Bazaar

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.

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

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 

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 

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

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.

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

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.

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

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

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 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!

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!

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 [email protected]

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  

It's been a while since I recorded an episode on Bazaar & I wanted to kickstart things with something that I had absolutely ZERO idea about.Synthetic Biology. Yes, you read that right. I invited Sachin Sathyarajan, a lawyer by profession who is working as a legal expert at the UN Environment Programme, although if you talk to him you'd think he is a scientist.In Part I of the series we touched upon various questions like:(04:47) – What is Synthetic Biology [SynBio]? And how is it different from Biotechnology?(11:05) – What is DNA & what role does DNA play in Synthetic Biology?(14:33) – Can we create SUPERHUMANS through this technology?(17:38) – Is this technology slowly getting more accessible?(19:40) – Everyone can play GOD now?(21:00) – Recent innovations & breakthroughs in SynBio + what industries are ripe for disruption(25:52) – Talking about Gene Drives & how they work [Hint: We spoke about genetically engineered mosquitoes](29:06) – Exploring the concept of ‘Bio-prospecting’(31:40) – How SynBio could be instrumental in climate change(31:56) – What are the implications for Foodtech & Fashion?(36:40) –What are the pros & cons of this new piece of tech?(42:48) – BIOTERRORISM: what would happen if this technology got into the hands of let’s say ‘The Taliban’?(46:52) – How policymaking & regulations are EXTREMELY important in this space 

In the final part of our series on Tether we touched upon various things like:What would happen if Tether goes bust? How it could lead to a liquidity crunch in the crypto markets & spillover into the financial marketsIs Tether too big to fail at this point? Who would be willing to bail them out in case the worst case scenario does play out?Talking about the fact that Tether can practically issue unlimited tokens in circulation & how they could inflate this situation furtherRelationship b/w BitFinex & Tether and whether Tether used it's reserves to help out BitFinex?Story of how Tether CFO posting memes was moving the crypto marketsWhether most of the cryptocurrencies in circulation today will go bust?Why it still makes sense to have a tiny portion of your portfolio into cryptosSummarizing the major red flags around Tether & discussing the action points for retail investors in CryptosYou should read the entire article by Bloomberg covering this story! 

Inspired by the Bloomberg report which talks about the mystery behind Tether's $69B dollars backing the Tether in circulation, we created a two part series on Tether.In Part I of the series we touched upon various questions like:What is Tether? How is it different from other Cryptos out there?What is a stablecoin & how does it work?Discussion on the internal functioning of Crypto exchangesDiscussion on the Bloomberg Report & answering the billion dollar Q - 'WHERE IS TETHER KEEPING ITS MONEY?'Talking about a potential connection between Tether and the Evergrande Group & other Chinese real estate playersHow Tether is working like a bank and literally minting easy money How Tether got itself into such a position in the first place?CEO/CFO of Tether - what are they upto?

In this episode, I invited Utsav Mukherjee & we discussed about the proposed amendments in the E-commerce rules & it's impact on E-commerce players like Amazon/Flipkart, sellers on those platforms & the economy in general.

In this episode, we spoke about Sona BLW Precisions Forgings - an auto component maker, which significant exposure to the EV market.We spoke about the history of the company, the competitive advantages, red flags, financials & whether the valuations of the company were justified.Want us to cover a specific stock? Reach out to us at [email protected] or hit me up on https://twitter.com/siddybeee

In the final episode of our series on Textiles, we spoke about Alok Industries & Trident.Alok Industries is a classic example of what happens when you over-invest and over-produce in the textiles industry. Trident on the other hand is a shining example of sustainability in the fashion industry.Would you like us to cover a specific stock? Shoot out a mail to us at [email protected] or https://twitter.com/siddybeee

In this episode, Aman & I covered ground on two companies - Raymonds & Page Industries.We covered the history of these companies, their growth drivers, the challenges posed by COVID-19 for textile industry in general and the stock performance.Do you want us to do more stock coverage shows? Reach out to us at [email protected]

In this episode, we touched base on certain characteristics of the textile industry and how the entire eco-system works starting from spinning a yarn to stitching the fabric for making the final product.We also spoke about why companies get listed on the stock exchanges - and some of it's pros & cons.If you're looking to get into the Fashion industry, follow TexWired - https://open.spotify.com/show/4rFdQBwgUxLkS4LB4WFnNVYou can reach out to us at https://twitter.com/siddybeee

Bitcoin, Ethereum & Dogecoin.I'm sure you've heard these names at some point in the last year or so. These are the 3 most famous cryptos at the moment. Bitcoin, being the first Cryptocurrency, Ethereum being the crypto that powered smart contracts & you know how Dogecoin got famous.In this episode, we spoke about some other Cryptos - i.e. Cardano, Ripple, VeChain, Polkadot & COTI. We spoke about the different use cases of these cryptos and the networks they are powering.We also covered some risks of putting your money into Cryptos and why you should be extra cautious before taking such a decision.Have a topic you'd like us to cover? Hit me at up https://twitter.com/siddybeee

In this episode, we spoke about the reasons for the meteoric rise of Cryptocurrencies, about some key terminologies & the recent Coinbase IPO and how it has the potential to widen the reach of Cryptos.

