Stock Investing
This page has all my blogs on Stock Investing.
Tips to Navigate the Complex Web of Finfluencers
In the ever-evolving world of social media, financial influencers (finfluencers) have carved a niche, sharing advice and insights on investments and wealth creation. However, not all finfluencers are the same, and understanding their motivations can help you discern between those genuinely offering value and those merely chasing personal gains. This blog delves into two critical … Tips to Navigate the Complex Web of Finfluencers Read More »
Risks of Fake Finfluencers: Hard Truths You Must Embrace
In today’s social media-driven world, financial influencers, or finfluencers, are shaping how people approach investing and wealth creation. While some offer genuine insights, many operate with questionable motives, putting their followers at significant risk. From advice rooted in faked expertise to herd mentality and a lack of accountability, following the wrong finfluencer can lead to … Risks of Fake Finfluencers: Hard Truths You Must Embrace Read More »
Spotting the Red Flags in Finfluencers, 2
This blog is a continuation of my previous post, designed to help you better understand finfluencers and spot potential red flags. The red flags are grouped into four main categories: What is known about Finfluencers How Finfluencers engage on Social Media Financial motivations Red flags in stock advice The first two categories were covered in … Spotting the Red Flags in Finfluencers, 2 Read More »
Spotting the Red Flags in Finfluencers, 1
This blog helps to uncovers your Finfluencers and guiding you in spotting red flags. This will enable you to distinguish between Finfluencers with genuine expertise and mere attention-seeking thus helping you make informed choices about whom to follow. The red flags are grouped under four key categories: What is known about Finfluencers How Finfluencers engage … Spotting the Red Flags in Finfluencers, 1 Read More »
The rise of Finfluencers
In the digital age, social media has rapidly evolved into a hub for financial advice, with people increasingly turning to platforms like Twitter, YouTube, and others for investment guidance, stock tips, and recommendations. Financial influencers—popularly known as finfluencers—have become a significant source of such information. Yet, not all finfluencers offer genuine value. In recent years, … The rise of Finfluencers Read More »
Nuances of Holding Companies, Investor Corner
Investing in holding companies presents unique challenges, from accurate valuation to understanding valuation gaps. Let’s delve into the intricacies of these challenges and explore why holding companies can be a valuable, yet complex, investment. Do check my previous blog with operational details of holding companies. Contents of this Blog Holding Companies in India How to … Nuances of Holding Companies, Investor Corner Read More »
Holding Companies, Uncover the Unknown
Holding companies, Business with no business, Company holding one or many Companies! My interest in these companies had there been for long. As I was writing my previous blog on Bajaj Holdings and Investment, I thought must write a separate blog on Holding companies. This incidentally coincided with SEBIs move on June 20, 24 to … Holding Companies, Uncover the Unknown Read More »
Bajaj Holdings & Investment Ltd., A Comprehensive Overview
Bajaj Holdings & Investment Limited (BHIL) is a premier investment company in India, formed as a result of the demerger of Bajaj Auto Ltd. in 2007. It is a Non-Banking Financial Company (NBFC) with strategic stakes in prominent Bajaj group companies. This blog delves into BHIL’s business model, offers insights for investors, and explores its … Bajaj Holdings & Investment Ltd., A Comprehensive Overview Read More »
Journey of Bajaj – Inching to a Century
The Bajaj Group is one of India’s most prestigious and diversified business conglomerates, with a rich heritage dating back over a century. Founded by Jamnalal Bajaj in 1926, the group has grown to encompass a wide range of industries, including automobiles, financial services, home appliances, and steel. In this blog, we will see the finer … Journey of Bajaj – Inching to a Century Read More »
Decode Cash Flow Ratios – Case Study
Welcome to an applied exploration of cash flow analysis using a live example from a cash flow statement. In this blog, we’ll explore how to use cash flow ratios to glean insights into a company’s financial performance. Building on our previous discussion about decoding cash flow statements and drawing inferences, this blog continues the conversation … Decode Cash Flow Ratios – Case Study Read More »
Learn to Decode Cash Flow Statements – Case Study
Welcome to a detailed exploration of cash flow analysis using a real example of a Cash Flow statement extracted from annual reports. The cash flow statement is a critical financial document that provides insights into a company’s liquidity, operational efficiency, and financial health. By dissecting the components of the cash flow statement and interpreting their … Learn to Decode Cash Flow Statements – Case Study Read More »
Unveiling Insights through Cash Flow Analysis
