Brown Advisory

OCTOBER 31, 2022

Escalating Uncertainty is Laying Bare the Dangers of Passive Equity Investing mhannan Mon, 10/31/2022 - 12:48 With history's longest bull market now in the rearview, passive investors are left highly exposed to an over-concentrated stock market that is on a collision course with a highly complex backdrop.

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Brown Advisory

AUGUST 14, 2023

Global Leaders Strategy Investment Letter: August 2023 bgregorio Mon, 08/14/2023 - 05:34 Just want the PDF? Factor risk is best described as any exposure that can explain the portfolio returns other than the individual investments, such as a “theme” or a sector. banking crisis in 1Q23 and this is undoubtedly not an exhaustive list.

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Investing Investments Portfolio Accounting 52

Investing Caffeine

JANUARY 3, 2022

But with that said, despite lacking the skill of 100% clairvoyance, my investment firm Sidoxia Capital Management and our strategies have performed quite well over the long-run for numerous reasons. As it turns out, the power of compounding, coupled with low-cost, tax-efficient investing can produce quite spectacular results.

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Investing Investments Risk Tolerance Portfolio 52

Bell Investment Advisors

MARCH 15, 2023

I’m a portfolio manager here at Bell Investment Advisors. The first is 2022 investment performance. Then, I’m going to be discussing inflation and interest rates and how those affect the value of your investments. stock market. Slide 4: 2022: U.S. stock market benchmark. So, even as a U.S.

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Trade Brains

JUNE 12, 2024

This strategy involves leveraging ITC’s existing strengths, maximizing the use of current assets, and investing selectively to enhance the portfolio. ITC’s hotel business has also emerged stronger, delivering robust growth and margin expansion in FY 2022-23. Key Ratios 2023 2022 2021 2020 2019 P/E Ratio 24.83

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Planning Valuation Portfolio Assets 68

Trade Brains

FEBRUARY 20, 2024

Recognized by the Reserve Bank of India, it operates as a non-deposit-taking NBFC, focusing on investments and loan provisions. The company has only one line of business, i.e., financing and investment activities and has no activity outside India. The company had 1.99% of net NPAs as a percentage of net advances as of March 31, 2023.

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Valuation Banking Investing Investments 59

The Big Picture

FEBRUARY 7, 2024

 At the Money: Stock Picking vs. Value Investing with Jeremy Schwartz, Wisdom Tree. Should value investing be part of that strategy? TRANSCRIPT: Jeremy Schwartz Value Investing Barry Ritholtz : How much you pay for your stocks has a giant impact on how well they perform. What Is value investing?

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Trade Brains

OCTOBER 12, 2023

Business Segments The Company entirely focuses on Software Defined Vehicles by earning revenue in Passenger Cars – 76% & Commercial Vehicles – 24% in FY 2022-23. revenue share from these locations as per FY 2022-23. Particulars/ Financial Year 2019 2020 2021 2022 2023 CAGR (4 Years) KPIT Technologies - Revenue (Cr) 641.26

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Trade Brains

NOVEMBER 24, 2023

699 crore on March 31, 2022, an increase of 31%. Financial Year Revenue (Cr) Net Profit (Cr) 2022-23 281.46 Financial Year D/E Interest Coverage 2022-23 0.03 Market Cap (Cr.) Financial Year D/E Interest Coverage 2022-23 0.03 Market Cap (Cr.) crores and IoT led to 59.1 2021-22 200.44

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Planning B2C B2B Pharmaceutical 69

Investing Caffeine

APRIL 1, 2022

After a painful start to 2022, the stock market surged last month, with the S&P 500 index gaining a respectable +3.6%, while the technology-heavy NASDAQ index rose by +3.4%. They certainly could, but valuations remain attractive given where interest rates currently stand. As the saying goes, “price cures price.”

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Economy Economics Valuation Investing 59

Trade Brains

JULY 18, 2022

Top 5 Sectors with the highest return: In the financial markets, there are hundreds of stocks that are trading, and the companies are engaged in different types of business. However, since the beginning of the year 2022, the index has been volatile. The Indian power sector is forecasted to attract investments worth $ 128.24-135.37

Financial Services 52

Financial Services Banking Insurance Economy 52

Trade Brains

MAY 26, 2024

Industry Overview Of Pricol The Indian automotive industry is riding a wave of growth, propelled by rising incomes, infrastructure investment and manufacturing incentives. The current industry valuation stands at $222 billion, the EV market is poised for exponential growth, with an expected net worth of $7.09 crores in FY 22.

