Blog · Page 10
Plain-English lessons on judging businesses, reading annual reports and staying patient — 370 articles and counting, a new one most mornings. Educational only: none of these is a research report or a recommendation.
Switching costs are the silent, stubborn moat that locks Indian customers into quality suppliers — a regulatory, procedural, or behavioural friction that makes leaving a supplier…
Every Indian investor faces the same dilemma: pure value stocks look cheap but are often cheap for a reason, while pure growth stocks look expensive and…
Ask ten Indian value investors how they calculate the worth of a business, and nine will hand you a DCF (discounted cash flow) model stuffed with…
This is perhaps the most important statement in all of fundamental analysis. While a company’s profit and loss statement is built on accounting estimates, judgments, and…
If you’ve ever stared at an annual report and felt overwhelmed by rows of numbers, this episode is for you. The Profit and Loss Statement —…
Learn how to assess Quality of Earnings — the critical skill that separates real profits from accounting illusions. Includes the Accrual Ratio formula, 5 red flags,…
Imagine two Indian businesses, both growing revenue at 20% per year. Company A needs to invest ₹80 crore in new factories, machines, and equipment every year…
There is one question every serious value investor must ask before buying any business: Can this company raise its prices next year — and the year…
Imagine two companies. Both grow their revenue by 20% in Q4 FY26. But when the results come out, Company A’s profits grow by 22% — almost…
Discover how Related Party Transactions (RPTs) are used by promoters to silently extract wealth from listed Indian companies — and learn the 10-minute audit framework every…
How TCS, Anand Rathi Wealth, ICICI Prudential AMC & Ashiana Housing Compare to Our #1 Pick
Markets closed today for Ambedkar Jayanti after a bruising Monday session. NIFTY fell 208 pts, SENSEX dropped 703 pts as US-Iran tensions and Strait of Hormuz…
Here is a sobering truth that every Indian retail investor needs to hear: the vast majority of “value stocks” that screen cheap on traditional metrics like…
Imagine you own a slice of a beautiful cake — your favourite Indian company’s equity. One morning, you wake up to discover the company has quietly…
There is one question that the vast majority of Indian small-cap investors never ask when analysing a company. They check the P/E ratio. They study the…
With the SENSEX at 77,550 and NIFTY 50 at 24,050 (as of April 10, 2026), Indian markets have just delivered their sharpest weekly rally in over…
If you have been watching the Indian stock market in 2026, you have witnessed something extraordinary. Foreign Institutional Investors (FIIs) have pulled out over ₹1.04 lakh…
When Warren Buffett evaluates a stock, he does not look at moving averages. He does not check RSI levels or MACD crossovers. He does not care…
Every market cycle in India tells the same tragic story. A sector gets hot. Social media explodes with tips. Retail investors pile in. Prices skyrocket far…
The Disposition Effect is the single most documented bias in behavioural finance — and it is silently destroying Indian retail portfolios. Here's the complete value investor's…
If you had handed Mohnish Pabrai ₹1 crore in July 1999 and asked him to run it for you, you would be sitting on roughly ₹8.81…
Super Exciting 🥳… The man building one of the world’s most powerful AIs just told the world where the next great wealth-creation wave is coming from…
Discover why Indian holding companies like Tata Investment, Bajaj Holdings, and Kalyani Investment trade at 40-60% discounts to their real NAV — and the step-by-step framework…
Ask the average Indian retail investor how much they put into their best stock idea, and you will hear answers that range from “5% of my…
The securities quoted in these articles are for illustration only and are not recommendatory. Investment in securities market are subject to market risks. Read all the related documents carefully before investing.