The second half of a 2 part series that simplifies what's causing the economic slowdown. In this part we try and piece together the events leading up to the current day crisis...Read more

Published on July 7^th

The first half of a 2 part series that simplifies what's causing the economic slowdown in this country and how we got here in the first place. The second half of the story will be coming soon....Read more

Published on July 2^nd

This article tries to simplify the highly intricate subject matter that forms the basis of a very controversial paper published by Arvind Subramanian alleging that India has been overestimating it's GDP by about 2.5 percent...Read more

Published on June 26^th

When the Chinese state agency goes on a mad spree to curb pollution, it presents an opportunity for the Indian Chemical companies to shine. This story is a visual retelling of how the speciality chemicals industry in India saw one of its biggest booms....Read more

Published on May 26^th

When someone begins to question the whole purpose of your existence, what would you do? In our case we decided to write this epic essay on the uncertainty of markets- an essay filled with illustrations, simulation, real life stories and videos...Read more

Published on May 11^th

This story is about betting on the downside. It's not about the quintessential growth story, instead it's about failures and how failures manifests itself in businesses. This is a story on " Thinking about Shorting"...Read more

Published on Apr 28^th

What happens when three idiots without experience in Stocks begin exploring the inner sanctum of the Indian Stock market?. Here is a small account of our Journey exploring the depths of the Indian SME IPO market ...Read more

Published on Apr 13^th

The Indian consumption story is radically changing how people are viewing individual stocks. Even average companies can look pretty good against the backdrop of a good growth story and it's a dangerous precedent. This story is a warning against staking all your chips based on just one claim! ...Read more

Published on Apr 7^th

As natural gas goes mainstream the unlikely beneficiaries of this act are sitting up and taking notice. Steel pipes are waltzing back into fashion and in this story we explain why ? ...Read more

Published on Mar 30^th

What started as a record label in 1901 is now embracing a future that's changing its core DNA as we speak. Find out how Saregama is poised for the digital future that India is ready to embrace ...Read more

Published on Mar 23^rd

Why do people lose money in the stock market ? Why is there such a stark difference between a rational investor and an irrational speculator. This story today will take you deep into the minds of the irrational investor and explore the fallacies that besiege the mind. ...Read more

Published on Mar 2^nd

This story is on the making of the Real Estate bubble, how we got here and whose likely to be at the forefront of the great unraveling incase the bubble goes pop. Hint : They have been all over the news lately ...Read more

Published on Feb 16^th

The Biosimilar revolution is only beginning just now and it seems an Indian company is at the thick of the action. This story on Biocon takes you deep into the world of biosimilars and will engross you completely ...Read more

Published on Feb 2^nd

What if i told you there is a multibagger opportunity. What if i told you there's a big marquee investor already invested in the stock. What if i told you the stock fits the criteria set by the legendary Benjamin Graham? Back in 2013, a little know Hyderabad company was just beginning to fit the bill. Our story on Rain Industries and it's remarkable journey on the bourses...Read more

Published on Jan 26^th

While gambling is generally seen as a vice, there's another side to it that often gets ignored. It's a facet that's currently undergoing a sea change in India and our story tries to capture some of these elements. So here is our comprehensive review of the casino/gambling industry and the only listed company in the segment- Delta Corp....Read more

Published on Jan 20^th

Balkrishna Industries is a multibagger. It's got a global brand and it tends to a sector that's considered to grow along a secular trend. But it's story is more about just the numbers and the business opportunities. Hidden deep inside the complex maze is a story about redemption, a story about unbridled ambition and wealth and a story about how big bets can reap even bigger rewards. Most importantly it's a story you do not want to miss....Find out more

Published on Jan 12^th

When banks across the financial spectrum started declaring large amounts of NPAs it seemed like the entire industry was fraught with greed and a lack of oversight. But just when you thought the whole lot was broken, HDFC bank emerged as the shining beacon of the banking sector. This story talks about the biggest problem plaguing the industry and one bank's attempt to buck the trend....Find out more

