The Big Picture

MAY 16, 2025

This week, I speak with John Montgomery , CEO, Founder and Portfolio Manager of Bridgeway Capital Management. His responsibilities include the firms strategic direction, investment management and risk oversight, portfolio management, and mentoring.

Management

Trade Brains

JULY 9, 2025

That’s where everyday costs—like housing and transport are rising, squeezing retirees. Real Returns: The True Metric If your investments deliver 8% nominal annual returns , with 2.8% To stay ahead, you need: A well-diversified portfolio including equities, linkers, real assets, gold. CPI, your real return is ~5.2%. real return.

Retirement Planning

Trade Brains

JUNE 15, 2025

GDL operates through three synergistic verticals: Container Freight Stations (CFS), Inland Container Depots (ICD) with rail transportation, and Cold Chain Logistics (through its subsidiary Snowman Logistics). Investing in equities poses a risk of financial losses. Please consult your investment advisor before investing.

Healthcare

Yardley Wealth Management

JULY 9, 2025

Little did they know that over the following 129 years, their pioneering index would help shape how the public views and invests in the market. Index performance is not indicative of the past performance of a particular investment. Individuals cannot invest directly in an index. stock market index.

Marketing

Carson Wealth

JUNE 9, 2025

This is why having a globally diversified portfolio can benefit US-centric investors, as the US won’t always lead. It is the second oldest index (the Dow Jones Transportation Average is older) and was first calculated on May 26, 1896 by Charles Dow, co-founder of both the Wall Street Journal and Dow Jones & Company.

Economics

Harness Wealth

APRIL 30, 2025

In today’s dynamic economy, millions have embraced a diverse portfolio of income streamsfrom traditional employment to creative side hustles, equity compensation, and investment ventures. Transportation costs present another substantial deduction opportunity. But that is where the simplicity ends for many modern workers.

Taxes

Random Roger's Retirement Planning

JANUARY 5, 2025

I would say, and I think he was on a similar page, that in a diversified portfolio that goes narrower than a very broad based index fund will probably have a couple of "good" dividend stocks in it. Josh also had an anecdote about shipping companies, the kind that transport oil and the like and have crazy high yields.

Taxes

Trade Brains

AUGUST 2, 2025

So investing in these stocks can provide you with passive income and growth in your portfolio over time. It is engaged in refining, pipeline transport, and marketing of petroleum products, and the company also has a presence in petrochemicals and natural gas. Investing in equities poses a risk of financial losses.

Manufacturing

Trade Brains

AUGUST 3, 2025

Here are five such Indian companies known for strong cash reserves, healthy net cash flows, robust Cash Return on Invested Capital, and conservative debt levels In today’s uncertain economic environment, companies with strong cash reserves and low debt are often better placed to handle market volatility and invest confidently in future growth.

Manufacturing

Carson Wealth

DECEMBER 16, 2024

That would increase the odds of having a bigger problem on our hands, in the form of continued weakness in housing, a pullback in investment, and most important, a weaker labor market. All indices are unmanaged and may not be invested into directly. All performance referenced is historical and is no guarantee of future results.

Marketing

Carson Wealth

APRIL 23, 2025

This is another reminder that volatility is the price we pay to invest, and if you want to experience the big rallies, you will have to hold strong during the declines. Given the fact that this survey looks at financial professionals who manage portfolios, this is a very solid potential contrarian indicator.

Transportation

Trade Brains

JULY 17, 2025

In addition to producing liquefied petroleum gas (LPG) and transporting crude oil, Oil India Ltd. The company’s overseas E&P portfolio consists of 10 assets spread across 7 countries, and it has 62 operational blocks in India with a total area (including non-operated blocks) of 107K+ sq. From 26.8% in FY22 to 27.6%

Investments

Carson Wealth

MARCH 10, 2025

No, no one should ever invest purely on the calendar, but March has had some nice lows over the years and as we show below, the past two decades it has been perfectly normal to see late February to early March weakness, but then a nice bounce. As uncomfortable as this recent volatility feels, know that it is the toll we must pay to invest.

