Weekly Fin-Fun Newsletter #122

Stock , Movie of the Week, Deepak Shenoy Unplugged, Passport King, Howard Marks, Kolkata Story..

"I did a lot of math. I made a lot of money, and I gave almost all of it away,"

"I thought it was the coolest thing – what a life, to go out at 2 AM with friends and do math over coffee. It seemed like the world’s greatest career." -Jim Simons (RIP to a true investing legend; 1938 - 2024)

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• Bombay of the Week

Joe on Twitter

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• Markets

India's SIP inflows soar past ₹20,000 crore! 🚀 Seize the moment—start your investment journey today and be part of India's growing success story.

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Gold looking good, Nifty just bounced back from the moving averages.

Nifty will be super volatile till 4th June - Election results.

Short Term its a buy with 200 points SL

• Stock of the Week

BEML - CMP 3676

Perks

1. D/E is 0.15

2. Interest Coverage ratio 5.88 is higher than last year's Interest Coverage Ratio 3.72

3. D/E 0.15 has reduced as compared to last year's D/E 0.35

4. Stock has given a return of 133.25% in last 52 Weeks

5. ROCE 11.21% has increased as compared to last year's ROCE 8.91%

6. ROE 11.21% has increased as compared to last year's ROE 8.91%

7. ROCE 11.21% is higher than 5 years ROCE average 7.02%

8. ROE 6.61% is higher than 5 years ROE average 4.21%

9. Operating Profit Margin (EBITDA Margin) is 9.62%

10. Operating Profit Margin (EBITDA Margin) 9.62% has improved as compared to last year's OPM 7.7%

11. Net Profit Margin (PAT Margin) 4.05% has improved as compared to last year's NPM 2.97%

12. Free Cash Flow yield is 9.0%

13. Free Cash Flow yield 9.0% has improved as compared to 5 Yrs avg FCF yield 2.58%

14. Cash Conversion Days 232.65 has improved as compared to 5 Yrs avg Cash Conversion Days 238.85

15. Annual Profit has grown over by 22.48%

16. 3 Years Profit CAGR is 35.86%

17. FII have increased their stakes by 7.76% in last 3 years

18. Retail/Public have reduced their stakes by 2.32% in last 3 years

• Interesting Reads and Tweets

Starbucks Reward app is a juggernaut

The Passport King: How a Swiss Lawyer Built a Billion Dollar Passport Business

The Cult - Jimmy Jimmy Aaja

• Movie of the Week

Malaylam movie - Premalu on Hotstar