Very nice finding. Is there recent updates after mar 25 result?
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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.
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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.
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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
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Amazing find, thanks
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Thanks good documentary, keep posting such more
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Really insightful articles on interview with Prof. Sanjay Bakshi:
On Moat: [Explaining various parameters to find Moat]
On use of Owners earning as a Cashflow in DCF Model of valuations rather than FCF:
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How Ukraine’s Killer Drones Are Beating Russian Jamming - IEEE Spectrum
EDIT: Unforeseen consequences.
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Came across this wonderful video about investing and life.
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Great take on AI - it’s future both opportunities and challenges
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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.
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Building Wealth with Madhu Kela: Value Investing, Stock Picking, and Future Markets | Money Mindset
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How He Built A ₹3,000 Crores Stock Portfolio! | Ft. Madhusudan Kela
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This Fund Manager From Surat REVEALS Stock Picking SECRETS
The weight-loss medication market will be exciting going forward. Weight Loss Drug Market Could Reach $150 Billion Globally | Morgan Stanley
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