Blog
What is an IPO? A Beginner’s Guide
Every listed company was once private. An IPO is the moment it opens its doors to public investors for the […]
How we analyse capital allocation in Indian midcaps
Return on incremental capital is the ratio that separates compounders from value traps. A business that earns high returns on […]
Consistency beats intensity
Intensity feels productive. Consistency is what compounds. A repeatable research process means fewer “one-off” decisions and more comparable outputs. The […]
Fed pivot or pause? What it means for Indian equities
The US Federal Reserve’s rate decisions ripple far beyond American shores. For Indian equity markets, the key transmission channels are […]
Value vs. price: the gap we try to measure
Price is what the market offers today. Value is our estimate of what a business is worth over time. We […]
What a “Compass Reading” actually means
Compass Reading is the last step of the Compass Framework — a structured action label that summarizes the investment case, entry […]
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