The next big power capex boom!

The next big power capex boom!

Send us Fan Mail [https://www.buzzsprout.com/1808526/fan_mail/new] In this episode, we break down India's Thermal Power industry and explain why it is entering a new capex cycle despite the rapid growth of renewable energy. We cover the industry's evolution, key growth drivers, the complete value chain, and analyze major companies including NTPC, Adani Power, JSW Energy, Coal India, NLC India, BHEL, Thermax, Power Mech, and Triveni Turbine. Learn where the biggest opportunities, competitive advantages, and long-term investment themes are emerging in the power sector. If you want to understand the thermal power value chain and identify potential long-term beneficiaries, this episode is worth your time.

Will PPFAS make a comeback?

Send us Fan Mail [https://www.buzzsprout.com/1808526/fan_mail/new] In this episode, Ishmohit Arora and Sarthak Garg, Co-founders of SOIC, discuss the investment strategy of PPFAS Mutual Fund and why it has become one of the most talked-about funds in India. They explain value investing, the impact of a large AUM, portfolio allocation, AI and IT exposure, realistic return expectations, and how to build a diversified mutual fund portfolio. If you want to understand how long-term value investors think and make better investment decisions, this episode is worth your time.

This Company Owns 0 Cars

Send us Fan Mail [https://www.buzzsprout.com/1808526/fan_mail/new] In this episode, we deep dive into CarTrade Tech, one of India’s leading internet-based automotive marketplace businesses. We explore the listings business model, CarTrade’s competitive advantages, OLX acquisition, operating leverage, growth triggers, AI-related risks, and the company’s long-term earnings potential. We also discuss why management believes profits could scale significantly over the next 4–5 years and what investors should track going forward. 👉 If you want to understand platform businesses, network effects, and the future of India's digital classifieds industry, this episode is worth your time.

One EV beneficiary?

Send us Fan Mail [https://www.buzzsprout.com/1808526/fan_mail/new] In this episode, we break down Minda Corporation and the broader Auto Ancillary industry using six key mental models that help identify winning businesses. We analyze the company’s business model, product portfolio, JV-led growth strategy, EV opportunities, premiumization trends, FY30 growth ambitions, competitive positioning, risks, and valuation. We also compare Minda Corporation with peers like Uno Minda, Lumax Auto Technologies, Pricol, SJS Enterprises, and Samvardhana Motherson to understand the industry's evolving landscape. 👉 If you want to understand how to identify high-quality auto ancillary businesses and evaluate long-term growth opportunities in India's automotive ecosystem, this episode is worth your time.

AI proof IT Business

Send us Fan Mail [https://www.buzzsprout.com/1808526/fan_mail/new] In this episode, we analyze Indegene, a Life Sciences and Pharma-focused IT services company, and explore how AI is reshaping the IT industry. We discuss the right mental model for evaluating IT companies, the difference between horizontal and vertical IT businesses, outcome-based pricing, revenue per employee, business segments, growth drivers, financial performance, risks, and valuation. The episode also highlights why Indegene may benefit from AI through domain expertise, regulatory capabilities, and productivity gains. 👉 If you want to understand the future of IT services and identify businesses that can benefit from AI rather than be disrupted by it, this episode is worth your time.