Afleveringen
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Do you think today's Cadbury Dairymilk and Parle-G's five-rupee packets are much smaller than those 10-15 years ago? If inflation is the reason, couldn't they increase the packet price instead of reducing their size?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. -
The RBI sold more than 50 billion dollars between September and December of 2024. Was it a planned course of action? Why would the bank reduce its forex reserves?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. -
Zijn er afleveringen die ontbreken?
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NBFCs borrow money from banks and the public to give out loans. They make money by keeping the difference between the interest rate they receive from their customers and the interest rate they pay to their lenders. But something went awry in this arrangement in 2018-19.
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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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Amber's revenues are the strongest in the March quarter and the weakest in the June quarter.
Taj Hotels sees the weakest quarter in September and the strongest in December.
Ultratech Cement witnesses a strong March quarter and the weakest September quarter.
Seasonality has got something to do with it, maybe.
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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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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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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?
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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.
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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?
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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?
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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?
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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.
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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.
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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?
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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?
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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?
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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?
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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?
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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.
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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:
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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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