What is happening with GMM Pfaudler?
The Journalist’s view - https://www.bloombergquint.com/opinion/the-curious-case-of-gmm-pfaudler
The Analyst’s view - https://www.capitalmind.in/2020/09/that-massive-promoter-selling-gmm-pfaudler-edition/
The MD’s view -
The Editor’s view - https://www.livemint.com/market/mark-to-market/the-gmm-pfaudler-ofs-has-important-lessons-for-indian-investors-11600860306919.html
The Guru’s view -
This will give you an all-round perspective on the series of events that have unfolded.
Another Paper! This time it’s Mr. Rajan and Mr. Acharya on Banking
Action Point - Transition from asset-based lending to (also) cash-flow based lending
Observation - Interestingly, default rates on small-ticket loans provided by micro-credit institutions tend to be substantially lower while recovery rates are higher.
While these were two interesting anecdotes from the paper, I will be coming out with a complete summary very soon. Access the paper here.
What happens when Jiomart disrupts?
A question that is often asked to almost everyone, especially to folks operating in the online grocery space.
There is no compression algorithm for experience. We have been doing this for 6 years.
This is what the Chief Strategy Officer of Grofers had to say when asked this question on CNBC.
I have written a two-part series on Reliance Industries here.
Interesting Find on Info Edge’s Balance Sheet
IEL still values all its investments at cost.
Just a simple back of the envelope calculation reveals some great results.
Read the detailed long post on the Company here.
I concluded my three-part webinar series this week with Internet and IEL. Find out what people have had to say till now, here.