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Permanent Magnets
does it deserve a permanent spot in your portfolio?
Nov 16
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Siddharth Bothra
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Permanent Magnets
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DreamFolks Services : A play on lounges
Back in the 1990s, air-travel was considered as a luxury in India. Only the elite could afford to board a flight. It was a status symbol. Fast forward…
Nov 6
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Siddharth Bothra
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DreamFolks Services : A play on lounges
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October 2023
Investing in Pharma [Part 1] : Divi's Laboratories
I’ve always been fascinated by the pharmaceutical space. There’s so much innovation. New drugs being developed. New treatments. Finding ways to extend…
Oct 29
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Siddharth Bothra
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Investing in Pharma [Part 1] : Divi's Laboratories
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Betting on Space [Part 3]: Paras Defence
In the previous two articles — I wrote about L&T, HAL, Centum Electronics and MTAR Technologies. These companies are not pure play space companies, and…
Oct 9
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Siddharth Bothra
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Betting on Space [Part 3]: Paras Defence
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September 2023
Betting on Space [Part 2]: Centum Electronics and MTAR Technologies
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]: Centum Electronics and MTAR Technologies
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Betting on Space [Part 1]: L&T and Hindustan Aeronautics
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]: L&T and Hindustan Aeronautics
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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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