
Winvesta Insights
By Winvesta

Winvesta InsightsAug 23, 2021

Episode 6 - The Future Of Commodities With David Lennox
On this episode of Winvesta Insights, we have David Lennox of Fat Prophets talking about all things commodities. While he does not rule out oil to be at $120 per barrel by the end of the year, he makes a bold projection for Gold prices as well. Tune in to find out more!

Episode 5 - Women & Investing With Shibani Sircar Kurian
For every 100 males that invest in India, the corresponding female number, is only 21! Why is there a lack of women participation in the capital markets? How can they begin their investment journey? On International Women's Day, tune into this special episode with Shibani Sircar Kurian of Kotak Mahindra AMC.

Winvesta Insights Episode 4 - Everything About Exchange Traded Funds (ETFs)
An asset class that is slowly gaining prominence, Swarup Mohanty of Mirae Asset Management talks about why ETFs took this long to gain a foothold in India and also talks about what factors will determine your decision to exit your holdings.

Winvesta Insights Episode 3 - Everything About Fixed Income Investing
For most of us, fixed income investing starts and stops at a conventional Fixed Deposit. Is there more to fixed income investing than just that? When should your allocation to this asset class increase? Niranjan Avasthi of Edelweiss AMC shares the answers to these and a lot more.

Winvesta Insights Episode 2 - 2022 Market Outlook In Charts
Wall Street had a good 2021 with benchmark indices gaining in double digits. Some stocks had a dream year while it wasn't an easy ride for some others. How do the charts stack up for the new year? Which among the FAANG look the best? Tune in to this episode of Winvesta Insights, featuring Gaurav Bissa of LKP Securities.

Winvesta Insights Episode 1 - Everything About Asset Allocation
What is asset allocation according to you? Have you tried creating a strategy for yourself? What constitutes part of your asset allocation? Why is diversification important? Risk Appetite or Time Horizon, what's more important? Too many questions? All of these get answered on Winvesta Insights' very first episode, featuring Jayant Pai of PPFAS Mutual Fund.

Episode 46 - Warren Buffett & His Investing Style
In a bull market, everybody thinks of them to be the next Warren Buffett. In a down cycle, the same person resorts to Buffett's quotes in order to give himself some consolation. But aside from quotes, has somebody tried to study or replicate his style of investing? Winvesta's head of business development Faiz Memon talks to us about all of this on the Winvesta Crisps podcast.

Episode 45 - The Basics Of Technical Analysis
How important and significant are charts when it comes to analyzing a chart? How do you determine targets and stop losses and how important is a stop loss in a trade too? Gaurav Bissa of LKP Securities features on this episode of the Winvesta Crisps podcast and talks about everything "charty" over the next 20 minutes!

Episode 44 - The Different Kinds Of Thematic ETFs
Can a theme like Robotics and Artificial Intelligence have its own ETF? As evolving as a concept that ETF is in India, it is immensely popular in the US. Know about the various kinds of Thematic ETFs and how do they differ from your normal index one on this episode of the Winvesta Crisps podcast Ft. Co-Founder & President, Prateek Jain.

Episode 43 - Factors To Consider For Stock Picking
PE, RoE, Debt-to-Equity, Operating Cash Flow and so many others - the list of parameters used to pick a stock is endless. But what are some of the key ones that you should consider? Does momentum have a role to play? And how important is time horizon? Find out from Faiz Memon on this episode of the Winvesta Crisps podcast.

Episode 42 - Investing In Startups From India
Startup Investment is the latest hot trend these days. Emerging Unicorns, mega fundraises, listings overseas, the startups are having the time of their lives. But can you invest in startups too? How can you go about it? and how can Winvesta be of help? Tune in to Winvesta's Head of Operations, Sudershan Tirumala who explains all of this!

Episode 41 - The Future Of ESG Investing
ESG investing has been around for a while but it is only in recent times, courtesy climate change and investor activism that it is managing to find itself under the spotlight. What exactly is ESG Investing, how do you benefit from it, and more importantly, how can you be a part of it? Tune in to this episode of the Winvesta Crisps podcast to know more!

Episode 40 - Mutual Funds Vs ETFs
Are you a new entrant to the equity markets and are confused as to how do you go about your investments? There are multiple options before you. But would you choose a Mutual Fund, an ETF, or both? Winvesta's Co-Founder & President Prateek Jain talks to us about the difference between the two and which suits whom!

