Side Notes by Zerodha Varsity

Do you know the brand of bricks in your house? Do you know the brand of zips or buttons on your denims? Do we really care for the nuts and bolts used in our cars? How can one be successful in running such a no-brands business?

Zerodha Varsity on Social Media:

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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.

TVS Motor and Bajaj Auto are similar in terms of the size of their revenues and assets. However, TVS has a return on assets of 4%, while Bajaj’s return on assets is almost 20%. Why this difference?

Zerodha Varsity on Social Media:

Instagram: https://www.instagram.com/zerodhavarsity/

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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.

Vedanta Limited has been paying dividends that are in excess of its earnings over the past two years. Why is it doing so? And how can it pay such high dividends?

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.

Velvette's shampoo sachets, Colgate toothpaste tubes with wider openings, and the rounded Parachute oil bottles were all revolutionary innovations in product packaging. These cases show how packaging can solve for affordability, convenience, and even business profitability.

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.

China is the second-most populous country on earth but has a significantly low population density. How is this causing the same sector to behave differently in India and China? 

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.

Apple, TSMC, and Nvidia have much higher PE ratios than Samsung despite Samsung competing directly with these players in the global markets. Samsung's revenues and operations are at comparable levels with the others. So, what is holding its PE Ratio back?

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.

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?

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.

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.

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.

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.

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.

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?

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.