No matter how much AI solves for summaries of concalls I still listen & read concalls of all my Pf companies

Nifty 50 Valuation Meter that we usually use to get an idea about valuations of Mr Market (Nifty) Current Market Valuation: 21.5x PE Ratio (TTM)

After tracking many manufacturing companies over last few months in different sub sectors.. Trend of doing capex in Andhra Pradesh is really clear. The state government is really friendly in terms of giving land parcels and other concessions. Pro Business Govts do make a big

🎁 This Rakhi, Gift Each Other Financial Freedom This Rakshabandhan, let’s redefine protection. 🛡️ A brother can truly protect his sister—not just with words, but by gifting her the power of financial independence through SOIC Membership. 💪 A sister, in return, can make her

Walk the talk is a wonderful feature to use while looking at the past of the companies Walk the talk analysis on one of the companies we are covering for RA desk members today

Daily Investor’s Edge — Pharma CDMO (Q1FY26) soic.in/blog-page/dail… > Q1 was mixed; most guides still H2-weighted > Margins swung on mix/inventory; recovery expected with volumes > Big CAPEX into peptides/biologics/ADCs; GLP-1 expanding the pie > Sterile injectables,

Change of promoters or actually getting a promoter with proven track record is an interesting mental model :-) Thanks Intrinsic Compounding ishmohit for teaching these excellent concepts..

Pe of 100 in isolation can be misleading What matters is where we are in the earnings cycle along with it.. Peak Margins+Peak Pe= disaster waiting to happen A video on understanding P/E ratios at Intrinsic Compounding we did about a year back youtu.be/EBx2oOZw9ic?si…

Did you know Global Composite Cylinder Market size is - •Expected to grow from $1.3B in 2024 to $2.0B by 203 •Operates in 40+ countries; aims to expand further in Middle East, Taiwan, ASEAN Read the entire coverage here - soic.in/blog-page/time… #timetechnoplast

Lot of PE money has entered the luggage category.. It will be tough for these players to do well. Bloodbath in competition is visible

When markets are down and dull like currently, you barely hear a whisper from market participants, no tweets from the doomsday gang, MF analysts, or PMS managers. But the moment markets inch toward yearly highs or life highs, the fear brigade wakes up: “Stay cautiously

"How should I allocate my portfolio?" The answer isn’t one-size-fits-all. Just like cricket, your approach depends on your style and the pitch conditions. Imagine your investing style as your batting stance: 🏏 Rahul Dravid (Conservative) 🏏 VVS Laxman (Defensive) 🏏 Sachin

Peter Bernstein

Reading this book 'The War Below' Thanks ishmohit for the heads up! I am liking the details and intricacies used by the author. Though, I have just started, I think it will overall be a good informative read. Best part, the timing is just so relevant in today's world order!

Our Presentation at TIA One of the businesses which has been delivering silently for a long period of time (Disclaimer: not a recommendation to buy or sell) drive.google.com/file/d/1H_-CzD…

Manchester United is a good case study in how strong men create good times, and weak men create hard times. Hoping for good times to come back this season

This is, without exaggerating, one of the most extraordinary things a US Treasury Secretary ever said. It should be mandatory viewing for all citizens of US "allies", Europeans first and foremost. What Bessent is saying is that the US will now treat US allies' wealth as an