The Business Evaluation Framework that we use at Bastion Research Welcome to this week’s edition of LEARNING OF THE WEEK! Continuing our SMART Framework series, today we we’ll examine the Second Pillar: Management When we read about and listen to great investors discussing how they built their wealth over the decades, it’s clear that each has a […]
SMART Framework Ch. 3 – Management Read More »
Here is some useful information In today’s edition of TOPICAL Wednesday, we will talk about  the current consumer spending trend in India. When we were hit by COVID, we became aware of many new phenomena like virus mutation, mRNA, self-isolation, PPE, asymptomatic cases, herd immunity, etc., which we wouldn’t have known if COVID hadn’t happened.
The Business Evaluation Framework that we use at Bastion Research Welcome to this week’s edition of LEARNING OF THE WEEK! Firstly, wishing you a joyous Dussehra filled with happiness, prosperity, and the triumph of good over evil. May this festive season bring you and your loved ones peace and success! Today we’re excited to kick off our journey into the
SMART Framework Ch. 2 – Strong Business Read More »
But Not All Deals Are Equal In today’s edition of TOPICAL Wednesday, we will talk about the ongoing M&A activities across different markets in India. So, the Nifty and Sensex finally witnessed a correction of 3.24% and 3.33% respectively in the past 5 days (can you even call it a correction?) as foreign investors sold Indian stocks for the good old Chinese stocks. Whether
The Business Evaluation Framework that we use at Bastion Research In this newsletter, we will discuss investment frameworks and how they can improve investment evaluation. We will also share the SMART framework that we use for ourselves. Research and independent thinking are game-changers in investing, yet very few practice them. You need to do your
Bastion Research – The SMART Framework Read More »
Foodtech Industry’s ultimate Duopoly In today’s edition of TOPICAL Wednesday, we will talk about Swiggy and how it is positioned against Zomato Ltd. I am not the first to observe that we are highly addicted to Swiggy and Zomato. While delivering food from restaurants to consumers’ destinations could be as old as the restaurant business itself, these modern
Swiggy vs. Zomato Read More »
In this newsletter, we are are going to talk about Coffee! Hugh Jackman (The Wolverine),once famously stated, “To me, the smell of fresh-made coffee is one of the greatest inventions.” This sentiment is likely shared by many avid coffee enthusiasts who rely on that aromatic brew to energize their mornings. In India, Nestlé has effectively captured this essence through
What’s brewing in the Indian coffee market? Read More »
Made for Renewable Energy In this newsletter, we will talk about the the upcoming NTPC Green Energy IPO In the vibrant landscape of India’s energy sector, demand is soaring like never before. This surge is fueled by the country’s rapid industrial growth, extreme weather conditions such as heatwaves, the widespread use of household appliances, and the increasing adoption
NTPC Green Energy IPO Read More »
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