A real investor’s reflection on Trent — and the fine line between conviction and concentration.           Image created in-house by Shikshan Nivesh using AI tools. I’ve seen investors lose money in terrible businesses.But I’ve seen more people lose far more money in great businesses… bought at the wrong price.This is the story of one of them. The Friend Who ...

Image created in-house by Shikshan Nivesh using AI tools. Source :- Shikshan Nivesh There’s something deeply annoying about watching a stock do absolutely nothing while the business underneath it is breaking records. That’s exactly what Larsen & Toubro (L&T) has been for the last 18 months. Flat on the charts. Almost zero returns. But inside the balance sheet? A quiet monster. ...

Source :- Shikshan Nivesh How VA Tech Wabag quietly turned exits into expansion, and sewage into sustainability. It started with a glance… and then a pause I’ll be honest — when I first opened the Wabag investor deck, I expected boredom. A water EPC company that treats sewage and recycles wastewater? This sounded like something out of a government RFP binder — not a public ...