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In this episode, we explore Fine Organics — a global leader in emulsifiers and polymer additives. With over 600 products, a pristine balance sheet, and aggressive global capex plans, th…
Published on 5Â months, 1Â week ago
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In this episode, we sit down with investor Siddhant Bhandari to explore why small and mid-cap businesses might offer better opportunities than large caps. Through sector-wise comparison…
Published on 5Â months, 3Â weeks ago
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In this episode, we decode the Indian chemical sector with industry expert Ajay Joshi. We explore the difference between bulk and specialty chemicals, evaluate the risks of capex-led gr…
Published on 5Â months, 3Â weeks ago
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In this episode, we share a clear framework for navigating bear markets and market crashes—based on history, valuations, macro trends, and technical signals.
📌 Key takeaways:
5-part crash…Published on 5 months, 3 weeks ago
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In this masterclass, we break down the cash flow statement—one of the most important yet underrated financial tools for investors. You'll learn how to analyze cash flow from operations,…
Published on 5Â months, 3Â weeks ago
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In this episode, we walk through three standout conference calls from the latest result season—Aarti Pharma Labs, Polycab, and a Associated Alcohol & Breweries. You'll learn how to read…
Published on 5Â months, 3Â weeks ago
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In this episode, we break down why PPFAS Mutual Fund recently added Mahindra & Mahindra, Narayana Health, and Coal India to its portfolio—and what you can learn from it.
📌 Key takeaways:…
Published on 5Â months, 3Â weeks ago
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In this episode, we do a complete breakdown of Jio Finance—its structure, growth potential, and reasons behind the recent stock fall.
📌 Key takeaways:
Why Jio Finance was created & its li…Published on 5 months, 3 weeks ago
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In this episode, we break down what’s hurting India’s top ER&D IT companies like KPIT, Tata Elxsi, and Tata Technologies. We explore business cycles, financials, valuations, and the key…
Published on 5Â months, 4Â weeks ago
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In this episode, we break down one of the biggest macro events since COVID — the global tariff war. You’ll learn how rising US import tariffs are impacting key Indian sectors like chemi…
Published on 5Â months, 4Â weeks ago
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