Value Investing — Educational Series Imagine a farmer in a village waiting for the perfect day to sow his seeds. He worries the rain might come too early, or too late, or be too heavy. So he waits. He waits
Value Investing — Educational Series Watch: float and negative working capital, explained in about a minute. A caterer who spends your money first Think about a wedding caterer in your town. The wedding is two months away, but the family
Value Investing — Educational Series Imagine four friends open a small tea stall near a busy railway station. To keep it fair, they print 100 paper slips that say “I own a piece of this stall.” Each friend takes 25
Value Investing — Educational Series Imagine two neighbours in the same colony. Both start with ₹10 lakh of savings. The first one keeps it simple. He puts his money into a few good, steady businesses and a fixed deposit (an
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?