The SOIC Podcast

One Midcap Market Leader 🏆🥇


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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.



...more
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The SOIC PodcastBy SOIC: School of Intrinsic Compounding


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