DreamFolks has a monopoly in airport lounge services and other services in India. Is this a sustainable model? Should this company be on your watchlist? I talk about this in the latest episode by comparing the pros and cons of the company.  Read the full blog <a href="https://blog.sid.business/p/dreamfolks-services-a-play-on-lounges" target="_blank">here</a>.

DreamFolks has a monopoly in airport lounge services and other services in India. Is this a sustainable model? Should this company be on your watchlist? I talk about this in the latest episode by comparing the pros and cons of the company. Read the full blog here.

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DreamFolks Services

Investing in Pharma (Part 1) - Divi's Laboratories Being one of the biggest API manufacturers in the world, Divi's stock prices are quite expensive. In this episode, I breakdown the reasons as to why the company is trading at a PE of 71 while also giving an account of the risks the company faces and; eventually, attempting to decide if the stock prices are justified. Tune in to find out more about Divi's Labs.Read the full blog <a href="https://blog.sid.business/p/investing-in-pharma-part-1-divis" target="_blank">here</a>

Investing in Pharma (Part 1) - Divi's Laboratories Being one of the biggest API manufacturers in the world, Divi's stock prices are quite expensive. In this episode, I breakdown the reasons as to why the company is trading at a PE of 71 while also giving an account of the risks the company faces and; eventually, attempting to decide if the stock prices are justified. Tune in to find out more about Divi's Labs.Read the full blog here

Investing in Pharma (Part 1) - Divi's Laboratories

A defense company that went through a roller coaster in the stock market when it initially launched, we talk about Paras Defense in this episode. Why it has potential, and what are its shortcomings, we discuss this and more.  Blog discussed - https://blog.sid.business/p/betting-on-space-part-3?utm_campaign=post&utm_medium=web

A defense company that went through a roller coaster in the stock market when it initially launched, we talk about Paras Defense in this episode. Why it has potential, and what are its shortcomings, we discuss this and more. Blog discussed - https://blog.sid.business/p/betting-on-space-part-3?utm_campaign=post&utm_medium=web 

Betting on Space [P4] - Paras Defense

Delving more into mid-cap companies, we talk about MTAR in today's episode. It's strengths and weaknesses, we talk about this and more.  Stocks discussed: MTARTECHBlog discussed - https://blog.sid.business/p/betting-on-space-part-2

Delving more into mid-cap companies, we talk about MTAR in today's episode. It's strengths and weaknesses, we talk about this and more. Stocks discussed: MTARTECHBlog discussed - https://blog.sid.business/p/betting-on-space-part-2 

Betting on Space [P3] - MTAR Technologies

The space sector is booming, not only in India but also globally. Continuing with the series of players in this sector, in this episode I talk about Centum Electronics – a company with a relatively smaller market cap, but immense potential. To know more about Centum Electronics, why it has potential, and a few things you should keep in mind before investing, tune in to this episode.  Stocks discussed - CENTUM

The space sector is booming, not only in India but also globally. Continuing with the series of players in this sector, in this episode I talk about Centum Electronics – a company with a relatively smaller market cap, but immense potential. To know more about Centum Electronics, why it has potential, and a few things you should keep in mind before investing, tune in to this episode. Stocks discussed - CENTUM

Betting on Space [P2] : Centum Electronics

As India is establishing itself in the field of space missions, the demand for companies in this space will skyrocket (my wordplay is good). In this episode, we spoke about two such companies and why you should keep them on your watch list.Read the blog mentioned in the episode <a href="https://blog.sid.business/p/betting-on-space-part-1" target="_blank">here</a>.Stocks discussed: LT, HAL.

As India is establishing itself in the field of space missions, the demand for companies in this space will skyrocket (my wordplay is good). In this episode, we spoke about two such companies and why you should keep them on your watch list.Read the blog mentioned in the episode here.Stocks discussed: LT, HAL.

Betting on Space [P1] : L&T and HAL

As per recent reports, Vodafone-Idea has been consistently losing subscribers for the past two years, with 2.8M lost subscriptions in May 2023. Vi is also under astronomically high levels of debt to the government and outstanding dues to vendors. These are some of the factors that make Vi an unsuitable company to invest in. What are the other factors you should keep in mind before even thinking of investing in such a company? What options does Vi have to save itself from collapsing? We spoke about this and more. Stocks discussed: IDEA, RELIANCE, BHARTIARTL

As per recent reports, Vodafone-Idea has been consistently losing subscribers for the past two years, with 2.8M lost subscriptions in May 2023. Vi is also under astronomically high levels of debt to the government and outstanding dues to vendors. These are some of the factors that make Vi an unsuitable company to invest in.What are the other factors you should keep in mind before even thinking of investing in such a company? What options does Vi have to save itself from collapsing?We spoke about this and more.Stocks discussed: IDEA, RELIANCE, BHARTIARTL

Vi: running out of ideas

The Government recently announced a revival package of INR 89,000 CRORE to keep the lights on at BSNL so that it can get 4G/5G allocation. This is the third package in the last 5 years taking the accumulated amount spent by the Government to 3.3 LAKH CRORE. That’s a lot of money.Is it worth investing or should I say pouring such a vast amount of money into a failing telecom operator? Or should the Government think of shutting it down OR selling it? Is this the best use of taxpayers’ money?We spoke about this & more in this episode.Stocks discussed: RELIANCE, BHARTIARTL, IDEA.I wrote an article doing a deep dive into BSNL <a href="https://blog.sid.business/p/do-we-need-bsnl?utm_source=%2Fsearch%2Fbsnl&utm_medium=reader2" target="_blank">here</a>.

