The Genesis of the Decision From Watchlist to Portfolio I tracked BLS International Services closely throughout the entirety of 2024. A small cap with a market capitalization of around ₹13,000 crores. It was a year defined by strategic observation. However, I did not buy heavily immediately. Instead, I studied the market movements daily. Consequently, the … Read more
Introduction Investing in stocks can be exciting yet uncertain. Every company tells a unique story through its numbers and actions. To succeed, one must separate good businesses from poor ones. This requires an investor to study key financial and qualitative factors. Numbers always speak if you know how to listen. Metrics like ROCE, ROE, profit … Read more
Introduction Successful investing in stocks is an art, or rather, a game of elimination. You search for reasons to reject an idea. Bad business, weak return ratios, and poor financial numbers are clear red flags. Capital-intensive models and bad management destroy long-term value. Lack of ethics and weak governance always catch up eventually. Poor growth … Read more