Author name: Saket Mehrotra

Saket works with a leading Indian Conglomerate as a Finance & Treasury manager and has been actively following the Sensex since 2009. He's a follower of the tenets of Peter Lynch and applies a lot of his principles while investing in stocks. He is a number cruncher, avid reader, coffee connoisseur, book store hopper & Metallica fan.

Should I subscribe to an IPO?

Capital Markets have been in the news a lot lately.

Regulatory Changes
First Time Investors
SEBI Guidelines
And behold – IPOs
200% gains on the day of listing. Prices zooming through faster than SpaceX. News like these are often popping on our feed. Which begs the question – Should I subscribe to an IPO? Is money making that easy. The short answer – “There are no free lunches in this world.”
Find out more in this simplified post.

Britannia 2.0 – Berry, Biscuits and a total ‘Foods’ Company in the making

Ting, ting ti-ting! Britannia has been around for close to 100+ years in existence. Surprised? It has changed hands multiple times before ending with the Wadias and is a premium biscuit manufacturer in the country. Today, it aspires to be a Total Foods Company under the leadership of Varun Berry. What’s more? When most of the FMCG companies were struggling to show growth , Britannia achieved a 110% increase in their Q1 earnings! Find out more about what makes this company unique. Will it be a total foods company soon? Let’s find out.

Coffee – Farm To Cup

Coffee. We’ve all enjoyed sipping a cup or a tumbler of our favourite hot or cold brew.
But have you ever wondered how does this addictive beverage travel all the way from the farm to your cup. At the same time there is a big disparity in the margin profile of each constituent in the total value chain. What’s more? Climate change might make us run out of coffee. Grab a coffee, take that sip in and let’s explore a few sensory experiences through this beautifully curated piece. Also, the author has some great coffee recommendations to help you get started if you’re still new to the ‘artsy’ blends of coffee. Still want more? We also take a small peak on the Indian growers!

TeamLease – A play on Labour Arbitrage in India

Manish Sabharwal is amongst the lesser known voices in Corporate India but is a brilliant orator. Watch him on any TV interview and he’ll know all the macro data at his fingertips. What is interesting is Mr. Sabharwal sits on the RBI board alongside being the chairman of TeamLease. What’s Teamlease? Our author Saket for today’s post got to know about this company through scuttlebutt – an approach Peter Lynch once suggested in his book “One Up on Wall Street.” Read today’s post to find out more about the Teamlease story.

From David to Goliath – Solara Active Pharma Sciences

Solara Active Pharma Sciences (SAPS) was formed in the year 2018. Within 6 months the company went public and listed at a price of 239. It reached a low of 154 on 13th July, ’18 only to hit an all-time high of 737 is less than two years, a 6x jump in the price. But before delving deeper into this small-cap stock having a market capitalisation of ~Rs. 1,273 cr. on 22nd May, ’20 let’s take a step back and have a look at Strides, Sequent and the man behind the show, Mr. Arun Kumar. “His ability to seal a new deal sooner than the ink on the previous one has dried, makes him an unusual wealth eneration machine.” The Ken was quoted stating this in their introduction. Let’s take a look at “India’s best-kept management secret.”

Info Edge – India’s very own Internet Vision Fund

Naukri, 99Acres, JeevanSathi and Shiksha. We’ve all heard these names, haven’t we? What if we told you all of this are owned under one entity. Wait, what? Ladies and Gentlemen, allow us to introduce you to Info Edge Limited. Or as our author for today’s post would like to call it as India’s very own “Internet Vision Fund.”. Read the article to know more!

Chamath Palihapitiya

The world of Venture capital (VC) and start-ups has become too glamorous these days. From billion-dollar funds going forward raising one fund after the other and investing in start-ups right from Series A to Series F, the entire start-up world today is characterised by million-dollar valuations and high Customer Acquisitions Costs (CAC). It is truly …

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