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Trade Brains

NOVEMBER 6, 2023

Financial Year Revenue (Cr.) Net Profit 2022-23 5,028.98 Financial Year OPM (%) NPM (%) 2022-23 6.50% 2.66% 2021-22 2% -2.81% 2020-21 0.65% -6.21% 2019-20 8.72% 1.63% 2018-19 7.63% 3.93% Average (5 Years) 5.10% -0.16% Return Ratios Force has RoE 7.38% in FY23 as compared to -5.08 cr to a profit in FY23 of Rs.133.74

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Investing Caffeine

FEBRUARY 1, 2023

Commentators continue to shout the doom-and-gloom forecasts of a hard landing recession, but after an economic hurricane in 2022 there are some signs the financial clouds have begun to lift this year. It may not be time to bust out the sunscreen quite yet, but the dark economic clouds of 2022 appear to be lifting slowly.

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Economy Economics CFP Investing 59

Trade Brains

MAY 24, 2023

As of September 2022, Swaraj Engines Limited operates as a subsidiary of Mahindra & Mahindra Limited. 2022 0 2,160.23 appears to be a fundamentally strong company with consistent revenue and growth, healthy profitability, and a reasonable valuation. It stands firmly amongst the top tractor brands in India. 2021 0 42,925.79

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Engineering Planning Manufacturing Accounting 59

Trade Brains

MAY 22, 2023

Product-wise Segments For the financial year 2022 (the company follows the calendar year January to December as its financial year), carbonated soft drinks (CSDs) accounted for 70% of the revenue of VBL. Fiscal Year EBITDA Margin Net Profit Margin 2022 21.2 Fiscal Year Net Worth RoE / RoNW 2022 5,216 29.7

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Sales Manufacturing Distribution License 52

Investing Caffeine

FEBRUARY 1, 2022

T he stock market has been like a rocket ship over the last three years 2019/2020/2021, advancing +90% as measured by the S&P 500 index, and +136% for the NASDAQ. After this meteoric multi-year rise, stock values started to come back to earth in 2022, and the rocket ship turned into a roller coaster during January. www.Sidoxia.com.

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Trade Brains

APRIL 23, 2023

Airtel has won back the telecom market share in India slowly in the last few quarters. India’s telecom market was disrupted by when Mukesh Ambani-led Reliance launched Jio 4G at nominal rates. In addition to banking services, Axis offers investment banking, broking, and asset management services through its various subsidiaries.

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Good Financial Cents

DECEMBER 14, 2022

After all, people will always need financial services, whether investing their money , taking out loans, or managing their taxes. Most financial managers have previous experience working in market analysis and forecasting positions similar to this one. Investment Banker. Financial Analyst.

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Compliance Budgeting Accounting Insurance 88

Trade Brains

DECEMBER 26, 2022

Their valuations trail behind larger companies because of business size and derived demand. However, these textile penny stocks can be lucrative investments for risk-taking investors who think larger companies are overvalued. For the financial year ending 2022, the textile manufacturer posted a net profit of Rs 1.75

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Manufacturing Sales Retail Marketing 64

Trade Brains

NOVEMBER 20, 2022

After a sixfold jump in two-and-a-half years, it has got a lofty valuation! We’ll take a look at its business, its clients, its financials, and more. The PLI Scheme presents a financial incentive to stimulate domestic production and attract big value-chain investments. Dixon Technologies – Financials.

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Electronics Manufacturing Medical Clients 52

Discipline Funds

MARCH 7, 2023

And difficult as that may be it is a necessary part of life and any good approach to public policy and investment. But one of the great lessons I’ve learned over the course of my career studying financial markets and economics is that these things almost always take longer than we expect. How bad will the current bust be?

Economics 75

Economics Government Economy Assets 75

Trade Brains

MAY 1, 2023

as per the recent shareholding data for the quarter ending December 2022. lakh crore in FY 2022-23. Fiscal Year Operating Profit Margin Net Profit Margin 2022 50.7% The company had its IPO in September 2019 with the government of India selling its stake partially. The ticketing company employs over 1970 people. million with 75.22

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Planning Food Government Budgeting 52

Trade Brains

SEPTEMBER 27, 2023

While Some, in spite of being loss-makers can still be market leaders in their industry. Investing in Large Caps on its own could be a sensible recipe for garnering safe returns. However, investing in Companies that already have a great interest from Foreign Investors. 546 by March 2022. 1,782 before falling to Rs.

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Healthcare Banking Communication Government 59

Trade Brains

SEPTEMBER 21, 2023

Best Blue Chip Stocks under Rs 500 : Investing in the stock market can be risky, and requires a careful selection of stocks to build a diversified and stable portfolio. These are Stocks from established companies, that are financially sound and have stable revenue growth. Now let us first understand what is a blue chip stock.

