The Big Picture

DECEMBER 11, 2023

There are many sources of “Shrinkage” of inventory, and while there is some debate as to the largest sources, they look something like this: Employee theft : It’s the number one source of shrinkage. (My billion in 2019, according to the state agency that tracks sales tax. My experience: it is often uinderreported by companies).

Retail 352

Retail Accounting Sales Numbers 352

Fortune Financial

AUGUST 16, 2021

One topic I have not touched on in a while is portfolio construction, so I wanted to dedicate this post to the reasons why a sector-neutral portfolio makes sense, and to give investors some ideas for creating their own. The first step is to decide how many positions you want to hold in the portfolio.

Portfolio 52

Portfolio Communication Numbers Financial Advisor 52

Carson Wealth

JANUARY 8, 2024

Goldilocks Job Numbers as Economy Powers Ahead The December payroll report was strong on the surface, with 216,000 jobs created last month and the unemployment rate firm at 3.7%. In fact, the average annual number of jobs gained from 2010-2019 was 2.2 Another 20% gain is possible, however, as it has happened before four times.

Marketing 96

Marketing Marketing Economy Numbers 96

Carson Wealth

APRIL 29, 2024

While the GDP number for the first quarter disappointed, strength was evident beneath the surface. The weakest numbers were in areas that are volatile and tend to reverse, such as inventories and net exports. The core numbers were solid again and didn’t change our basic outlook for the rest of the year. in the first quarter.

Marketing 97

Marketing Marketing Economy Government 97

Carson Wealth

MARCH 4, 2024

.” — Winston Churchill The S&P 500 was up in both January and February for the first time since 2019. The numbers suggest the slight near-term lift in inflation is a bump, not a new surge higher. It’s only slightly elevated relative to the 2017-2019 average of 2.9%. across 2018-2019.

Marketing 90

Marketing Marketing Economy Compliance 90

Brown Advisory

JULY 23, 2019

2019 Berkshire Hathaway Annual Shareholder Meeting ajackson Tue, 07/23/2019 - 09:50 The Berkshire Hathaway annual meeting is an opportunity for shareholders and analysts to pose questions to Warren Buffett and Charlie Munger. Among the larger equity holdings in Berkshire’s portfolio are Apple (Berkshire owns 5.4% versus 9.7%

Insurance 52

Insurance Investing Investments Management 52

Brown Advisory

JULY 23, 2019

2019 Berkshire Hathaway Annual Shareholder Meeting. Tue, 07/23/2019 - 09:50. companies, with nearly 400,000 employees and an equity market capitalization of over $500 billion as of June 30, 2019. Berkshire’s investment portfolio holds about $210 billion in equities, $19 billion in bonds and $110 billion in cash equivalents.

Insurance 52

Insurance Investing Investments Management 52

Trade Brains

FEBRUARY 22, 2024

According to the FY23 report, the total number of employees was 27,517. 2019-20 ₹ 6,793.96 ₹ 6,012.05 Particulars/ Financial Year RoE (%) Yes Bank IDFC First Bank 2022-23 1.80% 9.61% 2021-22 3.15% 0.62% 2020-21 -10.52% 2.69% 2019-20 -75.74% -18.45% 2018-19 6.35% -10.48% Average (5 Years) -14.99% -3.20% RoA was 0.20% and 1.03% in FY23.

Banking 89

Banking Planning Accounting Retail 89

Trade Brains

NOVEMBER 17, 2023

2019-20 5.68 -3.18 As we know from the data of previous years the margins are not stable due as their earnings were dependent on the number of contracts. Net Profit (Cr.) 2022-23 350.96 2021-22 161.5 2020-21 12.98 -2.37 2018-19 7.04 -1.87 in FY23 as compared to 34.08% in FY22. in FY22 to 0.46 Average (5 Years) 2.52