While scrutinizing financial statements, particularly the cash flow statement, can reveal invaluable insights into a company’s operational efficiency and strategic decisions. Investors are constantly seeking clues to understand Management’s strategy. This blog helps to identify bunch of such clues from the cash flow statement. By simply observing whether Cash Flow from Operations (CFO), Cash Flow … Unveiling Insights through Cash Flow Analysis Read More »
Powerful Insights from Key Cash Flow Ratios, 2
Welcome back to the continuation of our exploration into cash flow ratios. In the previous blog, we examined six key cash flow ratios, shedding light on aspects such as cash realization, operating cash flow, earnings quality, free cash flow to sales, cash generating power, and external financing index. Now, we continue our exploration by delving … Powerful Insights from Key Cash Flow Ratios, 2 Read More »
Powerful Insights from Key Cash Flow Ratios, 1
Cash flow ratios are powerful financial metrics that offer a comprehensive view of how effectively a company manages its cash resources. In turn provides invaluable insights into a company’s operational efficiency, liquidity, and overall financial health. In this blog, we’ll explore six essential cash flow ratios: Cash Realization Ratio, Operating Cash Flow Ratio, Earnings Quality, … Powerful Insights from Key Cash Flow Ratios, 1 Read More »
Cash Flow from Financing Activities – The Basics
As investors, understanding how a company raises and manages its capital is paramount to making informed investment decisions. Cash Flow from Financing activities (CFF) provides insights into a company’s financial structure, funding strategies, and shareholder relations. By examining the inflows and outflows associated with debt, equity, dividends, and share buybacks, we can gain a deeper … Cash Flow from Financing Activities – The Basics Read More »
Decoding the Cash Flow from Investing Activities
Cash Flow from Investing Activities provides critical information about a company’s investment in future growth and expansion. By analyzing the inflows and outflows in this section, investors can gain valuable insights into a company’s strategic decisions for future growth and potential future performance. This blog explores the importance of Cash Flow from Investing Activities, its … Decoding the Cash Flow from Investing Activities Read More »
Unlocking the Power of Cash Flow from Operating Activities
In the fundamental/financial statement analysis, Cash Flow from Operating activities holds a special place. It provides a clear picture of a company’s ability to generate cash from its core operations, offering insights into its financial health and operational efficiency. Understanding how to interpret and analyze Cash Flow from Operating activities is essential for investors looking … Unlocking the Power of Cash Flow from Operating Activities Read More »
Navigating Cash Flow Analysis: An Introductory Overview
Annual reports publish three primary financial statements: Cash flow The Balance Sheet, The Income Statement, and The Cash Flow Statement. In this blog series, I aim to delve into a comprehensive analysis of the Cash Flow Statement, covering everything from its fundamentals to advanced concepts. Featured image credits: https://corporatefinanceinstitute.com/resources/accounting/cash-flow/ Below is the snap of ideas … Navigating Cash Flow Analysis: An Introductory Overview Read More »
Unlocking the Power of Revenue in Financial Analysis
In the realm of finance, figures often conceal valuable insights just waiting to be revealed. Among these, revenue stands out as a particularly rich source of information, akin to a goldmine for investors seeking strategic foresight. Through this blog, we’ll delve into the depths of revenue analysis, uncovering its true potential and the wealth of … Unlocking the Power of Revenue in Financial Analysis Read More »
Blog 101: Rebooting, Version 2
Welcome to my 101 Blog. Wish you and your family, a Happy, Prosperous, Healthy and Wealthy New Year 2024. Welcome back! Following a 3.5-month hiatus after my 100th blog, life presented numerous personal challenges. This period was marked by emotional and financial pressures. There was also ample time to reflect on my past and future … Blog 101: Rebooting, Version 2 Read More »
100 Not Out: Farewell to Blogging
As I sit down to write my 100th blog post, I can’t help but feel a sense of nostalgia, mixed emotions and reflection on this journey. This journey has been incredible, filled with creativity, learning, and the satisfaction of sharing my insights. However, the time has come for me to make a difficult decision. In … 100 Not Out: Farewell to Blogging Read More »
Guy Spier: Insights for Life and Investing
In the world of investing, certain individuals shine brightly as beacons of wisdom and inspiration. Guy Spier, a renowned value investor based in Zurich, Switzerland, stands out as one such luminary. His remarkable journey, chronicled in the pages of “The Education of a Value Investor,” has left an indelible imprint not only on the landscape … Guy Spier: Insights for Life and Investing Read More »
Murugappa Group – Explore the 120+ years Legacy
Established in the year 1900, the Murugappa Group stands as a distinguished Indian conglomerate with a diverse portfolio of 28+ businesses, some of which are publicly listed. This conglomerate holds a commanding presence across multiple industry segments, encompassing abrasives, auto components, bicycles, sugar, cycles, transmission systems, farm inputs, fertilizers, plantations, bioproducts, and nutraceuticals. What sets … Murugappa Group – Explore the 120+ years Legacy Read More »
