Kotak MF buys ₹2,470 crore stake in Oracle Financial Services

From the investor's mind

Sajal Kapoor, a prominent investor, suggests that the predictability and concentration of future revenue are key to understanding any pharmaceutical business. He argues that two crucial variables are how much of the following year's revenue is already secured and how concentrated that predetermined revenue is. Kapoor is expected to elaborate on this framework in an upcoming "Noise" presentation on Substack.

Word in the street

V-Marc India

V-Marc India, a company with a market cap of around 2,915 crore, captured investor attention this past week. Despite the stock's 35.66 percent fall over the last year, the recent chatter was not about its financial performance or business fundamentals. Instead, discussions revolved around a specific person. Some market participants pointed out that an individual being discussed in relation to the company was, in fact, someone else entirely. These conversations included the simple assertion that it was a different person and a suggestion for others to perform their diligence carefully. This has brought a different kind of focus to the wire and cable manufacturer.

Yesterday's big moves

“Markets are like a horror movie. You scream and shout, but you don't leave your seat.”

Vijay Kedia