[admin]

In this new thread we can share interesting articles about investing, how to value a business, famous investors’ quotes, tweets etc.

Starting with two recent interviews of Rakesh Jhunjhunwala,

Asked what it takes to identify a 200-bagger, Jhunjhunwala shared a three-point strategy: “First, think individually. Then, give out your opinion. Hold shares for a longer time. It all depends on guts, persistence and attitude of the risk taker. Even in today’s market, I am buying the most battered stocks.”

https://economictimes.indiatimes.com/markets/stocks/news/jhunjhunwala-gives-away-his-multibagger-hunt-formula/articleshow/76933468.cms

https://www.cnbctv18.com/market/stocks/wizards-of-dalal-st-rakesh-jhunjhunwala-says-we-are-at-the-start-of-a-bull-market-full-transcript-6250851.htm

[VALUEBUYER001]

Thanks admin ji

[profile inactive, exited bcg]

From ‘Sapiens: A brief history of humankind’

Attachments:

1. 

   IMG_20200719_005843.jpg
   

[BBPopuri]

https://b-ok.asia/book/2563681/bb0248

Link for the Complete Book Sapiens

Links for other books by the same author Youval Noah Hararai
I wish you a good reading on this sunday

https://b-ok.asia/g/Yuval%20Noah%20Harari

[admin]

Programmatic’s Slow Payment Problem Puts A Strain On The Industry

“There’s a significant cash flow problem that comes to ad tech intermediaries. That’s why you have heavy working capital needs in the industry.”

https://www.adexchanger.com/exchange-ideas/programmatics-slow-payment-problem-puts-strain-industry/

[odysee]

Admin, thank you for the above article. But it’s distressing to note the payment environment that all these companies including BCG have to operate in. Free cash flows and growth could remain a perennial problem unless something at the industry level changes that could provide relief to the smaller players. Even the LOC will need to be linked to the receivables on an ongoing basis; because as the business grows with the first lot of available funds , so will receivables. And growth will again get stunted unless the LOC is variable and linked to the quantum of receivables.

[VALUEBUYER001]

Thanks odysee for your concern loc is usually like say 90% of receivables and it may be reviewed at regular intervals and likely to be increased subject to proper servicing of interest on loc

[admin]

#DigitalMarketing explained in layman's terms.https://t.co/LLQ26kxwBj

— Brightcom Investors Forum (@BrightcomInvest) August 24, 2020

[cvkrr]

https://seekingalpha.com/article/4371154-trade-desk-suprisingly-still-undervalued

[VALUEBUYER001]

Cvkrr Ji if TTD is undervalued then brightcom group share is grossly undervalued

[admin]

I am like Abhimanyu, I don’t know how to exit: Vijay Kedia

https://m.economictimes.com/markets/expert-view/i-am-like-abhimanyu-i-know-how-to-enter-but-not-how-to-come-out-vijay-kedia/articleshow/77928077.cms

[Logan]

HOW TO SPEND YOUR PROGRAMMATIC AD BUDGET MOST EFFECTIVELY DURING AN ELECTION

By BRIGHTCOM TEAM

[Logan]

Nike’s online business is booming — ‘digital is here to stay,’ CEO says

“Digital is fueling how we create the future of retail,” CEO John Donahoe said.

“Nike’s decision to evolve into a digital-first organization has proved prudent, as the crisis continues to push consumers toward the digital channel,” Susquehanna analyst Sam Poser said. “Digital momentum is sticky. … [And] Nike has embraced the structural shift of consumer shopping habits from traditional brick-and-mortar to digital and will, in our view, continue to capitalize on this shift.”

As more businesses go digital, companies like BCG will benefit a lot (people will see more ads as they spend more time online)

[Logan]

Facebook Users Interacting With Misinformation Way More Now Than In 2016, Study Finds

During COVID-19 times and election year, it’s very important to read genuine information.

BCG signing reputed publishers for their B-Local initiative is a very good move. People trust news that’s published in local newspapers/publishers more than they trust news shared in social media platforms.

Business wise we don’t have many complains but we always have issues with BCG’s corporate governance. If they improve that and if they are more transparent then price will catch up with intrinsic value sooner than later.

[Author]

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