Cruising a Century: The TVS Group’s Remarkable Journey
Embarking on a voyage through the annals of South India’s industrial landscape, one name that resonates with enduring success and innovation is the TVS Group. With a legacy spanning over a century (110+ Years), the TVS Group has not just thrived but has also evolved into a multifaceted conglomerate with businesses in various sectors. From … Cruising a Century: The TVS Group’s Remarkable Journey Read More »
Tamil Nadu: List of 250+ Listed Companies
This blog comprises a database of 250+ listed companies in Tamil Nadu. It provides the location and sector of operations for each company, along with a link to their respective websites for your in-depth analysis. However, for a more comprehensive understanding, please ensure you don’t overlook my earlier blog, which delves into a detailed analysis … Tamil Nadu: List of 250+ Listed Companies Read More »
Analysis of Listed Companies in Tamil Nadu
Tamil Nadu hosts a diverse range of industries and businesses, with over 250 listed companies. In this blog, we will delve into captivating statistics and insights about these companies. While I have made every effort to provide comprehensive details about all the listed companies in Tamil Nadu, if anything may have been inadvertently overlooked, please … Analysis of Listed Companies in Tamil Nadu Read More »
Letters of Warren Buffett – Unveiling Investing Wisdom
In the world of investing, few names hold the weight and respect that Warren Buffett does. His conglomerate, Berkshire Hathaway is not just a business powerhouse; it’s a beacon of wisdom and strategy in the investment universe. Warren Buffett shares pearls of wisdom in his Annual Shareholder letters. This blog dives deep into a few … Letters of Warren Buffett – Unveiling Investing Wisdom Read More »
Inside Berkshire Hathaway: Unveiling its Secret Sauce
In this blog we will explore Berkshire Hathaway, a conglomerate renowned for its multifaceted businesses, distinctive corporate culture, and meticulous succession planning. As we journey through the intricate tapestry of Berkshire, we will unveil the fascinating diversity of its operations, from controlled, non-controlled businesses, and shared businesses. Beyond the financial aspects, we’ll delve into the … Inside Berkshire Hathaway: Unveiling its Secret Sauce Read More »
Unveiling Berkshire Hathaway’s Float
I have recently finished reading all of the Berkshire Hathaway Shareholder letters. I will present the insights I’ve acquired through a series of blog posts. Among the plethora of concepts that Warren Buffett consistently underscores in nearly every letter, a few pivotal ideas stand out. These encompass the notion of float, the significance of share … Unveiling Berkshire Hathaway’s Float Read More »
Hawkins AGM: Key Insights and Highlights
The Annual General Meeting (AGM) of Hawkins Cookers Limited provides valuable insights into the company’s operations and strategies. The AGM speech and the subsequent Q&A responses offer important insights into the competition, their brand, borrowing and lending, testing procedures, recruitment process, the DNA of Hawkins Cookers and much more. Let’s delve into the key highlights … Hawkins AGM: Key Insights and Highlights Read More »
Cookers Powerhouse, 5 Listed Companies
In this blog, we will explore prominent players such as Hawkins Cookers and TTK, uncovering their product profile, financial profile and market dominance. Do read the earlier two blogs (Part 1 and Part 2) for better understanding of this blog. Hi, This is Venkatesh. I write on Personal Finance, Stock Investing, Productivity and Time Management. … Cookers Powerhouse, 5 Listed Companies Read More »
Cooker Industry Exposed: Structure, Growth and Challenges
Welcome to the second part of the blog on the Cooker industry. In this blog, we explore the fascinating world of cookers and delve into its industry structure, competition, and challenges. In the last blog, we took a closer look at the types of cookers available, and the manufacturing process. If you are an investor … Cooker Industry Exposed: Structure, Growth and Challenges Read More »
Whistling Success: Cooker Industry for Investors
Welcome to my blog on the cooker industry. This blog aims to provide a comprehensive guide for investors interested in exploring this sector. Cooking will be an essential aspect of our daily lives. The cooker industry plays a vital role. Throughout this blog, we will delve into various facets of the industry, including an in-depth … Whistling Success: Cooker Industry for Investors Read More »
Fueling the Power Sector: Power Trading, Ancillary & Finance
In this blog, we delve into the lesser-known or less-discussed industries within the power sector: Power Financing, Power Trading, and Power Ancillary. While the traditional focus has been on Power Generation, Transmission, and Distribution, it’s important to recognize the vital role played by these additional industries. (Featured image reference: Privatization of India’s Power Sector – … Fueling the Power Sector: Power Trading, Ancillary & Finance Read More »
Can the Power Distribution Sector ‘Power’ your Portfolio?
