Side Notes by Zerodha Varsity

By: Zerodha Varsity
  • Summary

  • Byte-sized lessons on investment strategy, financial metrics, business decisions, and/or market phenomena.
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Episodes
  • 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

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