Quant Investing from Scratch using Screener & Excel – Parijat Garg

Building portfolios from factor scores – Quant investing from scratch

I wonder if the business has longevity, they airport operators can gradually cut aside dreamfolks and operate with card issuers directly once existing contracts come to expiry , in a phased manner.

Honestly I latched here, coz it was promising growth.

But now I feel, business doesn’t have no barriers to entry.

They command market share, but the premises belong to other players, they can directly operate with banks cutting dreamfolks gradually as middle man. If they find the business attractive.

It’s a confusing state, but I wonder what does MOTilal oswal know, they keep on increasing stake quarter after quarter

EGM was attended by few big investor and 2 international MNC investment firms .

My experiences especially electricity regulators.For example GERC(guj energy regu commi.) and their team (GUVNL,GETCO,MG-DG-UG-PGVCL). they all work in tandem.
Why mentioning particular regional regulator ? GRID-India has their own colleagues (state producers, transmission companies) they all into this.

They want to rely less on 25 Yr PPA agreements and push for short term electricity agreements(trading). Ultimately it shall bring efficient transmission & generation of electricity as well as grid stabilisation.

In my opinion The only thing needs to be ascertained is impact of it on IEX…there is no vagueness, coupling is going to be here and likely reduce IEX’s dominance and earnings potential especially from electricity trading.

How gas exchange, carbon credit exchange contributes to IEX, is another aspect.Both have bright prospect is what i think.

Sharing my understanding, Not an expert of electricity trading.

D- Not invested.