In this blog, we will understand the landscape of the Power Distribution Industry. Understanding the intricacies and opportunities within the power distribution industry can provide valuable insights for making informed investment decisions. We will explore the key aspects of the power distribution sector in detail covering industry trends, the Indian scenario and investment prospects. (Featured … Can the Power Distribution Sector ‘Power’ your Portfolio? Read More »
Grid to Glory: The Power Transmission Revolution
The power transmission industry plays a critical role in the Power sector ecosystem. As an equity investor, understanding the key metrics of this industry is vital for making informed investment decisions. In this blog, we will delve into the basics, the two important metrics of this industry, the Indian landscape, challenges and opportunities. (Featured image … Grid to Glory: The Power Transmission Revolution Read More »
Renewable Power Generation, Greening the Grid
In this blog, we will explore India’s renewable power generation, focusing on the country’s commitment to sustainable development and its ambitious goals for the future. During COP-26, India emphasized its determination to transition towards clean energy sources. The purpose of this blog is to offer equity investors valuable insights into the current landscape of renewable … Renewable Power Generation, Greening the Grid Read More »
Power Generation Trio: Thermal, Hydro & Nuclear
Welcome to this engaging blog on Thermal, Hydro, and Nuclear Power Generation – the driving force behind India’s energy landscape. As stock investors, it is vital to comprehend the dynamics of these pivotal sectors to make well-informed investment choices. Thermal power plants, utilizing coal and natural gas, maintain their dominance in India’s energy mix, while … Power Generation Trio: Thermal, Hydro & Nuclear Read More »
Watts to Wealth: India’s Power Generation Industry
In the previous blog, we provided a high-level overview of the Indian power sector. Now, let’s explore the key aspects of the Power Generation Industry within this sector. (Featured image credits: https://www.future-energy-partners.com/post/energy-losses-in-power-generation) India is currently undergoing robust economic growth, heightening the significance of a dependable and sustainable power supply. Given its immense population and expanding … Watts to Wealth: India’s Power Generation Industry Read More »
Voltage of Opportunities: Indian Power Sector
The Indian power sector has a lot of companies and may unlock many long-term investment opportunities. This blog will provide valuable insights and analysis specifically designed for stock investors looking to invest in this sector. We will explore the various facets of the Indian power sector, including power generation, transmission, distribution, and ancillary industries. The … Voltage of Opportunities: Indian Power Sector Read More »
Resources in my Investment Journey
This blog will share the books, videos, and websites that have helped in my investment journey. When I first started as a beginner, I faced the challenge of not knowing which resources to rely on. I understand how overwhelming it can be to begin learning about these topics without proper guidance and a recommended reading … Resources in my Investment Journey Read More »
Resource Page of Raamdeo Agrawal
Welcome to this comprehensive blog on the valuable resources provided by Mr. Raamdeo Agrawal. This blog covers a wide range of resources, including his interviews, book recommendations, wealth creation studies, and mind maps (created by me). In this blog, we will explore the various resources he has shared over the years, providing a wealth of … Resource Page of Raamdeo Agrawal Read More »
Raamdeo Agrawal, Wisdom for Retail Investors
Mr. Raamdeo Agrawal has offered numerous insights and advice to retail investors, empowering them to navigate the stock market with confidence. In this blog, we will explore some of his key advice for retail investors and demonstrate how they can apply it to their investment journey. I will share the links to my earlier blogs … Raamdeo Agrawal, Wisdom for Retail Investors Read More »
Raamdeology, QGLP by Raamdeo Agrawal – 4
Raamdeo Agrawal often discusses about QGLP (Quality, Growth, Longevity, and Price) philosophy. This philosophy focuses on investing in high-quality companies with sustainable growth prospects at a reasonable price, and holding on to them for the long term. In the QGLP philosophy all elements are multiplicative rather than additive. So even if one of the element … Raamdeology, QGLP by Raamdeo Agrawal – 4 Read More »
Raamdeology, Investment Wisdom from Raamdeo Agrawal – 3
In this blog we will be discussing two more powerful ideas in investing put forward by Raamdeo Agrawal. We will delve into the concepts of “Price Vs Value” and “Value Migration”. Understanding the difference between price and value is crucial in investing as it can help investors identify undervalued stocks and make informed investment decisions. … Raamdeology, Investment Wisdom from Raamdeo Agrawal – 3 Read More »
Raamdeology, Investment Wisdom from Raamdeo Agrawal – 2
In the last blog we discussed the learnings from Raamdeo Agrawal about Great, Good and Gruesome Business. In his book Paths to Wealth Through Common Stocks, investment guru Philip Fisher writes, “In evaluating a common stock, the management is 90 per cent, the industry is 9 per cent, and all other factors are 1 per … Raamdeology, Investment Wisdom from Raamdeo Agrawal – 2 Read More »
Raamdeology, Investment Wisdom from Raamdeo Agrawal – 1
Raamdeo Agrawal, the co-founder of Motilal Oswal Financial Services (MOSL) and author of “The Art of Wealth Creation,” is a respected figure in the world of investing. Through his interviews, media appearances, and annual WEALTH CREATION STUDIES, he shares valuable insights and expertise. In this blog, we will delve into two of Agrawal’s key concepts: … Raamdeology, Investment Wisdom from Raamdeo Agrawal – 1 Read More »
Perseverance, Focus, and Decisions in Investing
Stock Investing can be a daunting task for many. It requires a combination of different personal qualities and behaviours. Among the key qualities that can make or break an investor’s success are perseverance, focus, and the ability to make decisions. These qualities help investors can navigate the market with confidence and achieve success. In this … Perseverance, Focus, and Decisions in Investing Read More »
How to Overcome The Psychology Behind Investing mistakes
