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
How to read the Sample Reports page
Sample Reports are illustrative examples of the format and depth. Upcoming cards indicate coverage in progress and a report that
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