Abnormal Returns

DECEMBER 31, 2023

Markets Asset class returns were pretty green in 2023 except for commodities. bonddad.blogspot.com) The American manufacturing economy is bumping along. on.spdji.com) Some of the best charts of 2023. entrylevel.topdowncharts.com) Bitcoin A price war has already broken out for the yet-to-be-launched spot Bitcoin ETF.

Financial Advising 227

Financial Advising Medical Economy Economics 227

Abnormal Returns

NOVEMBER 12, 2023

allstarcharts.com) Strategy What it going to happen to all those assets in money market fund when yields eventually fall? ft.com) How this manufacturer is making a four-day workweek work. (wsj.com) Close-end fund discounts are at historically high levels. wealthmanagement.com) Why seasonality matters. npr.org)

Financial Advising 227

Financial Advising Economics Economy Manufacturing 227

Validea

APRIL 25, 2024

Toro Company (TTC) : Toro designs, manufactures, and markets professional turf maintenance equipment and services. cash flow/assets ratio, ROA and sales stability, and advertising, capex, and R&D/assets ratios that exceed industry averages. It gets a 100% score from the Validea Mohanram model, with a solid 8.9% ROA and 10.7%

Advertising 52

Advertising Investing Investments Manufacturing 52

The Irrelevant Investor

OCTOBER 2, 2023

You have all sorts of different participants: day traders and swing traders, high-frequency traders and market makers, stock pickers and asset allocators, growth investors and value investors, and on and on. The post What’s the Stock Market Worth?

Asset Allocation 118

Asset Allocation Marketing Marketing Manufacturing 118

Nerd's Eye View

APRIL 3, 2024

As has been the case for the past several quarters, the prevailing characteristic of the economy is one of bifurcation, with interest rate-sensitive sectors remaining in a recession (as evidenced by the manufacturing sector's 16-month-long contraction), while the services sector (which accounts for nearly 80% of U.S. GDP) continues to expand.

Economics 173

Economics Marketing Marketing Valuation 173

Abnormal Returns

JULY 3, 2023

June 2023 How major asset classes performed in June 2023. gregor.substack.com) An energy transition comes with stranded assets. phys.org) Economy The ISM Manufacturing index has been below 50 for eight months now. capitalspectator.com) How factors have performed in the first half of 2023.

Financial Advising 130

Financial Advising Retail Manufacturing Media 130

Abnormal Returns

NOVEMBER 21, 2022

Strategy The best uncorrelated asset in a downturn is mindset. slate.com) Despite some big moves, Apple ($AAPL) is still dependent on China for manufacturing. thewaiterspad.com) Why you should spend as little time on investing as possible. moontower.substack.com) Crypto Coinbase ($COIN) is feeling the effects of the FTX blowup.

Financial Advising 189

Financial Advising Startup Manufacturing Media 189

Abnormal Returns

DECEMBER 15, 2022

thehustle.co) Modern semiconductor manufacturing is a miracle. bloomberg.com) Drug cartels are increasingly using chemicals, not plants, to manufacture drugs. theatlantic.com) In a bull market, no one argues about the valuation of private assets. stratechery.com) How LiveNation ($LYV) came to dominate the live music business.

Manufacturing 130

Manufacturing Valuation Economy Assets 130

Abnormal Returns

AUGUST 7, 2022

ft.com) Four big trends in the asset management have been in place for a decade. nytimes.com) High tech immigration is necessary for rebuilding US manufacturing. Fund management The Vanguard Total Bond Market ETF ($BND) is set to become the biggest bond ETF. morningstar.com) Corporate governance only works if shares actually get voted.

Financial Advising 237

Financial Advising Economics Food Manufacturing 237

Trade Brains

FEBRUARY 8, 2024

From its beginnings as a wagon manufacturer, JWL has transformed into a diversified leader in railway engineering, propelling itself on the tracks of India’s booming infrastructure development. During the stressed asset auction, Jupiter Wagons Limited acquired a 68% stake in CEBBCO for approximately Rs 100 crore.

Manufacturing 59

Manufacturing Transportation Engineering Portfolio 59

Trade Brains

JANUARY 6, 2024

Jyoti CNC Automation IPO Review : The Manufacturing sector is running in full swing on the back of increased demand for automobiles and production Linked Incentives (PLI). These machines are used by manufacturing companies to create complex tools. Make in India and Export to the World is the norm. share globally. share globally.

Manufacturing 64

Manufacturing Engineering Clients Assets 64

The Big Picture

MARCH 7, 2023

Axios ) • Food fight: FDA is redefining ‘healthy’ and food industry is pushing back : Less saturated fat, less sodium, less added sugar; manufacturers say almost no packaged foods would qualify under the agency’s new rules. Millions of people are already using apps like ChatGPT to write books, create art, and develop code. (

Food 267

Food Consulting Manufacturing Assets 267

Abnormal Returns

JANUARY 3, 2023

Markets How major asset classes performed in December 2022. investment in semiconductor manufacturing can only do so much. capitalspectator.com) 2022 was the third worst year for the 60/40 portfolio. awealthofcommonsense.com) The Dow lead the major indices in 2022. theblock.co) Companies Tesla's ($TSLA) brand value has taken a hit.

