The Four Questions We Ask Before Buying Any Business
Before a single rupee changes hands, every investment at The Sunday Investor has to survive four plain questions. They cut through more noise than any spreadsheet.
Shantum Gupta·
Research
Equity Research
Deep, first-principles analysis of individual businesses — quality, moats, management, and what you're really paying for.
Owner Earnings: Looking Past Reported Profit
Reported profit is an opinion; cash is a fact. Owner earnings is the bridge between them — and learning to estimate it changes how you read every annual report.
Shantum Gupta·