Value Investing — Educational Series Your browser does not support the video tag. Imagine you save for years and buy a small flat in Pune. You give it out on rent. From that day, what do you check? You check
Peter Lynch warned that when companies spread into businesses they do not understand, diversification becomes ‘diworsification’. A plain-English lesson with the Coca-Cola and Kingfisher stories, and a simple three-step focus test.
Value Investing — Educational Series Think of the last time you walked into a big discount store like DMart with a small shopping list. The same one-kilo packet of toor dal, the same bar of soap, the same bottle of
Value Investing — Educational Series There is an old Hindi saying that every Indian grandmother seems to know: boond boond se sagar bharta hai — drop by drop, the ocean fills. It is the most honest description of wealth-building anyone
Why does every salesman believe his own pitch? Charlie Munger’s most practical idea — the power of incentives — explained in plain words, with the FedEx night shift, the ULIP era, SEBI’s F&O study, and one question that protects your money.
Value Investing — Educational Series In nature, lasting success is mostly about not dying — not about being the fastest. One India-focused fund manager built a remarkable record by applying that single idea to the stock market. His lessons are
Joel Greenblatt’s 1997 framework finds mispricing not in better forecasts but in forced sellers — corporate events that hand orphaned securities to holders mandated to dump them. An educational look at the mechanism, the evidence, and the discipline it asks of the long-term investor.
India’s registered investor base has nearly quadrupled — from roughly 3 crore to more than 11 crore unique investors on the NSE in just a few years — yet ask a room full of these new shareholders where the independent
India’s registered investor base has exploded from roughly 3 crore to more than 11 crore unique investors on the NSE in just a few years — and almost every one of those new investors learned the same first valuation lesson:
The Cash Flow From Operations to Total Debt ratio combines the cash-flow statement and the balance sheet into one credit-analyst solvency test. This article walks through the formula, two contrasting cases, and an FY25 audited case study.
The Graham-era forensic test that asks: of every rupee you pay for a share, how many paisa are simply cash sitting in the company’s bank account?
How one balance-sheet line — Goodwill on Consolidation — reveals whether Indian companies grew their earnings organically or simply purchased them at a premium. A forensic FY25 walkthrough with an organically-built reference set, including Ind AS 36 impairment-test signals and four common traps.
Days Payable Outstanding (DPO) measures how long a company takes to pay suppliers. Rising DPO can mean franchise-level negotiating power – or hidden liquidity distress. Here is how to tell which, with an FY25 Indian biotech illustration.
SEBI’s most recent investor-protection study found that nearly nine out of ten individual traders in the equity Futures & Options segment lost money in FY24 — a body of evidence that has shifted the regulator’s focus toward investor education on
Between 2019 and 2025, India added approximately 8 crore demat accounts. NSE’s investor base alone expanded from 3 crore to over 11 crore in that window. Yet in February 2025 SEBI re-published the now-infamous finding that 93% of individual traders