Published on Jan 5^th

When the Wright Brothers took to air for the first time at Kitty Hawk, it was bound to change mankind forever and it did. Almost a century later, Warren Buffett had this to say about the matter-" Indeed, if a farsighted capitalist had been present at Kitty Hawk, he would have done his successors a huge favour by shooting Orville [Wright] down.”
This story is a an attempt to bridge the gap. Air Travel or Airline Stock?......Find out more

Published on Dec 29^th

Everybody is calling HEG India a cyclical play. A play that's just about to fall apart at the seams. But the truth is much more nuanced than it seems. Our story focuses on the upside and the downside to the Graphite story...Find out more

Published on Dec 22^th

While everybody is out with their pitchforks demanding for RBIs head this piece will provide you another perspective, the RBI perspective. If you haven't been following up with controversies or haven't got around to reading what the RBI does. This story is definitely for you....Read more

Published on Dec 16^th

This story tries to connect one of the most popular works on accounting forensics "Financial Shenanigans" to Dalal Street and tell you how to piece together a puzzle to see if the growth story on your favourite stock is premised on solid ideals or shaky ground...Read more

Published on Dec 8^th

When madness grips the collective psyche of the public all hell breaks loose. Out story on Avanti takes readers deep into the minds of investors to explain how stock markets can be overcome by the irrational exuberance surrounding a good story....Read more

Published on Dec 1^st

The 5G Revolution is here and Indian Fiber companies are on the ascendancy, case in point- Sterlite Technologies. How will India's biggest optical fiber company fare well over the course of the next few years...Read more

Published on Nov 24^th

When Maggi went off the shelves in early June 2015, Nestle India was looking at a very uncertain future and yet three years afterwards, all of it seems like a minor blip. This story on Nestle takes you through the inner workings before and after the crisis in what is a jam-packed read with explainers, good wisdom and a solid comeback theme. ...Read more

Published on Nov 17^th

How do you build a brand and create one of the most expensive paint stocks in the world. Well, you do what Asian Paints does and watch as the stock price soars. Find out more here ...Read more

Published on Nov 10^th

The financial institutions that serve us are interconnected in so many ways that a small blip in the system could have the potential to bring down the entire economy if we don't stop the contagion spread and the NBFC crisis is threatening to do just that. In this story we try and piece together the pieces of this puzzle as the crisis unfolds in what is being touted as India's moment of reckoning...Read more

Published on Nov 3^rd

As the RBI refuses to offer an additional term to Rana Kapoor to continue as Yes Bank's CEO, it's share price is in the doldrums. Our story today is about Yes Bank, the company and the stock and all that goes into running a bank. It is an attempt to understand the finances, business drivers and the promoter himself to figure out where Yes Bank is headed for the future....Read more

Published on Oct 27^th

Titan is on a golden run. Buoyed by the resurgence in the jewellery sector and the advent of demonetisation and GST, Titan's stock price has been rallying prodigiously over the past two years. But how should an investor analyse a jewellery business. What are the factors driving stock ...Read more

Published on Oct 20^th

Marico houses such enviable brands including Parachute, Set Wet and Saffola. It's grown from being a family run business to an FMCG giant occupying leadership position in most market it competes in. But with fierce competition looming will Marico keep the pace up or will it fizzle away as time goes by. Find out ... Read more

Published on Oct 13^th

How United Breweries battles the uncertainties involved in selling beer and continues to be the undisputed market leader? ...Read more

Published on Sep 30^th

How Ajay Bijli set out on an unreasonable pursuit to create the largest multiplex chain in India and in the process redefine the standards for cinematic experience ...Read more

Published on Sep 23^rd

This story chronicles the fascinating journey of Page Industries as they build brand Jockey and create the most recognisable underwear in Modern india ...Read more

Published on Sep 15^th

Good is the enemy of great. We don’t have great schools, principally because we have good schools. We don’t have great government, principally because we have good government...Read more

Published on Sep 8^th

Jet airways is stumbling along barely staying afloat. The debtors are circling and the investors restless. Will the company survive another year ? Read more

Published on Aug 14^th

The HDFC AMC IPO is expected to have a blockbuster listing. But what's driving the mania? Why is there so much hype around the HDFC IPO? Read more

Published on July 21^st