The Big Picture

DECEMBER 16, 2023

The firm launched in 2019 with around $2 billion in initial assets, and became one of the fastest-growing emerging funds over the past few years. Previously, he worked as a Portfolio Manager at Citadel Global Equities and as an Analyst at Millennium Management. They now manage $7 billion in assets.

Portfolio Management 173

Portfolio Management Portfolio Assets Management 173

Random Roger's Retirement Planning

JANUARY 14, 2024

Long time readers might know my fascination with Nassim Taleb's idea about barbelling portfolios to concentrate risk into a small slice while having the vast majority in safe assets. What I am curious to see is if we can combine this barbell idea with the 75/50 portfolio to get a market equaling (or beating) returns over longer periods.

Portfolio 72

Portfolio Budgeting Assets Investing 72

The Big Picture

APRIL 26, 2024

He has put together an enviable track record of analyzing when risk is low or high, and how investors should be positioning their portfolios. .” We discuss how his unusual career developed, with his covering both Investment strategy AND economic analysis. She was named one of Ad Age’s 100 Most Influential Women in Advertising.

Asset Allocation 173

Asset Allocation Advertising Engineering Media 173

The Big Picture

DECEMBER 11, 2023

billion in 2019, according to the state agency that tracks sales tax. They all have agendas, none of which include the well-being of your portfolios. Rachel Michelin, president of the California Retailers Assn., told the San Jose Mercury News that in San Francisco and Oakland alone, businesses lose $3.6 Can that be right?

Retail 353

Retail Accounting Sales Numbers 353

The Big Picture

AUGUST 23, 2024

Sandler came to prominence as a savvy long/short investor and Eminence continues to successfully run several different Long/Short portfolios. Be sure to check out our Masters in Business next week with Heather Brilliant , CEO since 2019 of publicly traded Diamond Hill (DHIL). Previously, she was CEO at First State Investments.

Assets 173

Assets Management Investing Investments 173

The Big Picture

DECEMBER 9, 2023

Launched in 2019 with around $2 billion in initial assets, it was one of the fastest-growing emerging funds over the past few years. ” Previously, he worked as a Portfolio Manager at Citadel Global Equities and as an Analyst at Millennium Management.

Management 195

Management Portfolio Management Investing Investments 195

The Chicago Financial Planner

FEBRUARY 5, 2022

New England won the 2019 game and it was also an up year for the markets. What impact have the solid stock market gains of the past three years had on your portfolio? Solid, well-managed active funds can also contribute to a well-diversified portfolio. View all accounts as part of a total portfolio. Costs matter.

Investing 184

Investing Investments Financial Planner Risk Tolerance 184

Trade Brains

JANUARY 17, 2024

The company’s portfolio includes complexes and drugs in the respiratory, anti-retroviral, urology, cardiology, anti-infective, CNS, and other key therapeutic fields. Sun Pharma’s portfolio includes innovative specialty medicines, branded generics, pure generics, and APIs. 2019-20 ₹ 17,131.99 ₹ 32,837.50 ₹ 1,499.52 ₹ 4,186.79

Pharmaceutical 111

Pharmaceutical Planning Medicine Manufacturing 111

Trade Brains

FEBRUARY 8, 2024

The product portfolio of the company includes the entire range of passenger cars, SUVs, MUVs, light trucks, truck-buses, two-wheelers, agriculture, industrial, speciality, bicycle and off-the-road tyres, and retreading material and tyres. 2019 16062.46 The company markets its products under its two global brands, Apollo and Vredestein.

