PhysicsWallah’s IPO sparked massive excitement — but excitement is not valuation. Before rushing into a hyped stock, Warren Buffett would ask just one brutal question: “Are you paying for the business… or the story?” This blog breaks down that question, the valuation, and the biggest misconceptions investors are making right now.
Introduction In modern markets, narratives change faster than ever, and fundamentals often reveal the true picture far later than investors
Most investors chase returns, but Buffett reminds us that real wealth comes from understanding a handful of timeless principles: correcting mistakes early, reinvesting relentlessly, choosing great businesses, and thinking in decades rather than months.
Warren Buffett and Charlie Munger never chased complicated businesses. Their secret was surprisingly simple: understand how a company makes money, identify the moat that protects it, and avoid everything else. This blog breaks down their timeless approach in a beginner-friendly way.
On the surface, Parag Milk Foods looks like just another dairy company — a familiar name in a familiar aisle. But beneath the routine shelves of cheese and ghee, something quieter is unfolding. India’s tastes are shifting, inch by inch, toward products that once lived in the margins: mozzarella, whey protein, farm-fresh milk delivered before sunrise. And it is in these subtle movements, these soft changes in the country’s kitchen, that Parag is quietly rearranging its future. The clues aren’t loud. They’re scattered — in product mix, in capacity expansions, in the rise of premium brands. But follow them closely, and a deeper story begins to reveal itself.
Prime Focus is a global VFX powerhouse that delivers Oscar-winning work, yet its financials tell a different story. Despite large revenues, the company struggles with high costs, heavy debt, currency volatility and weak cash flows. This article explains why a studio that creates stunning worlds on screen continues to lose money off screen.
Once drowning in debt, The Leela Palaces & Resorts has been reborn under Brookfield’s disciplined ownership. The father bought the shop, the son runs it — a story of how financial prudence and brand soul turned a bankrupt luxury chain into India’s most liquid hospitality business.
Indian Emulsifiers promised the market a specialty-chemical growth story — and delivered it, at least on paper. But behind the rising revenues and steady margins lies a widening cash-flow gap. This is not a story of fraud or failure, but of ambition outrunning discipline — a reminder that in markets, profits may impress, but only cash convinces.
Apollo Micro Systems stands at a crossroads — scaling 8× in a defence ecosystem that moves slowly. Behind the record profits lies a balance sheet stretched by receivables, capex, and ambition. Growth is real, but discipline will decide how far it flies.
By Harsh Bhojwani 🌍 The Shift: From Infection to Lifestyle For decades, India’s healthcare battle was fought against infections.Today, the
