52 results for “Idea”

Vodafone Idea gets a Duct-Tape-Fix by converting government debt to equity

The Indian government is converting ₹37,000 crores of Vodafone Idea’s (VI) debt into equity at ₹10 per share, despite the stock trading lower. This move, driven by regulatory constraints, offers only temporary relief as VI remains financially distressed with ₹165,000 crores in losses and a negative net worth. With massive upcoming payments and a struggling business model, VI’s survival is uncertain. A structured bankruptcy may be the best solution, ensuring market competition while avoiding prolonged financial struggles. Meanwhile, Airtel and Jio stand to gain from VI’s woes.

[Podcast] A Structured Approach to Cash Calls

[Podcast] Investing in Unlisted Companies: What's the deal?

Are unlisted securities worth investing in? What are they? In this edition of the Capitalmind Podcast, Deepak and Shray dive into the world of unlisted securities, the complexities of investing in them, the different pluses and minuses you might want to know, and more...

19-Nov: FTX scandal, Railway stocks, Prataap snacks & More

🔆 Quick glance What’s up with markets: Crisp overview of markets & macros What we are reading: 5 good reads from across the globe What’s that outlier: Prataap Snacks What’s on YouTube: FTX scandal, Railway stocks & More

[10 Sep 22] Newsletter: Market overview, Weekly Youtube show & 5 Good reads!

🔆 Quick glance - Market Overview: Sensex 30 PE trend, Macro markers & Market Movers - Links we like: 5 good reads on markets & money - Capitalmind Show: Kya Lagta Hai Bazaar on Youtube

Podcast: Why SEBI should implement India's EDGAR and more

Recently, as of 7th September 2022, total Demat accounts in India touched the 10 crore mark. This is a staggering increase from 40 crore Demat accounts in Mach 2020. This alone is a testimony of increased participation and inclusion of individuals in Indian markets. More and more Indians, especially youngsters, are taking to investing in equities enabled by their smartphones - digital broking, increased information access, and social media influence. The whole securities (stock) market ecosystem has evolved immensely over the past decade and deserves a lot of credit for the recent growth in the participation of new investors. At the helm of the ecosystem sits our regulators who are responsible to enable, guide, protect and watch the market participants to ensure that we have a fair and thriving market. In this episode, Deepak and Shray talk about the role SEBI can play in shaping the future of the markets. They talk about data warehousing, data accessibility, regulatory enhancements, bond markets, disclosures & reporting, and a lot more that would make our markets more accessible.

[16 Jul 22] Newsletter: Market Overview, 5 good reads on investing & latest episode of our weekly show

. - Nifty 50 PE ratio - Valuation indicator for the current markets - Hits & Misses - Stocks that gained and lost the most - Links we like - 5 good reads on markets & money - Capitalmind Show - Kya Lagta Hai Bazaar .

Why you need to stop buying bankrupt companies [Podcast EP48]

What happens when a company goes bankrupt? Why do investors buy their stocks that are headed to zero? In this episode, we explore how the Insolvency and Bankruptcy Code (IBC) has changed the game. Deepak explains the many nuances of current regulations and how they've evolved. We dive into examples such as Bhushan Steel, Sintex and Ruchi Soya - which we hope will give you clarity. Listen in and decide. Would you stay the hell away from such stocks, or start hunting for bargains?

[Podcast] CBDC - Can RBI make a big leap into the future with digital currencies?

There is a lot to unpack about this new digital currency RBI is talking about. Deepak and Shray build up this discussion by pondering over successive questions. Deepak takes us through how cryptocurrencies currently work. This sets up a context to the current ways of handling digital currencies and we move on to discuss the RBI-backed digital currency framework - Central Bank Digital Currency (CBDC). Key Points  ▪️ How CBDCs are not cryptocurrencies? And how are they different? ▪️ Is CBDCs actually required or is it a response to the popularity of cryptocurrency? So basically, why now? ▪️ Is the CBDC likely to be anonymous like cryptocurrencies? ▪️ Can CBDCs be an alternative to the SWIFT system given how ▪️ Russia has been isolated by the world right now? Impact of CBDC on Monetary and Fiscal policies?

What you know about inflation might be wrong

In this podcast, ▪️ We understand the practical concept of Inflation with examples ▪️ Impact of Inflation on your investments ▪️ Impact of Inflation on your daily lives, and how it impacts individuals differently ▪️ How the impact of interest rate change impacts the USA differently than in India ▪️ Hajaar practical examples and zero jargons

P2P lending in India. How does it work and are the risks worth it? (EP42)

How does P2P lending work in India? How safe is P2P lending? Deepak and Shray explore how the industry works, the risks involved and whether the returns are enough to justify the risks.

EP41: Term Insurance - Why and when do you need it?

Telecom relief package ensures survival but not revival

To save the dire situation of one of the telecom operators, the Government of India announced a slew of reforms today. In a press conference, Ashwini Vaishnaw, Minister for Communications, said that the Cabinet Committee has approved nine structural reforms and five process reforms for the telecom sector. In this post, we dwell upon the important announcements and their impact on the industry. And obviously, try to answer the most frequently asked question: Will Vodafone Idea survive?

EP40: How Smallcase helped create a new generation of investors

Episode 40 and we’re speaking to the fintech firm that just raised 40 Million dollars last week - Smallcase! Deepak sits down with co-founders Vasanth and Anugrah to talk about creating a new way to invest in stocks, investment lessons from the pandemic and what’s up next from the Smallcase team.

Vodafone Idea: Deteriorating hopes of survival

Will Vodafone Idea survive? Has been one of the most frequently asked questions since the Supreme Court's AGR verdict a year ago. Recently, we wrote on what happens if the company shuts shop. Q1FY22 results, which were released on Saturday, reinforce the impending financial crisis at Vodafone Idea that will hurt the Government of India the most.

