Where Could the Next Bull Market Leadership Come From? Every bull market has its leaders. But one of the more interesting patterns across market cycles is that the leadership rarely
In the recent Budget, the Finance Minister increased the Securities Transaction Tax on futures transactions from 0.02% to 0.05%. That is a 150% increase. An indirect consequence of this, and
The biggest mistake we made in our 20s was not buying the wrong stocks. It was misunderstanding what money was supposed to do. Back then, we thought markets existed to
Over the last month, our inbox and phone have been full of the same two questions from investors: “Should I stop my SIPs?” and “Should I sell now and buy
Investment Thesis Gala is a business construct we’ve seen converge across geographies: small-value, high-criticality components; long approval cycles; customers structurally unable to be price-sensitive; revenue that behaves like an annuity once
Have we seen this pattern before? A mission-critical infrastructure product, multi-decade switching costs, heavy upfront R&D that suppresses today’s margin, then operating leverage as the installed base compounds. The same
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