Planning 105

Planning Manufacturing Government Portfolio 105

Trade Brains

JANUARY 29, 2024

2019-20 ₹ 2,972.85 ₹ 2,644.66 2019-20 ₹ -2,691.84 ₹ 1,566.76 2019-20 -1.19 2019-20 -0.3 SJVN SJVN intends to diversify its portfolio by undertaking various projects as part of the government’s 24/7 electricity initiative. Suzlon SJVN 2022-23 ₹ 5,970.53 ₹ 2,938.35 2018-19 ₹ 5,024.69 ₹ 2,654.05 2021-22 -1.79

Planning 111

Planning Government Accounting Transportation 111

Random Roger's Retirement Planning

OCTOBER 10, 2023

There was some interesting reading today looking at various portfolio construction and strategy issues. lagged far behind the Vanguard Balanced Index Fund (VBAIX) which is a proxy for a 60/40 portfolio. lagged far behind the Vanguard Balanced Index Fund (VBAIX) which is a proxy for a 60/40 portfolio. For the year, that 1.8%

Portfolio 98

Portfolio Assets Management Marketing 98

Carson Wealth

JUNE 10, 2024

In 2019, average monthly job growth was 166,000. That’s only slightly below the high from last summer, and above anything we saw between 2001 and 2019 (when it peaked at 80.4%). As a percent of the labor force, this measure is now at 2.6% — matching its level in February 2020 and a tick below the 2019 average of 2.7%.

Marketing 143

Marketing Marketing Economy Numbers 143

Random Roger's Retirement Planning

JANUARY 10, 2024

When we talk about expat living, I always say to not sell your house, to rent it out and live off the rental cash flow, allowing Social Security and the portfolio to grow. Options trading, mostly covered calls, is one we've talked about a lot lately, expecting it to keep up in years like 2023, 2021 or 2019 is simply the wrong expectation.

Retirement Planning 98

Retirement Planning Portfolio Retirement Planning 98

Trade Brains

JUNE 30, 2023

Fortune, Kohinoor, Fryola, and Wilpuff are among the well-known brands in the company’s portfolio. After the company became insolvent in 2019, it was acquired by Baba Ramdev-led Patanjali Ayurved and was rebranded as Patanjali Foods. Fiscal Year Adani Wilmar Patanjali Foods 2019 28,919.68 2020 29,766.98 2021 37,195.65

Food 105

Food Planning Manufacturing Retail 105

Trade Brains

FEBRUARY 14, 2024

2019-20 ₹ 1,766.32 ₹ 125.74 2019-20 ₹ - 36.14 -₹ 0.13 Particulars/ Financial Year RoCE (%) Titagarh Railsystems Jupiter Wagons 2022-23 16.82% 23.88% 2021-22 8.87% 11.74% 2020-21 4.27% 11.24% 2019-20 1.87% 2.36% 2018-19 1.08% 1.06% Debt Analysis Titagarh and Jupiter’s debt-to-equity ratios in FY23 were 0.71 2019-20 0.36 -0.48

Planning 105

Planning Manufacturing Transportation License 105

Random Roger's Retirement Planning

AUGUST 7, 2022

A couple of months ago we looked at The Cockroach Portfolio , a sort of all-weather portfolio that seems like it could be an attempt to update and evolve the Permanent Portfolio which allocates an equal 25% to stocks, long bonds, gold and cash. That will be Portfolio 2 and 100% VBAIX will still be Portfolio 3.

Portfolio 91

Portfolio Management Clients Marketing 91

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 105

Pharmaceutical Healthcare Medicine Manufacturing 105

Trade Brains

SEPTEMBER 1, 2023

The following image depicts the customer base of Talbros Automotive across different OEM segments: Revenue Segment The Company, along with its joint venture companies, offers a diverse product portfolio that includes Gaskets, Heat Shields, Forgings, Chassis Systems, Suspension Systems, Anti-vibration Components, and Hoses. 2020 ₹ 385.29

Planning 105

Planning Manufacturing Accounting Portfolio 105

Trade Brains

NOVEMBER 17, 2023

2019-20 5.68 -3.18 Financial Year OPM NPM 2022-23 23.86% 15.77% 2021-22 14.55% 5.50% 2020-21 53.85% -18.26% 2019-20 6.69% -55.99% 2018-19 45% -27.13% Average (5 Years) 28.79% -16% Return Ratios The company growth in RoE was 96.9% However, with an exponential growth in Net profits, CAGR growth cannot be compared. Net Profit (Cr.)