EP39: Why we run a PMS and how we do it differently

What is a Portfolio Management Service? How does it really work? Do they actually benefit their clients? In this episode, Vashistha and Deepak explore PMS' through their experience of running one at Capitalmind. They explain how the operations work, the pros and cons of different fee structures, quantitative strategies and how PMS' are different from AIFs, Mutual Funds and Smallcases.

What happens if Vodafone Idea goes bankrupt?

An unfavourable verdict of a two-decade-old legal battle between India’s mobile operators and the Government of India has put one of India’s oldest telecom operators in a fix. Yes, we are talking about the merged company – Vodafone Idea Ltd. The share prices of the Vodafone Plc and Kumar Mangalam Birla controlled entity have halved in value since the start of the year while that of its peer – Bharti Airtel Ltd. – has grown 15%. In the ongoing week, the share prices of Vodafone Idea have fallen over 28%. Even before the unfavourable outcome, the company was failing to keep up with its peers. In this post, we dwell upon what led to all this and what lies ahead for the telecom operator.

Indian Telecom Sector: Duopoly Or Hefty Tariff Hikes?

Bharti Airtel Ltd. – India’s second-largest mobile operator has significantly consolidated its position in financial year 2021. The Sunil Bharti Mittal and SingTel controlled company has not only been able to grow its subscriber base but has also been able to outperform its peers in most of the parameters. Here’s a look at how the Q4FY21 and the entire financial year panned out for the telecom operators.

EP38: Money, after you die

How do you plan for a smooth transfer of your wealth after you die? And how do you help someone whose loved one has passed on? In this episode, Shray and Deepak explore what you must do in an unfortunate circumstance of a loved one's death, and for an easy transition in case of your own. We also invite Harshavardhan Ganesan, a practicing lawyer, to give us the legal perspective. Listen in for real life anecdotes from covid, succession certificates, legal wills, and some counter-intuitive learnings.

How the Govt borrows and why you should lend to them directly

What Does "Delisting" Mean?

Deepak was interviewed on CNBC about how investors can look at delistings. Key questions discussed: Is delisting a bad thing? How does the process work? Price discovery and How should you bid? What if you don't tender? What happened with Vedanta? Are MNCs good delisting bets?

Why are Bharti Airtel shares underperforming?

India’s oldest telecom operator – Bharti Airtel Ltd.’s share price has struggling. We there are five reasons why the Airtel share price has been falling in an otherwise euphoric market.

Podcast #29: Discussing credit scores, trust, valuing your time and habits of the wealthy with Kunal Shah

"How will we become wealthy if we hate everyone who becomes wealthy?". "All the entrepreneurs who are somewhat successful are because of their thick skin" "The largest employer of this country is inefficiency” Some amazing insights in the 29th edition of the Capitalmind Podcast, where Deepak Shenoy of Capitalmind and Kunal Shah of CRED analyze the affluent - their spending patterns, usage of credit, and the behaviour of successful people.

Q4FY20 Earnings: Vodafone Idea’s Liquidity Worsening

Bharti Airtel: Phoenix Rising From The Ashes

Can Vodafone Idea Survive Even With A Favourable AGR Case Outcome

The verdict of a 15-year-old legal battle between India’s mobile operators and the Government of India, has raised serious concerns around the survival of Vodafone Idea Ltd. Even with the best possible/most favourable payment term – which now looks quite possible – the Vodafone Plc and Kumar Mangalam Birla controlled entity will have to revisit its survival plan. Can Vodafone-Idea survive or will Indian telecom become a duopoly?

Podcast #27: The run on debt mutual funds. Is your money safe?

Podcast #23: How India’s amazing new financial infrastructure will enable better, more inclusive “Bharat UX”

Guest Post: Elementary high school ideas that work in Investing

Actionable: Opportunity courtesy Vodafone Idea [Premium Unlocked]

Podcast #18: How to Master Your Cash Flows with Credit-Cards and Overdrafts

Podcast: The Strange Happenings at Karvy (Ep-15)

All This In One Day: Hiking PMS Minimums, Selling BPCL, Letting Voda-Idea Breathe...

Podcast: The PMC Bank Debacle (Episode-10)

Podcast: Should The Indian Government Borrow From Abroad? (Episode-9)

Podcast: Momentum- The Anomaly that Persists (Episode-6)

The Voda-Idea Rights Issue - a 25,000 cr. Offer You Might Still Want To Think About

Vodafone-Idea Merge Into a Goliath To Take On Reliance Jio

Premium (Unlocked): How to find stocks hitting all-time-highs using Capitalmind SNAP

Earnings Report: 3QFY17 : Results For 13-Feb - Coal India, Idea Cellular & Hindalco!

Video: How To Set Up and Use a New Version of Options Oracle

Video: How To Strategically Create Option Trades

Uncle Theta is going audio-visual today. We bring you thoughts on how to build spreads using data crunched through the Capitalmind Snap platform. Watch as disciple Vashistha first decodes the 1SD range of the Nifty as indicated by longer duration options through Snap, and then figures out what kind of spread to write and where.

We Did Not Tell You So. We Had No Idea This Would Happen.

Premium Video: Do Not Hurry Exits, Says AP on Trading Options

Interviewed at ET Now: On Splitting Airtel, The Upgrade of Persistent Systems and The Bank EPS Push

Guest Post: The Airtel Zero idea: Splitting India’s Internet into many Internets

Premium: Outliers: Our Video on How To Discover Stocks Using The Tool

Video: Slump Sales and Safeguards

Video: The Money Masters

Teledata - Proves my low P/E idea wrong!

Mudra Lifestyle - Stock Idea

Stock Idea: BHEL