Value Research Online

The AI panic and the case for doing the work

Fri, 27 Feb 2026 12:49:48 +0530

Indian IT stocks fell on February 13 amid AI fears. We explain why panic is not research and how disciplined analysis uncovers opportunity amid market noise.

Five highest-conviction ideas for 2026 and beyond

Mon, 23 Feb 2026 15:00:00 +0530

Discover five highest-conviction stock ideas for 2026 and beyond, built on durable growth, strong returns and disciplined valuation principles using our framework.

AI disruption of the Indian IT space: Real or hyped?

Thu, 19 Feb 2026 17:00:00 +0530

People are signaling doomsday predictions regarding the impact of AI on the Indian IT space. In this article, we give a complete assessment of the situation.

The tyre sector's silent comeback

Mon, 16 Feb 2026 15:18:12 +0530

Tyre makers are seeing a sharp rebound after the GST cut from 28 to 18 per cent. Volumes, margins and profits are up. We upgraded one stock from Hold to Buy.

The problem with relying on AI for stockpicking

Wed, 04 Feb 2026 10:13:55 +0530

We use AI for everything, right from email writing to stockpicking. While AI is a great writer, it fails pretty badly as an investment advisor. Here’s why..

The great electricity relay

Tue, 03 Feb 2026 11:37:40 +0530

India’s energy transition depends less on shiny renewables and more on the grid. Here is why transmission and distribution may be the most investable part.

Find a few great companies and then do less

Thu, 29 Jan 2026 18:00:00 +0530

Market volatility tests patience. Learn why long-term returns come from holding strong businesses through downturns, not reacting to short-term price swings.

Not all growth stories are created equal

Mon, 26 Jan 2026 10:00:00 +0530

Many growth stories fade because profits fail to compound. This piece explains how low-visibility industrial suppliers convert steady growth into durable earnings

The boring businesses that make real money

Mon, 19 Jan 2026 18:22:13 +0530

Chasing exciting businesses often leads to losses. Instead, you should stay with businesses that fall under the radar. They’re a source of constant wealth.

Simple rules to help you navigate shaky markets

Wed, 14 Jan 2026 10:49:24 +0530

While most market indices are in red, investors need not panic. If you are one of those who are losing calm, then here are two checklists to help you out now.

A rare opportunity: When the best businesses become cheaper

Mon, 12 Jan 2026 10:00:00 +0530

After a series of sharp price corrections, a handful of high-quality and high-growth companies are available at cool valuations. Here’s how to benefit from it.

The most ignored opportunity in India's power sector

Mon, 29 Dec 2025 12:42:05 +0530

This overlooked power-sector player focuses on execution, balance-sheet strength and disciplined growth—an opportunity the market has been slow to recognise.

When the market ignores companies drowning in cash

Tue, 23 Dec 2025 15:29:20 +0530

Cash is king – a saying repeated often enough among investors. Yet, what do you do when the market discounts companies that are sitting on cash? We discuss.

The most overlooked opportunity in clean energy right now

Tue, 09 Dec 2025 16:07:41 +0530

India’s renewable boom hides a bigger shift: large-scale energy storage. Policy support is rising, companies are positioning early and one player stands out.

Sensible buys at an overheated market peak

Mon, 08 Dec 2025 15:34:55 +0530

Amid the current stretched valuations, various indices at their peak, and an IPO craze to add fuel to the fire, here are five market beaters that still seem sensible in this overheated market.

A rare chance?: Quality stocks on sale

Mon, 01 Dec 2025 17:18:38 +0530

A rare correction has pushed several high-ROE, high-growth companies into attractive valuation zones. Here are 25 strong businesses worth deeper analysis.

Rally in mid-cap banks: Is there more fuel left?

Mon, 17 Nov 2025 17:05:40 +0530

Mid-cap private banks are up nearly 20 per cent in three months. What’s fueling the rally and which ones deserve your attention? We break down the numbers and the story.

What do Maruti, Indigo and Royal Enfield have in common?

Mon, 27 Oct 2025 10:25:58 +0530

Some companies don’t just grow, they dominate. Discover how India’s market and niche leaders build moats, scale and lasting advantage to deliver long-term returns.

This Diwali, a new Make-in-India story takes shape

Fri, 17 Oct 2025 10:00:00 +0530

This Diwali, discover a little-known Indian manufacturer replacing imports in a key industrial material. A new Stock Advisor pick that could ride India’s self-reliance wave.

Why one reform could fast-track India's logistics

Mon, 13 Oct 2025 11:26:32 +0530

India’s GST 2.0 has triggered a consumption and logistics boom. Discover the one stock built to gain from both rising demand and falling operating costs.