Startup 192

Startup Valuation Financial Advising Distribution 192

The Big Picture

APRIL 21, 2023

Manufacturing firms? If the S&P PMI report proves to be correct (inflation reaccelerating) that is going to be highly problematic for risk assets that have become more comfortable with a “hike to pause” narrative. And the current S&P Global PMI numbers serve to reinforce the PoV narrative. Pushing price. Services firms?

Economy 321

Economy Banking Manufacturing Management 321

Abnormal Returns

AUGUST 1, 2022

Markets How major asset classes performed in July 2022. econbrowser.com) However manufacturing and construction now look like negatives for the economy. capitalspectator.com) 30-year mortgage rates are well off their highs of a month ago. calculatedriskblog.com) High yield bond spreads are still above average.

Financial Advising 130

Financial Advising Startup Risk Management Manufacturing 130

Abnormal Returns

SEPTEMBER 27, 2022

(wsj.com) Porsche is a unique asset. manufacturing employment is now above pre-pandemic levels. thediff.co) The UK The Pound traded at a record low against the dollar. ft.com) Why a weak Pound matters. nytimes.com) UK homeowners are going to feel the pain of higher rates. bloomberg.com) U.S.

Financial Advising 130

Financial Advising Manufacturing Media Economy 130

Trade Brains

OCTOBER 23, 2023

HDFC Small Cap Fund holds Assets under Management worth Rs. Gabriel India Gabriel India Ltd is a company that manufactures and sells auto components. It had 664 distributors, 7+3(satellite plants) manufacturing plants and 4,466 employees. GNA Axles GNA Axles Ltd is a manufacturer of vehicle components. EPS (TTM) 9.88

Portfolio Analysis 105

Portfolio Analysis Portfolio Manufacturing Engineering 105

Abnormal Returns

MARCH 1, 2023

Markets How major asset classes performed in February 2023. washingtonpost.com) Economy The February ISM manufacturing report is well below 50. capitalspectator.com) March has historically been a better than February for the stock market. carsongroup.com) Strategy What can we learn from how short sellers operate?

Financial Advising 130

Financial Advising Retail Economy Manufacturing 130

The Big Picture

SEPTEMBER 26, 2022

manufacturing is experiencing a rebound, with companies adding workers amid high consumer demand for products. ( Pensions Brace for Private-Equity Losses : Retirement officials predict grim results from investments in private equity and other illiquid assets ( Wall Street Journal ). • Wall Street Journal ). New York Times ). •

Engineering 293

Engineering Economy Manufacturing Retirement 293

Trade Brains

SEPTEMBER 10, 2023

Kundan Edifice IPO Review – About The Company Kundan Edifice Limited was incorporated in 2010, it is engaged in the business of manufacturing, assembly and sale of light-emitting diode (LED) strip lights. The company also works to develop, manufacture and supply products that are designed by its customers.

Electronics 59

Electronics Manufacturing Government Assets 59

Trade Brains

SEPTEMBER 23, 2023

Saakshi Medtech and Panels IPO – About the Company Saakshi Medtech and Panels Limited was incorporated in 2009, the company provides comprehensive solutions i.e., design, process engineering and manufacturing including fabrication, assembly and testing facilities. 9600 sq mtr. The main clientele is the Wabtec group of companies.

Medical 64

Medical Manufacturing Engineering Sales 64

Abnormal Returns

DECEMBER 1, 2022

Markets How major asset classes performed in November 2022. ft.com) How European manufacturers are dealing with higher natural gas prices. capitalspectator.com) Lumber is the worst performing commodity of 2022. marketwatch.com) So-called 'zero day' options trading is booming. ft.com) FTX FTX's collapse was a crime, not an accident.

Financial Advising 130

Financial Advising Economy Manufacturing Media 130

Trade Brains

AUGUST 6, 2023

Company Overview Triveni Turbine Limited (TTL ) is one of the leading original equipment manufacturers of steam turbines. It basically manufactures the turbines that generate power from the steam. The company is engaged in the business of manufacturing power-generating equipment and solutions. from 2023 to 2032.

Manufacturing 98

Manufacturing Planning Engineering Pharmaceutical 98

Trade Brains

OCTOBER 5, 2023

The government has launched a number of initiatives to boost textile and apparel manufacturing and exports. The company is well-known for its high-quality fabrics and garments manufactured from polyviscose, cotton, wool, linen, bamboo, and stretch mixes. The decrease in debt can also be attributed to the company’s asset-light approach.

Planning 105

Planning Manufacturing Assets Distribution 105

Validea

APRIL 15, 2024

It scores an 8 out of 9 on Validea’s Piotroski model, passing every test except for improved asset turnover. Highlights include surging return on assets, robust cash flows exceeding net income, reduced long-term debt, and expanding margins. United States Cellular (USM) : U.S.

