Independent · Beginner-Friendly · Data-Driven
17 articles in this category
ITC Q1 FY27 profit fell 16% on a cigarette tax hit, but FMCG-Others grew 21% and its profit share rose to 11%. A 5-year holder's read.
TCS Q1 FY27 earnings analysis: the US$2.6 billion AI revenue run-rate, why 13.9% rupee growth is only 3.2% in constant currency, and what to watch in FY27.
Inside Info Edge's ₹4,900 Cr startup portfolio: 135 startups, ₹41,300 Cr value, the AI and Deeptech bets, and Bikhchandani's playbook.
A deep fundamental analysis of Berkshire Hathaway: what kind of company it really is, how insurance float powers everything, how it makes money, and an honest bull and bear case in the Greg Abel era.
A deep dive into Mankind Pharma's business: how a Delhi-based company cracked Tier 2/3 India, built the Manforce and Gas-O-Fast brands, and what its premium valuation means for investors.
A complete Sun Pharma analysis for beginners: how the business makes money, its branded pharma moat, the Ranbaxy story, and an honest bull and bear case.
A deep-dive analysis of Natco Pharma using all 12 pharma-specific metrics — revenue mix, FDA compliance, Para IV pipeline, return ratios, and valuation — at a time when the stock sits 28% off its 52-week high.
A deep dive into Cipla's business: the 1935 founding, the HIV drug story that changed global pharma, its respiratory franchise, and honest bull and bear cases.
A deep dive into Dr. Reddy's business: how India's most export-focused pharma company built its US generics empire, its Russia franchise, and what the biosimilar bet means.
ITC's Q4 FY26 is not a clean quarter. A long-term shareholder breaks down the cigarette tax distortion, the FMCG inflection, and what to watch in FY27.
Holding IHCL since October 2020, here is my honest read of the Q4 and FY26 results, what impressed me and what I am watching closely going into FY27.
A long-term Dr. Reddy's investor breaks down Q4 FY26 earnings, what looks promising for FY27, and the concerns worth watching closely.
Google stock analysis: search dominance, AI transformation, competitive moats, and defending against ChatGPT - beginner investing guide.
NVIDIA stock analysis: gaming GPUs to AI dominance, CUDA moat, and investment thesis - semiconductor platform investing guide.
TCS stock analysis: IT services empire, competitive moats, AI transformation, and investment thesis - beginner guide to Indian tech stocks.
Deep dive into ITC's transformation from tobacco giant to diversified conglomerate - a beginner's guide to understanding multi-business models.
Deep dive into HDFC Bank's history, products, competitive moat, and current business - a beginner's guide to understanding Indian banking.
