In 2024, people in Argentina carried bags or even suitcases filled with money for simple transactions. Inflation was as high as 287%. What structural issues pushed Argentina into a spiral of hyperinflation? What is the country doing now to correct its course?

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Risk attracts a premium. A higher price is quoted if there is doubt about a customer's ability to pay up in time. The higher price is because the business wants a premium for assuming the risk. What if there is doubt about a country's ability to pay up? Perhaps that is what Adani Power was concerned about in its power supply deal with Bangladesh.

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Cuba is called the sugar bowl of the world, but Brazil and India have overtaken it as the largest sugar producers. Why did Cuba fall back? It seems the Middle East might be taking lessons from such mistakes that Cuba and many other countries have made.

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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.

When Bangladesh struggled to pay power bills, Adani Power cut power power supply to the country by half. Adani could do this because its power generation was being done in India. What would the Bangladesh government have done if Adani Power had a power generation unit in Bangladesh?

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Palantir makes about 55% of its revenues from government contracts. That seems to be a lot of dependency on just one customer. Apple also apparently depends heavily on TSMC for semiconductor chips. That seems to be a lot of dependency on just one vendor. Is that a risk?

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Torrent Pharma's Q2FY25 revenues from Brazil were up 4%, but in constant currency terms, the same revenues were up 17%. The concept of constant currency comes up only when the business has operations in multiple countries. But what is the concept of constant currency?

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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.

Bad quality of earnings or reporting may not be unlawful, but is that enough? Why is it important to have good-quality earnings? As an investor, why is transparency in reporting important? And why does it make business sense to have the best quality of earnings?

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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.

Dmart's trade receivables are small, but those of L&T are huge. Is it because of the difference in the nature of their business or the difference in their management?

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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.

According to Warren Buffett, Coca-Cola and Apple enjoy economic moats. Coca-Cola’s brand identity is a moat, and Apple’s brand and product design are both moats. Any feature that makes it difficult for the competition to break into an existing business’s market share is called a moat.

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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?

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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.