Investment Shastra

MoneyWorks4me Podcast

MoneyWorks4me Podcasts include insights about stocks, sector, and market news by our analyst and advisory team.

MoneyWorks4me is an investment advisor (INA000013323) who provides data, information, analysis, insights, and tools to help investors take informed decisions and act with conviction.

Do not construe any of the information mentioned in the podcast as an investment recommendation. Consult our investment counselors before taking any action.

Core 50 Superstars

In this series of MoneyWorks4me Podcast, our Founder-Raymond Moses discusses the importance of a strong portfolio at the start of our investing journey and how to build it. He discusses Core stocks, Model Portfolios, investing in stocks through SIP, and moneyworks4me way of investing i.e. Quality @ reasonable price.

This series is especially for users who have recently started investing or wanting to start stock investing.

Know More: https://www.moneyworks4me.com/moneyworks4me-core

In the earlier series of this podcast, we have discussed the way forward for new investors who have recently started investing.

In this podcast, Mr. Raymond Moses discusses what role moneyworks4me can play to help new investors take informed decisions.

Core 50 Superstars solution helps invests to build a portfolio of the strongest companies and it also combines different investing strategies like Model portfolio, investing in stocks through SIP mode, and buying good quality stocks at a reasonable price.

Know more: https://www.moneyworks4me.com/moneyworks4me-core

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If you have any queries feel free to contact us on Call / : 8055769463

In this podcast, the founder of MoneyWorks4me Mr. Raymond Moses discusses the investing journey for new Investors who entered the market after the Covid19 induced market crash. He also discusses how Moneyworks4me partners investors with its fully integrated 3P System -Process, Platform, and People and helps them in their investing journey. Know more: https://www.moneyworks4me.com/moneyworks4me-core Subscribe Us On: Spotify | Google Podcast | YouTube If you have any queries feel free to contact us on Call / : 8055769463

Sector Analysis

Sector analysis helps to understand industry structure, competitive intensity, growth rate, key drivers, and risks. Stock price movement is often 70% correlated to sector movement.

Sector analysis helps to determine future prospects and understand risks while choosing an individual stock.

If you had invested equally in 43 PSU Stocks in 2011, you would have earned 7% CAGR versus 14% CAGR in Nifty 50. If we exclude PSU banks, most PSU Stocks are showing a high dividend yield and trading at the lowest valuation versus Nifty’s all-time high valuation. What has led to underperformance and what are the challenges in PSU investing? We discuss risks and opportunities in PSU stocks.

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If you have any queries feel free to contact us on Call /: 8055769463

Telecom industries current status, AGR dues, future sector analysis, 4g vs 5g.

Get answers to important questions like these in today’s episode of Sectorial Outlook Podcast, as we discuss Telecom sector- Risks and Opportunities with our Equity Analyst Ketan Gujarathi.

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If you have any queries feel free to contact us on Call /: 8055769463

There is a lot of hype about the impact of EVs on the Indian auto sector.

Many Investors want to have a first-mover advantage while some are cautious about taking new entry into the current auto space.

In today’s episode of Sectorial Outlook Podcast, we discuss the Auto sector- Risks and Opportunities with our Equity Analyst Ketan Gujarathi.

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If you have any queries feel free to contact us on Call /: 8055769463

IPO/NFO Analysis

Whenever a company gets listed, it comes through primary markets i.e. IPO. IPO may have companies with unique business models or new-age technology which can become future wealth creators.

MoneyWorks4me IPO analysis helps you understand the business model and future prospects of such companies.

Aditya Birla Sun Life AMC IPO Review- Large Company in a growth industry.
 
The Company is currently set up as a joint venture between Aditya Birla Capital Limited (ABCL) and Sun Life AMC.
 
The purpose of the IPO is selling out by existing shareholders. The company will not receive any proceeds from the offer.
 
Listen to our podcast to get our expert’s view on whether you should subscribe to this IPO or not.
 

Read more from the blog.

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If you have any queries feel free to contact us on Call /: 8055769463

HDFC Developed World Indexes Fund of Funds (HDFC DWI FOF) is a diversified index fund with passive management that invests in units/shares of overseas Index Funds and/or ETFs which will in aggregate closely correspond to the MSCI World Index (subject to tracking error).

In this podcast, we discuss this unique international fund. Our Equity Analyst Rushikesh Bhise shares his insights about this new fund offer from HDFC mutual fund.

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If you have any queries feel free to contact us on Call /: 8055769463

Stock Analysis

To generate consistent long-term returns, one has to invest very carefully in quality companies with bright future prospects and only at a reasonable price. Shortlisting good companies involves understanding their strengths, opportunities, and risks. 

The stock analysis will highlight all the important things one must consider while analyzing a stock.

What really made Birlasoft stand out versus the other small and mid-size IT companies is its diversification of clients and sectors. The management was pursuing growth with robust deal wins quarter after quarter even before the Covid slowdown created more opportunities for IT companies. Check out our podcast to know more such interesting levers that we identified when we considered buying Birlasoft at Rs. 118 per share.

Birlasoft Ltd Stock Analysis:

https://www.moneyworks4me.com/indianstocks/mid-cap/it-ites/it-software/birlasoft/company-info

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If you have any queries feel free to contact us on Call / : 8055769463

Check out our podcast on one of our Winner Stock Persistent Systems. What made us buy that company at such a cheap valuation? Did we aim for multibagger? Find out answers to all these questions in our latest Podcast about Indian IT space and Persistent Systems.

Know more: https://www.moneyworks4me.com/indianstocks/large-cap/it-ites/it-software/persistent-systems/company-info

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If you have any queries feel free to contact us on Call / : 8055769463

IEX enjoys > 40% ROCE as it doesn’t require a large investment in assets to grow its business. Such businesses are limited by competition as they own exchange licenses to operate into this business. Due to the small market size, limited players might be interesting to get into this business, and obtaining a new license is also difficult.

In today’s episode of the Stock Analysis Podcast, we discuss Indian Energy Exchange Ltd. with our Equity Analyst Aliya Sayyed.

Know more: https://www.moneyworks4me.com/indianstocks/mid-cap/sector/power-generation-distribution/indian-energy-exch/company-info

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If you have any queries feel free to contact us on Call /: 8055769463

Stock Market Outlook

Stock markets are driven by several factors in the short term. An entire day of news, media, and opinions is leading to information overload. Instead of insights, these often create noise that makes investors divert from the core purpose of investing. We cut through this cacophony and bring crisp information about market trends, valuation, and long-term perspective.

Markets have achieved a new Milestone with Sensex at 60,000 and Nifty at 18,000!

Listen in our equity analyst Ketan Gujarathi reviews market performance, shares outlook, and way forward for long-term investing.

We also discuss our observations from past bull markets, the type of opportunities to invest in for the next 5 years, and how to avoid potential pitfalls.

Read more from the blog:

https://www.moneyworks4me.com/investmentshastra/october-2021-stock-market-outlook/

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If you have any queries feel free to contact us on Call /: 8055769463

Team-MoneyWorks4me

A team of business leaders, equity research analysts & investment counsellors. Started in 2008; experienced in equity research, financial planning and portfolio management. Passionate about providing institutional quality research and advice to Retail Investors in a simple easy-to-understand-and-act manner.

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