Learning of the Week

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

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

Eliminate weak investment ideas quickly and effectively to save time and energy In this newsletter, we are are going to talk about the importance of having a robust and a holistic Preliminary Evaluation Framework for Incoming Investment Ideas. We will also talk about its ability to save time and energy and also about the factors you should

Insights from The Management in Q1 FY25 In this newsletter, we are are going to talk about how things are progressing in the wires and cables industry in India. When we think about building or growing a nation, infrastructure development is often the first thing that comes to mind. Whether it’s power generation, manufacturing, logistics, real estate,

From Blueprint to Boom In this newsletter, we are are going to talk about what is ESDM and how it is expected to grow like wildfire. Have you ever wondered who actually makes the gadgets you use every day? You might think it’s the big brands like Apple, PlayStation, Onida, or Asus, right? Well, not

In this newsletter,  let’s try to absorb in investment wisdom of the legendary investor, Mr. Govind Parikh. “In the markets, one thing is for sure – if you don’t make any mistakes, you will never learn.” – Mr. Govind Parikh (Managing Director, Govind Parikh Securities Pvt. Ltd.) Mr. Govind Parikh is a seasoned investor with a remarkable track

In this blog, we delve into  how solar power actually works and who are the biggest beneficiaries of this rising sector. In our newsletter dated June 29th (yes, the day India won the T20 World Cup), we explored the perks of installing solar panels at home. Not only can they help you save big bucks

A close look at Garvita India’s strategy We feel privileged that part of our job includes interacting with industry veterans and gaining insights from them about their businesses. Last week, we had the opportunity to meet Mr. Yogesh Malhotra and gain valuable insights into the recycling industry. In this blog, we delve into insights about