Issue 03 · 13 Dec 2024
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
Open newsletter →
Issue 02 · 24 Nov 2024
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
Open newsletter →
Issue 01 · 12 Nov 2024
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
Open newsletter →