Episode 39 - Investing In Crypto...Without Crypto
Uncertainty remains among Indian investors on how to go about investing in cryptocurrencies. But there are ways in which you can also be a part of this crypto boom, without directly exposing yourself to cryptocurrency volatility. How? Winvesta's Head of Business Development Faiz Memon tells you on this episode of the Winvesta Crisps Podcast.

Episode 38 - Investing In Fractional Real Estate
You are blown away by a property but the price blows you away even further? Cannot afford real estate due to its lofty prices? Ever thought of buying it in a fraction? Impossible? No. Possible. In this episode of the Winvesta Crisps podcast, Co-Founder & President Prateek Jain talks about how can you buy real estate in fractions in the US & UK!

Episode 37 - US Estate Taxes & Implications On Indians
Have you, as an Indian investor ever paid an Estate Tax in the US? Are many aware of such a tax in the first place? Can you navigate such a tax? and what are the exemptions that you as an investor get? Find out all of this with Winvesta's Head of Business Development, Faiz Memon on this episode of the Winvesta Crisps podcast.

Episode 36 - Importance Of Choosing A Regulated Brokerage Firm
As an investor, you may have already chosen a platform to make your investments in overseas equities. But do you know whether it is appropriately regulated? What are the risks of using an unregulated platform? Winvesta's legal counsel Akshata Abhigya answers all of these questions and more on this episode of the Winvesta Crisps podcast.

Episode 35 - Opening A Foreign Bank Account For Students
For all those students who have traveled or intend to travel abroad for further studies, you must open a bank account in the country of your residence. The process is not the easiest. In this episode of the Winvesta Crisps podcast, Co-Founder & President Prateek Jain not only tells you how you can open an account but also navigate the hassles through one simple idea!

Episode 34 - How Does Winvesta Protect Its Clients?
Are you on the lookout for the ideal platform to invest overseas? What are the things that you should keep in mind for the same? What protections should you look for, before signing up on a platform? Winvesta's legal counsel Akshata Abhigya answers all of that and more on this episode of the podcast!

Episode 33 - Winvesta's Multi-Currency Account
Winvesta's podcast is back after a brief hiatus! This time, it features its Founder & CEO Swastik Nigam who talks about the company's landmark product - The Multi-Currency Account and how Winvesta became the first company in India to launch a product like this. Tune in to this episode to know its advantages, the currencies it offers and how can you open one too!

Episode 32 - Will NVIDIA Sever Its ARM Deal?
When NVIDIA announced its $40B takeover of ARM last September, it specified an 18-month timeline to complete the deal. However, this now appears to be unlikely as multiple legal roadblocks lie in the way. Who has put the latest spoke in their wheel? and Why this has become a political hot potato in the US? Tune to the Winvesta Crisps podcast to know more.

Episode 31 - How Ironic Is The Philip Morris - Vectura Deal?
Let's introduce you to irony today. Ever thought of a cigarette company buying stake in a firm dealing with respiratory health? The world's largest tobacco company Philip Morris has done exactly that. What prompted this move? How has been the reaction to this announcement? Tune in to the Winvesta Crisps podcast to know more.

Episode 30 - Hyatt Hotels: A For Apple; L for Leisure?
Hyatt Hotels has made its first acquisition in nearly three years. The deal, worth $2.7B in cash, adds five significant advantages to the company on completion. What's the deal about? Who has it acquired? What are the advantages? and are these signs of the hospitality industry limping back to normalcy post the pandemic? This Winvesta Crisps podcast tells you more.

Episode 29 - Is Sonos The David To Google’s Goliath?
Shares of audio products manufacturer Sonos have risen over 20% last week. It has won a preliminary battle against Google over alleged patent infringements. But is that the only reason behind the surge in stock price? What led to the feud between Google & Sonos? What are analysts saying about the company? Tune in to the Winvesta Crisps podcast to know more.

Episode 28 - Is Peloton Cycling Itself Into Trouble?
Troubles just don't seem to end for exercise equipment manufacturer Peloton. Just as the product recall issue was dying down, it finds itself in a soup yet again! Who has dragged the company to court this time around? and what is the trouble that it now finds itself in? Tune in to today's episode of the Winvesta Crisps podcast to know more.