Every field is prone to mistakes, and this is especially true when doing something for the first time. Similarly, when starting your investing journey, errors are almost unavoidable. Unfortunately, mistakes in investing can result in losing your invested money, which is something no investor wants. Consequently, mistakes are viewed negatively in the investing world. (Featured … How to Overcome The Psychology Behind Investing mistakes Read More »
Long term Focus, Passion and Continuous Learning
In the world of investing, success requires a lot of personal qualities and behaviours. more than just luck or timing. This blog will explore how the deadly combination of long-term focus, continuous learning, and passion are essential ingredients for any investor to achieve long-term success in the stock market. (Featured image credits: https://www.pexels.com/photo/person-holding-white-chalk-625219/) Hi, This … Long term Focus, Passion and Continuous Learning Read More »
Stay Humble, Embrace Uncertainty
In the previous blog post, we covered the significance of Patience in investing. In this blog, we will delve into two important qualities, Staying Humble and Embracing uncertainty. (Featured image credits: https://www.pexels.com/photo/person-holding-white-chalk-625219/) Hi, This is Venkatesh. I write on Personal Finance, Stock Investing, Productivity and Time Management. You will be interested to read more about … Stay Humble, Embrace Uncertainty Read More »
The Power of Patience in Investing
In the previous blog post, we covered the significance of personal qualities and behaviors in investing. In this blog, we will delve into the importance of patience, a crucial personal quality required for successful long-term investing. Hi, This is Venkatesh. I write on Personal Finance, Stock Investing, Productivity and Time Management. You will be interested … The Power of Patience in Investing Read More »
Why Your Personal Qualities is Important in Investing
Investing in the stock market can be both challenging and rewarding. It takes a mix of knowledge, skills, personal qualities, and some luck to succeed. We all want to do well when investing in stocks, and while many factors are important, our personal qualities and behaviors are especially crucial. This blog discusses how our personal … Why Your Personal Qualities is Important in Investing Read More »
Lessons from Saurabh Mukherjea
This blog covers key insights about the frameworks of Saurabh Mukherjea. We will cover 4 main ideas from the books and interviews of Mr Saurabh Mukherjea. In a way, the ideas are very much interrelated. Featured image credits: https://www.aajtak.in/education/story/inspiring-story-of-saurabh-mukherjea-285658-2015-01-07 Most contents of this blog is from his book and interview appearances. Saurabh Mukherjea has written … Lessons from Saurabh Mukherjea Read More »
Peter Lynch Resource Page – All in one place
This is the resource page of Peter Lynch where you will find his interviews, media appearance, articles and videos. Though it is not exhaustive at present, ultimately it would become one with all your support. Do share any other resources that you know in the comments section. Featured image credits: https://www.bloomberg.com/news/articles/2022-05-18/fidelity-legend-peter-lynch-acquires-5-2-stake-in-penny-stock Hi, This is Venkatesh. … Peter Lynch Resource Page – All in one place Read More »
Vijaya Diagnostics – Company Analysis
This blog covers the company analysis of Vijaya Diagnostics (https://www.vijayadiagnostic.com/). It is a Regional Diagnostics Chain. The earlier blogs covered Thyrocare, Dr Lal Pathlabs, Metropolis Healthcare and Krsnaa Diagnostics are National Diagnostics Chain. DISCLAIMER: This blog is related to Company Analysis and NOT Stock Analysis. The contents of this blog are not any kind of … Vijaya Diagnostics – Company Analysis Read More »
Dr Lal Pathlabs – Company Analysis
This blog covers the company analysis of Dr Lal Pathlabs (https://www.lalpathlabs.com/). The company is a leader in the North region (69% of revenues) DISCLAIMER: This blog is related to Company Analysis and NOT Stock Analysis. The contents of this blog are not any kind of investment advice on the company. DO NOT make any investment … Dr Lal Pathlabs – Company Analysis Read More »
Krsnaa Diagnostics – Company Analysis
In this blog, we will cover the key insights of Krsnaa Diagnostics (https://krsnaadiagnostics.com/). The company provides a range of technology-enabled diagnostic services such as imaging (including radiology), pathology/clinical laboratory and teleradiology services to public and private hospitals, medical colleges and community health centres pan-India. Krsnaa Diagnostics is unique in many ways: It is a Radiology-focused … Krsnaa Diagnostics – Company Analysis Read More »
Metropolis Healthcare – Company Analysis
In this blog, we will cover the key insights of Metropolis Healthcare. The company is a leading player in West India with more than 50% revenue from the region. It has ambitions to expand to North and East regions of India. Metropolis Healthcare has business outside India in South Asia, Africa and Middle East countries. … Metropolis Healthcare – Company Analysis Read More »
Thyrocare Technologies Limited – Company Analysis
Thyrocare Technologies Limited, is a disruptor in the Diagnostics Industry. In this blog, we will cover the key insights about the company. (Featured Image Credits: Cover page of Thyrocare Technologies’ 2022 Annual Report.) Brief Background of this Blog Series Diagnostics Industry was of interest to me since 2017. However, I could spend dedicated time only … Thyrocare Technologies Limited – Company Analysis Read More »
Market Drivers for Indian Diagnostics Industry
In this blog, we will discuss Market Drivers for the Indian Diagnostics Industry. These are around the future opportunities (Featured Image Credits: The Battle For $20 Billion Indian Diagnostics Sector) Brief Background of this Blog Series Diagnostics Industry was of interest to me since 2017. However, I could spend dedicated time only during 2021 to … Market Drivers for Indian Diagnostics Industry Read More »
Porters’ 5 Forces Analysis of Diagnostics Industry
In this blog, we will discuss the Porter’s 5 Forces Analysis of the Diagnostics Industry. (Featured Image Credits: Porter’s Five Forces, wallstreetmojo.com) Brief Background of this Blog Series Diagnostics Industry was of interest to me since 2017. However, I could spend dedicated time only during 2021 to study this industry. The contents that you see … Porters’ 5 Forces Analysis of Diagnostics Industry Read More »
