Every Stock has a Unique Character.. and it really matters !
Valuations, growth rates, cash flows, business opportunity, management… nothing may really work, if we don’t know the character
stocks to invest
PAST or FUTURE – What really matters while choosing a stock?
A question that has always confused me… and I guess to you too !
Investing into Startups VS Established Businesses – 5 Key Considerations
One of the greatest dilemmas in recent times.
What management wants me to know VS what I actually want to know !
There is always a stark difference between the two…Why and How… read on…
Britannia’s downside may be getting limited. A stock worth looking in the current heated markets.
Britannia has been an average performer over the last three years. As against a high of Rs 3,270 in August 2018, share is currently trading at Rs 3,686 i.e., a return of just 12.7% in more than 3 years. During the same period, FMCG index increased by 18% and nifty by 56%. Reason for Britannia’s … Read more
Godrej Industries looking attractive. Holding company discount may be overdone.
Godrej Industries (GI) is one of the holding Company of Godrej group. Besides, it’s also a leading manufacturer of oleochemicals on standalone basis. However, for all practical purposes, it should be mainly looked at as a holding Company – numbers of it’s standalone business are not much exciting. It also borrows to fund various group … Read more
Lot seems to be changing at ICICI Bank
As per my employee contacts at ICICI Bank, lot seems to have changed since Sandeep Bakhshi took over. He is focused, detail oriented and a boring banker. Result – there is less focus on market position but more on effective growth by identifying the available market opportunities. Unit economics and credit quality has become a … Read more
Jyothy Labs is looking interesting for medium term
Company’s portfolio comprises of fabric care, home care, personal care and dish wash. It’s brand portfolio includes Ujala, Henko, Margo, Maxo and Pril amongst others. The stock has been an under performer over the last few years primarily due to the increased competitive pressures and consequent average financial performance. Sales and profits just grew at … Read more
Bombay Burmah might be a better proxy play to Britannia currently
Current Market Caps (August 23, 2021) Bombay Burmah Trading Corporation (BBTC) – Rs 8,239 cr Britannia Industries – Rs 93,841 cr BBTC’s stake in Britannia is currently worth more than Rs 40,000 crore i.e., almost 5 times of it’s total current market cap. As such, it’s not unusual for holding companies to trade at a … Read more