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SAREGAMA – Sound of Music

At first glance, there seems to be no similarity between the science based pharmaceuticals industry and the fine arts based music industry. Surprisingly, there is one characteristic that makes their business model eerily similar viz

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NIIT Ltd and Reskilling Opportunity

Advent of Generative Artificial Intelligence (AI) and Data Science is being considered by some experts to be as world changing as the transition from horses to cars. Time will tell whether human life changes as

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Zomato – A Healthy Bite?

Entertainment, Travel, Luxury purchases, Eating Out/Ordering-in, etc. These aspirations accompany rising incomes across the length and breadth of the globe. And this universality gives investors of developing economies an opportunity to foresee the consumption patterns of

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How BSE Is Trying To Regain Its Mojo

BSE celebrated its 149th Foundation Day on 10th July 2023 with perhaps much more enthusiasm than in the past couple of decades when it kept losing market share to the new more efficient, tech savvy

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Could Biocon Lead a Pharma Rally

Indian pharma industry saw its sunny days between 2010 and 2015 when drug patents worth $100 expired. Indian companies saw phenomenal growth due to generics exports. The Nifty pharma index went up 4x during this

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Is Paytm a Worthy Bet

Paytm is synonymous with digital payments and is one of the leading players for digital transactions in India. Earlier, its revenue streams were fluctuating but with passage of time, they have become crystallized into following

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When To Sell

Anyone who has worked long enough in the stock market would know that the selling decision is far more difficult than the buying decision. Sell too early and investors miss out the bulk of the

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Stock Selection

Common complaint of the elder generation, ‘those were good old times’ is rightly criticized for its blanket debunking of the present in favor of the past seen through nostalgia tinted glasses. The world has indeed

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WACC

WACC is the weighted average cost of capital. It is the minimum return that a company must earn to satisfy all the stakeholders (viz lenders and shareholders) who give money to the company. Lenders demand

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