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10 Monday AM Reads

The Big Picture

The only other years with a higher reading since 1990 were 2008 when the S&P fell 38%, and 2002, when it fell 23%. Why Jack Welch Wouldn’t Cut It Today : Bill George, a legendary CEO in his own right, says good quarterly numbers aren’t necessarily indicative of strong leadership. Investors Keep Piling In Anyway.

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Anand Rathi Wealth Limited – Is It Riding the Wave of Growth?

Trade Brains

The Q3FY24 results displayed a positive outlook for the company with a 34% YoY increase in Total Revenue and 43% YoY in their assets under management (AUM). As of 2023, the industry boasts a staggering AUM (assets under management) of over Rs 39.4 The number of taxpayers having an income of > Rs. in FY18 to 15.2%

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Old School Alts, Represent!

Random Roger's Retirement Planning

Both are multi-asset but PRPFX obviously allocates to precious metals and where you see the two funds diverge, those divergences coincide with big moves in gold. The ten year numbers are awful for PRPFX because gold went down for about 4 years from 2013-2016. The chart does not include the 2022 bear market. PRPFX' path in interesting.

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Global Leaders Investment Letter: August 2022

Brown Advisory

However, there is an important nuance in that more players have exited than the limited number who entered over time due to high barriers to entry and exit. It is not just Asset Heavy Industries with Capital Cycles The capital cycle is not restricted to asset intensive industries. Recently governments in the U.S.,

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Udayshivakumar Infra IPO Review – Strengths, Financials & More

Trade Brains

Financial Highlights If we look at the financials of Udayshivakumar Infra Limited we find out that their assets have grown from Rs.158.26 A significant amount of revenue of the company is mostly derived from a limited number of clients and the loss of such can have a significant impact on its revenues. Keep reading to find out!

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Best RK Damani Portfolio Stocks – Portfolio Analysis & Holdings

Trade Brains

Best RK Damani Portfolio Stocks: Investing in the stock market can be a daunting task, given the sheer number of stocks available to choose from. Net Profit Margin 5.55 % Operating Profit Margin 8.49 % Popularly known as Dmart, Avenue Supermarts was founded in 2002 by RK Damani himself. Market Cap ₹ 2,49,767 Cr EPS 35.84 Stock P/E 106.27

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The Bear Market That Nobody Talks About

The Irrelevant Investor

It's generally accepted that the current bull market began in March of 2009, which means that stocks have been running for 2002 trading days. Below are some of the peak-to-trough numbers that support this idea. I'm not on board with this line of thinking. I know it won't "beat" the market over the long-term and I don't care.