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A Sweet Spot in a Complex Web
What the market liked in Eternal's results & what investors should look for next?
Jul 27
•
Aditya Grover
13
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A Sweet Spot in a Complex Web
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4
Is Bharat Ready to Buy? (Part 2)
Rise of Women-Focused Cash Transfers in India: Time to Bet
Jul 13
•
Aditya Grover
and
Kinjal
10
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Is Bharat Ready to Buy? (Part 2)
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2
June 2025
Is Bharat Ready to Buy? (Part 1)
Rise of Women-Focused Cash Transfers in India: What It Means
Jun 22
•
Aditya Grover
and
Kinjal
19
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Finding Outperformers
Is Bharat Ready to Buy? (Part 1)
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2
Indian Kitchen Under Attack
A room that held immense importance might just vanish from our homes
Jun 1
•
Aditya Grover
15
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Indian Kitchen Under Attack
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10
May 2025
India’s Labour Advantage is Slipping
Why are real wages now set to rise in India?
May 11
•
Aditya Grover
and
Kinjal
22
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India’s Labour Advantage is Slipping
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8
April 2025
The Broken Indian Healthcare System
What issues does India face today & how is PB Fintech trying to solve them?
Apr 27
•
Aditya Grover
and
Yash Agarwal
20
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Finding Outperformers
The Broken Indian Healthcare System
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March 2025
Can Indian Rupee reach ₹80/$ level?
Part 1: Fast growing services trade surplus builds case for stronger currency
Mar 23
•
Aditya Grover
and
Yash Agarwal
13
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Finding Outperformers
Can Indian Rupee reach ₹80/$ level?
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February 2025
Has IDFC First lost the plot?
A writeup on why I sold my holding after 5 years
Feb 16
•
Aditya Grover
26
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Finding Outperformers
Has IDFC First lost the plot?
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8
January 2025
Why Zomato needs an AWS moment?
Shifting gears from operational-heavy businesses to a tech-led model
Jan 5
•
Aditya Grover
,
Jay Ingle
, and
Nimit Chhugani
39
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Finding Outperformers
Why Zomato needs an AWS moment?
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2
December 2024
2024: Year of Indian Contrast
How India's Equity Cult is Making its Financial Markets Vibrant!
Dec 8, 2024
•
Aditya Grover
and
Yash Agarwal
8
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Finding Outperformers
2024: Year of Indian Contrast
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November 2024
Q-commerce v/s Kiranas
Will the trio 'Blinkit-Instamart-Zepto' mitigate potential regulatory risks?
Nov 17, 2024
•
Aditya Grover
and
Harsh Jindal
13
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Q-commerce v/s Kiranas
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4
October 2024
The Roaring Gurugram!
Lack of alternatives makes a strong case for a prolonged property market boom.
Oct 27, 2024
•
Aditya Grover
12
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Finding Outperformers
The Roaring Gurugram!
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