Representative image Warren Buffet always used to look for a company’s moat while assessing potential investments . The Oracle of Omaha says that his success mantra is simply investing in businesses that have a definite moat around them. That is firms must possess a competitive advantage that allows them to maintain pricing power . But what most of us tend to overlook is the latter part of the moat strategy – even businesses with moats should be bought at a reasonable price. Undoubtedly, these businesses are excellent contenders for portfolios focused in capital protection. But are they worthy of capital appreciation is the question that is left unanswered. In reality, there are only two types of market corrections : price and time. Price correction To put it simply, a price correction is a reverse movement in a stock’s price from its peak. Investment in a business with moat means price correction is definitely taken care of, and your capital is protected. Why? …
Buy State Bank of India; target of Rs 675: Motilal Oswal
500bps growth outperformance over FY21-24E as compared to 250bps earlier). We roll over valuations to Sepemtember-23E and increase target multiples for most of the companies in our coverage universe. We remain broadly constructive across the sector and ahead of consensus on growth/EPS; our preferred picks are Infosys, HCLT, Mphasis and Zensar."" title="HDFC Securities research report's outlook and valuations: "The YTD EPS upgrades (consensus) have been led by mid-tiers such as Tata Elxis, Mindtree, Mastek, and Persistent Systems, ranging from 20-40 percent and, within tier 1, by Wipro (~15%). We expect the sector (coverage universe) to post 13 percent and 14.5 percent USD revenue/APAT CAGR over FY21-24E compared to 6.5/7.5 percent over the past five years. The mid-tier valuation premium relative to tier 1s may sustain, based on its relative outperformance (>500bps growth outperformance over FY21-24E as compared to 250bps earlier). We roll over valuations to Sepemtember-23E …
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Google’s Plan to Disrupt the College Degree Is Absolute Genius
Google made waves recently by announcing its new program, "Google Career Certificates," a collection of courses designed to help participants get qualifications in high-paying, high-growth job fields without attending university. The courses should take about six months to complete, and will cost a fraction of a traditional college education. Last week I described this as "Google's plan to disrupt the college degree." The response was huge. The article has been shared thousands of times and has prompted thousands of comments. Additionally, tons of people have reached out to me personally to share their thoughts. Most of the feedback has been extremely positive, but some readers have expressed skepticism. Let's take a deeper dive into both of these responses to see just why Google's new certificates are such a big deal--and why the plan is ingenious. As Kent Walker, senior vice president of global affairs at Google, succinctly put it in a blog post : …
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Buy Bajaj Finserv target of Rs 20,264: Sharekhan
500bps growth outperformance over FY21-24E as compared to 250bps earlier). We roll over valuations to Sepemtember-23E and increase target multiples for most of the companies in our coverage universe. We remain broadly constructive across the sector and ahead of consensus on growth/EPS; our preferred picks are Infosys, HCLT, Mphasis and Zensar."" title="HDFC Securities research report's outlook and valuations: "The YTD EPS upgrades (consensus) have been led by mid-tiers such as Tata Elxis, Mindtree, Mastek, and Persistent Systems, ranging from 20-40 percent and, within tier 1, by Wipro (~15%). We expect the sector (coverage universe) to post 13 percent and 14.5 percent USD revenue/APAT CAGR over FY21-24E compared to 6.5/7.5 percent over the past five years. The mid-tier valuation premium relative to tier 1s may sustain, based on its relative outperformance (>500bps growth outperformance over FY21-24E as compared to 250bps earlier). We roll over valuations to Sepemtember-23E …
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Buy Muthoot Finance; target of Rs 1900: Motilal Oswal
500bps growth outperformance over FY21-24E as compared to 250bps earlier). We roll over valuations to Sepemtember-23E and increase target multiples for most of the companies in our coverage universe. We remain broadly constructive across the sector and ahead of consensus on growth/EPS; our preferred picks are Infosys, HCLT, Mphasis and Zensar."" title="HDFC Securities research report's outlook and valuations: "The YTD EPS upgrades (consensus) have been led by mid-tiers such as Tata Elxis, Mindtree, Mastek, and Persistent Systems, ranging from 20-40 percent and, within tier 1, by Wipro (~15%). We expect the sector (coverage universe) to post 13 percent and 14.5 percent USD revenue/APAT CAGR over FY21-24E compared to 6.5/7.5 percent over the past five years. The mid-tier valuation premium relative to tier 1s may sustain, based on its relative outperformance (>500bps growth outperformance over FY21-24E as compared to 250bps earlier). We roll over valuations to Sepemtember-23E …
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HP Chromebase All-In-One 21.5 Inch Desktop Turns To Disrupt The Market
