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Betting on Space [Part 2]
In the previous article ‘Betting on Space [Part 1]’ — I explored the potential of the Indian space industry and analyzed two stocks [L&T and HAL] that…
Sep 23
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Siddharth Bothra
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Betting on Space [Part 2]
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Betting on Space [Part 1]
The world has started to recognize India’s space prowess with the success of the Chandrayaan-3 mission. First country to land on the Moon’s south pole…
Sep 19
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Siddharth Bothra
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Betting on Space [Part 1]
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August 2023
How to make big money in the markets?
If you see the stock market drop by 50% and you feel a sense of happiness instead of panic — you’re going to be rich someday ~ Baba Siddhartha You can…
Aug 26
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Siddharth Bothra
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How to make big money in the markets?
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Vi : running out of ideas
Vodafone Idea (Vi) reported its Q1FY24 results — a net loss of INR 7,840 crore, which is a worrying trend for investors. If you read the Q1FY24 results…
Aug 23
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Siddharth Bothra
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Vi : running out of ideas
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Zomato : a long term bet?
The stock of Zomato — a listed food delivery platform — popped up by 10% in a single day on Friday (04 August 2023) when it reported a NET PROFIT of INR…
Aug 6
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Siddharth Bothra
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Zomato : a long term bet?
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July 2023
GST on Gaming : does it make any sense?
Imagine that you’re sitting by the beach on a beautiful island in India. Taking a sip of your Martini while watching rays of sunlight dancing elegantly…
Jul 15
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Siddharth Bothra
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GST on Gaming : does it make any sense?
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Olectra Greentech : more room for growth?
Be fearful when others are greedy and greedy when others are fearful ~ Warren Buffett, The Oracle of Omaha. March 2020. I remember when the news of…
Jul 9
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Siddharth Bothra
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Olectra Greentech : more room for growth?
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JioBharat : A rural disruption?
and venturing towards a 2G-free India
Jul 4
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Siddharth Bothra
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JioBharat : A rural disruption?
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BYJU's : A crash course in red flags
BYJU’s. India’s most valuable startup. The world’s most valuable ed-tech company. These are BIG milestones for any company — even though VC/private…
Jul 1
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Siddharth Bothra
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BYJU's : A crash course in red flags
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June 2023
Do we need BSNL?
The Government of India recently announced an INR 89,047 CRORE revival package for BSNL — a public sector telecom operator. This will help BSNL get…
Jun 17
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Siddharth Bothra
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Do we need BSNL?
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The Day I Almost Died
2009. Bangkok. My school was an hours’ drive from my place. Located on the outskirts of Bangkok, it was quite spacious. Two large buildings for…
Jun 11
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Siddharth Bothra
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The Day I Almost Died
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May 2023
What's happening at NVIDIA?
May 25th. Shares of NVIDIA are on a tear. UP 25% IN A SINGLE DAY. Adding > $200 billion in market capitalization in one shot taking it’s valuation very…
May 31
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Siddharth Bothra
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What's happening at NVIDIA?
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