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The importance of reading concall transcripts: A case study of Alkyl Amines
Harsh Vora
  • Aug 4, 2021
  • 2 min

The importance of reading concall transcripts: A case study of Alkyl Amines

This note is to stress the importance of reading concall transcripts of companies whose fundamentals you wish to study. Alkyl Amines...
0 comments
Market Leader Series: Understanding Indian Energy Exchange's Business
Harsh Vora
  • May 23, 2021
  • 11 min

Market Leader Series: Understanding Indian Energy Exchange's Business

This is the second part of the Market Leader Series, in which I discuss companies that lead their respective sectors. The first part,...
2 comments
How Operating Leverage Benefitted Intellect Design
Harsh Vora
  • May 11, 2021
  • 3 min

How Operating Leverage Benefitted Intellect Design

First off, some background about Intellect Design: Intellect Design is an IT company, which specifically develops and sells digital...
1 comment
Burger King IPO Analysis: Know the Pros and Cons Before Investing
Harsh Vora
  • Nov 30, 2020
  • 7 min

Burger King IPO Analysis: Know the Pros and Cons Before Investing

Burger King, as most of you know, is a fast food chain of restaurants that operates in the "QSR or Quick Service Restaurants" industry.
0 comments
Market Leader Series: A Deeper Look at Polycab India's Financials
Harsh Vora
  • Nov 19, 2020
  • 9 min

Market Leader Series: A Deeper Look at Polycab India's Financials

This is the first part of the Market Leader Series, in which I'll discuss companies that lead their respective sectors. In this article,...
3 comments
What is Reliance Jio's true ARPU, after all?
Harsh Vora
  • Oct 31, 2020
  • 3 min

What is Reliance Jio's true ARPU, after all?

In this article, we will discuss how ARPU -- a key metric to analyze the telecom sector -- is calculated and why Jio's "comparable" ARPU...
0 comments
A Deep Dive Into Lumax Industries
Harsh Vora
  • Sep 18, 2020
  • 15 min

A Deep Dive Into Lumax Industries

The auto sector has been seeing encouraging recovery since July, with major auto makers reporting an improvement in YoY sales degrowth,
0 comments
Why did many companies report a higher tax expense despite a reduction in the corporate tax rate?
Harsh Vora
  • Jan 27, 2020
  • 7 min

Why did many companies report a higher tax expense despite a reduction in the corporate tax rate?

Why did many companies report a higher tax despite a reduction in the corporate tax rate?
5 comments

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