Share to Twitter Share to Linkedin As the world continues to adapt to remote schooling and work, HP just announced a device designed to disrupt an area that will create a solution for many consumers and enterprise users. Today, I am sharing my take on the world’s first HP Chromebase all-in-one rotating screen desktop, the first Chromebase AiO to have a rotating display. This PC, officially known as the HP Chromebase 21.5-inch All-in-One Desktop, features some of the lighter-duty Intel Core i3 processors meant for appropriately delicate tasks like drafting documents, spreadsheets, Zoom, and other video software along with the occasional mobile games or movies in either landscape or portrait mode along with the swivel of the screen and the stand that tilts back up to 20°. Mostly any device these days is seemingly meant for various uses within a school environment, work, or a smart home; this device comes with an integrated 5-megapixel webcam and built-in …
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Google Tensor SoC And Pixel 6 Benchmarks Show Google’s Intentions For Building Its Own SoC
Share to Twitter Share to Linkedin We recently covered some of the details around Google’s Tensor SoC at the launch of the Pixel 6 and Tensor SoC that Google had. But now the embargo for reviews has lifted and I’ve had an opportunity to test the Pixel 6 and Pixel 6 Pro’s tensor SoC. Many people believe that Google’s Tensor SoC is more akin to a Samsung Exynos semi-custom design and according to some code that Anandtech’s Andrei Frumusanu found , it probably is along those lines. It seems odd that Google would try to claim the SoC as their own even though Samsung is heavily involved in the manufacturing and modem and likely some of the chip design as well. Nevertheless, Google’s intentions with the Tensor SoC is to derive some of the AI performance and intelligence that it has created with the TPU and bring that down into a mobile SoC. Google claimed that nobody in the market was creating chips that satisfied Google’s needs for AI performance, so they created their …
Poly Studio P21 Is The New All-In-One Secondary Monitor That You Didn’t Know You Needed
Share to Twitter Share to Linkedin In June of this year, Poly announced a new audio and video solutions all-in-one device that combines an enterprise-grade display, camera, microphone, and speaker in an all-in-one device that connects over USB so that you can use it with any video app from your laptop. This is sure to aid enterprise and consumer workers who work remotely and those in a hybrid schedule that will continue through 2022 and perhaps beyond that. The applications that connect our workforce require a better solution that gives an optimal experience to collaborate effectively for audio and video solutions at home or in the office. Poly is no stranger to collaboration devices, and with the many solutions that consumer and enterprise workers rely on, Poly has met these solutions that need to be secure, manageable, and easy to troubleshoot in the field, and Poly has done just that once again. The company has a wide range of collaboration devices, including …
Movandi Makes MmWaves At Mobile World Congress Los Angeles 2021
Share to Twitter Share to Linkedin Movandi, founded in 2016 by former Broadcom executives, aims to solve the propagation challenges associated with the deployment of 5G in the higher mmWave spectrum bands. And if you have been paying attention, it’s a big issue as only when high and mid-bands are pervasive will the true vision of 5G be possible. Movandi focuses on a complete set of solutions that include silicon, software, and systems that include radio frequency (RF) chips, integrated antenna modules, algorithms, and reference platforms. The company made several announcements at Mobile World Congress Los Angeles (MWCLA) this week, and I would like to share my takeaways. Silicon and antenna enhancements From a silicon and antenna perspective, Movandi introduced three enhancements that are worth further investigation. The first centers on a new chipset supporting wireless backhaul, 5G New Radio unlicensed spectrum, and fixed wireless access (FWA) …
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Buy Tata Power Company; target of Rs 223: Anand Rathi
500bps growth outperformance over FY21-24E as compared to 250bps earlier). We roll over valuations to Sepemtember-23E and increase target multiples for most of the companies in our coverage universe. We remain broadly constructive across the sector and ahead of consensus on growth/EPS; our preferred picks are Infosys, HCLT, Mphasis and Zensar."" title="HDFC Securities research report's outlook and valuations: "The YTD EPS upgrades (consensus) have been led by mid-tiers such as Tata Elxis, Mindtree, Mastek, and Persistent Systems, ranging from 20-40 percent and, within tier 1, by Wipro (~15%). We expect the sector (coverage universe) to post 13 percent and 14.5 percent USD revenue/APAT CAGR over FY21-24E compared to 6.5/7.5 percent over the past five years. The mid-tier valuation premium relative to tier 1s may sustain, based on its relative outperformance (>500bps growth outperformance over FY21-24E as compared to 250bps earlier). We roll over valuations to Sepemtember-23E …
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