Government 115

Government Engineering Distribution Planning 115

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 last two months have exceeded the monthly average of $6 billion from 2019. A diversified portfolio does not assure a profit or protect against loss in a declining market.

Marketing 143

Marketing Marketing Economy Retail 143

Trade Brains

MAY 29, 2023

In 2019, the company renamed itself to what we know today – Bajaj Consumer Care. In CR) FY 2019 918 30.9% Return Ratios Financial Year ROE ROCE FY 2019 47.41 Debt & Interest Coverage Ratio Financial Year D/E Ratio Interest Coverage Ratio FY 2019 0.05 221 FY 2020 852 26.8% 184 FY 2021 921 29.4% FY 2020 28.28

Healthcare 119

Healthcare Manufacturing Sales License 119

Carson Wealth

JANUARY 8, 2024

In fact, the average annual number of jobs gained from 2010-2019 was 2.2 In fact, monthly job creation averaged 163,000 in 2019, which was a year of solid economic growth. It indicates layoffs remain low, which is why initial claims for unemployment benefits match the low levels seen in 2022 and even 2018-2019. million, or 2.6

Marketing 96

Marketing Marketing Economy Numbers 96

Trade Brains

MARCH 3, 2024

Industry Overview The global solar industry was valued at USD 50 billion in 2019 and is estimated to grow by 26% to reach USD 200 billion, while the global pump market was valued at USD 96 billion in 2022 and is estimated to be at USD 119.39 2020 -0.19 -5.31% 2019 16.72 billion by 2028, growing at a CAGR of 6.3% 5-year average 10.96

Planning 111

Planning Manufacturing Government Engineering 111

Trade Brains

SEPTEMBER 22, 2023

Fiscal Year Net Interest Income Net Profit / Loss 2023 2698 1100 2022 1774 -415 2021 1729 8 2020 1634 350 2019 1107 199 5 Year CAGR 24.95% 53.29% Deposits & Advances Deposits of the Bank have been growing by 36.39% on a 5-year CAGR basis. However, the Company was able to turn a profit along with reporting low NPAs. in FY22 to Rs.

Banking 126

Banking Assets Accounting License 126

Trade Brains

FEBRUARY 22, 2024

2019-20 ₹ 6,793.96 ₹ 6,012.05 2019-20 (₹ 16,432.58) (₹ 2,843.39) 2018-19 ₹ 1,709.26 (₹ 1,907.87) Net Interest Margin and Net Profit Margin Yes Bank’s and IDFC FB’s NIM in FY23 were 2.22% and 5.26%, respectively, representing 9.35% and 3.13% year-on-year increases. However, rising interest rates may put pressure on the NII.

Banking 104

Banking Planning Accounting Retail 104

The Big Picture

DECEMBER 19, 2023

2019, he came out of the gate having previously worked at Citadel, raising about $2 billion in the new fund. There are about 13 different portfolio managers each focused on a different sub-sector. And to the credit of the portfolio manager that I was working with Josh Fisher, we were actually up that year.

Healthcare 162

Healthcare Portfolio Management Investing 162

Trade Brains

SEPTEMBER 7, 2023

Its product portfolio includes ordinary as well as premium AC buses. Particulars / Fiscal Year 2019 2020 2021 2022 2023 Olectra Greentech - Operating Profit Margin - 8.918 2.513 7.172 14.265 10.8 Particulars / Fiscal Year 2019 2020 2021 2022 2023 Olectra Greentech - RoE - 3.74 JBM Auto - Net Profit Margin 4.36 JBM Auto - RoE 18.1

