Groww: How the 'Worse' Customer Won
Groww's low-ARPU, SIP-first strategy looked inferior to Zerodha's trader-heavy model. Then SEBI changed the rules. A deep-dive into the numbers behind Groww's rise to India's largest broker.
Oberoi Realty: The Builder Who Buys His Own Land
Why Oberoi Realty's self-funded land model produces 42% net margins in an industry where 20% is considered good, and what the NAV tells you that the P/E doesn't.
Jio Platforms IPO DRHP: A Complete Financial Breakdown
Beyond the hype, Jio's true FCF, DuPont ROE analysis, EPS accretion from debt repayment, SOTP valuation, and the TAM that justifies the premium.
The Rise of the Reliance Empire
How Reliance scaled into a massive conglomerate via retail and telecom, plus Ambani's succession plan.
The AI Boom in India: 4 Stocks Riding the Wave
Discover how Indian companies like Netweb, Anant Raj, Persistent, and Happiest Minds are capitalizing on the massive global AI infrastructure boom.
Japanese Yen at Historic Lows: What Comes Next
The Yen hit levels not seen since 1986. We break down the BOJ policy trap, record CFTC short positions, and the carry trade.
Investing in US from India: The Ultimate Macro Guide
A deep dive into investing in US stocks from India. Covering AI monopolies, USD/INR depreciation, and LRS TCS taxes.
The Rise of ETFs in India: A Passive Revolution
How ETFs grew from ₹7 crore to ₹8.5 trillion in India. The EPFO trigger, retail awakening, and why passive won.
SpaceX IPO Aftermath: $2.1T, Grok, and Cursor
SpaceX went public as $SPCX. The prospectus math, a 4% float squeeze, and a $60B Cursor acquisition decoded.
The Myth of the 'Good Stock'
Unpopular opinion: a 'good stock' doesn’t really exist. Here is why timing, valuation, and sector rotation are the real keys to beating the market.
Oberoi Realty: The Builder Who Buys His Own Land
Why Oberoi Realty's self-funded land model produces 42% net margins in an industry where 20% is considered good, and what the NAV tells you that the P/E doesn't.
The Rise of the Reliance Empire
How Reliance scaled into a massive conglomerate via retail and telecom, plus Ambani's succession plan.
SpaceX IPO Aftermath: $2.1T, Grok, and Cursor
SpaceX went public as $SPCX. The prospectus math, a 4% float squeeze, and a $60B Cursor acquisition decoded.
The Myth of the 'Good Stock'
Unpopular opinion: a 'good stock' doesn’t really exist. Here is why timing, valuation, and sector rotation are the real keys to beating the market.
Japanese Yen at Historic Lows: What Comes Next
The Yen hit levels not seen since 1986. We break down the BOJ policy trap, record CFTC short positions, and the carry trade.
Investing in US from India: The Ultimate Macro Guide
A deep dive into investing in US stocks from India. Covering AI monopolies, USD/INR depreciation, and LRS TCS taxes.