Multipie Social

Mulitipie is a Digital platform where you can get all your answers related to stock and Investment. A platform where people can come learn, share and collaborate through the right tools.  

[multipiesocial]

Radhika Gupta - MD & CEO, Edelweiss AMC

My guest for today is Radhika Gupta . Radhika is Currently MD & CEO of Edelweiss Asset Management Limited . She is a graduate from the Management and Tec…

[multipiesocial]

Introduction to Financial Analysis (101)

Michael Jordan cited: “Get the fundamentals down and everything you do will rise”

In a world where everyone on twitter or youtube seems to be an expert in equity markets, it gets important for us to not get distracted and focus on what might actually help us in wealth creation.

Hi everyone, to bring back the basics, here on Multipie, we will dig deep & start the following series:

Financial statements analysis

Company analysis

Business valuation

Personal finance

Warren Buffett quotes that “Accounting is the language of business”. Every financial number is a starcast in the evolving movie called the business.

[multipiesocial]

Why should you not invest in Debt-free companies (#31)

Hello😄👋This week, we covered the Market snapshot, Reliance bond raise, and why investing in debt-free companies might not always be the best option followed by interesting visuals & curated reads.

Outline

1. Market snapshot

2. Reliance bond raise & why investing in Debt-free companies is not always be a good option

3. Chart of the week: Global Auto OEM market cap

4. Curated good reads & company updates:

5. Select highlights from Multipie:

1. Market snapshot

Markets had a good week, gaining 2.4%. Financials was the top gainer (up 4.7%) after months of under-performance. Followed by Energy/ Oil & Gas and Power & Utilities sectors, each up by 4%.

Last week’s top gainers- Pharma and IT are down this week by 2% & 0.4%.

[multipiesocial]

Multipie Weekly #18: Curated reads for investors

Hello, this week we discuss the big meeting between the Rakesh Jhunjhunwala and ministries, explain the key developments in the RBI policy meet, key new developments for the power sector and how this impacts IEX, share our three favorite charts of the week, company updates and some curated reads. Happy reading!

1. Market snapshot

Last week Energy/Oil Gas continue to gain the most i.e. 5.3% as global coal shortages still persist followed by other sectors like Consumer Discretionary and IT which gained 4.8% and 4.7%.

[multipiesocial]

Multipie Weekly #19 Curated reads for investors

Morning everyone! It’s a happy festive weekend, but we got you covered on some key insights and developments from the week. We have an important personal update – Multipie app is now live and we have started rolling out invites to our waitlist members. If you have signed up, you would have either received an invite code already (check your mail please in case you missed) or will be getting one soon 🙂

If you haven’t, do join us by subscribing at multipie.co

This week we discuss the market moves, Saregama’s inflection point, explain the big GatiShakti project, share our favourite charts of the week, company updates and some curated reads. Happy reading!

[multipiesocial]

Multipie Weekly #20 Curated reads for investors

Hello everyone! Multipie app is now live and we have started rolling out invites to our waitlist members. If you have signed up, you would have either received an invite code already (check your mail please in case you missed) or will be getting one soon 🙂 If you haven’t, do join us by subscribing at multipie.co

This week we discuss the market moves, Squid games in IRCTC, Roadmap of PVR Ltd after theatres reopen, share our favourite charts of the week, company result updates and some curated reads. Happy reading!

[multipiesocial]

Multipie weekly #21 Curated reads for investors

Hello everyone! This week we discuss the market moves, what is driving up Borosil Renewables, how to protect yourself from consensus trades and some curated reads. Happy reading!

Also, Multipie app is now live and we have started rolling out invites to our waitlist members. If you have signed up, you would have either received an invite code already (check your mail please in case you missed) or will be getting one soon 🙂 If you haven’t, do join us by subscribing at multipie.co

[multipiesocial]

Multipie weekly #30 Tailwind in NLEM exposed pharmaceutical companies

Happy New Year everyone! 😄✨In the first edition of our newsletter in 2022, we covered the Market snapshot, Tailwinds in NLEM exposed pharmaceutical companies, learnings from Ramesh Damani followed by interesting visuals & curated reads.

1. Market snapshot

In the last week of 2021, the Pharma & healthcare sector gained by 5.3% after the government’s approval on Molnupiravir – a medicine to treat covid. This led to the share price increase of all the major pharmaceutical companies having Molnupiravir in their portfolio. To know more in detail, click here.

[multipiesocial]

Multipie weekly #29 curated reads for investors

Hello👋 Its the year end so with Market snapshot we summed up the major events happened in equity markets & economy in 2021 followed by interesting visual & curated reads.

