Side Notes by Zerodha Varsity

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

  1. 4D AGO

    The world's best restaurants may not have a Michelin Star, do you know why?

    It is interesting how a tyre company became an authority on rating restaurants worldwide. The connection feels unusual, but once you know the story, it seems almost obvious.  Did you know that many restaurants may not get a Michelin Star, but a consolation prize of sorts? It is a cute tag, to say the least. 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.

    9 min
  2. Hyrox - Can cultural trends spark investment ideas?

    OCT 7

    Hyrox - Can cultural trends spark investment ideas?

    Two companies, Concept2 and Centr, have long-standing agreements to supply equipment for Hyrox training and events worldwide. As Hyrox slowly becomes a cultural phenomenon, its suppliers stand to gain from the growing demand. There have been many similar parallels where cultural and subcultural trends have spurred demands for unlikely businesses. 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.

    9 min

  3. SEP 30

    Brand Collabs, Drop Culture, Limited Editions - the business of hype

    KFC x Crocs, Nike x Ben&Jerry's, Supreme x Oreo, and Comet x Naru are all weird brand collaborations. There are so many more. But are such collabs just marketing stunts or actual business drivers? 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.

    8 min

  4. SEP 23

    Bhushan Steel's Fall From Fortune to Fraud

    Bhushan Steel was among India's largest secondary steelmakers. It rode high on India's infrastructure boom, expanding operations fueled by massive debt. Its growth came to a screeching halt when the promoters and senior officials were accused of multi-thousand-crore accounting fraud involving shell companies, fake invoices, fund diversion, and round-tripping. 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.

    11 min

  5. SEP 16

    When Reliance Jio behaved like a startup

    Within just 6-7 months in 2020, Reliance had raised over 20 billion dollars from 13 prominent investors and sold about 33% of its equity Jio Platforms. This was the largest private capital raise by any company in India’s history. Why did such a cash-rich company like Reliance need external capital? 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.

    8 min

  6. SEP 9

    Flipkart is loss-making but valuable for Walmart

    Aswath Damodaran called Walmart's acquisition of Flipkart the most expensive facelift in history. He felt Walmart wanted to feel young again by acquiring a modern-age e-commerce company in a developing market. But Walmart is seeing a value that others may seem to ignore. 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.

    9 min

  7. SEP 2

    L&T's hostile takeover of Mindtree

    L&T wanted to diversify out of infrastructure-related businesses. It was looking for targets. Mindtree was not looking for buyers, but it came on L&T's radar because of VG Sidhartha's struggles at Cafe Coffee Day. Then came a hostile takeover. 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.

    11 min

  8. AUG 26

    Lacoste - A solid business of solid shades

    Rene Lacoste, a French Tennis prodigy, first wore a crocodile logo on his blazer. After his tennis career, he launched the Lacoste brand of tennis shirts, which, of course, had the signature crocodile logo. Lacoste is known for various shades of solid polos today. Surprisingly, it introduced those shades way back in the 1950s. 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.

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

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