Marketing

Trade Brains

AUGUST 5, 2025

A variety of township, commercial, and residential projects are included in GPL’s portfolio. The company generated a strong operating cash flow of Rs 7,484 crore in FY25, which it aims to invest to grow residential bookings beyond Rs 32,500 crore through the launch of several new projects. per barrel in FY25, down from USD 80.77

Banking

Investing Caffeine

MARCH 25, 2025

A whole aisle of books could be written about Rothblatts impressive lifetime accomplishments, but the unique investment opportunity for investors cannot be fully understood without appreciating the person that created United Therapeutics 29 years ago in 1996. Source: United Therapeutics Investment Opportunity of a Lifetime?

Investments

Trade Brains

JUNE 23, 2025

Expect 10 percent volume growth and superior margins to make for a compelling investment case for MAHGL relative to fellow city gas stocks. The company also has 55 percent oil-linked gas in its portfolio, and expects to maintain strong margins in the future. Investing in equities poses a risk of financial losses.

Distribution

The Big Picture

FEBRUARY 4, 2025

So those things are not things that we can control, but they nevertheless turn out to be really important if you want to understand the risks associated with the investment that you’re doing. And we have 50, a little less than 50 portfolio companies talking to the CEOs of these portfolio companies.

Economy

Trade Brains

AUGUST 9, 2025

Mukul Agrawal is a renowned Indian investor known for his sharp stock-picking skills and value-driven investment approach. With a diversified portfolio across sectors like finance, healthcare, and manufacturing, he has earned a strong reputation in the Indian stock market. Investing in equities poses a risk of financial losses.

Electronics

Yardley Wealth Management

DECEMBER 10, 2024

Invest Wisely Investing wisely is crucial for building wealth and achieving long-term financial goals. Single women should develop a diversified investment portfolio that aligns with their risk tolerance, time horizon, and financial goals.

Retirement Planning

Trade Brains

JUNE 16, 2025

Additionally, the sector is regulated under the Sugar (Control) Order, which mandates stock limits, transportation norms, and controlled sales, along with the government-fixed Fair and Remunerative Price (FRP) for sugarcane. Management gave guidance on Gross Loan Portfolio (GLP) growth of 14-18% for FY26, with NIM expected to be stable at 12.6-12.8%.

Retail

Carson Wealth

JULY 21, 2025

In other words, new highs happen a lot and being scared of new highs isn’t going to benefit your portfolio. We call this a secular bear market and they are the unfortunate part of longer-term investing. All indices are unmanaged and may not be invested into directly. Investors cannot invest directly in indexes.

Marketing

The Big Picture

JUNE 16, 2025

I wanna, I want to get into some of the details before we start talking about markets and investing. And so I was going to have to invest and save on my own account to accomplish that. And I discovered that when you’re writing about investing, one of the key subjects that you have to nail down is the history of finance.

Math

Carson Wealth

APRIL 9, 2025

Volatility Is the Toll We Pay to Invest No, this year hasnt been fun so far, but we like to say that volatility is the toll we pay to invest. Full disclosure: Dont invest based on the Super Bowl, but this is interesting!) Yes, youve likely seen losses in your portfolio in the past seven weeks. Rough Start for Trump 2.0

Valuation

Trade Brains

JULY 17, 2025

The country is rapidly improving its urban transport. ITD Cementation is also active in 13 Indian states and 1 union territory, with ongoing international projects in Sri Lanka and Bangladesh, further expanding its metro and infrastructure portfolio. Investing in equities poses a risk of financial losses.

Government

Trade Brains

JUNE 29, 2025

IOCL) is India’s largest commercial energy enterprise, with a broad portfolio covering the entire hydrocarbon value chain. As a Maharatna public sector undertaking, it is engaged in refining, pipeline transportation, marketing of petroleum products, petrochemicals, natural gas, and exploration and production of crude oil and gas.

