RSS Amplifier

Podcast

Ameya Deosthali

Differentiated Insights

valueequityin.substack.comSource feed ↗11 episodes

Live Last read · last published · next check

Written by

Latest episodes

Saves to your Listen queue, to pick up on another day or another device.

Pennar Industries , Parag milk , and the J curve issue

Audio note

Play

What is your edge? AI in Investing and Illusion of certainty , why nothing changes

Audio note

Play

Gufic Biosciences Q1 , Caliber Mining and Laser Power

audio note

Play

Windlas Bio Q1, Rategain and Delhivery

Audio Note

Play

Aarti PharmaLabs Q1FY27 , Entero Healthcare , Deepak Nitrite

Audio Note

Play

Interarch Q1FY27 , Biocon and Parag Milk

Audio note

Play

Unimech Aerospace , Styrenix and Logistics Industry structure

Audio note

Play

BlueJet Healthcare Q1 , Ramkrishna Forgings and JM financial call

Audio note

Play

Process is the winner, stocks are just the tools

Pattern recognition, being broadly right and not precisely wrong

Intellect Design Q1FY27 , Indegene and Apollo Pipes

Audio Note

Play

Blackbuck , SH Kelkar and Bansal Wires , some thoughts

Audio note

Play