MoneyWorks4me Podcasts include insights about stocks, sector, and market news by our analyst and advisory team.
MoneyWorks4me is an investment advisor (INA000013323) who provides data, information, analysis, insights, and tools to help investors take informed decisions and act with conviction.
Do not construe any of the information mentioned in the podcast as an investment recommendation. Consult our investment counselors before taking any action.
Core 50 Superstars
In this series of MoneyWorks4me Podcast, our Founder-Raymond Moses discusses the importance of a strong portfolio at the start of our investing journey and how to build it. He discusses Core stocks, Model Portfolios, investing in stocks through SIP, and moneyworks4me way of investing i.e. Quality @ reasonable price.
This series is especially for users who have recently started investing or wanting to start stock investing.
In the earlier series of this podcast, we have discussed the way forward for new investors who have recently started investing.
In this podcast, Mr. Raymond Moses discusses what role moneyworks4me can play to help new investors take informed decisions.
Core 50 Superstars solution helps invests to build a portfolio of the strongest companies and it also combines different investing strategies like Model portfolio, investing in stocks through SIP mode, and buying good quality stocks at a reasonable price.
Know more: https://www.moneyworks4me.com/moneyworks4me-core
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Sector Analysis
Sector analysis helps to understand industry structure, competitive intensity, growth rate, key drivers, and risks. Stock price movement is often 70% correlated to sector movement.
Sector analysis helps to determine future prospects and understand risks while choosing an individual stock.
If you had invested equally in 43 PSU Stocks in 2011, you would have earned 7% CAGR versus 14% CAGR in Nifty 50. If we exclude PSU banks, most PSU Stocks are showing a high dividend yield and trading at the lowest valuation versus Nifty’s all-time high valuation. What has led to underperformance and what are the challenges in PSU investing? We discuss risks and opportunities in PSU stocks.
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Telecom industries current status, AGR dues, future sector analysis, 4g vs 5g.
Get answers to important questions like these in today’s episode of Sectorial Outlook Podcast, as we discuss Telecom sector- Risks and Opportunities with our Equity Analyst Ketan Gujarathi.
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There is a lot of hype about the impact of EVs on the Indian auto sector.
Many Investors want to have a first-mover advantage while some are cautious about taking new entry into the current auto space.
In today’s episode of Sectorial Outlook Podcast, we discuss the Auto sector- Risks and Opportunities with our Equity Analyst Ketan Gujarathi.
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IPO/NFO Analysis
Whenever a company gets listed, it comes through primary markets i.e. IPO. IPO may have companies with unique business models or new-age technology which can become future wealth creators.
MoneyWorks4me IPO analysis helps you understand the business model and future prospects of such companies.
One 97 Communications or PayTm was incorporated in 2000.
The company is coming out with IPO and the subscription date is from 8th November to 10th of November.
The price band is between Rs. 2,080 to 2,150 per share and the lot size is 6 shares.
Listen to our PODCAST to get complete insight about the company & its upcoming IPO
Find out if you should apply to PayTm IPO APPLY OR AVOID?
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Read more from the blog.
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HDFC Developed World Indexes Fund of Funds (HDFC DWI FOF) is a diversified index fund with passive management that invests in units/shares of overseas Index Funds and/or ETFs which will in aggregate closely correspond to the MSCI World Index (subject to tracking error).
In this podcast, we discuss this unique international fund. Our Equity Analyst Rushikesh Bhise shares his insights about this new fund offer from HDFC mutual fund.
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Stock Analysis
To generate consistent long-term returns, one has to invest very carefully in quality companies with bright future prospects and only at a reasonable price. Shortlisting good companies involves understanding their strengths, opportunities, and risks.
The stock analysis will highlight all the important things one must consider while analyzing a stock.
HDFC Bank and HDFC Ltd announced that they have received board approval for amalgamation of the two entities. Here’s MoneyWorks4me podcast on the synergies, challenges and implications for investors!
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Cera Sanitaryware as the name implies is into the manufacturing of Sanitaryware which includes things like toilet bowls, cisterns, basins, etc. It has gradually expanded its business into bathware like showers and faucets. And for the last couple of years, it has also ventured into tiles manufacturing. The company has a Consistent Track record and conservative management.
In today’s episode of the Stock Analysis Podcast, we discuss what made us recommend Cera at 2686/share in Nov’20 with our Equity Analyst Aliya Sayyed.
Cera Sanitaryware Ltd Stock Analysis:
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What really made Birlasoft stand out versus the other small and mid-size IT companies is its diversification of clients and sectors. The management was pursuing growth with robust deal wins quarter after quarter even before the Covid slowdown created more opportunities for IT companies. Check out our podcast to know more such interesting levers that we identified when we considered buying Birlasoft at Rs. 118 per share.
Birlasoft Ltd Stock Analysis:
https://www.moneyworks4me.com/indianstocks/mid-cap/it-ites/it-software/birlasoft/company-info
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Check out our podcast on one of our Winner Stock Persistent Systems. What made us buy that company at such a cheap valuation? Did we aim for multibagger? Find out answers to all these questions in our latest Podcast about Indian IT space and Persistent Systems.
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IEX enjoys > 40% ROCE as it doesn’t require a large investment in assets to grow its business. Such businesses are limited by competition as they own exchange licenses to operate into this business. Due to the small market size, limited players might be interesting to get into this business, and obtaining a new license is also difficult.
In today’s episode of the Stock Analysis Podcast, we discuss Indian Energy Exchange Ltd. with our Equity Analyst Aliya Sayyed.
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Stock Market Outlook
Stock markets are driven by several factors in the short term. An entire day of news, media, and opinions is leading to information overload. Instead of insights, these often create noise that makes investors divert from the core purpose of investing. We cut through this cacophony and bring crisp information about market trends, valuation, and long-term perspective.
Markets have achieved a new Milestone with Sensex at 60,000 and Nifty at 18,000!
Listen in our equity analyst Ketan Gujarathi reviews market performance, shares outlook, and way forward for long-term investing.
We also discuss our observations from past bull markets, the type of opportunities to invest in for the next 5 years, and how to avoid potential pitfalls.
Read more from the blog:
https://www.moneyworks4me.com/investmentshastra/october-2021-stock-market-outlook/
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Very Nice
Thank You Ketan…
Excellent initiative