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Yellowstone Equity

Yellowstone Equity
Creating Wealth through Alpha and Compounding

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India Equity Bottom-Up Forensic Accounting
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21 Dec 2024 20:00

Healthcare Global (HCG): Strong Q2FY25 Led by Operating Leverage

HCG is scaling up well led by operating leverage and growing vintage of its emerging centers. It is also making strategic acquisitions to further...

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16 Dec 2024 15:25

LIC Housing Finance (LICHF): Strong Q2 Led by Asset Quality Stabilization

LICHF reported a strong Q2FY25. In particular, asset quality has been improving significantly. At the current valuation, an investment in LICHF has...

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15 Dec 2024 10:56

KPIT Tech: Steady Q2FY25 Although Near-Term Outlook Is Uncertain

KPIT reported a steady Q2. With European OEMs struggling, the near-term outlook is uncertain. However, this appears temporary and in due course, it...

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13 Dec 2024 14:56

2025 High Conviction: Nuvama - A Play on Burgeoning Wealth Management Industry in India

Nuvama is a direct beneficiary of the growing wealth management industry in India. Professional wealth management is still nascent in India. An...

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406 Views
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30 Nov 2024 15:50

Bajaj Finance (BAF): Mixed Q2 But Growth Remains Robust

While BAF had a mixed Q2 due to temporary deterioration in asset quality, it remains a high quality franchise with high growth longevity. At...

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