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 abou...

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: MTARTECH Blog 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 discus...

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...

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 th...

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  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 o...

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 wrot...

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 beg...

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 tr...

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 Synt...

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...

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 markets Is 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...

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...

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 thebazaarpodcast@gmail.com or hit me up on https://twitter.com/s...

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 thebazaarpodcast@gmail.com or ht...

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 thebazaarpodcast@gmail.com

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.c...

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...

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.