Episode 27 - Disney: At The Mercy Of The Greek Alphabet?
Disney has been a beneficiary of the easing of Covid restrictions across the globe. That was also evident from its quarter results it reported last week. However, the Delta variant has appeared as another speedbump in Disney's recovery. How is the company gearing up for that? What's the reason behind its optimism? Tune in to today's Winvesta Crisps podcast to know more.

Episode 26 - Can Apple Stay Out Of The Antitrust Lasso?
Apple has its task cut-out over the next few weeks! Not over any new product launch or earnings, but over legal hassles. Will it manage to overcome the hurdles? Regulators of which countries are gunning after the company? Tune in to this episode of the Winvesta Crisps podcast to know more!

Episode 25 - Can Wendy's Regain Its Glory Days?
Wendy's is attempting a comeback of sorts. After sales halved over the last decade, it is making an attempt to convince its investors to look beyond its 'meme' stock tag and focus on fundamentals. Will it succeed? What do its Q2 results indicate? Tune in to today's episode of the Winvesta Crisps Podcast to know more.

Episode 24 - Which Suitor Will Kansas City Southern Choose?
Two competitors are vying for Kansas City Southern. One outbid the other, but the other has re-entered the fray with a revised bid. Kansas City Southern now finds itself at a "Switch Point." Which bid will it accept? Who are the companies in the fray? and what is at stake? Tune in to this episode of the Winvesta Crisps Podcast to know more.

Episode 23 - Is Brookfield Set To Grow Through Insurance?
The insurance sector is getting greater attention in the recent past. After Blackstone in July, Brookfield too has expanded its presence in the sector with its new acquisition. Is the insurance sector on the mend after a tumultuous 2020? What does the deal fetch one of the world's largest alternative asset managers? Tune in to this episode of the Winvesta Crisps Podcast to know more.

Episode 22 - Is Sanderson’s Price Meaty Enough?
Sanderson Farms is the third largest poultry producer in the US. The poultry market is going through an upcycle, prices are skyrocketing, and economies are opening up too. But when things are turning in their favour, why has it put itself on the block? Also, has it priced itself correctly? Tune in to today's Winvesta Crisps podcast to know more.

Episode 21 - Is Qualcomm Veoneer’s Chosen One?
There's a twist to Magna International's bid to acquire Veoneer. Who has brought about this twist? and who is having the maximum fun in this bidding war? Tune in to today's episode of the Winvesta Crisps podcast to know more.

Episode 20 - What Has Vici Properties Conquered?
This is a story of turning tables. Vici Properties has decided to acquire MGM Growth Properties, three years after MGM's own failed bid to acquire Vici Properties. While MGM shareholders are upbeat over this deal, Vici's shareholders may just be a little concerned. Why so? Tune in to this episode from the Winvesta Crisps podcast to know more.

Episode 19 - Is PepsiCo Running Out Of Juice?
PepsiCo has decided to sell its Tropicana Juice business along with other brands to a French PE firm. The reason? Better focus on its portfolio and shift to healthier brands. But is that really so? Is there another underlying reason behind this decision? Tune in to this edition of the Winvesta Crisps podcast to know more.

Episode 18 - Is Square Setting The Pace In Digital Payments?
Square has acquired the Buy Now, Pay Later pioneer Afterpay in an all-stock deal. While Afterpay's shareholders have cheered the deal for two days in a row, those of Square are pleased as well. What's so special about this deal and what the future holds for both the companies? Tune in to this episode of the Winvesta Crisps podcast to know more.

Episode 17 - Can Procter & Gamble “Tide” Over Cost Pressures?
P&G's fourth quarter earnings were above estimates. Yet, there seems to be more attention to the concerns highlighted by the company as compared to its business performance. What are the issues plaguing the company? Is it an industry-wide phenomena? Tune in to today's episode of the Winvesta Crisps podcast to know more.

Episode 16 - Can Nikola Withstand The Milton Mess?
Within 12 months, Trevor Milton's world has turned upside down. From a high-flying billionaire, his balloon has now been punctured. What went wrong with Nikola, the company he founded? and will the grand jury verdict be the final nail in the coffin? Tune in to this episode of the Winvesta Crisps podcast to know more.

Episode 15 - Is Boeing Finally Emerging From The Doldrums?
Nothing has gone right for aircraft manufacturing Boeing in the recent past. But is the tide finally turning for the once beleaguered company? With gradual acceptance of its jets, there still remain a few concerns. Tune in to today's episode of the Winvesta Crisps podcast to know more.

