Digant Haria

Northern Arc - Riding the NBFC wave The business cycle for NBFCs is turning (+ve). A deep dive into an NBFC which can give you an exposure to 100s of other NBFCs and millions of customers. greenedgewealth.com/NorthernArc-Cr…

HDB Financial - Missing the HDFC magic Private market investors are shocked to discover the valuations have corrected from 5.5x book to 3.5x book in the IPO Read on to find out the correct valuation for HDB greenedgewealth.com/HDB-Financial-…

Microfinance - This time is different! When Brahma (creator) and Vishnu (preserver) are disappointed, what will is take to turnaround? Probably, its time for Mahesh (destroyer) to start the dance of creative destruction greenedgewealth.com/Microfinance-T…

JM Financial - Entering the fast lane A deep dive on 12 months of transformation and what lies ahead: 1) End of a pain cycle 2) Improved capital allocation 3) Accelerated growth in Wealth, AMC & HFC 4) Rising dividends and undemanding valuations greenedgewealth.com/JM-Financial-M…

Microfinance - How deep is the pain? Stage 1: Accept the problem (Jun'24) Stage 2: Growth decelerates, customers deleverage & provide for bad asset (Up to Mar'25?) Stage 3: Good cycle starts (Jun'25?), strong players bounce back youtube.com/watch?v=ZpLwkw… @kothariabhishek

Metals & Mining Considered "un-investible" in the past decade, these sectors are now showing promise! Take a deep dive into each of them 1) Coal 2) Oil & Gas 3) Iron Ore & Manganese Ore 4) Aluminium & Copper 5) Gold & Silver youtu.be/osKVi2JSIzQ?si…

Gold loans - Strong cycle, but few beneficiaries? Despite the best demand environment in many years, why are only 2 players able to benefit from it? List 1: PSU, Pvt banks, Fintechs, Manappuram, IIFL & CSB Bank List 2: Muthoot Finance, Muthoot Fincrop tinyurl.com/4xp9wp4d

Capital allocation & JM Financial Improved capital allocation is one of the cornerstones of long term wealth creation. In case of JM, decision to improve capital allocation has been recently taken. Can wealth creation be far behind? tinyurl.com/nhcbnsmp

Silver - A case for investment It's been 13 years since silver prices have been lackluster. Over last 2 years, the global environment has changed, and gold prices have started to strengthen. When gold rallies, can silver be left far behind? greenedgewealth.com/Silver-When-wi…

Join us on twitter spaces today at 6pm, as we discuss on investing opportunities in Food & Finance sector! @GreenEdgeWealth @AI_Feb21

Will make an attempt at finding value among the fallen angels (India Fintech 🧐) on India Investing Conclave tomorrow