A slide from today's webinar on different frameworks to buy a stock :) Which type of investor are you? (Special situation option is there too)

Play Auto Oems growing in double digits via the auto ancs which have the largest exposure to them in terms of sales. Kit value per vehicle increases and margins expand due to this over a period of time Fruits of Proxy Investing

Navigating the choppy market by focusing on the business stories like a hawk.. Multiple opportunities exist today at Peg of less than 1.5 times. From Autos to liquor to Gold finance to other themes in consumption sector. Be a business analyst

Before a pill reaches your palm, a snack hits the shelf, or an EV part clears the assembly line, there’s a quiet check point: testing. In India, one name keeps appearing at that gate-Vimta Labs-a 40-year-old Hyderabad-based contract research & testing specialist Let's Dig

Is India's Aerospace industry finally taking off? Policy push and rising quality are helping suppliers move from simple parts to ready-to-install assemblies. The opportunity is big; the to-dos are clear: make more materials locally, train more skilled people, build key

I won’t be surprised if next year GDP growth comes to a number above 7% Must listen to this interview by one of the sharpest economists in India youtu.be/Wpwq4ep6gK8?si…

Mercedes of the Industry (peb) delivers silently 🙌🏻😃

Cut your losers mercilessly. Winners take care of themselves ..losers take care of destroying you. One disciplined exit today saves you from ten regrets tomorrow

Equity Insights Elite + Rare Ability to accept gains and losses with objectivity. Those who can conquer this, anchor to Pf returns and stick to the process will do really well

If you are a small cap investor, the market is now more about the stomach than about research skill The market is doing what it does best Full time investing & trading posts (and boasts) are nowhere to be seen!

Why PE ratio can be deceptive with an example of Zinka logistics case study :) soic.substack.com/p/why-valuing-…

Markets reward change, not size. In B2G, the “change” was: capex up → tenders up → orderbooks up. Question now: what’s the next change? Full read: soic.substack.com/p/is-the-best-…

Just saw Dhurundar movie.. Mind blowing + Such movies really help in building national character. One of the must watch movies with exceptional performance from the entire cast. Can’t praise it enough..held my attention for 3 hours+

Our annual write for 2026 is out , which covers multiple learnings , themes and a special learning towards the end soic.substack.com/p/learnings-an…

Average stock in a strong theme ( Tailwinds ) >>>Best company with theme not in flavour.

MCX single handedly destroyed my portfolio today. New Year Started on a sad note! 😭

Buy when there is blood in the tweets

Yesterday everyone was bearish and extremely negative . Now... how the sentiment changes in just a day 🫡 "Markets bottom at worst possible sentiments"

To all the mutual fund investors This is for really long-term investment and every negative news during the BEAR market seems like end of the world This is also part of the cycle and one day everything will recover back to the highs in terms of your NAV

This may or may not age well. But adjusted for your risk profile, liquidity needs and current equity exposure if you’re not adding to equity now when there is brute pessimism, what are you even doing? Beyond a point there is no point in reading books, attending workshops,