Learning of the Week

Insights from the Plant Visit and Management Interaction In this edition of LEARNING OF THE WEEK, we’ll discuss some interesting insights that we gained from the plant visit and management meet of GMM Pfaudler Ltd. Disclaimer: Welcome to our factory tour in words—where hard hats are optional, but your patience is mandatory! We promise a riveting journey […]

Performance, Trends and What Lies Ahead In this edition of LEARNING OF THE WEEK, we’ll take a deep dive into the Q2FY25 performance of the Indian banking sector, uncovering the key trends shaping the industry’s future. Banking Sector Review: Q2FY25 As we did last quarter, we’ve analyzed the performance of leading banks in Q2FY25 to identify

Tale of a Dynamic Management In this edition of LEARNING OF THE WEEK,we are sharing the intriguing story of Dynamic Services & Security Ltd. Here’s a simple question for the readers today: What do you do for entertainment? I’m sure the answers would be movies, series, sports, traveling—the usual, right? Well, let me remind you that one

Takeaways from the Market Marvel Conference by Philip Capital In this edition of LEARNING OF THE WEEK, we’re excited to share key takeaways from the Philip Capital’s Market Marvel Conference where sustainability took center stage. The event brought together many companies from the solar, water, and recycling space. In this edition, we’ll focus on solar energy and what we

Insight from the Plant Visit and Management Interaction In this edition of LEARNING OF THE WEEK, we’ll discuss some interesting insights shared by the management of Krishna Defence & Allied Industries during our recent visit to their Halol plant. Right now, the world is experiencing a very tense environment, with geopolitical tensions at near all-time highs. We

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.

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

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

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

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