. Please do not consider them recommendations or financial advice of any form.
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Zijn er afleveringen die ontbreken?
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Vedanta Limited has been paying dividends that are in excess of its earnings over the past two years. Why is it doing so? And how can it pay such high dividends?
Zerodha Varsity on Social Media:
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Disclaimer: The stocks or financial instruments discussed in this podcast are meant for educational purposes only. Please do not consider them recommendations or financial advice of any form.
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Velvette's shampoo sachets, Colgate toothpaste tubes with wider openings, and the rounded Parachute oil bottles were all revolutionary innovations in product packaging. These cases show how packaging can solve for affordability, convenience, and even business profitability.
Zerodha Varsity on Social Media:
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Disclaimer: The stocks or financial instruments discussed in this podcast are meant for educational purposes only. Please do not consider them recommendations or financial advice of any form.
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China is the second-most populous country on earth but has a significantly low population density. How is this causing the same sector to behave differently in India and China?
Zerodha Varsity on Social Media:
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Disclaimer: The stocks or financial instruments discussed in this podcast are meant for educational purposes only. Please do not consider them recommendations or financial advice of any form.
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Apple, TSMC, and Nvidia have much higher PE ratios than Samsung despite Samsung competing directly with these players in the global markets. Samsung's revenues and operations are at comparable levels with the others. So, what is holding its PE Ratio back?
Zerodha Varsity on Social Media:
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Disclaimer: The stocks or financial instruments discussed in this podcast are meant for educational purposes only. Please do not consider them recommendations or financial advice of any form.
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In 2024, people in Argentina carried bags or even suitcases filled with money for simple transactions. Inflation was as high as 287%. What structural issues pushed Argentina into a spiral of hyperinflation? What is the country doing now to correct its course?
Zerodha Varsity on Social Media:
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Disclaimer: The stocks or financial instruments discussed in this podcast are meant for educational purposes only. Please do not consider them recommendations or financial advice of any form.
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Risk attracts a premium. A higher price is quoted if there is doubt about a customer's ability to pay up in time. The higher price is because the business wants a premium for assuming the risk. What if there is doubt about a country's ability to pay up? Perhaps that is what Adani Power was concerned about in its power supply deal with Bangladesh.
Zerodha Varsity on Social Media:
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Disclaimer: The stocks or financial instruments discussed in this podcast are meant for educational purposes only. Please do not consider them recommendations or financial advice of any form.
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Cuba is called the sugar bowl of the world, but Brazil and India have overtaken it as the largest sugar producers. Why did Cuba fall back? It seems the Middle East might be taking lessons from such mistakes that Cuba and many other countries have made.
Zerodha Varsity on Social Media:
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Disclaimer: The stocks or financial instruments discussed in this podcast are meant for educational purposes only. Please do not consider them recommendations or financial advice of any form.
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When Bangladesh struggled to pay power bills, Adani Power cut power power supply to the country by half. Adani could do this because its power generation was being done in India. What would the Bangladesh government have done if Adani Power had a power generation unit in Bangladesh?
Zerodha Varsity on Social Media:
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Disclaimer: The stocks or financial instruments discussed in this podcast are meant for educational purposes only. Please do not consider them recommendations or financial advice of any form.
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Palantir makes about 55% of its revenues from government contracts. That seems to be a lot of dependency on just one customer. Apple also apparently depends heavily on TSMC for semiconductor chips. That seems to be a lot of dependency on just one vendor. Is that a risk?
Zerodha Varsity on Social Media:
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Disclaimer: The stocks or financial instruments discussed in this podcast are meant for educational purposes only. Please do not consider them recommendations or financial advice of any form.
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Torrent Pharma's Q2FY25 revenues from Brazil were up 4%, but in constant currency terms, the same revenues were up 17%. The concept of constant currency comes up only when the business has operations in multiple countries. But what is the concept of constant currency?
Zerodha Varsity on Social Media:
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Disclaimer: The stocks or financial instruments discussed in this podcast are meant for educational purposes only. Please do not consider them recommendations or financial advice of any form.
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Bad quality of earnings or reporting may not be unlawful, but is that enough? Why is it important to have good-quality earnings? As an investor, why is transparency in reporting important? And why does it make business sense to have the best quality of earnings?
Zerodha Varsity on Social Media:
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Disclaimer: The stocks or financial instruments discussed in this podcast are meant for educational purposes only. Please do not consider them recommendations or financial advice of any form.
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Dmart's trade receivables are small, but those of L&T are huge. Is it because of the difference in the nature of their business or the difference in their management?
Zerodha Varsity on Social Media:
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Disclaimer: The stocks or financial instruments discussed in this podcast are meant for educational purposes only. Please do not consider them recommendations or financial advice of any form.
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According to Warren Buffett, Coca-Cola and Apple enjoy economic moats. Coca-Cola’s brand identity is a moat, and Apple’s brand and product design are both moats. Any feature that makes it difficult for the competition to break into an existing business’s market share is called a moat.
Zerodha Varsity on Social Media:
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Disclaimer: The stocks or financial instruments discussed in this podcast are meant for educational purposes only. Please do not consider them recommendations or financial advice of any form.
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Cybersecurity is mission-critical for TCS and Infosys, tech infrastructure and delivery agents are mission-critical for Zomato and Swiggy, and coal mining is mission-critical for Coal India. Any impact on the mission-critical factors can seriously hamper or even suspend the business. What are the mission-critical elements for TSMC?
Zerodha Varsity on Social Media:
Instagram: https://www.instagram.com/zerodhavarsity/
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Disclaimer: The stocks or financial instruments discussed in this podcast are meant for educational purposes only. Please do not consider them recommendations or financial advice of any form.
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Retailers, both online and offline, sell many products at a loss. Have you ever come across potatoes or sugar being sold for just 1 rupee per kilo? How do retailers make money if they offer such steep discounts?
Zerodha Varsity on Social Media:
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Disclaimer: The stocks or financial instruments discussed in this podcast are meant for educational purposes only. Please do not consider them recommendations or financial advice of any form.
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The gross margins of tech companies are inherently different from those of most manufacturing companies. It is their different nature of business. But come to think of it, what really are the input costs for a technology company? Rules of thumb are good, but there always are "Side Notes."
Zerodha Varsity on Social Media:
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Disclaimer: The stocks or financial instruments discussed in this podcast are meant for educational purposes only. Please do not consider them recommendations or financial advice of any form.
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Yes Bank's investors have lost a little over 70% since a little before the Covid pandemic began. However, its market capitalization has been up 300% since then. Tune in to check out how stock price and the number of outstanding shares influence a stock's market cap.
Zerodha Varsity on Social Media:
Instagram: https://www.instagram.com/zerodhavarsity/
X: https://x.com/ZerodhaVarsity
YouTube: https://www.youtube.com/@varsitybyzerodha
Disclaimer: The stocks or financial instruments discussed in this podcast are meant for educational purposes only. Please do not consider them recommendations or financial advice of any form.
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Several listed companies do not have promoters. How do they work? Is there an advantage to being family-run or professionally run? Isn't it difficult to imagine Reliance Industries without the Ambani family or the Adani group without the Adani family? Is there an investment case here?
Zerodha Varsity on Social Media:
Instagram: https://www.instagram.com/zerodhavarsity/
X: https://x.com/ZerodhaVarsity
YouTube: https://www.youtube.com/@varsitybyzerodha
Disclaimer: The stocks or financial instruments discussed in this podcast are meant for educational purposes only. Please do not consider them recommendations or financial advice of any form.
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