The Government of India recently notified the Information Technology (Intermediary Guidelines and Digital Media Ethics Code) Rules 2021 - and it’s going to have major implications on the Media & Entertainment industry going forward. I invited Utsav & we spoke about the key changes introduced by these IT rules and the implications it would have on the Media & Entertainment industry. We spoke about certain controversial aspects - like 'tracing of original source of information' and how it could violate privacy. You can read our blog on this topic at https://thebazaar.substack.com/p/the-new-it-rules-boon-or-bane. And, we would love to know what to know what you think of the show. Hit me up at https://twitter.com/siddybeee

Nazara Technologies - a diversified gaming company, is going to debut on the Indian exchanges very soon. On the final day, the issue was oversubscribed by 175 times - not surprising, since the Company is backed by Rakesh ‘Big Bull’ Jhunjhunwala.The issue is a complete ‘Offer for Sale’ of INR 582 crore, with IIFL & the promoters offloading the majority of the shares. You can reach out to me on [email protected] or https://twitter.com/siddybeee.Read more on my blog - https://thebazaar.substack.com/p/ipo-8-nazara-technologies.

Read more on our blog.

Read more on our blog.

Read more on our blog.

In this episode, we talk about key highlights of the Union Budget 2021. It's a topic which has been covered quite a lot in the past week, and we just want to give it an analytical angle for the 'Aam Aadmi'.The markets were on fire during the Budget week. Sensex was up by more than 4% in a single day and was up by 8% for the week - on the back of a positive budget with no new taxes being introduced. Read more on our blog.

January has seen a flurry of IPOs, starting with IRFC, bouncing to Indigo Paints and Home First Finance and now, StoveKraft. And, there might be a few more in the pipeline. StoveKraft's issue size is INR 413 crore out of which INR 95 crore is a fresh issue which will be used to prepay debt on the books. The rest is Offer for Sale - the major beneficiary of which is Sequoia Capital - the investor getting a sweet exit. Rishabh & I discussed about the history of the Company and it's brands (Pigeon & Gilma). We spoke about the 2 major segments of the Kitchen appliance industry i.e. Large Kitchen appliances and Small kitchen appliances and the Companies that dominate these segments. We also covered StoveKraft's fundamentals (which don't look very good) - looking at a huge pile of debt on the books and the fact that it has negative networth. The Company has only started to make profit since 2018 and the margins/return ratios also look very low. We discussed at length certain red flags - like Governance issues & a low capacity utilization. Did you apply to this IPO? Let us know at [email protected] or hit me up at https://twitter.com/siddybeee

The IPO frenzy is here to stay with IRFCL becoming the first company to come out with it's IPO in 2021. We touched upon the history and the business model of the company. We spoke about the growth of the Industry (i.e. Indian Railways) and how IRFCL is in a pole position to benefit from it's growth. We analyzed the pros and cons of IRFCL's business and why being in a Monopoly might not be that big of a deal. We also spoke about certain ratios to look at while analyzing the Company and how it's valuation - although cheap, looks justified. You can reach out to us on our Instagram page or just hit me up at here.

In this episode, I invited Rushabh Shah and we spoke about the recent vaccines that got emergency approval in India. We also spoke about how the supply chain would work for the purpose of distributing vaccines, and highlighted key challenges that the GoI will face in the timely administration of the vaccine. We also spoke about an application called CoVIN - which could be a game changer in this race of vaccinating 300 million people by August 2021.You can reach out to us at [email protected] or hit me up at https://twitter.com/siddybeee

What's the first thing that comes to mind when you hear the word 'Hemp' or 'Bhaang'?. For most it's a glass of Thandai during Holi. What if I told you, that apart from getting you high - Hemp has the potential to disrupt 8-10 different industries? I invited Aman (Host of TexWired), and we decoded what the difference is between Hemp & Marijuana. We discussed the different use cases of Hemp and the industries we feel it will disrupt in the foreseeable future. We also touched upon some recent M&A action in the space.

