Gujarata Ambuja Export ltd.- A long awaited Turnaround
“The best time to get involved with cyclicals is when the economy is at its weakest, earnings are at their…
The truth we know
We don’t know what happens next. That’s true every day. You are just feeling it now. You checked your app…
Indigo- Crisis or Opportunity
“The time to buy is when there’s blood in the streets, even if the blood is your own”. :Baron Rothschild:…
THE TIPPING POINT
Tipping point is the point at which a series of small changes or events become significant enough to cause a…
The Curious Case Of Rising ARPU in India
Have you ever wondered how the phone bill and recharge amounts for keeping your contact number operation keeps rising every…
Tata Motors, Ivecko Trucks and debt hangover
One thing that never seems to leave Tata motors is debt. Tata group has been famous for punching way above…
India, China and the time of Oligopolies- Part 1
Chinese economy’s rapid ascent from 1.2 Trillion(in 2000) to 17 Trillions(in 2025) has created a large number of millionaires and…
Wars, Stocks & Risks
President Trump has bombed nuclear facilities in Iran marking the direct entry of US into Iran-Isreal conflict and threating broader…
Tiles, Kajaria & Growth
Kajaria Ceramics Ltd is the leader in domestic ceramic tiles market. The share price for the company has gone down…
Behavioral Biases in Investing and how they affect your returns?
‘The best investors are dead investors’- Anonymous While inactivity is not a virtue in ‘real world’, in the world of…