Trends in Diagnostics Industry
In this blog, we will discuss the Trends in Diagnostics Industry. The trends can be broadly put in 3 categories: Growth Trends Technology Trends Business Model Trends I have discussed the Technology Trend a bit more in detail. This is to give a fair overview of the Technology-led disruptions in future. However, it is to … Trends in Diagnostics Industry Read More »
Diagnostics Industry, Insights for Investors
In this blog, we will see some insights for investors. The topics covered are pricing, accreditation, Preventive test and Hub & Spoke model. Brief Background of this Blog Series Diagnostics Industry was of interest to me since 2017. However, I could spend dedicated time only during 2021 to study this industry. The contents that you … Diagnostics Industry, Insights for Investors Read More »
Competition In Diagnostics Industry
In this blog, we will discuss an important topic that is in minds of every investor – Competition in the Diagnostics Industry. Do not miss out my previous blog on the expected value migration/consolidation expected the Diagnostics Industry in future. (Featured image credits: https://www.pexels.com/photo/battle-board-game-castle-challenge-277124/) Brief Background of this Blog Series Diagnostics Industry was of interest … Competition In Diagnostics Industry Read More »
Diagnostics Industry – Growth Opportunities
In the Diagnostics Industry, the unorganized segment has a lion share of 84%. The unorganized segment consists of hospital-based labs and standalone Diagnostics centres. (Refer to my earlier blog for details of the split between the Organized and Unorganized segments) So, it looks like the Unorganized segment is dominating! But the other way to see … Diagnostics Industry – Growth Opportunities Read More »
A 360 View of PPP in Diagnostics
In this blog we will discuss the PPP in Diagnostics. PPP stands for Public Private Partnership. It aligns with the B2G Business Segment that we discussed in the previous blog. Krsnaa Diagnostics operate primarily on a PPP model. Almost the entire content in this blog is sourced from their Annual Report, RHP, Concalls and Investor … A 360 View of PPP in Diagnostics Read More »
Diagnostics Industry Ecosystem – Business with Suppliers and Customers
In the previous blogs on Diagnostics Industry Ecosystem, we saw suppliers and customers were part of the ecosystem. The inputs for Diagnostics companies come from supplier and customer are the end users of the service. This topic could have been better covered as part of the earlier blogs where we discussed suppliers and customers. However, … Diagnostics Industry Ecosystem – Business with Suppliers and Customers Read More »
Diagnostics Industry Ecosystem You Must Know, 3
In the last 2 blogs, we discussed the below components of the Diagnostics Industry ecosystem. Diagnostic company: The individual companies in the Diagnostic Industry Professionals: They work in the Diagnostic companies Suppliers: They are vendors supplying equipment and supplies needed for operation of Diagnostic companies Customers: They are the end users who pay and receive … Diagnostics Industry Ecosystem You Must Know, 3 Read More »
Diagnostics Industry Ecosystem You Must Know, 2
In the last blog, we discussed the below three components of the Diagnostics Industry ecosystem. Diagnostic company: The individual companies in the Diagnostic Industry Professionals: They work in the Diagnostic companies Suppliers: They are vendors supplying equipment and supplies needed for operation of Diagnostic companies In this blog, we will continue to discuss the below … Diagnostics Industry Ecosystem You Must Know, 2 Read More »
Diagnostics Industry Ecosystem You Must Know, 1
In this blog, we will have a complete 360 view of the Diagnostics Industry ecosystem. (Feature image credits: https://ehealth.eletsonline.com/2021/02/future-prospects-of-the-indian-diagnostics-sector-the-resurgence-post-pandemic/) The following are part of the Diagnostic Industry ecosystem: Diagnostic company: The individual companies in the Diagnostic Industry Professionals: They work in the Diagnostic companies Suppliers: They are vendors supplying equipment and supplies needed for operation … Diagnostics Industry Ecosystem You Must Know, 1 Read More »
Segments in Pathology and Radiology you must know
In this blog, we will see the different segments and sub-segments of Pathology and Radiology. In the last blog, we saw that there are different ways to segment the Diagnostics market. One way is to see Pathology and Radiology as sub-industries of the Diagnostics industry. Of the two, Pathology has a 58% market share. This type … Segments in Pathology and Radiology you must know Read More »
Diagnostics Market Segment Overview – Part 2
This blog will continue the discussion on Diagnostics Market Segment. (Featured image credits: https://www.drmaidhospital.in/diagnostic-services-in-multispecialty-hospital/) In the last blog, we saw that the diagnostics market can be segmented in 5 different ways. We also discussed the first 2 kind of segments. Industry structure as Unorganized Vs Organized Geographical demographics as Urban Vs Rural In this blog, … Diagnostics Market Segment Overview – Part 2 Read More »
Diagnostics Market Segment Overview – Part 1
This blog, will focus on the Diagnostics Market Segment. In the last blog, we saw a high-level overview of the Indian Diagnostics Industry. (Featured image credits: https://www.drmaidhospital.in/diagnostic-services-in-multispecialty-hospital/) Diagnostics is an important part of the healthcare sector. It helps in the diagnosis of the health condition of a patient. This is the first and most important … Diagnostics Market Segment Overview – Part 1 Read More »
Overview of the Indian Diagnostics Industry
This blog, will focus on the Indian Diagnostics Industry. In the last blog, we saw a high-level overview of the Healthcare Sector. (Featured image credits: https://www.who.int/news/item/29-01-2021-who-publishes-new-essential-diagnostics-list-and-urges-countries-to-prioritize-investments-in-testing) Diagnostics is an important part of the healthcare sector. It helps in the diagnosis of the health condition of a patient. This is the first and most important step … Overview of the Indian Diagnostics Industry Read More »
Understanding the Diagnostics Industry
This is the first of the multi-part blog series on the Diagnostics Industry. (Featured image credits: https://pixabay.com/photos/laboratory-analysis-chemistry-2815641/) In the next few blogs, I would discuss about the various dimensions of the diagnostics industry and insights for investors about this industry. This blog will start with a high-level overview of the Healthcare sector. The big picture … Understanding the Diagnostics Industry Read More »
