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
India wants to increase the share of natural gas in its energy mix. That means the country needs more LNG terminals, more pipelines, more CNG stations, more PNG connections, and
For many investors, dividends are treated as a secondary benefit. The popular argument is simple: dividends are taxed, so it is better to own companies that retain capital, compound internally,
SEBI Registered Investment Advisor INA100004608
