Weekly Fin-Fun Newsletter #97
SOTW - Dumb Money, TWSO Henry Sugar, Li Lu, Mohnish Pabrai, Safir Anand, Devina Mehra and more ..
9
8% of the time the best thing you can do for your portfolio is to sell your biggest loser. Bury it and focus on the winners.
In a world where volatility and inflation can challenge your financial stability, mutual funds offer the perfect investment solution. They provide a strategic avenue to grow your wealth while managing risks effectively.
Markets 2nd Oct 2023
All 4 indices are in green zone.
Gold also looking weak in ratio to Nifty
Stock of the Week
Nava Ltd. fomerly Nava Bharat Ventures
Nava Bharat Ventures Ltd was established in 1972 as an Indian ferro alloys manufacturer, Nava Bharat is now a multinational company, operating in India, South East Asia and Africa with businesses in metals manufacturing, power, mining, agribusiness and healthcare. [1]
It owns Ferro Alloy facilities which are situated in Paloncha (Telangana) and Kharagprasad (Odisha). It also owns power generation capacity of 434 MW from its 8 thermal power plants located in different states of India. [2]
Its 65% owned subsidiary Maamba Collieries Ltd is Zambia’s largest coal mine concessionaire, which also led to the development of a 300 MW power plant in Zambia which repersents 10% of Zambia’s total installed power generation capacity. [2
D/E is 0.51
D/E 0.51 has reduced as compared to last year's D/E 0.72
Dividend Yield is 1.33%
Free Cash Flow yield is 36.07%
Free Cash Flow yield 36.07% has improved as compared to 5 Yrs avg FCF yield 8.28%
P/B is 1.03 which is lower than Industry P/B 1.67
P/E of 7.4 which is lower than Industry P/E of 12.08
Interest Coverage ratio 4.18 is higher than last year's Interest Coverage Ratio 3.63
Quarterly Sales has grown by 18.25% QoQ
Net Profit Margin (PAT Margin) is 34.58%
Net Profit Margin (PAT Margin) 34.58% has improved as compared to last year's NPM 16.9%
Operating Profit Margin (EBITDA Margin) is 44.37%
Operating Profit Margin (EBITDA Margin) 44.37% has improved as compared to last year's OPM 39.4%
P/B is 1.03
P/E ratio is 7.4
PEG ratio is 0.23
Stock has given a return of 141.53% in last 52 Weeks
3 Years Profit CAGR is 31.98%
Promoters have increased their stakes by 0.02% in the latest quarter (48.81% to 48.83%)
ROCE is 18.85%
ROCE 18.85% is above the 5 years ROCE average 14.98%
ROCE 18.85% has increased as compared to last year's ROCE 15.03%
ROE is 22.23%
ROE 22.23% is above the 5 years ROE average 14.06%
ROE 22.23% has increased as compared to last year's ROE 12.08%
Annual Sales has grown by 31.36%
Interesting Tweets and Reads
The timeline of Birkenstock is quite fascinating
Trevor Noah narrating his Banglore experience during the show in Mumbai 🤦🏽♂️🙄🤷🏽♂️
Ganesh Visarjan over the years Ganpati Bappa Morya Mumbai - by Super Ujwal
An investing gem by Joel Greenblatt Value investor
Joel Greenblatt's Columbia Class Notes offer even more value. :
Markets Sectors, Small caps, secure your portfolio - super investors Devina Mehra - Safir Anand in conversation
L𝐚𝐭𝐞𝐬𝐭 𝐩𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐨𝐟 𝐂𝐞𝐥𝐞𝐛𝐫𝐢𝐭𝐲 𝐢𝐧𝐯𝐞𝐬𝐭𝐨𝐫𝐬 in this thread
Movie of the week
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