The Government recently announced a revival package of INR 89,000 CRORE to keep the lights on at BSNL so that it can get 4G/5G allocation. This is the third package in the last 5 years taking the accumulated amount spent by the Government to 3.3 LAKH CRORE. That’s a lot of money.Is it worth investing or should I say pouring such a vast amount of money into a failing telecom operator? Or should the Government think of shutting it down OR selling it? Is this the best use of taxpayers’ money?We spoke about this & more in this episode.Stocks discussed: RELIANCE, BHARTIARTL, IDEA.I wrote an article doing a deep dive into BSNL here.

BSNL: a blackhole for taxpayers' money

Zomato reported a SOLID Q1 with a net profit of INR 2 crore, which came as a sweet surprise for the stock market causing the stock price to pop up by 10% in a single day. In this episode I discussed Zomato's revenue streams, the management outlook and whether the stock looks attractive for a buy. Stocks discussed: ZOMATO I wrote an article doing a deep dive on Zomato <a href="https://blog.sid.business/p/zomato-a-long-term-bet" target="_blank" style="color: inherit;">here</a>

Zomato reported a SOLID Q1 with a net profit of INR 2 crore, which came as a sweet surprise for the stock market causing the stock price to pop up by 10% in a single day.In this episode I discussed Zomato's revenue streams, the management outlook and whether the stock looks attractive for a buy.Stocks discussed: ZOMATOI wrote an article doing a deep dive on Zomato here

Zomato : turning a profit

Olectra Greentech, one of the largest EV bus manufacturers in India has delivered a return of almost 2,650% over the last 3 years. In this podcast, I spoke about the tailwinds behind the company and a few cautionary points that investors should be aware of. Stocks discussed: OLECTRA, TATAMOTORS, RELIANCE, ASHOKLEY, JBMA

Olectra Greentech, one of the largest EV bus manufacturers in India has delivered a return of almost 2,650% over the last 3 years.In this podcast, I spoke about the tailwinds behind the company and a few cautionary points that investors should be aware of.Stocks discussed: OLECTRA, TATAMOTORS, RELIANCE, ASHOKLEY, JBMA

Olectra Greentech : a play on EV buses

In this episode, I explored the future potential of CRISPR Therapeutics and the gene editing industry in general. Gene editing is an exciting [and scary] technology which is slowly giving humans the ability to create artificial life, also known as Synthetic Biology. I believe it's going to change the way we live and investors should close watch the developments in this space. Companies discussed on this episode : CRSP, NVDA, TWST, VRTX

In this episode, I explored the future potential of CRISPR Therapeutics and the gene editing industry in general. Gene editing is an exciting [and scary] technology which is slowly giving humans the ability to create artificial life, also known as Synthetic Biology. I believe it's going to change the way we live and investors should close watch the developments in this space.Companies discussed on this episode : CRSP, NVDA, TWST, VRTX

CRISPR Therapeutics : a play on gene editing

In the 50th GST Council Meeting, the members of the council [among other decisions] decided to increase the rate of GST from 18% to 28% and also fundamentally change the way GST is computed on online gaming, horse racing & casinos.A lot of experts are saying that this could be an industry killing move - and in this episode, I've tried to break down this rule and flesh out the details. I also wrote a blog about the same <a href="https://blog.sid.business/p/gst-on-gaming-does-it-make-any-sense" target="_blank" style="color: inherit;">here</a>Let me know what you think about this move in the comments section!

In the 50th GST Council Meeting, the members of the council [among other decisions] decided to increase the rate of GST from 18% to 28% and also fundamentally change the way GST is computed on online gaming, horse racing & casinos.A lot of experts are saying that this could be an industry killing move - and in this episode, I've tried to break down this rule and flesh out the details. I also wrote a blog about the same hereLet me know what you think about this move in the comments section!

GST on Gaming : an industry killer?

Reliance Jio recently unveiled its new feature phone -- JioBharat. The idea is to cater to the people still on 2G and provide them seamless 4G services for just INR 999 and transform India to a 2G mukt Bharat It's a smart move by Jio, one which could substantially increase its customer base & adversely impact Airtel/Jio and most probably make BSNL redundant. The beta trials for JioBharat have begun from 7th July in 6,500 tehsils across the country. I wrote a small article talking about this in detail on my <a href="https://blog.sid.business/p/jiobharat-a-rural-disruption" target="_blank" style="color: inherit;">blog</a> - do subscribe if you like what you read!

