Learning of the Week

In this blog, we decode how the business model of a Co-working space works. As an adult, we spend a huge chunk of our time at work, right? In fact, for many of us, it’s even more than the time we spend at home. Traditionally, if you owned a business, you’d have to buy or […]

“Most investors made money in the third cycle as an investor. If you observe it closely, most investors get seasoned after the age of 50. They just stop making mistakes.” – Mr. Kenneth Andrade (Founder, CIO – Old Bridge Capital Management) In this blog we delve into the investing wisdom of Mr. Kenneth Andrade, one

Recently, we visited multiple manufacturing facilities of Virtuoso Optoelectronics Ltd. Below are our learnings from the plant visit and management discussion. Yeah, the heat just got real! This summer has been one of the hottest ever, not just in India but across Asia, with multiple countries experiencing insanely high temperatures! Northern and Western India have

Imagine this: You’re living in the bustling city of Mumbai, a place known for its vibrant markets and entrepreneurial spirit. Right next door, there’s this neighbour of yours. Let’s call him Raj. Raj is an interesting character. He’s not your typical investor. In fact, he probably wouldn’t even use the word ‘investor’ to describe himself.

“I think in self-analysis, you want to be comfortable, and the market gives you money when you are uncomfortable.” – Mr. Ramesh Damani Let’s uncover the priceless investing wisdom from the legendary and highly respected veteran investor, Mr. Ramesh Damani Mr. Ramesh Damani started as a broker at BSE and then became successful investor, picking

How to Evaluate Acquisitions? Do you end up confused when any of your portfolio company announces an acquisition or is getting acquired? Here is your guide to evaluating acquisitions When a company in your portfolio is either snapping up another business or getting acquired, it requires a bit of detective work to fully understand it.

Key learnings on Megatrends & leadership by Utpal Sheth In this newsletter let’s absorb learnings from Utpal Seth about Megatrends and Leadership Mr. Sheth’s lecture at the CFA Society is one the rare pieces of content available to the public. Here, he shared his expertise with “Megatrends and Leadership” – key drivers of value and

8 Learnings from the latest memo by Howard Marks Exploring key insights from Howard Marks’ latest memo. Marks, a renowned investor, is known for his highly insightful memos that attract significant attention. Warren Buffett himself once remarked, “When I receive memos from Howard Marks, they’re the first thing I read.” If you’re unfamiliar, Howard Marks is

Suyog Telematics Rs. 60 cr warrants issue let’s explore the topic of SHARE WARRANTS using the example of Suyog Telematics Ltd. We believe that learning through examples enhances understanding and boosts retention significantly About Suyog Telematics Ltd. Established in 1995, Suyog Telematics provides telecom tower infrastructure solutions in rural and urban areas. Simply put, Suyog