Government 107

Government Engineering Distribution Planning 107

Trade Brains

OCTOBER 20, 2023

From 2016 to 2019, the Indian pharmaceutical sector increased at a compound annual growth rate (CAGR) of 6.6%. The company has plans to spend over 8% on research and development in FY24 with its major expenses incurred towards innovative portfolio. From 2020 to 2030, it is expected to grow at a CAGR of 12.3%. during FY22. 2022 nil 26.3

Pharmaceutical 96

Pharmaceutical Healthcare Medicine Manufacturing 96

Carson Wealth

OCTOBER 23, 2023

after adjusting for inflation, matching the average annual pace between 2010 and 2019. Compare that to the 2018-2019 pace of 1.7% The consumption numbers quoted above came amidst surging student loan payments. The last two months have exceeded the monthly average of $6 billion from 2019. real growth in the third quarter.

Marketing 143

Marketing Marketing Economy Retail 143

Brown Advisory

APRIL 22, 2020

Oil & Water: Fossil Fuel Divestment in Sustainable Bond Portfolios ajackson Wed, 04/22/2020 - 13:47 To many sustainable investors, owning fossil fuels is a black-and-white issue. The fossil fuel divestment “movement” has gained some momentum in recent years, and it is a topic we discuss with a growing number of clients.

Portfolio 52

Portfolio Clients Investing Investments 52

Brown Advisory

APRIL 22, 2020

Oil & Water: Fossil Fuel Divestment in Sustainable Bond Portfolios. The fossil fuel divestment “movement” has gained some momentum in recent years, and it is a topic we discuss with a growing number of clients. Should an investor looking for a fossil fuel-free portfolio consider this bond? Wed, 04/22/2020 - 13:47.

Portfolio 52

Portfolio Clients Investing Investments 52

Trade Brains

MARCH 8, 2024

Angel One Vs Motilal Oswal The number of retail investors in India has boomed in recent years with the onset of the pandemic. Originally established as a traditional stock brokerage firm, the company embarked on its “Digital Journey” in 2019, revolutionizing its services. million clients. in FY23 from 23.0% PAT (In Cr.)

Planning 59

Planning Financial Services Retail Distribution 59

Random Roger's Retirement Planning

JULY 9, 2022

When we talk about this I usually lead with some version of "set aside some number of months worth of cash to cover expected expenses to ride out the bear market." You could use diversifiers to lower your portfolio's beta (your portfolio's sensitivity to the ups and downs of the broad market).

Asset Allocation 55

Asset Allocation Retirement Portfolio Assets 55

Random Roger's Retirement Planning

MARCH 11, 2024

The 1987 crash was partly attributed to selling portfolio insurance and there was the so called Volmageddon of 2018. One interesting number about "derivative income" ETFs from the article was that in 2019, before the very popular JEPI ETF listed, they has $7 billion in AUM and a the end of 2023 the space had grown to $75 billion.

Numbers 93

Numbers Insurance Marketing Marketing 93

Trade Brains

SEPTEMBER 7, 2023

Its product portfolio includes ordinary as well as premium AC buses. In the recent fiscal, demand from foreign original equipment manufacturers (OEMs), strong aftermarket sales, and higher realisations have helped auto-ancillary manufacturers to post record margins and volume numbers. Its growth was estimated to be 12.5% times and 2.35

Manufacturing 115

Manufacturing Investing Investments Transportation 115

Trade Brains

DECEMBER 13, 2023

India’s IPO market has made a strong comeback this year, making it the global leader in the number of IPOs so far in 2023 and attracting investors to take advantage of the renewed interest in public offerings on Dalal Street. What do the numbers tell about IPOs? 2019 16 1.48 Is India experiencing an IPO boom? 2014 5 0.14

Numbers 64

Numbers Retail Startup Investing 64

Random Roger's Retirement Planning

APRIL 9, 2024

Mutiny Funds put out a paper on the hows and whys of using alts for The Cockroach Portfolio that they manage and that we've looked at a few times. They studied 1841-2019 and I am sure they are looking at the data correctly. There are expectations embedded in these numbers. There's all sorts of information here.

