Blogs

June 7, 2026
Book Cover what Pulak Prasad Learned from Darwin with Subtitle three Simple Rules for Owning Great Businesses for a Very Long Time on a Dark Blue Background

What Pulak Prasad Learned from Darwin: Three Simple Rules for Owning Great Businesses for a Very Long Time

Value Investing — Educational Series In nature, lasting success is mostly about not dying — not about being the fastest. One India-focused fund manager built a […]
June 6, 2026
Infographic like Hero Showing Joel Greenblatts Framework a Gold outlined 2x2 Matrix on a Dark Blue Background with Descriptive Text Panels and a Large White Title Below Reading where the Institutions Cannot Follow

The Secret Hiding Places: Joel Greenblatt’s 1997 Special-Situations Framework and Why the Long-Term Equity Investor Should Hunt Where the Forced Seller, Not the Forecast, Sets the Price

Joel Greenblatt's 1997 framework finds mispricing not in better forecasts but in forced sellers — corporate events that hand orphaned securities to holders mandated to dump them. An educational look at the mechanism, the evidence, and the discipline it asks of the long-term investor.
June 5, 2026
the Auditors Opinion Hierarchy Title with a Four step Green Timeline Unqualified Qualified Adverse Disclaimer

The Auditor’s Opinion Hierarchy: How Unqualified, Qualified, Adverse & Disclaimer Reports Reveal Whether the Numbers Deserve Your Trust

India’s registered investor base has nearly quadrupled — from roughly 3 crore to more than 11 crore unique investors on the NSE in just a few […]
June 4, 2026
Bar Chart on a Dark Blue Background Comparing Two Companies a Profit 100 and Cash 103 B Profit 100 and Cash 38 blue Profit Bars Green Cash Bar

Price-to-Operating-Cash-Flow (P/CFO) Ratio: The Valuation Multiple That Refuses to Trust Profits Until the Cash Arrives

India’s registered investor base has exploded from roughly 3 crore to more than 11 crore unique investors on the NSE in just a few years — […]
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