Hello folks!
Take a work break and check out what we found interesting - snippets, reading and video links from last week.
Sharing curated #MultipieWeekly🌱(#3) for you
1/12
Take a work break and check out what we found interesting - snippets, reading and video links from last week.
Sharing curated #MultipieWeekly🌱(#3) for you
1/12
1. Banking result season for Q4 has come to a close, so we compared "Total net addition of stressed loans" across Tier I Banks in FY21.
Do you see a surprise?
Data source: Ambit research
2/12
Do you see a surprise?
Data source: Ambit research
2/12
2. We found this table on valuation of agro-chemical players worth highlighting.
At 43x P/E, the mean valuation of the pack is higher than historical averages and inching towards FMCG valuations. Is there Margin of Safety?
Note: EV = MCap + Net Debt (Debt - Cash)
3/12
At 43x P/E, the mean valuation of the pack is higher than historical averages and inching towards FMCG valuations. Is there Margin of Safety?
Note: EV = MCap + Net Debt (Debt - Cash)
3/12
3. An important development from last week was the massive surplus transfer of ₹ 99,122 crore by RBI to the Government.
Here is a summary the topic for you in this handy graphic.
Reading link: bloombergquint.com/business/rbi-t…
4/12
Here is a summary the topic for you in this handy graphic.
Reading link: bloombergquint.com/business/rbi-t…
4/12
4. There have been tremors in Crypto land in the last 2 weeks, with market cap erosion of c. $1 Trillion!
Here is an interesting short video analysis by @_prashantnair (CNBC) and what it means for broader markets.
Shared notes, but check the video:
5/12
Here is an interesting short video analysis by @_prashantnair (CNBC) and what it means for broader markets.
Shared notes, but check the video:
https://twitter.com/CNBCTV18News/status/1396706859961126922?s=20
5/12
5. Moving from Crypto to Cyclicals.
Two interesting links:
a. Listen to @jitenkparmar on his approach to cyclical investing
Link:
b. Analysis of performance of cyclical vs structural sectors by @SamitVartak
Memo sageoneinvestments.com/2021/05/
6/12
Two interesting links:
a. Listen to @jitenkparmar on his approach to cyclical investing
Link:
b. Analysis of performance of cyclical vs structural sectors by @SamitVartak
Memo sageoneinvestments.com/2021/05/
6/12
6. Highly recommend this thoughtful article by Morgan Housel - "Play your own Game"
This piece draws parallels from Michael Jordon and applies them to investing - "Be less judgemental about how other people invest."
Link: collaborativefund.com/blog/play-your…
7/12
This piece draws parallels from Michael Jordon and applies them to investing - "Be less judgemental about how other people invest."
Link: collaborativefund.com/blog/play-your…
7/12
7. Terry Smith's investing masterclass, where he talks about the approach of Fundsmith Equity funds.
Watch:
He ends with a summary of his investment strategy in three simple bullets:
8/12
Watch:
He ends with a summary of his investment strategy in three simple bullets:
8/12
8. Industry insights:
A. Input cost pressure impacts margin of white goods firms:
livemint.com/industry/manuf…
B. Some more video - Future of Renewable Energy with Niveshaay Investment advisors:
9/12
A. Input cost pressure impacts margin of white goods firms:
livemint.com/industry/manuf…
B. Some more video - Future of Renewable Energy with Niveshaay Investment advisors:
9/12
9. Tired? Let's add some fun. We have a quick quiz for you:
As vaccine drive gathers pace, can you guess the company providing this service? Without using Google!
10/12
As vaccine drive gathers pace, can you guess the company providing this service? Without using Google!
10/12
10. Recommended Twitter read (1/2):
This week's recommended read is thread explaining all about Cash Flow Statements by @itsTarH
11/12
This week's recommended read is thread explaining all about Cash Flow Statements by @itsTarH
11/12
https://twitter.com/itsTarH/status/1393476612251787266
11. Recommended Twitter read (2/2):
Please check our explainer note of Bitcoin if youn haven't yet:
12/12
#MultipieWeekly
Please check our explainer note of Bitcoin if youn haven't yet:
12/12
https://twitter.com/MultipieSocial/status/1395072126143516672?s=20
#MultipieWeekly
That's it for now guys.
Hope you enjoy reading these. Give the first tweet a RT if you did!
And if you are still looking for more reads, here are last two versions of #MultipieWeekly 👇
Hope you enjoy reading these. Give the first tweet a RT if you did!
And if you are still looking for more reads, here are last two versions of #MultipieWeekly 👇
https://twitter.com/MultipieSocial/status/1394127869761114112?s=20
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