Editor, The N Show (TNS). Interests include Markets and Political Economy. Law. Ex-Executive Editor, CNBC_Awaaz, IIMC Delhi https://xitter.cf/t.co/wWwfiS9kTT

Mumbai-RaeBareli
Joined March 2010
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
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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
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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…
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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
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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)
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Join me today at 9 PM LIVE for the evening market report and gupshup. youtube.com/live/iA3KfV69Nug
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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…
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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
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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
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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-…
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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
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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…
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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
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Extreme caution is needed. #TheNShow #TNS
Institutional distribution is underway in Mid & Small Cap segments.
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Tiles Sector stocks to Watch Ndtv Profit Buzz Report that Kajaria may look to acquire Asian Granito Tiles 😋
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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
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Evening report LIVE today at 9:30 pm. youtube.com/live/neVC34c6Rwc
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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
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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
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