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Siddharth Bothra

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Understanding the economy, one scoop at a time.

16/01/2024

DreamFolks Services

DreamFolks has a monopoly in airport lounge services and other services in India. Is this a sustainable model? Should this company be on your watchlist? I talk about this in the latest episode by comparing the pros and cons of the company. Read the full blog here.

12 min
08/01/2024

Investing in Pharma (Part 1) - Divi's Laboratories

Investing in Pharma (Part 1) - Divi's Laboratories Being one of the biggest API manufacturers in the world, Divi's stock prices are quite expensive. In this episode, I breakdown the reasons as to why the company is trading at a PE of 71 while also giving an account of the risks the company faces and; eventually, attempting to decide if the stock prices are justified. Tune in to find out more about Divi's Labs. Read the full blog here

11 min
04/12/2023

Betting on Space [P4] - Paras Defense

A defense company that went through a roller coaster in the stock market when it initially launched, we talk about Paras Defense in this episode. Why it has potential, and what are its shortcomings, we discuss this and more. Blog discussed - https://blog.sid.business/p/betting-on-space-part-3?utm_campaign=post&utm_medium=web

10 min
23/11/2023

Betting on Space [P3] - MTAR Technologies

Delving more into mid-cap companies, we talk about MTAR in today's episode. It's strengths and weaknesses, we talk about this and more. Stocks discussed: MTARTECH Blog discussed - https://blog.sid.business/p/betting-on-space-part-2

8 min
17/11/2023

Betting on Space [P2] : Centum Electronics

The space sector is booming, not only in India but also globally. Continuing with the series of players in this sector, in this episode I talk about Centum Electronics – a company with a relatively smaller market cap, but immense potential. To know more about Centum Electronics, why it has potential, and a few things you should keep in mind before investing, tune in to this episode. Stocks discussed - CENTUM

8 min
01/10/2023

Betting on Space [P1] : L&T and HAL

As India is establishing itself in the field of space missions, the demand for companies in this space will skyrocket (my wordplay is good). In this episode, we spoke about two such companies and why you should keep them on your watch list. Read the blog mentioned in the episode here. Stocks discussed: LT, HAL.

7 min
04/09/2023

Vi: running out of ideas

As per recent reports, Vodafone-Idea has been consistently losing subscribers for the past two years, with 2.8M lost subscriptions in May 2023. Vi is also under astronomically high levels of debt to the government and outstanding dues to vendors. These are some of the factors that make Vi an unsuitable company to invest in. What are the other factors you should keep in mind before even thinking of investing in such a company? What options does Vi have to save itself from collapsing? We spoke about this and more. Stocks discussed: IDEA, RELIANCE, BHARTIARTL

10 min
19/08/2023

BSNL: a blackhole for taxpayers' money

The Government recently announced a revival package of INR 89,000 CRORE to keep the lights on at BSNL so that it can get 4G/5G allocation. This is the third package in the last 5 years taking the accumulated amount spent by the Government to 3.3 LAKH CRORE. That’s a lot of money. Is it worth investing or should I say pouring such a vast amount of money into a failing telecom operator? Or should the Government think of shutting it down OR selling it? Is this the best use of taxpayers’ money? We spoke about this & more in this episode. Stocks discussed: RELIANCE, BHARTIARTL, IDEA. I wrote an article doing a deep dive into BSNL here.

7 min

Understanding the economy, one scoop at a time.

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Siddharth Bothra
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