Management 90

Management Retirement Planning Portfolio Retirement 90

Trade Brains

AUGUST 14, 2023

The company ranks first to fourth globally for 75% of its portfolio and it is a “Partner of Choice” for a variety of major global and domestic customers. The Indian chemicals industry was valued at $178 billion in 2019 and is expected to grow to $304 billion by 2025, at a CAGR of 9.3%. and 13.44% respectively.

Pharmaceutical 79

Pharmaceutical Planning Manufacturing Electronics 79

Validea

FEBRUARY 17, 2023

Quick Links Warren Buffett Portfolio High Momentum Stocks Low Volatility / Conservative Stocks Using yearly Bloomberg surveys from 2000-2021, Barron’s found that the median forecast among the economists, money managers, independent research firms, and other organizations surveyed was 0.99% off in either direction from the actual year-over-year GDP.

Portfolio Management 59

Portfolio Management Budgeting Economics Portfolio 59

Random Roger's Retirement Planning

OCTOBER 11, 2023

For this post I wanted to follow up on some portfolios we constructed last summer as well as tie in a new idea to those year old portfolios. We've got three portfolios from over a year ago to circle back to as well as a new idea and we'll compare them all to Vanguard Balanced Index Fund (VBAIX) which is a proxy for a 60/40 portfolio.

Portfolio 67

Portfolio Clients Taxes Numbers 67

Trade Brains

NOVEMBER 24, 2023

The SaaS companies in India saw growth of 2x in global market share as well as in the number of internet users. Revenue grew from FY 2019 to FY 2023 at a CAGR of 20.11%. Net profits increased at a CAGR of 33.19% from FY 2019 to FY 2023. 2019-20 148.63 2019-20 0 12.14 crore in FY23 as compared to Rs. 2021-22 200.44

Planning 69

Planning B2C B2B Pharmaceutical 69

Trade Brains

JUNE 5, 2023

The capital expense for modernization and new infrastructure has grown by 57% since 2019 to Rs 1.62 2019 3,214 16.6 (Net It has maintained its debt-free status for a considerable number of years. The share of the total capital defence allocation in defence expenditure has increased in the last few years. lakh crore in 2023-24.

Planning 80

Planning Government Sales Portfolio 80

Carson Wealth

JANUARY 29, 2024

Instead, this is what happened: The economy accelerated in 2023, with GDP growth rising 3.1%, well above the 2010-2019 trend of 2.4% and 2017-2019 pace of 2.8%. That’s well above the 2010-2019 average of 2.4% Even the year-over-year rate, which partly relies on year-old numbers that aren’t relevant anymore, came in at 2.9%

Marketing 97

Marketing Marketing Economy Government 97

Trade Brains

DECEMBER 8, 2023

Its product portfolio comprises various types of fertilizers, crop protection chemicals, speciality nutrients, and biopesticides. Fiscal Year Coromandel International FACT 2019 13,204 1954.59 While Coromandel Internationals has reported net profits in greater numbers, the 4-year profit CAGR of Fact Ltd is better. Crores in FY23.

Planning 59

Planning Manufacturing Distribution Commission 59

Trade Brains

SEPTEMBER 24, 2023

RIR’s product portfolio includes low-power to high-power devices and IGBT Modules that find applications in Welding, elevators, Battery Charges, Railways, Medical equipment, etc. Hence, for fair Comparison, we have taken only standalone numbers for RIR, excluding numbers of the said subsidiary. RIR Power - Debt to Equity 0.58

Electronics 99

Electronics Manufacturing Planning Engineering 99

Trade Brains

NOVEMBER 29, 2023

Particulars/ Financial Year 2018-19 2019-20 2020-21 2021-22 2022-23 CAGR (%) NMDC - Revenue (Cr.) ₹ 12,152.67 ₹ 11,699.22 ₹ 15,370.06 ₹ 25,964.79 ₹ 17,666.88 Particulars/ Financial Year 2018-19 2019-20 2020-21 2021-22 2022-23 CAGR (%) NMDC - Net Profit (Cr.) ₹ 4,637.07 ₹ 3,601.52 ₹ 6,247.47 ₹ 9,440.42 ₹ 5,537.72 crore and Rs.

