I think you will get.
Posts in category Value Pickr
Piramal Enterprises Ltd (05-09-2022)
I think you will get.
EKI Energy is that a story or fact? (05-09-2022)
My Anti thesis on EKI ?
Experts see renewable energy’s 2021 rally as a “last hurrah” in voluntary carbon markets for some regions
2021 may also mark the peak of renewable energy (RE) as a major share of the carbon markets, for projects originating in developed countries. RE volumes rose from 42.4 million credits in 2019 to 80.3 million credits in 2020 and remained steady at 80 million credits in 2021, making it the second-largest market category after Forestry and Land Use. Prices for RE credits tumbled from $1.42 per credit in 2019 to $0.87 per credit in 2020 before rising to $1.1 per credit as of September 2021.
“A surge in transactions coupled with falling prices is consistent with a shift in renewable energy credits coming from Asia, now that the financial additionality case is harder to make for RE in developed countries,” says Maguire.
All carbon projects need to demonstrate “additionality,” meaning that they could not exist without carbon finance, in order to sell credits. As renewable energy becomes increasingly competitive with other forms of energy, as it has in developed economies, it no longer needs carbon finance to survive. “RE projects may continue to meet additionality criteria in some places such as less developed countries,” Maguire says, “but particularly in developed countries we don’t expect to see significant new supply in the coming years.” https://www.ecosystemmarketplace.com/articles/press-release-voluntary-carbon-markets-rocket-in-2021-on-track-to-break-1b-for-first-time/ So RE volumes draining down the VER prices/volume shall come down. Flow of certificate from Forestry seems to be black box to me
EKI Energy is that a story or fact? (05-09-2022)
My Anti thesis on EKI ?
Experts see renewable energy’s 2021 rally as a “last hurrah” in voluntary carbon markets for some regions
2021 may also mark the peak of renewable energy (RE) as a major share of the carbon markets, for projects originating in developed countries. RE volumes rose from 42.4 million credits in 2019 to 80.3 million credits in 2020 and remained steady at 80 million credits in 2021, making it the second-largest market category after Forestry and Land Use. Prices for RE credits tumbled from $1.42 per credit in 2019 to $0.87 per credit in 2020 before rising to $1.1 per credit as of September 2021.
“A surge in transactions coupled with falling prices is consistent with a shift in renewable energy credits coming from Asia, now that the financial additionality case is harder to make for RE in developed countries,” says Maguire.
All carbon projects need to demonstrate “additionality,” meaning that they could not exist without carbon finance, in order to sell credits. As renewable energy becomes increasingly competitive with other forms of energy, as it has in developed economies, it no longer needs carbon finance to survive. “RE projects may continue to meet additionality criteria in some places such as less developed countries,” Maguire says, “but particularly in developed countries we don’t expect to see significant new supply in the coming years.” https://www.ecosystemmarketplace.com/articles/press-release-voluntary-carbon-markets-rocket-in-2021-on-track-to-break-1b-for-first-time/ So RE volumes draining down the VER prices/volume shall come down. Flow of certificate from Forestry seems to be black box to me
Muthoot Finance (05-09-2022)
Was going through Equitas Small Finance Bank’s quarterly report. Their Yield on Assets is 17% and NIM 9%
Could their customers have gone to the lowest cost lender?
Their exposure is mainly to SME, Vehicle, Micro. Nothing that a HDFC Bank cannot service. Then why a sfb.
Reason: they finance a different starta.
Same for Muthoot.
This is the reason why I am holding fort. I believe Muthoot will make a massive turn around within a year’s time.
Muthoot Finance (05-09-2022)
Was going through Equitas Small Finance Bank’s quarterly report. Their Yield on Assets is 17% and NIM 9%
Could their customers have gone to the lowest cost lender?
Their exposure is mainly to SME, Vehicle, Micro. Nothing that a HDFC Bank cannot service. Then why a sfb.
Reason: they finance a different starta.
Same for Muthoot.
This is the reason why I am holding fort. I believe Muthoot will make a massive turn around within a year’s time.
Muthoot Finance (05-09-2022)
Yes, you’re on point and who doesn’t trust a veteran.
After all, India’s banking needs TAM is so small and we’re a developed nation.
Micro-finance, affordable finance, vehicle finance, housing finance, gold finance they are all same.
potato/ patato all same .
Muthoot Finance (05-09-2022)
Yes, you’re on point and who doesn’t trust a veteran.
After all, India’s banking needs TAM is so small and we’re a developed nation.
Micro-finance, affordable finance, vehicle finance, housing finance, gold finance they are all same.
potato/ patato all same .
