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In this episode on One Midcap Market Leader we'll cover-
1. Conglomerate business details.
2. We'll see a basic crux of capital allocation of Triveni Engineering.
3. Multiple business divisions & seemingly operating in the Commodity Sector.
4. Promoter's family history.
5. We'll cover Sugar business first since it's the first time we're covering a Sugar & Ethanol industry.
6. Why is the sugar industry called cyclical & what are the cycles?
7. Max production of Ethanol comes from Brazil.
8. Govt. has recently announced a risk in this Industry.
8. How India could annually save a lot on the import bill because we still import huge amounts of crude oil.
9. Different Valuation parameters we can create for Conglomerates.
By SOIC: School of Intrinsic CompoundingIn this episode on One Midcap Market Leader we'll cover-
1. Conglomerate business details.
2. We'll see a basic crux of capital allocation of Triveni Engineering.
3. Multiple business divisions & seemingly operating in the Commodity Sector.
4. Promoter's family history.
5. We'll cover Sugar business first since it's the first time we're covering a Sugar & Ethanol industry.
6. Why is the sugar industry called cyclical & what are the cycles?
7. Max production of Ethanol comes from Brazil.
8. Govt. has recently announced a risk in this Industry.
8. How India could annually save a lot on the import bill because we still import huge amounts of crude oil.
9. Different Valuation parameters we can create for Conglomerates.

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