Planning 59

Planning Government License Transportation 59

Trade Brains

FEBRUARY 8, 2024

After the acquisition of CEBBCO in 2019, Jupiter Wagons saw massive growth in its revenue. Let’s embark on a journey to explore its business landscape, dive into its product portfolio, examine its customer base and financials, and finally, have a look at its order book and prospects. Was this article informative?

Manufacturing 59

Manufacturing Transportation Engineering Portfolio 59

Carson Wealth

DECEMBER 11, 2023

For perspective, job growth averaged 163,000 a month in 2019. Yes, the number of jobs per month is slowing, but we expect continued growth throughout next year, which should support the consumer and suggests better-than-expected economic growth. The economy added nearly 5 million jobs last year and has added another 2.5

Marketing 143

Marketing Marketing Economy Compliance 143

Carson Wealth

NOVEMBER 6, 2023

But here’s some perspective on those numbers: Job growth was impacted by the United Auto Workers strike, which pulled manufacturing employment down by 33,000, and those jobs will return next month. Monthly job growth numbers can be noisy, and so the three-month average is helpful to review. million in 2019.

Marketing 96

Marketing Marketing Economy Numbers 96

Trade Brains

JUNE 15, 2023

As of September 2022, the total number of ATMs in India reached 217,308 out of which 49.81% are in rural and semi-urban areas. As of June 01, 2022, the number of bank accounts—opened under the government’s flagship financial inclusion drive ‘Pradhan Mantri Jan Dhan Yojana (PMJDY)’—reached 45.60 crore earned in 2021-22. EPS (₹): 62.4

Banking 91

Banking Government Accounting Insurance 91

Validea

DECEMBER 19, 2022

Quick Links Validea Special Discount Offer Top Value Stocks in Today’s Market Choose from 20+ Actionable Model Portfolios – View Portfolios. The SG CTA Index only gained 18% from 2010-2019, compared to the S&P 500, which more than tripled, and investors pulled their money out of the strategies in droves.

Portfolio 59

Portfolio Management Investing Investments 59

Trade Brains

JUNE 6, 2023

Financial Year Gujarat Fluorochemicals Navin Fluorine 2023 5,685 2,077 2022 3,954 1,453 2021 2,650 1,179 2020 2,606 1,062 2019 2,729 996 (figures in Rs Cr) Gujarat Fluorochemicals Vs Navin Fluorine – Net Profit Growth As the topline grew, so did the bottom line of the fluorine stocks. NFIL has been debt free for a number of years.

Planning 85

Planning Manufacturing Electronics Pharmaceutical 85

Trade Brains

NOVEMBER 20, 2023

Over the years, it has expanded its operations by setting up more factories and diversifying its product portfolio. The company set up its first factory in 1961 after the emphasis of the Indian Government on local production. Currently, the company has 9 manufacturing units and 4 branch offices with a workforce of over 8000 employees.

Food 59

Food Portfolio Retail Sales 59

Trade Brains

OCTOBER 5, 2023

The government has launched a number of initiatives to boost textile and apparel manufacturing and exports. 2020 ₹1733 ₹69 2019 ₹1844 ₹99 CAGR growth 5.36% 26.06% The profits of the company have increased exponentially compared to the total revenues during our period of analysis. Additionally, the PLI Scheme outlay of Rs.10,683

Planning 94

Planning Manufacturing Assets Distribution 94

Trade Brains

JULY 23, 2023

Since then the segment grew exponentially until it was hived off in 2019 and listed separately as Glenmark Life Sciences in 2021. It has a portfolio of 137 API products with 26 more products in the pipeline. This can be gauged from the fact that the nation accounts for the most number of DMFs applied in the United States at 15%.

Planning 52

Planning Pharmaceutical Manufacturing Accounting 52