Learning of the Week

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

In this blog, we uncover the economics of Installing a Rooftop Solar Power System. Many people saw their electricity bills skyrocket this summer due to record-high temperatures. If you didn’t feel this financial pinch, you probably have a solar power system on your roof. It’s not just households; many manufacturing companies are also installing their

In this blog, we delve into the investing wisdom of Mr. Anil Goel. “I lost all the money I had made till then! But the desire to succeed in the stock market was stronger than ever. I exited steel business to concentrate on the stock markets full time.” Mr. Anil Goel (Veteran Investor) When you’re

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