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Can a great company eventually become a bad investment? Is “buy and hold forever” one of the most misunderstood ideas in investing?
And how can investors identify when a business moves from Good → Great → Gone?
In this insightful episode of The N Show, Neeraj Bajpai sits down with investor and author Ajay Sharma for a deep conversation on the Indian stock market, Warren Buffett’s investing philosophy, valuations, market cycles, AI disruption, and the frameworks investors can use to evaluate businesses. @G2GAjaySharma
youtu.be/cffpAnh0CcY
Good morning.
-Asian market opens flat
-Dow fell 650 points on Friday
-Brent oil crude hit a six-month high near $116
-A central bank super week looms, with the Fed, ECB, and Bank of Japan to decide
-US 10-year yield rose 4 bps to 5.0%.
-Infosys cuts FY27 guidance, ADR down 6.5%
-Lula wins the election
youtube.com/live/59pbyFUfyzU
Forbes’s report brings out a critical question in family business succession: can leadership positions, trademark arrangements, brand usage, and non-compete obligations be treated as a final economic settlement?
Lakshmi Venu and Mallika Srinivasan argue that these arrangements cannot replace an ownership settlement unless that was explicitly agreed.
#LakshmiVenu #FairShareforLakshmi
How a succession battle has brought two businesswomen into the spotlight forbesindia.com/article/busi…
What if traditional stock market investing rules are holding you back? Should you always buy low and sell high? Can holding winning stocks through market crashes create extraordinary long-term wealth?
In this episode of #TheNShow #TNSLibrary, we explore Rule Breaker Investing by David Gardner, co-founder of The Motley Fool, and uncover unconventional investing strategies that challenge traditional market wisdom. @raza786_khan @DavidGFool @themotleyfool
youtu.be/alZlxQHXX0Y
Adani Power
Record Revenue and Profitability Mark Strong Q2 FY27 Performance
142% Y-o-Y growth in PAT to ₹7,019 Crore, Driven by Strong Operating Performance Amid Rising Power Demand
46% YoY growth in Q2 FY27 reported EBITDA at Rs. 8,743 crore (Continuing EBITDA: Rs.6,321 Crore)
39% YoY growth in Q2 FY27 reported revenue at Rs. 19,951 crore (Continuing Revenue Rs. 17,528 Crore)
Join me today at 9 PM LIVE for the evening market report and gupshup.
youtube.com/live/iA3KfV69Nug
For the past 18 months, and particularly over the last two months, I have consistently cautioned investors against putting fresh money into the market. Watch the September 10 episode to understand why I have been sounding this cautious.
youtu.be/S3XnSwkSybA?si=-KYh…
Good morning.
-Asian markets have a poor start
-US tech mega caps led a broad sell-off
-Nasdaq composit fell 700 points
-Meta stock sank almost 7% as free cash flow turned negative
-Brent topped $113 a barrel, a five-month high
-Gold down to $4,021, Silver has slumped nearly 6%
-US 10Y yields fell below 5% for the first time in a month
youtube.com/live/IXaQ_he7TKA
Meta stock sinks 6% as AI spend pushes free cash flow negative. cnb.cx/3UarDvi
Adani Energy Solutions
AESL Delivers Record Q2 Performance, Sustains Strong Growth Momentum
Q2, FY27 (YoY)
PAT more than doubles to Rs 1,364 Cr.
EBITDA rose 67% YoY to a record Rs 3,548 Cr.
EBITDA crossed a record high of Rs 6,726 Cr half-yearly mark, ending up 62% higher YoY
One line from this article really stands out: “Families must formalize ownership agreements separate from leadership to avert disputes.”
The TVS family matter highlights why deciding who runs a business is different from settling who owns its wealth.
#TVS #LakshmiVenu #EqualShareforLakshmi
livemint.com/opinion/online-…
Good morning.
-US markets closed higher, led by AI and chip stocks
-Brent oil at $110, stayed near five-month highs
-Iranian attacks on Gulf shipping intensified
-Anthropic could file for its IPO as soon as Friday
-UK inflation jumped to 3.5% in September
-Bank of Korea holds rates
youtube.com/live/-HQqcTi_8fc
Festive e-commerce demand is off to a strong start, with smaller cities contributing significantly to shopping activity.
Flipkart recorded 6.3 million concurrent users in the opening hour of Big Billion Days, with daily active users reaching a new high on Day 1. According to BofA's report, non-metro markets accounted for around 60% of Flipkart's demand during the festive sale period.
Festive e-commerce season off to a strong start, Flipkart DAUs hit new high: Report moneycontrol.com/news/busine…
Adani Green Energy
-Sales grew 32% YoY to 25.8 billion units, resulting in EBITDA growth of 41% in H1 at Rs. 7,957 crore
-Q2 EBITDA of Rs 3,835 crore registered strong growth of 51% YoY
-Operational capacity of 20.8 GW in H1FY27 represents capacity addition growth of 24% YoY, further strengthening our leadership position in the sector
-With 3.08 GWh of BESS capacity addition in Q2, the cumulative BESS capacity of 6.63 GWh accounts for more than 50% of India’s operational BESS capacity
Tiles Sector stocks to Watch
Ndtv Profit Buzz Report that Kajaria may look to acquire Asian Granito Tiles 😋
Good morning.
-Dow rallied 500+ points
-Brent oil at $109 after an unconfirmed report of a compromise plan to revive US-Iran talks
-Japan exports post big miss in September
-SpaceX Q3 revenue jumped to $14.58 bn
youtube.com/live/QNSCH4z4tLM
Evening report LIVE today at 9:30 pm.
youtube.com/live/neVC34c6Rwc
In this exclusive episode of #TheNShow, host Neeraj Bajpai speaks with Anurag Singh, founder & CIO of Ansid Capital, to decode the AI stock selloff, Indian IT sector outlook, HDFC Bank valuations, US bond yields, and long-term investment opportunities. @anuragsingh_as
youtu.be/jP-Fyb0UCrk
Good morning.
•Nikkei & Kospi open weak
•S&P500 and Nasdaq on Friday posted their worst week since June
•AI selloff spread from chipmakers to mega caps
•Brent oil above $108
•US lawmakers moved to block Trump's Russian diesel deal
•BoJ's Ueda and ECB officials flagging further tightening
•ICICI Bank, HDFC & Axis Bank posted better results
youtube.com/live/8pF8kYgNOYY













