Learning of the Week

Insight from the Plant Visit and Management Interaction In this edition of LEARNING OF THE WEEK, we’ll discuss some interesting insights shared by the management of Krishna Defence & Allied Industries during our recent visit to their Halol plant. Right now, the world is experiencing a very tense environment, with geopolitical tensions at near all-time highs. We […]

In this edition of LEARNING OF THE WEEK, let’s dive into the investment philosophy of Mr. Shyam Sekhar. “Long-term investors are where they are not just because of stock picking, but because they were able to understand the business ecosystem.” – Mr. Shyam Sekhar (Founder – ithought Financial Consulting LLP) The journey of great investors often follows an unexpected path.

The Business Evaluation Framework that we use at Bastion Research Welcome to this week’s edition of LEARNING OF THE WEEK! Continuing our SMART Framework series, today we we’ll examine the Third Pillar: Accounting Investors have always appreciated stories, whether they are in private or public markets. Phrases like “a company is expected to witness hyper-growth,” “it’s a

The Business Evaluation Framework that we use at Bastion Research Welcome to this week’s edition of LEARNING OF THE WEEK! Continuing our SMART Framework series, today we we’ll examine the Second Pillar: Management When we read about and listen to great investors discussing how they built their wealth over the decades, it’s clear that each has a

The Business Evaluation Framework that we use at Bastion Research Welcome to this week’s edition of LEARNING OF THE WEEK! Firstly, wishing you a joyous Dussehra filled with happiness, prosperity, and the triumph of good over evil. May this festive season bring you and your loved ones peace and success! Today we’re excited to kick off our journey into the

The Business Evaluation Framework that we use at Bastion Research In this newsletter, we will discuss investment frameworks and how they can improve investment evaluation. We will also share the SMART framework that we use for ourselves. Research and independent thinking are game-changers in investing, yet very few practice them. You need to do your

In this newsletter, we are are going to talk about Coffee! Hugh Jackman (The Wolverine),once famously stated, “To me, the smell of fresh-made coffee is one of the greatest inventions.” This sentiment is likely shared by many avid coffee enthusiasts who rely on that aromatic brew to energize their mornings. In India, Nestlé has effectively captured this essence through

Eliminate weak investment ideas quickly and effectively to save time and energy In this newsletter, we are are going to talk about the importance of having a robust and a holistic Preliminary Evaluation Framework for Incoming Investment Ideas. We will also talk about its ability to save time and energy and also about the factors you should

Insights from The Management in Q1 FY25 In this newsletter, we are are going to talk about how things are progressing in the wires and cables industry in India. When we think about building or growing a nation, infrastructure development is often the first thing that comes to mind. Whether it’s power generation, manufacturing, logistics, real estate,

From Blueprint to Boom In this newsletter, we are are going to talk about what is ESDM and how it is expected to grow like wildfire. Have you ever wondered who actually makes the gadgets you use every day? You might think it’s the big brands like Apple, PlayStation, Onida, or Asus, right? Well, not