Analysis of Related Party Transactions by MNCs
This blog will discuss the analysis of Related Party Transactions (RPT) by the MNC stocks. We will see the practical aspects of analysis discussed in the last blog. I will consider transactions from some listed companies as examples. This kind of analysis is very exhaustive with no boundaries. However, in this blog, I cover the … Analysis of Related Party Transactions by MNCs Read More »
Related Party Transactions of MNCs
In our earlier blog, we saw that the view of MNCs having the highest corporate governance standards is debatable. This view could be more of a perception. Two areas where one can get insights about corporate governance are, (1) Royalty pay-outs and (2) Related Party Transactions. I discussed Royalty in my earlier three blogs. Royalty … Related Party Transactions of MNCs Read More »
Did you know these MNC Holding Patterns?
In this blog, we will discuss MNC Holding, (1) The different modes the parent company hold the Indian entity and (2) Direct Vs. fellow subsidiary. This understanding is essential to understand the various related party transactions that you will see in the next blog. (Featured image credits: https://www.duupdates.in/multinational-companies-india-mnc-india/amp/) To better understand this blog, you need … Did you know these MNC Holding Patterns? Read More »
Tools to Analyze Royalty, Do you know them? – P2
In the last blog, we saw that there are 6 tools used for Royalty Analysis. We also saw in detail two of the tools (Royalty details and Royalty amount). This blog will cover the remaining four tools for Royalty Analysis. (Featured image: Oracle Headquarters) To better understand this blog, you need to read my three earlier … Tools to Analyze Royalty, Do you know them? – P2 Read More »
Tools to Analyze Royalty, Do you know them? – P1
This blog will focus on a much lesser known and discussed topic – Royalty Analysis. This aims to analyse royalty and gathering interpretations. (Featured image: Oracle Headquarters) You will see a few qualitative and quantitative tools with examples. I believe you will find it interesting. To better understand this blog, you need to read my … Tools to Analyze Royalty, Do you know them? – P1 Read More »
Royalty payment, Dark side you did not know
In the last blog, we saw a few basic details of MNC companies covering their unique traits, premium valuation, and diverse views on corporate governance. The term corporate governance is broad and encompasses multiple facets ranging from outright accounting fraud, concealing and misrepresentation of information, Related Party Transactions that are not in the best interest … Royalty payment, Dark side you did not know Read More »
Investing in MNC Companies, a Overview
There are different themes in investing i.e. Investing in PSU, Sector specific companies, Holding companies etc. One such theme is investing in MNC companies. In this and the next few blogs, we will understand more about MNC companies and what needs to be analyzed from an investment perspective. (Image credit: Toyota Headquarters) Hi, This is … Investing in MNC Companies, a Overview Read More »
Rakesh Jhunjhunwala Resource Page – All in one place
Resource page of Rakesh Jhunjhunwala. Here you will find his interviews, media appearance, articles and videos. Though it is not exhaustive at present, ultimately it would become one with all your support. Do share any other resources that you know in the comments section. Before moving to the list of resources, I would like to … Rakesh Jhunjhunwala Resource Page – All in one place Read More »
How to analyze the Dividend Quality – A Case
In the last five blogs, we saw the A-Z of Dividends, their importance in fundamental analysis & various dividend metrics. This blog will discuss a practical approach for applying these learnings using a company from the listed space. I consider the example of VST Industries. One reason to consider this is because I have studied … How to analyze the Dividend Quality – A Case Read More »
Powerful Dividend Metrics – Part 2
In this blog, we will continue to discuss the remaining 4 dividend metrics. To better understand this blog, please read my previous 4 blogs on dividends: A-Z of Dividends How dividend analysis is important in investment decisions Legends’ view on Dividends Dividend Metrics – Part 1 covers Dividend Yield and Dividend Payback Ratio Now continuing … Powerful Dividend Metrics – Part 2 Read More »
Powerful Dividend Metrics – Part 1
In our previous three blogs, we delved into a comprehensive exploration, covering the spectrum from the fundamentals of dividends to their critical role in investment decisions, along with insights from legendary investors. Now, in this latest blog, we turn our attention to the intricacies of dividend analysis and the different dividend metrics. Specifically, we’ll explore … Powerful Dividend Metrics – Part 1 Read More »
Dividends? Views by Successful Legends
In our previous two blogs, we delved into the fundamental principles of dividends and the pivotal role of dividend analysis in shaping investment decisions. In this blog, we turn our attention to the perspectives shared on dividends by renowned investing legends. Why, you may ask? Well, there is always a wealth of wisdom to glean … Dividends? Views by Successful Legends Read More »
Why Analyzing Dividends is Essential in Investing
In the last blog, we delved into Dividend fundamentals, dividend types, and associated dates. This time, we’ll explore integrating dividends into stock analysis and investment choices. (Featured image credits: https://www.romania-insider.com/romanian-companies-dividends-bucharest-stock-exchange-%20may-2020) The below image gives a view of where dividend analysis stands in the fundamental analysis. Hi, This is Venkatesh. I write on Personal Finance, Stock … Why Analyzing Dividends is Essential in Investing Read More »
A-Z of Dividends that you must know
In previous blogs, I discussed in depth about: (1) Framework for stock analysis, (2) Financial Statement Analysis, (3) Financial Ratio analysis, and (4) A practical case of Ratio analysis using debt-equity ratio. In this and the upcoming blog posts, we will delve into the topic of Dividends. This analysis holds a significant level of importance … A-Z of Dividends that you must know Read More »
Did you see Debt-to-equity Ratio This Way?