Investing 52

Investing Investments Assets License 52

Trade Brains

SEPTEMBER 30, 2023

Most traded Commodities in The World : Commodities are the basic essential materials of a good economy from which other by-products are manufactured. It is primarily used for jewellery production, as an asset for investment and also a small amount is used in industries as it conducts electricity and is resistant to chemical reactions.

Economics 119

Economics Food Manufacturing Government 119

Trade Brains

SEPTEMBER 11, 2023

R R Kabel IPO Review – About The Company Founded close to two decades ago, RR Kabel is one of the leading wires, cables and fast-moving electrical goods (FMEG) manufacturing companies in India. Its manufacturing facilities are supported by a strong distribution network of 106,626 retail outlets. Keep reading to find out!

Manufacturing 105

Manufacturing Distribution B2C Sales 105

Carson Wealth

JANUARY 16, 2024

Our LEI places less emphasis on manufacturing and business sentiment and more on consumer spending, which makes up roughly two-thirds of the economy, than some widely followed LEIs. high technology manufacturing base in the last year has been extraordinary. In addition, the investment in the U.S.

Investing 96

Investing Investments Marketing Marketing 96

Trade Brains

NOVEMBER 11, 2023

trillion in global assets under management. Phoenix International Ltd is a footwear and footwear component manufacturer and seller. Its categories are Shoe Manufacturing and Immovable Property Rental Services. The company leases out buildings and is a manufacturer and supplier of Shoe Uppers. Stock P/E (TTM) 20.74

Portfolio Analysis 105

Portfolio Analysis Portfolio Manufacturing Distribution 105

Abnormal Returns

JULY 29, 2023

bloomberg.com) GM ($GM) is struggling on the battery manufacturing front. wsj.com) As fossil fuel assets are stranded they also need to be cleaned up. (reuters.com) Long term Tesla ($TSLA) owners still love their vehicles. bloomberg.com) EVs A consortium of automakers is planning to build out a U.S. charging network.

Financial Advising 222

Financial Advising Startup Transportation Food 222

The Big Picture

OCTOBER 1, 2022

The Blackstone rebellion: how one country took on the world’s biggest commercial landlord : The giant asset management firm used to target places where people worked and shopped. How one of America’s last piano manufacturers stays alive : Piano-building was once one of the country’s largest industries. Certainty is an illusion.

Manufacturing 283

Manufacturing Management Assets Investing 283

Trade Brains

JANUARY 15, 2024

It has over 50 years of experience in the manufacturing of specialty chemicals such as Specialty Paste PVC resin and Custom Manufactured Chemicals for the agrochemical, pharmaceutical, and fine chemicals sectors. Chemplast is one of only two companies in India manufacturing specialty paste PVC resin and has a 40% market share in India.

Healthcare 111

Healthcare Manufacturing Pharmaceutical Marketing 111

Trade Brains

DECEMBER 19, 2023

Innova Captab IPO Review About The Company Incorporated in 2005, Innova Captab Limited is an integrated pharmaceutical company in India with a presence across the pharmaceuticals value chain including R&D, manufacturing, drug distribution and marketing and exports.

Pharmaceutical 59

Pharmaceutical Manufacturing Healthcare Distribution 59

Trade Brains

AUGUST 28, 2023

Additionally, it offers various manufacturing services such as mould design and production, EMI/EMC testing, electronic manufacturing, and software solutions. Rishabh Instruments IPO Review – Financial Highlights If we look at the financials of VRishabh Instruments Limited we find out that their assets have increased from ₹511.97

Manufacturing 52

Manufacturing Electronics Sales Engineering 52

Validea

APRIL 19, 2024

Let’s take a closer look: Impressive Guru Strategy Scores Apple (AAPL) , which designs, manufactures and sells smartphones, PCs, tablets, wearables and accessories and provides digital services, earns a 100% score from our Warren Buffett-based model and a 90% score from our Peter Lynch-inspired strategy.

Manufacturing 52

Manufacturing Sales License Economy 52

Trade Brains

NOVEMBER 2, 2023

15,847 Cr worth of Assets Under Management (AUM) as of September 2023. Galaxy Surfactants Limited manufactures and markets surfactants and specialty chemicals for the personal and home care industries. The company is a leading manufacturer of ingredients for the home and personal care industries. It has a Rs. ROE (%) 22.04

Portfolio Analysis 64

Portfolio Analysis Portfolio Manufacturing Engineering 64

Trade Brains

MAY 23, 2023

was set up three decades ago by Vasudeo Goenka as a manufacturer of alcohol-based chemicals. Over the years, the company has emerged as a leading manufacturer of acetyl intermediates (AI) in India. Recently, the company entered the Fluoro Speciality Intermediates market by acquiring a company’s assets in Italy.

Planning 105

Planning Manufacturing Sales Pharmaceutical 105