Sagar Lele on how to read company results like an analyst
We cover:
-Sell side vs. buy side: how each looks at quarterly results differently
-Should long-term investors even care about quarterly results?
-How to spot when management isn't telling the full truth — using numbers
-Cyclical vs. structural changes and why it matters for your thesis
-How to read sector trends across multiple companies
-Why "observations" aren't enough — the shift from observation to analysis
-How AI is changing the research process
-Whether you're an investor, a business professional, or just someone trying to stay on top of the Indian economy, this one's worth your time…
The skinny
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