Reliance Jio recently unveiled its new feature phone -- JioBharat.The idea is to cater to the people still on 2G and provide them seamless 4G services for just INR 999 and transform India to a 2G mukt BharatIt's a smart move by Jio, one which could substantially increase its customer base & adversely impact Airtel/Jio and most probably make BSNL redundant.The beta trials for JioBharat have begun from 7th July in 6,500 tehsils across the country.I wrote a small article talking about this in detail on my blog - do subscribe if you like what you read!

JioBharat : A rural disruption?

Unless you've been living under a rock or trapped on an island, you probably know that the Crypto space is CRASHING hard over the past few months. A lot of crypto exchanges/lenders have filed for bankruptcy. The shares of Coinbase, one of the largest exchanges in the world is down more than 70%. Bitcoin has fallen quite substantially.Winter has come in the world of Cryptos. In this episode, we try to answer what happened that triggered this winter & how long this self-induced winter is going to last. <ul><li>(00:00): Summary of events in the historical crash in the Cryptosphere</li><li>(04:19): Events that triggered the so called ‘Crypto Winter’</li><li>(10:17): Destruction of the LUNA/TERRA ecosystem : the fall of the first domino</li><li>(24:33): Why you should not trust anyone who pays you Fixed Annualized Interest of 20%</li><li>(25:54): The RED FLAGS you should look for</li><li>(31:36): How long will this Winter last?</li></ul> Did you like this episode? Drop us a rating, share it in your circle & let us know what you think at thebazaarpodcast@gmail.com

Unless you've been living under a rock or trapped on an island, you probably know that the Crypto space is CRASHING hard over the past few months. A lot of crypto exchanges/lenders have filed for bankruptcy. The shares of Coinbase, one of the largest exchanges in the world is down more than 70%. Bitcoin has fallen quite substantially.Winter has come in the world of Cryptos.In this episode, we try to answer what happened that triggered this winter & how long this self-induced winter is going to last.(00:00): Summary of events in the historical crash in the Cryptosphere(04:19): Events that triggered the so called ‘Crypto Winter’(10:17): Destruction of the LUNA/TERRA ecosystem : the fall of the first domino(24:33): Why you should not trust anyone who pays you Fixed Annualized Interest of 20%(25:54): The RED FLAGS you should look for(31:36): How long will this Winter last?Did you like this episode? Drop us a rating, share it in your circle & let us know what you think at thebazaarpodcast@gmail.com

Crypto Winter Series : The Fall of Terra

In Part I of this Series, I invited Sachin Sathyarajan - a legal expert at UNEP to talk about the exciting new field of Synthetic Biology. We covered a lot of ground in that episode, talking about the recent innovation and breakthroughs in this sector and how it could reshape the human condition.  Naturally, there are two sides to a coin. And in this episode - we spoke about the dark side of Synthetic Biology and the potential RISKS involved. We covered various things like:  <ul><li>(02:00): Biology becoming Technology AND Technology becoming Biology </li></ul> <ul><li>(08:55): CRISPR kits to modify human DNA </li></ul> <ul><li>(10:05): What happens when you have control over your genome & it’s expression? </li></ul> <ul><li>(11:17): BIO-SAFETY Vs BIO-SECURITY </li></ul> <ul><li>(15:00): A company which is printing genetic material on silicon chips [Twist Bioscience] </li></ul> <ul><li>(16:39): What could happen if a Gene-drive goes wrong? </li></ul> <ul><li>(19:02): Are we changing the pace of human evolution? </li></ul> <ul><li>(22:59): How policy & regulation will play a BIG part in the development of SynBio </li></ul> <ul><li>(25:45): Scientists vs Policymakers | The Great Divide </li></ul> <ul><li>(29:15): Is there any Act governing Synthetic Biology? </li></ul> <ul><li>(31:55): TALKING ABOUT COCKROACH MILK [Yes, you heard that right] </li></ul> <ul><li>(33:28): What’s brewing in India when it comes to Synthetic Biology? </li></ul> <ul><li>(40:03): Book recommendations to learn more about this space </li></ul>

In Part I of this Series, I invited Sachin Sathyarajan - a legal expert at UNEP to talk about the exciting new field of Synthetic Biology. We covered a lot of ground in that episode, talking about the recent innovation and breakthroughs in this sector and how it could reshape the human condition. Naturally, there are two sides to a coin. And in this episode - we spoke about the dark side of Synthetic Biology and the potential RISKS involved. We covered various things like: (02:00): Biology becoming Technology AND Technology becoming Biology (08:55): CRISPR kits to modify human DNA (10:05): What happens when you have control over your genome & it’s expression? (11:17): BIO-SAFETY Vs BIO-SECURITY (15:00): A company which is printing genetic material on silicon chips [Twist Bioscience] (16:39): What could happen if a Gene-drive goes wrong? (19:02): Are we changing the pace of human evolution? (22:59): How policy & regulation will play a BIG part in the development of SynBio (25:45): Scientists vs Policymakers | The Great Divide (29:15): Is there any Act governing Synthetic Biology? (31:55): TALKING ABOUT COCKROACH MILK [Yes, you heard that right] (33:28): What’s brewing in India when it comes to Synthetic Biology? (40:03): Book recommendations to learn more about this space  

The World of Synthetic Biology [Part II]

Understanding the economy, one scoop at a time.

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Bazaar

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