1. Market snapshot

An eventful year is nearing a close and let’s take a stock of sector wise performance. The markets ended on a flat note for the week. Continuous resilience of the IT sector (up  2.9%) made for the selling pressure in Power & utilities, Financials & Consumer discretionary, which were down by 2.5%, 1.8% & 0.8% for the week. For the year 2021, the overall markets saw 33% returns. Old economy sectors such as Industrials and Power were the top gainer at 63% and 82% respectively, while Pharma and Consumer staples (FMCG) were the underperformers at 14% and 16% respectively.

[multipiesocial]

Multipie Weekly #28 Curated reads for investors

Hello👋This week we covered- Market snapshot, Will the apparent value unlocking opportunity in ITC, unlock the value; followed by interesting visuals & curated reads.

Outline

1. Market snapshot

2. Will the apparent value unlocking opportunity in ITC, really unlock value?

3. Visuals of the week:

4. Good reads of the week:

5. Multipie interactions of the week:

1. Market snapshot

Last week, IT was the only sector which gained and this might be possibly due to outstanding results by US IT company- Accenture and its positive guidance on overall demand in cloud transformation industry.

Real Estate, Financials & Energy/Oil Gas which lost the most i.e. down by 7.3%, 5.3% & 4.9% respectively.

[multipiesocial]

Take Charge of your investing journey!

If you are beginning your investment journey (or if you want to rethink with a structured approach), there’s no better place to start! This document outlines a structured approach to investing that we wish we had when we started to invest.

Here’s how to make the best use of this document:

Read this 📖

Create a draft plan 📝 (we have an example at the end)

Share it on Multipie with #takecharge and get feedback from us, experts and the vibrant Multipie Community 💡

Act on the plan ✔

If you aren’t on Multipie already, you are missing out! Join here: www.multipie.co/get-app

[multipiesocial]

Multipie weekly #27 curated reads for investors

Hello👋This week we covered- Market snapshot, Why there is great potential in the stainless steel industry & explained the Rebound in Jindal Stainless Ltd followed by interesting visuals & curated reads.

1. Market snapshot

The market has been acting like a seesaw since last month. This week,  all the sectors were up. Real estate, Materials/Commodities & Industrials gained the most by 4.7%, 3.3% and 3% respectively.

Interestingly, if we look at the last 1 month,  1 year and 3-year trend, the Power sector has been the top gainer.

[multipiesocial]

Multipie weekly #26 Curated reads for investors

Hello👋This week we covered- Deja Vu in Paytm, Defending economies of scale, 40% of electricity generation from renewables & nuclear energy followed by interesting visuals & curated reads.

1. Market snapshot

While the US Tech markets crumble, Indian IT was the top gainer last week at 3.5%. The strength was strong in midcap IT with Mastek, KPIT, Ramco Systems gaining over 10%. KPIT is the best performing IT stock over last month, gaining 45%. Abhishek had shared his reasons and thesis for investing in KPIT here. Other sectors which gained are Industrials, Financials, and Metals/Materials by 2.1%, 1.3% and 1.1% respectively.

[multipiesocial]

New-age Tech IPOs in India (in 2021)

The year 2021 has been flooded with IPOs for the Indian stock exchanges. More than 70 new companies (compared to a total of 14 last year) have already been listed on the Indian stock exchanges this year. And as we write this piece, there’s more to come!

While the number of IPOs for the world grew at 20% YoY from 1,363 to 1,635 (Source: EY), the Indian growth figure was a whopping 414% YoY. So, IPOs are the shiny new thing that everyone is talking about. And there must be something new this time around.

[multipiesocial]

Multipie weekly #25 The Happy News-letter

Hello folks, this week’s newsletter is called ‘The Happy-Newsletter’ – media is again back at scare-mongering, so we’ll focus on the positive side of things. Let’s start off the week on a good note 😀

1. Market snapshot

Markets panicked on Friday after the discovery of a new rapidly mutating variant B.1.1.529, now called Omicron. Not surprisingly, messages of another crash, NIFTY 12000 started doing the rounds. As I type, the all the indices have recovered to green after a morning jerk on the backdrop comforting statements coming in from South Africa.

Friday’s panic selling was not India specific, but global, so hopefully this week should establish the trend. Let’s not jump the gun 😅

[multipiesocial]

Multipie weekly #24 Curated reads for investors

Before we start with the weekly insights, a quick reminder that our stock pitch competition ends tomorrow. You still have the weekend to come up with your best stock pitch idea in 1000 characters/150 words and win amazon vouchers worth INR 5K-25K.

Download the app on playstore, iOS or and join with the invite code PITCH to participate. You can also use our web page with the same code (easier to create your stock pitch there). 

[multipiesocial]

Multipie app is now live

This week we covered the market snapshot, Why investing in high PE multiple companies works, Sector and company rotation, Interesting quarterly result insights and some curated reads. Happy reading!

Multipie app is now live and You can download the app by clicking here- for ios, android & web. If you have signed up, you would have either received an invite code already (check your mail please in case you missed) or you can also use the invite code MULTIPIEWEEKLY.