Manufacturing 116

Manufacturing Investing Investments Transportation 116

Trade Brains

OCTOBER 25, 2023

Fiscal Year Force Motors Olectra Greentech 2019 3734.07 Fiscal Year Force Motors Olectra Greentech 2019 143.42 -15.81 Fiscal Year Force Motors Olectra Greentech 2019 7.6% -8.91% 2020 8.7% Fiscal Year Force Motors Olectra Greentech 2019 7.6% -3.74% 2020 2.5% crores to Rs. 2.51% 2021 0.65% 7.17 % 2022 2% 14.26% 2023 6.5%

Planning 111

Planning Manufacturing Transportation Accounting 111

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 97

Pharmaceutical Planning Manufacturing Electronics 97

The Big Picture

OCTOBER 30, 2023

But now she has re-recorded it as the latest part of an ongoing campaign to regain control of her work, after an investment company bought her master tapes in 2019. ( He manages a diversified portfolio of late-stage growth equity in technology, consumer, health care, and financial services sectors.

Financial Services 130

Financial Services Food Assets Insurance 130

Carson Wealth

JULY 8, 2024

That is the best ‘worst day of the month’ since November 2019 and second best since February 2017! That number has been trending down since earlier this year, but it’s at a healthy 177,000 right now, above the 166,000 average pace in 2019. million, which matches the 2019 average. That’s below the 2019 average of 3.9%

Marketing 97

Marketing Marketing Economy Numbers 97

Trade Brains

AUGUST 12, 2023

Fiscal Year Operating Revenue Net Profit 2023 644 110 2022 230 43 2021 104 14 2020 59 6 2019 35 9 5-Yr CAGR 108% 87% (figures in Rs Cr except for CAGR) Profit Margins Talking about the margins, they remained volatile during the period due to low base and exceptional items. Fiscal Year Operating Margin Net Profit Margin 2023 29.4

Government 98

Government Accounting Investing Investments 98

Trade Brains

MAY 31, 2023

The Indian chemicals market was worth $178 billion in 2019 and is projected to grow by 9.3% Fiscal Year Operating sales(Cr) Operating profit(Cr) Net profit(Cr) 2023 11,301 2165 1221 2022 7,663 1356 687 2021 5,808 961 406 2020 4,685 465 89 2019 6,742 457 73 5-yr CAGR 10.888 36.49 annually to $304 billion by 2025. Stock P/E 5.90

Planning 98

Planning Manufacturing Food Government 98

Trade Brains

NOVEMBER 6, 2023

2019-20 3,080.52 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 Earnings remain volatile till the volume stabilizes.

Planning 105

Planning Transportation Engineering Manufacturing 105

Trade Brains

OCTOBER 19, 2023

In 2019, Jubilant also ventured into the Chinese cuisine segment with its own restaurant brand, Hong’s Kitchen. Devyani’s Franchise Partners KFC KFC owns the elephant share in Devyani’s portfolio bringing in revenues worth Rs. Particulars / Fiscal Year 2019 2020 2021 2022 2023 5 Year Avg Jubilant - Debt to Equity 0 0 0 0.06

Food 111

Food Sales Commission Planning 111

Trade Brains

AUGUST 16, 2023

It has a large portfolio of more than 30+ products which are used by more than 1,000 customers in 46 countries around the world. Particulars 2023 2022 2021 2020 2019 DNL - EBITDA Margin 16.8 Particulars 2023 2022 2021 2020 2019 DNL - Debt/Equity 0.0 Source: Deepak Nitrite Ltd. DFPCL - EBTDA Margin 19.2 DFPCL - Debt/Equity 0.7

Planning 98

Planning Pharmaceutical Manufacturing Portfolio 98

Trade Brains

JUNE 14, 2024

Then RBI asked Rana Kapoor to step down from MD and CEO position from Yes bank within January 2019. Yes Bank appointed Ravneet Singh Gill as new MD and CEO on 1st March 2019. Bank reported a loss of rupees 1507 crore in Q4 of FY 2019. In FY 2022-23, YES BANK’s retail advances climbed to 45%, up from 24% in FY 2019-20.

Banking 105

Banking Retail Accounting Assets 105