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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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12 Nov 2025 20:11

KPIT: Improving Trajectory, H2FY26 Guided to Be Significantly Better

Despite macro challenges, KPIT reported decent earnings. Especially, the strong deal wins highlights KPIT's robust competitiveness. Guidance for...

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bullishHDFC Bank
28 Oct 2025 11:12

HDFC Bank (HDFCB): Management Upbeat on Growth

HDFCB has come a long way since the merger and is now all set to accelerate its growth trajectory. At current valuation, an investment in HDFCB...

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30 Sep 2025 18:19

Nuvama: Consistent Strong Execution

Nuvama continues to execute well, enabling it to post a strong Q1FY26 despite challenging market conditions. At current valuation, it has potential...

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30 Sep 2025 17:55

RPSG Ventures (RPSGV): Steady Q1FY26

RPSGV is trading at an attractive holding company discount of 83%. Even if the discount narrows to 70%, an investment in RPSGV offers upside...

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30 Sep 2025 17:32

Rajshree Polypack (RPPL): Decent Q1FY26, Considering Weak Demand Environment

RPPL reported a decent Q1FY26 despite weak demand environment, led by strong exports and exceptionally strong growth in the injection molding...

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