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13th Dec 2024

Topic: Scientific Investing Newsletter 03: Transcript Manthan

In this newsletter, we have focused on analyzing Q2FY25 transcripts, looking at interesting opportunities and in the process, learning about key wealth creation concepts from investing perspective. Also, we discuss a multibagger wealth creation framework – Operating Leverage

The newsletter covers the following:

  • Understanding Operating Leverage
  • Operating Leverage Transcripts
  • Growth and Tailwind Transcripts
  • Painful and Frustrating Transcripts
  • Talk of the Town Transcripts
  • Case Study: Business in Transition
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24th Nov 2024

Topic: Scientific Investing Newsletter 02: Market Manthan

In this newsletter, we have focused on analyzing Q2FY25 results and over all market, industry and stock level further deriving insights from conference calls

The newsletter covers the following:

  • Q2 FY25 Result Analysis
  • Value vs Valuation
  • The Growth Industries
  • 5 Interesting Conference Calls
  • Cash & Investment: Special Situation
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12th Nov 2024

Topic: Scientific Investing Newsletter 01: FMCG - What's Cooking

In this newsletter, we have focused on FMCG sector bringing market insights from Q2 FY25 results and conference calls.

The newsletter covers the following:

  • High growth FMCG companies
  • Edible oil cycle comeback
  • Who said what
  • A business transformation story
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