Investment Ideas

Tata Chemicals — Risky or Future Ready On Cusp of Energy Revolution — Part 2 W hat is a chemical company doing in an Article about “Energy Revolution”! I read a story some time back about Tata Chemical planning to invest in Lithium-Ion Batteries . This story triggered my interest after which, I started deep diving. Photo by Sieuwert Otterloo on  Unsplash T ata Chemicals started its journey in 1927 . Currently, it is one of the largest producers of Soda Ash and Sodium Bicarbonate. Company has a diversified portfolio and ventured into cement, Salt, Agriculture Sciences and more recently into Nutritional sciences, Nano Sciences, Material Sciences and Energy Sciences. Company is also geographically well-diversified with significant revenue coming for North America, Europe, India and Africa. (Source: Annual Report) Tata Chemicals has 3 parts: Basic Chemical Business is the cash cow for Tata Chemicals. The business is stable and generating cash and it will continue to do so for for...

Solar Panel - Borosil Renewables - Glass Matters On Cusp of Energy Revolution — Part 1 S olar energy is the ultimate clean source of renewable energy that will replace thermal power. In this story, we dive deep deeper into how solar panels produce electricity. We will also understand the different component of the solar panel. You may be wondering why are we discussing technology when this was supposed to be about creating wealth. You will not be able to create wealth unless you understand the business in-depth and its fundamentals. The photoelectric effect is the process of emission of electrons from a material that has absorbed electromagnetic radiation. Albert Einstein was the first to describe this effect completely and received a Nobel Prize for his work. The device that converts light to electrical energy is the photovoltaic cell. A solar panel consists of many such photovoltaic cells. Multiple solar panels placed together, form a solar farm. The picture below explains the an...

  On Cusp of Energy Revolution Aditya Kapoor 2 min read  Next 10 Years of change Photo by   Sungrow EMEA   on   Unsplash E nergy can’t be produced, energy can’t be destroyed, it can only be transformed from one form to another. The use of energy used to define the prosperity of a Nation. In today’s world, prosperity has a new definition. Today what matters more is what is the source of energy, is it clean energy, is it renewable or is it coming with cost and burden of the guilt of killing mother earth? India has started its jo u rney towards clean and renewable energy a few years back and is well on track to meet or beat its commitment of protecting our beloved planet and is on the cusp of an energy revolution. Did you know India  is the third-largest producer and second-largest consumer of electricity. India was ranked fourth in wind power, fifth in solar power and fifth in renewable power installed capacity in  2018 . The government is aiming to achi...