ValuePickr Forum

Great articles to read on the web

(..pd..) #486

https://marginalrevolution.com/marginalrevolution/2019/03/my-conversation-with-raghuram-rajan.html

(..pd..) #487
(Dinesh Sairam) #488

Great write up on the global A/C industry by Richard Branson

https://www.virgin.com/richard-branson/next-industry-ripe-change

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(pennywise) #489

Nice overview of the dairy industry :slight_smile:

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(pennywise) #490

My question is regarding digger deeper into the reasons behind the sales growth of a company. If I was to break down sales growth, In % terms it would be

Net Sales Growth (%) = Volume Growth(%) + Realization Growth(%) + Currency Gain(%) + Growth due to acquisitions (%). Recently I have found a source for realizations but is there any resource or sections in the annual report/IP where I can find the remaining details ?

(Dinesh Sairam) #491

“You know why I think you’re the richest man in the world?” he told Buffett. “I think you’re getting paid back for being willing to appear foolish on a scale that probably that no one in history has ever been willing to appear before. Billions of people watching you, year after year goes by, yet you don’t mind appearing foolish…”

http://marcellus.in/blogs/marcellus-the-courage-to-be-disliked/

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(yourraj) #493

Good set of presentations one must create login ID to access these
Most recent webinar is by Prof Bakshi on Fragility & Optionality in Business Models
https://indianinvestingconclave.com/recordings

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(raghav sharma) #494
(Dinesh Sairam) #495

Not really an article, but a Podcast series on Capital Allocation / Investment:

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(Bheeshma Sanghani, PhD) #496

Example of cyclicality in engineering seats.

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#497

The headline suggests there is cut in supply but it is actually about fall in demand for engineering education and rightly so. We had large no. of engineering degree distributors not educators which should go out of biz.

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(yourraj) #498

Old Thread about Trading Psychology
http://theequitydesk.com/forum/printer_friendly_posts.asp?TID=7

1 Like
(kdjolly) #499

Our own Market Mogul @basumallick

Even moat does not last long; buy if you find it, but stay alert of changes

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(Raj A A) #500

Understand your Numbers. Cashflow study by Vikrant Yadav. Nice presentation with live examples in lucid style.

5 Likes
(yourraj) #501

some old presentations
http://www.fullertreacymoney.com/presentations/

My Investing Strategy Basant Ji
http://theequitydesk.com/forum/printer_friendly_posts.asp?TID=177

5 Likes
(S_Banerjee) #502

Internet of Things (IoT) becoming phenomenally big in the future.

Professor Robert Palmatier in conversation with ISB Professor S. Arunachalam.

(Dinesh Sairam) #503

This is amazing. Thank you for sharing.

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(yourraj) #504

Some old interviews of CEO’s of the Companies by Chetan Parikh

https://www.capitalideasonline.com/wordpress/category/interviews/interviews-of-ceos/
Regards

(Abhishek Basumallick) #505

Interesting fact - In China, under pressure from the government, video game publisher Tencent limited playing time for its most popular game, Honour of Kings, to two hours per day for players under 18 and one hour per day for players under 12.

In Beijing, it’s often cheaper to have food delivered than to get it yourself. Ordering from a local restaurant’s roast duck dish for 20 yuan ($2.99), is about 80 percent less than it costs at the restaurent, via delivery app Meituan.

Alibaba and its various subsidiaries dominate the country’s online retail market for physical goods, but Meituan is leading the way in services. Its app has 600,000 delivery people serving 400 million customers a year in 2,800 cities.

Alibaba is betting it can undercut Meituan to death. Both companies are spending billions in an escalating war of subsidies that is helping people get a "free-lunch"!!

https://www.bloomberg.com/features/2019-meituan-china-delivery-empire/

A simple personal finance article that reiterates the ageless rules. Some of the rules are 1) Save atleast 10% of your income, 2) Control expenses, 3) Invest your savings (don’t just stash it away in a bank savings account), 4) Understand your risks to your investments, 5) Build assets and equity with your money, 6) Insure yourself, 7) Increase your ability to earn.

A detailed account of the Chinese chemical industry.

The new environmental regulations are having only limited impact on the big upstream petrochemical and chemical intermediates and polymer plants, most of which are built with appropriate emissions controls and waste-treatment facilities. The severe impact is on the thousands of smaller plants that make all the specialty chemicals, from coatings and dyestuffs and pesticides to food ingredients and surfactants, used by Chinese manufacturing and agriculture and by Chinese consumers. These are typically privately owned operations often lacking appropriate waste-management capabilities and located in urban areas. The moves to shut down out-of-compliance plants have affected large numbers of these small operations, but the impact on overall chemical output has been less severe. In Shandong province, for example, the government closed 25 percent of all the chemical companies operating in the province during 2018, but this affected only 5 percent of output.

Looking ahead over the next three to five years, we expect China’s environmental authorities to continue to push enforcement energetically in the designated “radical change” regions, which account for nearly 50 percent of China’s chemical production, as well as push for improvements in the “moderately strengthened” enforcement regions.
https://www.mckinsey.com/industries/chemicals/our-insights/chinas-chemical-industry-new-strategies-for-a-new-era

Netflix is finally offering Indians the one thing they care most about: cheap subscription plans. On March 26, the video streaming platform launched the test run of a mobile-only plan for Rs250 ($4) a month—half the price of its basic plan.
Competition in India’s OTT sector, which is slated to surpass $5 billion by 2023, will become even stiffer. In addition to rivals Amazon Prime Video and Hotstar, new behemoth entrants like Disney and Apple could also come fighting for a piece of the India streaming pie.
The dynamics could change drastically if, say, Disney pulls all its content off Netflix.

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(Subodh (dhanwise.com)) #506

This thread was a gold mine. Thanks for sharing!

4 Likes