License

Trade Brains

AUGUST 4, 2025

Its work on the ESIC Hospital cum Medical College in Alwar further showcases diversification beyond transport, solidifying its reputation as a leading player in large-scale infrastructure development. Investing in equities poses a risk of financial losses. Please consult your investment advisor before investing.

Transportation

Dear Mr. Market

JANUARY 17, 2025

From an investment standpoint there was one hearing to pay attention to on Wednesday and that was with President-elect Trump’s pick for Energy Secretary, Chris Wright. Lets dive into whether this is the investment opportunity of the century or just another overhyped promise in the energy space.

Transportation

Harness Wealth

JULY 31, 2025

Set Your Kids Up for Success: What You Need to Know About 529s and Education Savings College education represents one of the most significant investments in your child’s future. What cost parents $20,000 per year two decades ago now requires more than triple that investment at many institutions. Private institutions?

Education

Trade Brains

JULY 27, 2025

With more than 2 lakh EVs sold since inception , the company has built a product portfolio that includes popular models like the Tiago EV, Nexon EV, Punch EV, Xpres-T , and the Curvv EV. The company is expanding its footprint by entering the private staff transport segment. Investing in equities poses a risk of financial losses.

Manufacturing

Trade Brains

JULY 4, 2025

India has outlined plans to invest around $82 billion in port and shipping infrastructure by 2035. As per the Ministry of Shipping, nearly 95 percent of the country’s trade by volume and 70 percent by value is handled through maritime transport, underlining the sector’s strategic importance. allocating Rs.

Engineering

Trade Brains

AUGUST 2, 2025

India’s civil construction sector is witnessing robust growth driven by infrastructure investments. Kumar Infraprojects Limited is an India-based company that is engaged in the business of executing contracts of various infrastructure projects, including transportation engineering, irrigation projects, civil construction, and piling work.

Transportation

Trade Brains

JUNE 23, 2025

Crude oil is refined into petrol and diesel, while imported natural gas supports electricity generation, fertiliser manufacturing, CNG for transportation, and household cooking gas, making energy imports vital to India’s economic and infrastructure needs. Investing in equities poses a risk of financial losses. India imports around 5.5

Economics

Trade Brains

JULY 11, 2025

km), offering strong connectivity via public and private transport. Lemon Tree Hotels continues to expand its national footprint with an impressive portfolio of 212 hotels, comprising over 17,116 rooms spread across 130+ unique destinations. With a portfolio of over 200 hotels. It is located close to both Jalgaon Airport (4.3

Debt Management

The Big Picture

MARCH 11, 2025

How different is it applying those wares on Wall Street in an investment environment versus the corporate world in a more, you know, execution basis? You know, the textbook tells you interest rates go up and investment will fall. You had a lot of narrative and belief in worth worthwhile investments, data centers, software.

Economics

Trade Brains

JULY 5, 2025

1,185 crore, along with an O&M portfolio worth Rs. Welspun Enterprises Limited is engaged in different verticals, including transportation, water & wastewater and niche technologies. Investing in equities poses a risk of financial losses. Investors must therefore exercise due caution while investing or trading in stocks.

Management

Trade Brains

AUGUST 12, 2025

a pioneer in India’s municipal solid waste management, has grown from MSW collection and transportation to a fully integrated waste management leader, partnering with over 23 municipal corporations across the country. Investing in equities poses a risk of financial losses. Please consult your investment advisor before investing.

Management

Trade Brains

JUNE 21, 2025

Management also highlighted efforts to streamline the portfolio by cutting exposure to low-margin segments like transportation, which contributed Rs 3,800 crore in revenue two years ago, and now it stands at Rs 2,200 crore. Investing in equities poses a risk of financial losses. percent from its FY24 revenue of Rs 19,914 crores.

Transportation