Vikas Vij
@TheClubJunto
Disciple of Charlie Munger
India's Weakening Rupee and its Expected Impact on the Indian Stock Market and on Companies with Large USD Borrowings -- Reliance, Tata, Adani, Vedanta, SBI, Bajaj Finance and Others A SIMPLIFIED EXPLANATION OF WHAT THE ECONOMISTS ARE SAYING Three days ago, Dr. Arvind…
China AI vs. India IT CHINA AI: Revolutionary Mindset 🎯 DeepSeek LLM AI with just $6 million initial investment to compete with ChatGPT. 🎯 Developing GPUs (AI chips) to compete with Nvidia. 🎯 A tech tsunami with AI startups plus government and industry partnerships to…
FM said yesterday at an event: "Are companies sitting over passive funds that are being "engaged passively" rather than investing in capacity expansions?" TIP: TCS is sitting on Rs. 90,000 cr (over $10 billion) in reserves. TCS gives fat dividends to itself (72% shareholding…
Zomato Stock Valuation (Based on Today’s Results) Current Market Cap = Rs. 2.46 lakh crore Current Stock Price = Rs. 277 per share Number of Outstanding Shares = 907 crore Assume a reasonable P/E Ratio of Eternal in the long run @ 50 Assume stock price remains @ Rs. 277 EPS…
HDFC Bank: Worst Results in Many Years Other Income: Rs. 9,128 cr (Stake Sale in HDB Financial) Net Profit in Q1FY26 = Rs. 16,258 cr. LESS Stake Sale = Rs. 9,128 cr Net Profit (Adjusted for Stake Sale) Rs. 7,130 cr QoQ Net Profit: 62.15% DOWN YoY Net Profit: 56.72% DOWN…
RIL Quarterly Results: Signs of a Slowing Economy Media headlines show big jump in Net Profits QoQ and YoY REALITY: “Other Income” from Asian Paints Investment Sale Other Income as follows: Q1 FY25 @ 3,983 cr Q4 FY25 @ 4,905 cr Q1 FY26 @ 15,119 cr (In this quarter, the…
"Technical Impact": Axis Bank’s Accounting Innovation in Q1 FY26 Gross Slippages: Rs. 8,200 cr Technical Impact: (-) Rs. 2,709 cr EXCLUDING Technical Impact = Rs. 5,491 cr So, NPAs & PAT are reported as: “Actual” vs. “Ex Technical Impact” What is “Technical Impact”? Axis…
HDFC Bank Bonus Issue: More Slices, Same Pizza If you cut a pizza into 16 slices instead of 8, does it fill your stomach more? At last, HDFC Bank joins other Indian firms that have become world-leaders at stock price management instead of business management. @arabicatrader
Varun Beverages vs. Coca Cola Consolidated (USA): A Tale of Two Listed Bottlers CCC (Coke – USA): 2024 Net Profit Margin: 9.18% VBL (Pepsi – India): 2024 Net Profit Margin: 13.2% Difference = 13.2% - 9.18% = 4.02% It means: VBL is 43.79% more efficient in profitability than…
TCS Quarterly Results: Weak Start to FY2026 Operational Performance is DOWN Both YoY and QoQ QoQ Comparison: Q1 FY26 vs. Q4 FY25 Revenue from Operations (QoQ): DOWN by Rs. 1,042 cr In % Terms: DOWN by 1.62% Net Profit (QoQ): Up by Rs. 526 cr But “Other Income” is Up by Rs.…
Viceroy Research Report on Vedanta: A Giant Ponzi Scheme [Summary of Viceroy Report]: The Vedanta Group is a “House of Cards” built on unsustainable debt, looted assets, and fake accounting, headed for a disorderly collapse. Critical Governance Issues Bait-and-Switch…
Why America Needs “The America Party” Benjamin Franklin, one of America’s great founding fathers, shared a timeless lesson in his autobiography about turning a vicious adversary into a lifelong friend. In 1737, while serving in the Pennsylvania Assembly, Franklin faced fierce…
Today’s World Bank report says that in 2025 economic growth in India has moderated and industrial activity has slowed down. On the same day, PwC comes up with a 2035 “astrological” prediction of a $9.82 trillion economy (accurate to two decimals) to mislead the public.
India’s Economy Could Hit $9.82 Trillion by 2035: PwC Report Summary: A new PwC report projects that India could generate $9.82 trillion in economic output by 2035, driven by strong demographics, rapid digital adoption, and structural reforms. If realized, this would solidify…
SEBI is like that Dhol wala who starts playing dhol AFTER the bride has eloped with her lover, leaving the groom (Indian retail F&O trader) staring at the empty mandap.