Mrs. Bector - a regional biscuit and bakery company is coming out with an IPO. We touch upon briefly on the history of the Company, and then we analyzed the Company on several parameters. We discussed the Company's competitive advantage, the growth in the Indian biscuit and bakery market. We evaluate how it fares against the Industry big shots (Britannia, Parle & ITC) and take a look at the numbers.  We scratch our heads to find out the true value of the Company and talk about the potential listing gains and the premium which is floating in the grey market.

Burger King India is coming out with an IPO, and the timing could not have been better. Markets are at an all time high, and it wasn’t a surprise that the issue was oversubscribed by 156 times.In this episode, I invited Rishabh Khanna - and we spoke about the objects of the issue. We also compared Burger King India over several parameters like - Competitive Advantage, Growth, Competition, Financials & Valuations.

In this episode, I invited Shankesh Jain - who is a banker by profession to analyze the turn of events that took place with Lakshmi Vilas Bank in the past few weeks. We spoke about the reason why LVB finds itself in a rut, about the other suitors for the bank before the DBS India merger deal. And, we talk about how important it is for depositors to research about a bank before putting their hard earned money in it.

In this episode, I invited Siddhant and Anmol and we spoke about Jet's rise and how it became the largest private airline in India. We also spoke about Jet's iconic fall and the events that led to it. We evaluated the revival plan submitted by Kalrock Capital and Murari Lal Jalan and in our final piece we discussed how Jet Airways - a bankrupt company - was the world's best performing airline stock in 2020.You can reach out to us at [email protected]

In this episode, I invited Utsav to cover updates on the Antitrust hearing. Turns out, the Congress has released a 449 page report which includes their findings and their recommendations. We analyzed the Committee's recommendations and how it could effect Big Tech. We also covered the Antitrust lawsuit which the DoJ filed against Google!You can reach out to us at [email protected]

Dunkin', the company which sells doughnuts, coffee and ice cream is going to be acquired by Inspire Brands for $8.8B ($11.3B including debt) which is one of the biggest deals in the restaurant space. We analyze why Inspire paid such a premium, how Dunkin' operates and how a franchise model works. You can read more about the deal at https://www.fool.com/investing/2020/10/26/dunkin-brands-might-be-going-private-in-88-billion/.If you want us to cover any specific topic/industry - you can shoot us a mail at [email protected]

In this episode, I invited Hardik - who has personally transformed his physical and mental health by changing his eating habits. We discuss Hardik's personal journey, we talk about how the food industry works, how you can take control of your health and lots more!

In this episode, we talk about the long term potential of UTI AMC and analyze how it fares against it's listed peers, viz HDFC AMC & Nippon AMC. We also run the stock through 6 parameters - Moat, Industry & Company growth, Customers, Quality of Management, Financials and Valuations! Let us know if you want us to cover any other Company/Industry by shooting us a mail at [email protected]

In this episode, we talk about our personal shopping experiences, the retail vs online strategy, how technology can change the game & the growth of fashion in India and India's chance to capitalize on the Anti-China sentiments. You can reach out to us at [email protected]

In this episode, we spoke about the alternative meat industry - plant based meat. We spoke about the players in this industry and it's growth potential. We also discussed about cell based meat and how that works. Given the choice, would you try out plant based meat?Let us know at [email protected]

In this episode, we talk about the potential of the Indian Payments Industry, decode the difference between a Payments Bank and a Mobile wallet and answer a very essential question - 'Does it make sense to operate a Payments Bank?'. You can read Sonakshi's article here - https://firstindia.co.in/epaper/Jaipur/25082020?page=4. You can reach out to us at [email protected]

In this episode, we talk about the recent antitrust hearing - in which four of the world's most powerful people were extensively grilled by the Congress. We talk about the allegations levied against Amazon, Apple, Facebook and Google and the responses given by the CEOs. We also explore how Antitrust works in different countries and the potential impact on Google were it to be found in violation of the Act. You can reach out to us at [email protected], or on Twitter @TBPSid.

In this episode, we talk about how COVID-19 has forced countries to diversify their supply chains and how that presents a window of opportunity for India. We also talk about increasing FDI inflows, why India is a very attractive investment option for foreign nations to park their money. We cover the recent developments from the Chinese App Ban and how tech startups are filling the void. We wrap the show with our evaluation of certain sectors that could be the winners going forward. You can reach out to us at [email protected]

With the clock running out on TikTok, we decode Microsoft's deal to acquire TikTok, the political angle, the complexities with this acquisition and how overall this could be one of the best deals for Microsoft over the next few years. You can reach out to us at [email protected]

In this episode, we talk about Tesla's Q2 earnings, it's future potential, and whether the valuation is justified. We explore a world where Elon Musk becomes a Monk, and how the competition is heating up in the electric car market. Should you buy/hold/short the stock? Tap the play button to find out! You can reach out to us at [email protected]