Weekly wrap: India Investor meet, FY26 outlook, US stocks

Before we begin, a brief introduction of a new project we are starting next fiscal (April). Like we had built out our Indian company analysis in 20-21, we are now building a US analysis over the next year. The best part - you can join us on the journey! We will be covering 101 US listed businesses via a series of 25 detailed deep-dives. Slides and session recordings will be shared with folks who join us.

Book your early bird seats: https://easebuzz.in/link/gsn-us-webinar (Valid till Mar 31 or seats last)

Now coming to the weekly wrap!

We met five businesses (Sterling tools, Yatharth Hospitals, Interarch Building, Dhanuka Agri, Cantabil Retail) at a Phillip Capital event last week. Summarizing our notes from the meet here: https://x.com/bharatbetpf/status/1896114312118477168

Crisil also came out with an FY26 Outlook report, covering key trends they see playing out in India next year. Summarizing key learning from the report here: https://x.com/bharatbetpf/status/1897550607520592194

We've also started sharing updates on interesting US businesses on LinkedIn. You can read some of them here. (Please do follow on LinkedIn if you find these helpful)

Intuit: https://www.dhirubhai.net/posts/ganeshnagarsekar_how-strong-is-your-competitive-edge-intuit-activity-7304355990949244928-KXSm/

Tyson: https://www.dhirubhai.net/posts/ganeshnagarsekar_one-us-company-controls-20-of-all-beef-activity-7303980536228655106-JZae

Sunbelt boom: https://www.dhirubhai.net/posts/ganeshnagarsekar_62-of-us-population-growth-is-flooding-activity-7303613847414738944-2GKI

Mastercard: https://www.dhirubhai.net/posts/ganeshnagarsekar_the-ceos-who-accidentally-flexed-about-their-activity-7303270913435701249-jhVs

TSMC: https://www.dhirubhai.net/posts/ganeshnagarsekar_texas-instruments-snubbed-a-taiwanese-genius-activity-7302901595132854272-ITJd

Casey's: https://www.dhirubhai.net/posts/ganeshnagarsekar_usinvesting-investing-retail-activity-7302546176170438656-TvHY

Costco: https://www.dhirubhai.net/posts/ganeshnagarsekar_costco-added-400mm-of-revenue-with-a-single-activity-7300148814210899970-DeSx