Trade Brains

AUGUST 22, 2023

Year Operating Revenue (Rs in Crores) Profit after tax (Rs in Crores) 2019 7,985 500 2020 8,830 765 2021 8,792 885 2022 12,203 917 2023 14,107 1,282 5 Year CAGR Growth 15.29% 26.54% Let us now analyze the margins of the company and find out if the margins of the company have increased similarly as its revenues and profits.

Planning 52

Planning Distribution Retail Manufacturing 52

Trade Brains

JULY 4, 2023

Segment Analysis ITC segregates itself into five segments: FMCG – Cigarettes is the largest and most profitable division of ITC accounting for 37% of the total revenues and 75% of the total earnings before interest and taxes (EBIT) with an EBIT margin of 60%. Others includes the group’s IT services, investment and other businesses.

Planning 52

Planning B2C Manufacturing B2B 52

The Big Picture

MAY 7, 2024

And I think eventually they’ll be a B2C company. If it’s more complex, we offer a strategic plan or a full comprehensive plan where we’ll help rebalance and, and do your portfolio for $7,500. 00:32:57 [Speaker Changed] Tax day was Monday, tax day was, what 00:32:59 [Speaker Changed] Did I forget?

Startup 147

Startup Advertising Engineering Numbers 147

The Big Picture

MARCH 25, 2025

By looking at the biggest difference between their portfolio factor distribution and then using those as screens to get a portfolio, much like your manager. I’m like, okay, we’re probably not gonna sell another long only US stock portfolio for the next three years. The, the tax side of it was a game changer.

Management 147

Management Numbers Investing Investments 147

The Big Picture

NOVEMBER 15, 2022

The academic side of how to build a portfolio, we can argue about the details, right? As an advisor, you could get somebody’s model portfolio, or you could hire some, you know, three CFAs and do it yourself. Some advisor that’s out there can say, “I have generally 1% alpha for the last three years in my model portfolio.”

Management 278

Management Assets Portfolio Investing 278

The Big Picture

DECEMBER 10, 2024

The second issue is, could anyone figure out a way to, at the time, Seagate owned some shares and other software companies and it wasn’t clear to the market how they could sell those in a tax efficient way. But eBay bought Skype and it kind of noodled along in the Skype portfolio in the early two thousands for a year, two years.

Engineering 130

Engineering Consulting Manufacturing Investing 130