In this edition of LEARNING OF THE WEEK, let’s dive into the investment philosophy of Mr. Shyam Sekhar. “Long-term investors are where they are not just because of stock picking, but because they were able to understand the business ecosystem.” – Mr. Shyam Sekhar (Founder – ithought Financial Consulting LLP) The journey of great investors often follows an unexpected path. […]
8 learnings from Mr. Shyam Sekhar Read More »
Concall Commentaries from Consumer facing Companies In this edition of TOPICAL Wednesday, let’s understand the reason behind high rural demand and what major companies are saying about it. In the past couple of months, have you felt the pinch of high prices when buying groceries or other essentials? Or did you wait for the festive season to take advantage
Insights for Investors from the 25-year journey of India’s flagship index In this edition of TOPICAL Wednesday, we’re diving deep into the NIFTY 50’s performance since its inception, drawing from an insightful whitepaper published by the National Stock Exchange (NSE) in July ’24. While the timing of this newsletter might seem late, we believe the compelling insights
Nifty Fifty Performance Read More »
Key insights shared by leading companies during the quarter In the competitive landscape of business, companies often respond to market demand and competition by adopting various strategies to maintain or regain their market share. When multiple companies within the same sector begin to act similarly, these actions can evolve into industry trends. This phenomenon is driven by the need to stay
Business Update (Q2FY25) – Wires & cables Read More »
Powered by Unsecured Lending In today’s edition of TOPICAL Wednesday, we will talk about the rising slippages in the BFSI sector. Many banks and NBFCs’ announced their results recently, and one concerning thing that was common across multiple results was rising slippages. Now, how did that happen? Well, let’s take a step back to understand the
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 Third Pillar: Accounting Investors have always appreciated stories, whether they are in private or public markets. Phrases like “a company is expected to witness hyper-growth,” “it’s a
SMART Framework Ch. 4 – Accounting Read More »
An unpopular clean energy source that can satiate the surging power demand that is expected to emerge because of burgeoning Data Centers In today’s edition of TOPICAL Wednesday, we cover current events and explore how they might unfold in the near term. However, today’s topic is more long-term oriented. Today, we highlight the ongoing global
AI – Nuclear Power Read More »
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 »
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