• Ep. 12 - Warren Buffett's moats and Nestle, Dmart, IRCTC
    Nov 22 2024

    According to Warren Buffett, Coca-Cola and Apple enjoy economic moats. Coca-Cola’s brand identity is a moat, and Apple’s brand and product design are both moats. Any feature that makes it difficult for the competition to break into an existing business’s market share is called a moat.

    Zerodha Varsity on Social Media:

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    Disclaimer: The stocks or financial instruments discussed in this podcast are meant for educational purposes only. Please do not consider them recommendations or financial advice of any form.

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    6 mins
  • Ep. 11 - TSMC's business continuity plan in the face of Covid and water shortage
    Nov 19 2024

    Cybersecurity is mission-critical for TCS and Infosys, tech infrastructure and delivery agents are mission-critical for Zomato and Swiggy, and coal mining is mission-critical for Coal India. Any impact on the mission-critical factors can seriously hamper or even suspend the business. What are the mission-critical elements for TSMC?

    Zerodha Varsity on Social Media:

    Instagram: https://www.instagram.com/zerodhavarsity/

    X: https://x.com/ZerodhaVarsity

    YouTube: https://www.youtube.com/@varsitybyzerodha

    Disclaimer: The stocks or financial instruments discussed in this podcast are meant for educational purposes only. Please do not consider them recommendations or financial advice of any form.

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    7 mins
  • Ep. 10 - Loss leaders of Reliance Mart, Zepto, Blinkit
    Nov 15 2024

    Retailers, both online and offline, sell many products at a loss. Have you ever come across potatoes or sugar being sold for just 1 rupee per kilo? How do retailers make money if they offer such steep discounts?

    Zerodha Varsity on Social Media:

    Instagram: https://www.instagram.com/zerodhavarsity/

    X: https://x.com/ZerodhaVarsity

    YouTube: https://www.youtube.com/@varsitybyzerodha

    Disclaimer: The stocks or financial instruments discussed in this podcast are meant for educational purposes only. Please do not consider them recommendations or financial advice of any form.

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    5 mins
  • Ep. 9 - M&M and Tech Mahindra - Rules of Thumb and Exceptions
    Nov 12 2024

    The gross margins of tech companies are inherently different from those of most manufacturing companies. It is their different nature of business. But come to think of it, what really are the input costs for a technology company? Rules of thumb are good, but there always are "Side Notes."

    Zerodha Varsity on Social Media:

    Instagram: https://www.instagram.com/zerodhavarsity/

    X: https://x.com/ZerodhaVarsity

    YouTube: https://www.youtube.com/@varsitybyzerodha

    Disclaimer: The stocks or financial instruments discussed in this podcast are meant for educational purposes only. Please do not consider them recommendations or financial advice of any form.

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    5 mins
  • Ep. 8 - Yes Bank - How its market cap has grown despite a decline in stock price?
    Nov 8 2024

    Yes Bank's investors have lost a little over 70% since a little before the Covid pandemic began. However, its market capitalization has been up 300% since then. Tune in to check out how stock price and the number of outstanding shares influence a stock's market cap.

    Zerodha Varsity on Social Media:

    Instagram: https://www.instagram.com/zerodhavarsity/

    X: https://x.com/ZerodhaVarsity

    YouTube: https://www.youtube.com/@varsitybyzerodha

    Disclaimer: The stocks or financial instruments discussed in this podcast are meant for educational purposes only. Please do not consider them recommendations or financial advice of any form.

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    4 mins
  • Ep. 7 - Zero Promoter Companies - HDFC Bank, ICICI Bank, L&T, and ITC
    Nov 5 2024

    Several listed companies do not have promoters. How do they work? Is there an advantage to being family-run or professionally run? Isn't it difficult to imagine Reliance Industries without the Ambani family or the Adani group without the Adani family? Is there an investment case here?

    Zerodha Varsity on Social Media:

    Instagram: https://www.instagram.com/zerodhavarsity/

    X: https://x.com/ZerodhaVarsity

    YouTube: https://www.youtube.com/@varsitybyzerodha

    Disclaimer: The stocks or financial instruments discussed in this podcast are meant for educational purposes only. Please do not consider them recommendations or financial advice of any form.

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    7 mins
  • Ep. 6 - Infosys weighs heavier than TCS in the Nifty 50 index
    Nov 1 2024

    Infosys’s market capitalization is about half of TCS’s. However, it has a larger weightage than TCS in the Nifty 50 index. The answer is in the free-float market capitalization of the two IT giants. But what makes their free-float market cap different?

    Zerodha Varsity on Social Media:

    Instagram: https://www.instagram.com/zerodhavarsity/

    X: https://x.com/ZerodhaVarsity

    YouTube: https://www.youtube.com/@varsitybyzerodha

    Disclaimer: The stocks or financial instruments discussed in this podcast are meant for educational purposes only. Please do not consider them recommendations or financial advice of any form.

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    5 mins
  • Ep. 5 - Vodafone and Facebook - Why companies pay in equity?
    Oct 29 2024

    Vodafone Idea paid some dues for spectrum charges to the government in equity. In its early days, Facebook paid an artist to decorate its headquarters in equity. Why do companies pay in equity? And what sets the respective equity payments of Vodafone and Facebook apart?

    Zerodha Varsity on Social Media:

    Instagram: https://www.instagram.com/zerodhavarsity/

    X: https://x.com/ZerodhaVarsity

    YouTube: https://www.youtube.com/@varsitybyzerodha

    Disclaimer: The stocks or financial instruments discussed in this podcast are meant for educational purposes only. Please do not consider them recommendations or financial advice of any form.

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    5 mins