Episode 14 - Is Robinhood’s IPO Affected By Regulatory Oversight?
Just a day before it begins trading on the Nasdaq, Robinhood has run into regulatory trouble. What is the issue at hand? Will it impact the company's IPO which will be priced today? Tune into this episode of the Winvesta Crisps podcast to know more.

Episode 13 - Has The Aon-Willis Story Ended Before It Began?
The plan to create the world's largest insurance broker seems to have gone Kaput! What went wrong between Aon and Willis Towers Watson? What problems did the regulators see in the deal? Shares of which company jumped and which fell post the announcement? Tune in to this episode of the Winvesta Crisps podcast to know more.

Episode 12 - Is Magna Overpaying To Acquire Veoneer?
Magna International (MGA), the automotive parts manufacturer, is acquiring American-Swedish company Veoneer (VNA) for $3.8B in cash. Veoneer's shares shot through the roof, while Magna's shareholders were not very convinced. Did Magna move too quickly? Did it overpay for the deal? Tune in to today's Winvesta Crisps podcast to know more.

Episode 11 - Is Domino’s Set To Dominate Indefinitely?
Shares of Domino's ended at a all-time high on Thursday. This after shareholders reacted to the company's second quarter results. What was so special about those results? What are the challenges that the company's facing? Find out on this episode of the Winvesta Crisps podcast.

Episode 10 - What Next For BHP Billiton After Exiting Oil?
Australia's BHP Group is the second largest miner in the world by revenue. It is planning to exit its oil and gas business. It has owned oil assets for over six decades. Yet, this exit may not mean much for the company, even if the business is valued at over $15B. Why so? What are BHP's plans post the exit? Tune in to this episode of the Winvesta Crisps podcast to know more.

Episode 9 - Is Comcast Falling Behind In The Streaming Race?
The top brass of Comcast Corporation (CMCSA) and ViacomCBS are exploring a collaboration as they try to play catch up in the streaming space. Have these talks taken place too late? What are the prospects for these two companies? Tune in to today's episode of the Winvesta Crisps podcast to know more.

Episode 8 - Has Costco Dodged Tiffany's Ring Of Fire?
Valentine's Day of 2013 may have been memorable for a lot of people, but certainly not for Costco Wholesale. Finally, eight years later, the long legal drama that began that very day with Tiffany & Co. came to an end. What lies ahead for the world's second largest retailer? Tune in to this episode of the Winvesta Crisps podcast to know more.

Episode 7 - Has Ericsson Been Caught In The Crossfire?
Ericsson (ERIC) is one company that has fallen prey to the unwritten cold war being waged between China and the West. After a dull Q2 and subsequent weak outlook, investors headed for the exit door on Friday. How has the cold war hurt Ericsson? and what lies ahead? We tell you all of it in today's episode of the Winvesta Crisps podcast.

Episode 6 - Intel: Hunt For The Silver Bullet
Intel Corporation is looking to pull off its largest ever acquisition - a $30B takeover of GlobalFoundries Inc. Will the deal go through? Why is the deal so important for Intel and its future outlook? Will the company manage a turnaround under new CEO Patrick Gelsinger? Tune in to this edition of the Winvesta Crisps podcast to know more.

Episode 5 - Has Oatly’s Milk Curdled?
Big investors backing the company, a blockbuster IPO, shares gain over 70% post listing, things could not have been rosier for oat milk-maker Oatly. Having said that, an activist short seller has levelled serious allegations over the company's accounting practices. Will Oatly manage to weather this storm? Listen in to today's edition of the Winvesta Crisps podcast to know your answer.

Episode 4 - Is Great Not Good Enough For Goldman Sachs?
The best performing stock on the Dow Jones this year, a blockbuster first quarter, share prices up over 40% this year, expectations were sky-high for Goldman Sachs! Did it deliver on these? Were the estimates factored into the share price in the first quarter itself? We'll tell you all of it on this edition of the Winvesta Crisps Podcast.

Episode 3 - Does Microsoft’s Willingness To Spend Improve Security?
Microsoft (MSFT) has acquired a cybersecurity firm called RiskIQ for an undisclosed sum. This isn't the first acquisition made by the company in this field and certainly not the last. What is behind the increasing acquisitions within this space? Listen in to this edition of the Winvesta Crisps podcast to know more.