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May 2025

Business Analysis 25: DCX Systems
Considering the opportunity size, there's huge demand in the Indian defence sector for companies like DCX
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Rabi
Business Analysis 24: DAM Capital
When India grows, its stock market grows. Do the business of capital market will clearly grow. DAM is in the capital market business.
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Rabi
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Business Analysis 23: Bella Casa Fashion & Retail Ltd
If one has to play premiumization in India, then Bella Casa is a great proxy play from the branded fashion retail industry
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Rabi
Business Analysis 22: InfoBeans Technology
With a vision to become a global leader in digital engineering, AI and value creation, InfoBeans is poised to take advantage of the tailwinds
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Rabi
3
Business Analysis 21: Fidel Softech Ltd
Globally, language localization business is an $80 bn opportunity which is growing at 8-9% CAGR whereas Indian market is growing faster at 23% CAGR…
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Rabi

April 2025

Business Analysis 20: Ganesha Ecosphere Ltd
They have guided 25-30% topline growth over the next couple of years with long term EBITDA margin around 16-17%
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Rabi
Case Study 1: Persistent Systems
The journey from 10 lakh in 1990-91 to 1 cr in 1995-96 to 10 cr in 1999-2000 to 100 cr in 2004-2005 to 1000 cr in 2011-12 to 12000 cr in 2024-25…
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Rabi
Learnings from Amazon Shareholder Letters
He wanted to create history which was set through his "It's All About Long Term" declaration in 1997 shareholder letter.
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Rabi

March 2025

February 2025

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