Side Notes by Zerodha Varsity

Side Notes by Zerodha Varsity

By Zerodha VarsityBusinessEducationInvestingHow ToManagement
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Side Notes by Zerodha Varsity episodes

  • Why mutual funds were suddenly underperforming in 2019?

    A SEBI rule in 2019 mandated mutual funds to change how they benchmarked their performance to an index. An understanding of price return (PR) and total return (TR) indices explains how the reported outperformance of mutual funds vanished.

    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.

    5 min
  • Leverage, ROE, and ROI - Margin Trading and Businesses
    Borrowings can amplify your profits as well as losses. The profits earned on borrowed money add to earnings, but losses eat into the equity capital. Interest payments can further hurt equity. It seems like a risk-return dilemma! 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.
    5 min
  • Crude Oil once traded at negative prices - Do you know why?
    There came a time around COVID-19 when crude oil prices had fallen below zero. Meaning that you would be paid to take crude oil. It sounds strange, but it did happen. Tune in to know how and why was crude oil trading at negative prices. 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.
    6 min
  • Surf Excel, Rin, Wheel - Why does HUL sell detergents under different brand names?
    HUL has Dove, Lux, Pears, Axe, and Lifebuoy soaps. It has Sunsilk, Clinic Plus, Dove, and other brands of shampoo. HUL is a house of brands with multiple brands in every product category.
    And did Maruti Suzuki take a leaf out of HUL's brand management book? 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.
    5 min
  • Singapore is the most expensive place to own a car!
    You need a Certificate of Entitlement (COE) to own a car in Singapore. COE is very expensive, and you must bid for it in an open auction, thereby adding to the cost of buying a car. Has Singapore made cars expensive on purpose? If yes, why? 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.
    5 min
  • Diseconomies of Scale in Steel Recycling
    We know economies of scale - as production increases, the per-unit cost goes down. Diseconomies of scale are the opposite - as production increases, the per-unit cost also rises. But why would that happen? 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.
    5 min
  • Parle-G and Cadbury Dairymilk - Shrinkflation
    Do you think today's Cadbury Dairymilk and Parle-G's five-rupee packets are much smaller than those 10-15 years ago? If inflation is the reason, couldn't they increase the packet price instead of reducing their size? 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.
    6 min
  • Why is RBI selling Dollars? The USD-INR Struggle
    The RBI sold more than 50 billion dollars between September and December of 2024. Was it a planned course of action? Why would the bank reduce its forex reserves? 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.
    6 min
  • IL&FS, Essel, and Others - Why NBFCs were failing in 2018-19

    NBFCs borrow money from banks and the public to give out loans. They make money by keeping the difference between the interest rate they receive from their customers and the interest rate they pay to their lenders. But something went awry in this arrangement in 2018-19.

    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.

    7 min
  • Amber Enterprises, Taj, Ultratech Cement - What's common among them?

    Amber's revenues are the strongest in the March quarter and the weakest in the June quarter. 

    Taj Hotels sees the weakest quarter in September and the strongest in December. 

    Ultratech Cement witnesses a strong March quarter and the weakest September quarter.

    Seasonality has got something to do with it, maybe.

    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.

    5 min

About Side Notes by Zerodha Varsity

From the publisher's feed

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