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Budgeting Electronics Healthcare Consulting 59

Bell Investment Advisors

JUNE 29, 2023

Slide 1: Charting the Path Ahead: Mid-Year Market Recap and Inflation Outlook 0:00 Laurent Harrison: Welcome to today’s webinar, Charting the Path Ahead: Mid-Year Market Recap and Inflation Outlook. My name is Laurent Harrison, Senior Investment Advisor and Financial Planner. 0:17 Ryan Kelley: Thanks. Okay, great.

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Marketing Marketing Banking Numbers 52

Trade Brains

NOVEMBER 13, 2023

Indian Government is pushing solar energy projects as investments, thereby promoting sustainability and aiding the switch to sustainable energy sources. GW in FY 2022, growing at a CAGR of 41.39%. Gensol Engineering – Financials Revenue & Net Profit Gensol Engineering reported a Revenue of Rs. 2022 ₹162.40 ₹11.09

Engineering 69

Engineering Valuation Government Manufacturing 69

Trade Brains

MARCH 1, 2024

The venture will begin with an initial pipeline of USD 2Bn, with GIC investing a 74% stake in the platform & Genus investing the remaining 26%. As per the Agreement, Genus Power will issue a share warrant to Chiswick Investment Pte, an Affiliate of GIC. 2022 ₹744.42 ₹57.45 Market Cap (Cr.) 2021 ₹653.87 ₹68.59

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Planning Manufacturing Distribution Government 59

James Hendries

JANUARY 26, 2023

Bear case: Inflation is still high, leading indicators are signaling recession, manufacturing activity and housing market have slowed significantly. Background: The global economy will likely slow from the upper-2% range in 2022 down to slightly above zero in 2023 ( Figure 1 ). If the U.S. If the U.S.

Marketing 52

Marketing Marketing Economy Economics 52

Trade Brains

JANUARY 21, 2024

It should be noted that Jupiter Wagons remained a standalone company from FY19-21, hence its financials & metrics are reported in Standalone numbers. 2022 ₹1,181.74 ₹49.65 Out of the 5 Years, the Company was at financial risk in FY20, when it suffered low EBIT making it harder to furnish its obligations. Market Cap (Cr.)

Manufacturing 105

Manufacturing Transportation Budgeting Government 105

Trade Brains

JULY 2, 2023

Top Penny Stocks Under Rs 1: Many investors look forward to investing in penny stocks in the hopes of multi-bagger gains. As a bull market rages in an economic upcycle, many penny stocks rise from micro-cap to small-cap, resulting in multi-fold gains for the investors. Market Cap (Cr.) crore for the financial year 2022-23.

Financial Services 59

Financial Services Education Investing Investments 59

The Big Picture

JULY 24, 2023

And so when I asked myself the question, am I qualified to provide investment advice? And so for the longest time, I actually thought that my unconventional background, I wasn’t an Ivy League student, I didn’t train at an investment bank, I wasn’t working for a hedge fund, I started my career as a bank teller.

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Marketing Marketing Economy Valuation 130

The Big Picture

DECEMBER 6, 2022

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast I have an extra special guest, Luis Berruga has a fascinating career as both a tech wizard and investment banker before becoming CEO of Global X ETFs. And I think that the financial advisors are used, but not as widely used as they are in the U.S.

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Clients Investing Investments Management 157

Discipline Funds

JULY 10, 2023

At the aggregate level the system actually relies on expansion of both sides of the balance sheet and in sustainable economies this results in real asset creation (ie, non-financial and financial net worth increases). from the March 2022 peak of 7%), temporary employment (-3.4% It’s not something to panic over.

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Government Assets Economy Economics 40

Sara Grillo

NOVEMBER 14, 2022

Financial advisors have many options at their hands to solve it, from financial planning and investment management services to fixed products such as annuities. Yet the investment and insurance communities seem to be on two different sides of the fence when it comes to a solution. The retirement crisis in America is real.

Insurance 59

Insurance Financial Advisor Retirement License 59

The Big Picture

JUNE 13, 2023

I found this to be really a fascinating conversation about approaching the world of investing from a different angle. RITHOLTZ: I forgot to mention, you have received the Chevalier dans l’Ordre de la Légion d’Honneur by the president of the French Republic in January 2022. They run over $40 billion worth of assets.

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Banking Assets Investing Investments 144

The Big Picture

SEPTEMBER 26, 2023

I found this to be just a masterclass in everything you need to know about distressed credit investing, private credit, the role of the economy, the fed interest rates, inflation, bottoms up, credit picking, and how to manage a firm and a fund in light of just massive dislocations in your space, as well as the overall economy.

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Banking Investing Investments Clients 130