Collection of curated content for the curious minded (05-09-2022)
Quote
By James Butler
Life is the most difficult exam. Many people fail because they try to copy other, not realizing that everyone has a different question paper.
Business Breakdown
Learning from Sol Price
By Investment Master Class
Walmart’s founder, Sam Walton, noted in his biography, “Most everything I’ve done I’ve copied from somebody else.” Later he divulged, “I guess I’ve stolen - I actually prefer the word ‘borrowed’ - as many ideas from Sol Price as from anybody else in the business.”
Blog
33 Things I Stole From People Smarter Than Me on the Way to 33
By Ryan Holiday
I’m not so interested in productivity advice anymore, but I remain, as ever, focused on taking advice from people smarter than me. So here are some of the best pieces of advice—things I try to live by, things I tried to revisit and think about this year—about life.
Books
Best Books and Resources for Venture Capitalists
By Nnamdi Okike
This is a rough list that have been accumulated over fifteen years as the writer’s career as a venture investor, in no particular order. All of these books can be purchased relatively cheaply on Amazon.
Productivity Hack
11 Life Lessons From History’s Most Underrated Genius
By Jimmy Soni and Roy Goodman
Insights on work and creativity from the life of mathematician Claude Shannon, the most influential figure you’ve never heard of.
News article
Warren Buffett’s deputy explained how he snowballed his retirement account from $70,000 into $264 million, how he shrugs off losses, and how people can save a fortune
By Theron Mohamed
Warren Buffett’s deputy grew his retirement fund from $70,000 to $264 million in less than 30 years. Ted Weschler explained his strategy and offered tips for savers in a recent interview.
YouTube
Building Exceptional Relationships with Family, Friends, & Colleagues
By Stanford Graduate School of Business
Join Lecturers David Bradford, Ph.D. and Carole Robin, Ph.D. in conversation about the lessons in their new book “Connect” (based on the beloved course) and specific suggestions on how to apply them to your relationships today.
https://www.youtube.com/embed/Czv3vMxJyJU
Podcast
David Senra - Passion & Pain
By Joincolossus
David Senra is the creator of the Founders podcast. We cover what made him obsessive about studying history’s greatest entrepreneurs, the most common themes he’s discovered in his studies, and the role obsession plays.
Collection of curated content for the curious minded (05-09-2022)
Quote
By James Butler
Life is the most difficult exam. Many people fail because they try to copy other, not realizing that everyone has a different question paper.
Business Breakdown
Learning from Sol Price
By Investment Master Class
Walmart’s founder, Sam Walton, noted in his biography, “Most everything I’ve done I’ve copied from somebody else.” Later he divulged, “I guess I’ve stolen - I actually prefer the word ‘borrowed’ - as many ideas from Sol Price as from anybody else in the business.”
Blog
33 Things I Stole From People Smarter Than Me on the Way to 33
By Ryan Holiday
I’m not so interested in productivity advice anymore, but I remain, as ever, focused on taking advice from people smarter than me. So here are some of the best pieces of advice—things I try to live by, things I tried to revisit and think about this year—about life.
Books
Best Books and Resources for Venture Capitalists
By Nnamdi Okike
This is a rough list that have been accumulated over fifteen years as the writer’s career as a venture investor, in no particular order. All of these books can be purchased relatively cheaply on Amazon.
Productivity Hack
11 Life Lessons From History’s Most Underrated Genius
By Jimmy Soni and Roy Goodman
Insights on work and creativity from the life of mathematician Claude Shannon, the most influential figure you’ve never heard of.
News article
Warren Buffett’s deputy explained how he snowballed his retirement account from $70,000 into $264 million, how he shrugs off losses, and how people can save a fortune
By Theron Mohamed
Warren Buffett’s deputy grew his retirement fund from $70,000 to $264 million in less than 30 years. Ted Weschler explained his strategy and offered tips for savers in a recent interview.
YouTube
Building Exceptional Relationships with Family, Friends, & Colleagues
By Stanford Graduate School of Business
Join Lecturers David Bradford, Ph.D. and Carole Robin, Ph.D. in conversation about the lessons in their new book “Connect” (based on the beloved course) and specific suggestions on how to apply them to your relationships today.
https://www.youtube.com/embed/Czv3vMxJyJU
Podcast
David Senra - Passion & Pain
By Joincolossus
David Senra is the creator of the Founders podcast. We cover what made him obsessive about studying history’s greatest entrepreneurs, the most common themes he’s discovered in his studies, and the role obsession plays.