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Hosted by Unknown Host · 🇺🇸 US · EN · 25 episodes
Established thought leaders with verified media credentials.
I break down how global events, human behaviour, and market psychology actually move money and shape the future. Subscribe to stay ahead.
Unknown Host hosts Equity Decoded By Spirit, a business show with 25 episodes published.
Equity Decoded By Spirit Podcast We spend all our time obsessing over discounted cash flows and returns on capital, but the most crucial line item in any equity analysis is completely invisible on a balance sheet. It's t
Whenever anyone brings up Suzlon these days, they immediately point to the disappearing debt. Dropping from a suffocating ₹13,210 crore in the hole to a pure net cash position is an incredible feat. But if you only stare
Day 32/100 of Equity Decoded By Spirit Newsletter The China Plus One narrative dominates global finance, but the reality presented in glossy investor decks looks completely different from the actual situation on the fact
A few years ago, buying beauty products meant relying on a local shop or a mall counter. But Today in 2026, the purchase journey starts directly in our social feeds, completely breaking the old physical retail moats. I j
Most people think of logistics simply as trucks moving boxes, but as we look at the landscape in 2026, it is actually the ultimate leverage play on India's massive GDP ambitions. I recently dug into how this sector truly
Ever noticed how half the analysts on an earnings call update their models when the CFO mentions "normalized working capital" while the rest just blindly write it down? That’s the difference between reading a spreadsheet
Day 28/100 Ever wonder how the pills in your medicine cabinet actually get made? We usually just look at the logo on the bottle, but the foundational chemistry happens much earlier in the supply chain. I've been analyzin
Day 27/100 India's manufacturing story has a massive blind spot. Did you know that after four years, less than 8% of the ₹1.91 lakh crore PLI incentives have actually been disbursed? First, a quick disclaimer: I am not a
Day 26/100 What separates a decent investment from a massive wealth compounder? It isn't the quarter where earnings beat estimates or an analyst upgrades the stock. But the real wealth is made quarters before the market
Everyone chases the headline stock but the most explosive wealth is often built one step removed. During India’s renewable push, solar developers took on massive execution and tariff risks. Meanwhile, Apar Industries, a
Day 23/100 Lemon Tree Hotels is arguably one of India's most misunderstood hospitality plays right now. While many investors are still anchored to backward-looking P/E ratios and consolidated financials, they're missing
Day 22/100 India's AI and cloud boom is generating enormous investment hype, but the physical reality underneath it is far more interesting than the headline numbers suggest. Strip away the tech narrative and a data cent
Day 21/100 Ever notice how we obsess over solar parks, data centers, and EVs, but completely ignore what connects them all? Today, I published a new deep dive: “The Wire Behind Everything: A Deep Dive Into India's Cable
Day 20/100 Ever feel like you're always late to the next big stock market rally? By the time a sector is all over the news, the smart money has already made its move three to six months prior. Today I break down the mark
Day 19/100 Think you know Warren Buffett’s strategy? But I think most people walk away with the wrong lesson. We’re told they are “value investors” who buy great businesses at fair prices. But the reality is far deeper.
Day 18/100 India's solar story still looks incredible from the outside. Capacity is rising, policy support is strong, and the long term opportunity is very real. But in 2026, the more important question is no longer "Is
Day 17/100 Today I wrote something that I honestly couldn't stop thinking about. India imports nearly 88% of its crude oil. A massive chunk of that flows through the Strait of Hormuz, which is just a 33 km choke point th
Day 16/100 India's space race isn't just about rockets but it's about the data mapping our future. Geospatial tech is becoming the "invisible operating system" for India's physical infrastructure. From the SVAMITVA schem
A farmer walks into a shop and buys a 45 kg bag of urea for just ₹242. That price hasn't moved since 2018. This year the government is spending about ₹1.71 lakh crore to keep it that way. And the companies making that ur
Day 14/100 Ever felt like you cracked the code on a hot IPO, only to see it tank 55% six months later? Meet Rahul. He followed the influencers, watched the grey market premium soar, and bought in on listing day. Now, he’
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Equity Decoded By Spirit is hosted by Unknown Host. The show is categorised under business (investing) and has published 25 episodes.
Equity Decoded By Spirit has published 25 episodes.
Equity Decoded By Spirit regularly covers business, investing. It sits in the business category, with a investing focus.
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Episodes of Equity Decoded By Spirit average 24 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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