The last blog explored how an investor must approach ratio analysis. In this blog, I will demonstrate this approach using the Debt-to-Equity Ratio. As a quick recap of what we saw in the last blog, an investor should know the following for a ratio: Firstly, the type of ratio, which classifies it as a liquidity … Did you see Debt-to-equity Ratio This Way? Read More »
Financial Ratio Analysis, All you need to know
This blog delves into Financial Ratio analysis, a crucial technique in Financial Statement Analysis. In our previous blogs, we examined (1) The different steps in stock analysis, where Financial Statement Analysis was one of the steps, and (2) The different techniques in Financial Statement Analysis. (Featured image credits: Photo by Pixabay: https://www.pexels.com/photo/scientific-calculator-on-wooden-surface-220301/) Now, let’s explore … Financial Ratio Analysis, All you need to know Read More »
Financial Statement Analysis, All you need to know
In the last blog, we learned that Financial Statement Analysis acts as a window through which investors can observe the financial performance of a company. To better comprehend this blog, I encourage you to read the earlier blog titled “Stock Analysis Framework“. This analysis deals with hard information and holds a central position in a … Financial Statement Analysis, All you need to know Read More »
Do you know this powerful framework for Stock Analysis
In stock investing (or trading), there are many stock analysis approaches like technical analysis, fundamental analysis, and momentum approach. Based on duration, there are short and long-term investing. When it comes to long-term investing, an investor needs to consider many aspects (or dimensions). A few are: Growth prospects of the stock Competition scenario Management analysis … Do you know this powerful framework for Stock Analysis Read More »
How to analyze 10 year financial summary
Are you a long-term investor in the stock markets who makes your own stock picks? Then this blog on the analysis of a 10 year financial summary will be very much useful to you. (Featured image credits: Photo by Artem Podrez) As an investor, you identify stock names through a screener or one of your friends. … How to analyze 10 year financial summary Read More »
How To Mine Insights From Auditor’s Report
Are you a long term Investor? If ‘Yes’, this blog will introduce you to a little known but powerful tool – Auditor’s Report. (Featured image credits: Photo by Tumisu) Auditor’s Report is a gold mine for investors. It provides a lot of information that aids in many investment-related decision points and financial statement analysis. However, … How To Mine Insights From Auditor’s Report Read More »
10 easy sources of Data for Industry Analysis
In this blog, I will visually present 10 easily accessible sources of data for industry analysis. (Featured image credits: Image by Gerd Altmann from Pixabay) In the last blog, I covered 18 questions to do Industry Analysis. As you read the last blog you might have seen it as more of an academic exercise. You could … 10 easy sources of Data for Industry Analysis Read More »
How to Do Industry Analysis
In this blog, I will explore the process of conducting industry analysis by addressing 18 key questions that help investors gain a comprehensive understanding of the industry’s outlook for investment. (Featured image credits: Image by Gerd Altmann from Pixabay) In the last blog, we discussed the differences and importance of sector and industry analysis. We … How to Do Industry Analysis Read More »
Is Sector and Industry Analysis Important?
In this blog, we will discuss the importance of sector and industry analysis. (Featured image credits: Image by Elf-Moondance from Pixabay) Warren Buffett, in his 2007 letter to his shareholders, classified businesses into three categories: great, good, and gruesome. The most straightforward option for an investor is to invest in great and good businesses (at … Is Sector and Industry Analysis Important? Read More »
What is Venkatesh doing here?
Hi Friends, I’m Venkatesh Jayaraman, a Personal Finance enthusiast, an Investor, and a Productivity / Time Management Strategist. Thank you for visiting! Welcome to my first blog post. I’ve been investing over the last several years and have learned a lot along the way. I’m passionate about helping others achieve their financial goals, and I … What is Venkatesh doing here? Read More »
