Resha Mehta

Memo 39 - A hangover or a full-blown migraine? greenedgewealth.com/hangover… We try to answer three important questions on the minds of most investors: 1. What led to such sharp correction? 2. How much more correction is on the cards? 3. What should an investor do in such times?

Will be presenting a stock idea in Investocraft 2025

Capital allocation & the story of JM Financial Improved capital allocation is one of the cornerstones of long term wealth creation. JM Financial - decision to improve capital allocation has been recently taken. Can wealth creation be far behind? tinyurl.com/nhcbnsmp

Capital allocation & the story of JM Financial Improved capital allocation is one of the cornerstones of long term wealth creation. JM Financial - decision to improve capital allocation has been recently taken. Can wealth creation be far behind? tinyurl.com/nhcbnsmp

Memo 38: Too much of a good thing? With markets at new highs, here's our view on it. Click to read - greenedgewealth.com/Too-much…

Silver - A case for investment It's been 13 years since silver prices have been lackluster. Over last 2 years, the global environment has changed, and gold prices have started to strengthen. When gold rallies, can silver be left far behind? Read here - greenedgewealth.com/Silver-W…

Barbeque Nation Hospitality - Is the worst behind for the casual dining chain?

Jubilant Q3FY24 - Interesting management comments Market share - Contrary to popular wisdom, Dominos claims to have gained market share, based on data frm listed peers, aggregators & internal data Dine-in - Has been declining since 2017 as aggregators became more mainstream

🍕🍔 cos are spending serious moolah on marketing vis-a-vis other food categories. Ad spend juggernaut, favorable macros & negligible spends frm alternatives (idli/ dosa/ vada pav) will lead to higher market share gains 4 western QSR over long term. #Dominos #PizzaHut #KFC #McD

GreenEdge - Stock idea presentation We were recently invited by the Investing Accelerator Summit 20-20 to deep dive into business of Roto Pumps, a fluid engineering company. This stock is also a part of our advised stock portfolio since 2021. Read - greenedgewealth.com/our-winn…

Amul - Dairy to FMCG behemoth? Revenue Current $9bn (INR72kcrs) Target INR 1trillion in few yrs Ambitious plans to grow non-dairy: biscuit, bread, rusk, pav, chocolate, organic (rice, atta, pulses), frozen snacks. Can it pose a serious threat to incumbents in FMCG food?

Stock Idea - Nov 2023 greenedgewealth.com/our-winn… We were recently invited to present at the Alpha Ideas Investing Conclave. It has insights into how we analyze sector/ company before making an investment decision. Disclaimer: This is a portfolio stock for us & our clients

Gold: Time for yellow metal to rise & shine? Indians have always loved gold. The Americans have almost abandoned. Now that US govt is laden with huge debt, economy on brink of recession & might of US$ attacked, should investors seriously consider gold? greenedgewealth.com/gold-tim…

PSU Banks - Time to get stock specific This analyzes the long-term case for investing in PSU Banks. Click - tinyurl.com/2cym5dj8

Memo 37 - All time high; What next? Click to read - tinyurl.com/2x4962sy

youtu.be/tdI2xdGIELg We did a podcast yesterday with a popular twitter channel where we discussed our investment philosophy and the opportunities in food & finance sectors. The first one hour is stock & sector discussion and remaining is Q&A

Join GreenEdge with Accidental Investor Prince today @6pm on Twitter Spaces for a session on "Investment Opportunities in Food & Finance" teapaw.org/AI_Feb21/status/163407…

Microfinance - Upcycle to get stronger The cyclical recovery is set to become stronger. The rising tide is set to lift all boats - which boat to take & avoid? Banks: Bandhan, Ujjivan, Suryoday NBFCs: CreditAccess, Fusion, Spandana, Arman greenedgewealth.com/microfin…