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A list to close the year
It is nearly impossible to end the year without a mandatory list. A list is subjective. And like all lists, mine reflects my bias in...
Poulomi
Dec 30, 2024


Vishal Mega Mart – a PE backed turnaround story
Vishal Mega Mart is a story of turnaround – twice. From the small-time trader who had to vision to read the pulse of his customers and...
Poulomi
Dec 17, 2024


IDFC FIRST BANK VALUATION 2.0 – STORY OF GROWTH WITH A FEW BUMPS
In the last ~15 months, the stock has lost close to 30%. And yet, the long term story remains intact. The terrain Cells highlighted in...
Poulomi
Dec 6, 2024


RENEWABLE ENERGY – AN INVESTMENT PROPOSITION
In 2023 we consumed 620 EJ (1 exajoule = 10^18 joules). More than 85% of that came from fossil fuels. And there lies the tale of...
Poulomi
Oct 29, 2024


Hyundai Motors India Limited IPO – Avoid it.
Hyundai Motors’s India division is going public. The RHP, published last week  technically qualifies the deal as OFS. The Offer Deal type...
Poulomi
Oct 15, 2024


Bajaj Housing Finance - the brand that may lift all HFC boats
The venerable Bajaj group has come out with an IPO (and OFS) for Bajaj Housing Finance Limited, a company that works in real estate...
Poulomi
Sep 10, 2024
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