I am one of those who have started trying to learn the art of investing after starting to invest. I think I may not be alone in doing that and that often brings us newbies to grief. I am really gobbling up interviews, podcasts by great investors, and of course books.
Really, I had not heard of Samit Vartak before. Now, after sitting through half of the interview, I am going back again and again and trying what he has mentioned on some stocks.
Of course, I am not in any way connected with the maker of the video, the interviewee, the stocks mentioned or the sponsors.
Great article on Indian companies’ reluctance to spend on R&D and how we miss out on opportunity after opportunity due to lack of willingness from corporate and government’s policy mismanagement.
Very beautifully explained the concept of analysing a company.
Here taken an example of lemonade stand.
Going from its P&L, Cashflow statements to Balance sheet.
Then explaning Debt vs Equity investments
People are often curious about how much energy a ChatGPT query uses; the average query uses about 0.34 watt-hours, about what an oven would use in a little over one second, or a high-efficiency lightbulb would use in a couple of minutes. It also uses about 0.000085 gallons of water; roughly one fifteenth of a teaspoon.
Some great insights into macro, AI, future prospects of India by Manish Chokhani
Always admired Jatin for his clarity of thought. Gives insights into mean reversion interms of capital allocation framework by quoting JM Financial as a case study
