EQ Saturday Sapience #170
Equity Intelligence 9th May 2026
Quote for the Week
“Undervaluation caused by neglect or prejudice may persist for an inconveniently long time, and the same applies to inflated prices caused by overenthusiasm or artificial stimulants. The particular danger to the analyst is that, because of such delay, new determining factors may supervene before the market price adjusts itself to the value as he found it. In other words, by the time the price finally does reflect the value, this value may have changed considerably and the facts and reasoning on which his decision was based may no longer be applicable.” —Benjamin Graham & David Dodd (“Security Analysis”)
Picture for the Week
Podcast for the Week
AGI & Superintelligence Explained: AI Is Moving Too Fast to Stop – SparX Podcast… Watch more
Articles for the Week
The shelf-to-screen shift: How packaging is powering D2C brands in a quick commerce world... For shoppers today, shelves in physical stores have been replaced by thumbnails on an app or an Instagram feed. Scrambling to stand out in that stamp-sized space, D2C companies are going all out to dress their brands up and grab consumers by the eyeballs… Read more
Indian consumers tighten discretionary spending, but premium travel and EV demand remain resilient... Deloitte’s latest Consumer Signals India report shows households are becoming more selective with spending amid inflation concerns, while demand for experiences, premium travel, and electric vehicles continues to hold firm… Read more
India’s Public Markets Aren’t Cyclical. They’re Compounding... Taken together, the numbers point to a market undergoing structural transformation. Since 2015, Indian IPOs have raised ₹7.4 trillion and delivered a combined market capitalisation of nearly ₹49.8 trillion at offer price. Such scale suggests a steady widening of the investor base, greater institutional participation and deeper integration between private and public capital pools… Read more
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