Learning of the Week

Insights from the Plant Visit and Management meet This week on LEARNING OF THE WEEK, we’re sharing some insights from our recent plant visits and management meet with India’s only listed elevator company. India is rising, both literally and figuratively. As cities expand and skylines evolve, elevators have become more than just a convenience; they […]

Insights from the THREE Plant Visits and Management Interactions In this edition of LEARNING OF THE WEEK, we’ll discuss some interesting insights on the brass industry from our plant visits and management interactions with brass recycling companies in Jamnagar, India’s “Brass City.” The importance of Jamnagar To explore the brass industry, we visited Jamnagar, Gujarat, known as the “Brass City of India” and

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 interaction of Veerhealth Care Ltd. The beauty and wellness industry is undergoing a dynamic transformation as we head into 2025, characterized by a growing emphasis on natural ingredients, personalization, and sustainability.

All you need to know about market euphoria and principles that can help you dodge the pain that comes after it ends In this edition of LEARNING OF THE WEEK, we’re unpacking the dynamics of investing bubbles, exploring why certain stocks trade at sky-high P/E ratios, and sharing timeless principles to help you navigate market euphoria with confidence. Our discussion draws

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.