Ankit Kanodia
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IndiaMART InterMesh: New-Age Business | Old-Age Values
What makes IndiaMART a new-age business with old-age values? The answer lies in its unique ability…
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Economic Moats: Never Static, Strengthening or Weakening
Never take economic moats for granted. Moats are never static. They are either strengthening or weakening.…
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Rome Was Not Built In a Day!
Our Journey of Building MissioN SMILE – Making New Stock Market Investors Learn Through Engaging Research!
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Long Tail or Focused?
Investing requires a balance between focused and long-tail portfolios. A focused strategy involves high confidence in…
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Small Fish-Big Pond OR Big Fish-Small Pond
Cash management companies like CMS Info and Radiant Cash Management Services are positioned as relatively small…
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PVR-Inox | A Monopoly?
Peter Thiel’s Zero to One highlights monopolies. Despite PVR Inox’s market dominance post-merger, stock performance lags…
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Shadow Pilot on Market Coupling!
We have read it word by word so that you don’t have to.😀 Agenda👇 A brief…
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Survive to Thrive – Part 5
Famous investing author, blogger and partner at Collaborative Fund, Morgan Housel said it almost a year…
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RE vs Other 2W Giants: A Bank Robbery or A Hare vs Hounds Run?
Rajiv Bajaj, the MD of Bajaj Auto, knows how to be in the news and how…
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Watchlist-95: Insights from Q4FY23 Concalls
Investor conference calls following quarterly results have emerged as a treasure trove of knowledge in the…