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The Aerospace manufacturing value chain is built on Superalloys. Global Aerospace &amp; Defence OEMs are just beginning to 'approve' mills in India.&nbsp;We got the best people in the industry to teach us the nuances of the superalloy value chain as its building up in India. As a part of the workshop we discuss EVERY SINGLE listed and private company participating in the superalloy tailwind.&nbsp;For an intelligent investor, this is a must watch.&nbsp;

Deep Dive into 'Superalloys' 

We found a company making Aero-engine components for the last 20 years - based out of India.This smallcap probably the highest aerospace order book concentration in the precision manufacturing space.A company whose components power engines with a 72% global market share, and a quiet giant making landing gears that absorb 70 MT of load on every single arrival.Not only that, in Aerospace 3.0 we discuss how Global engine players like Rolls Royce, CFM and Pratt &amp; Whitney operate&nbsp;and how that is turning into multi-decade order-books for Indian component manufacturers. We move across the stages of an aircraft engine's value chain. We break-down the different types of parts within the aero-engine and the outlook on the massive coming wave of global engine backlogs.Most importantly, we connect all this with the companies that are dominating the space.These recordings are the most comprehensive investor-grade breakdown of India's aerospace opportunity available anywhere today.Get a first mover advantage. Sign up now.

The Aerospace Manufacturing Megatrend (2 sessions in 1)

We found a monopoly hiding in a ₹13,000 crore midcap.A smallcap with the highest nuclear order book concentration in the capital goods space. A company that's supplied every Indian reactor ever built and a quiet giant that gets paid before anyone else in the chain.Not only that, in 2.0 we discuss how orderbooks move across the stages of a Nuclear plants buildout. We break-down the three types of reactor technologies and the outlook coming wave of Fleet based orders.&nbsp;We connect all this with companies that are dominating the space.&nbsp;These recordings are the most comprehensive investor-grade breakdown of India's nuclear opportunity available anywhere today.Get a first mover advantage. Sign up now.&nbsp;

Decoding India's Nuclear Sector (1.0 + 2.0 Sessions)

We discuss the top companies in India in the value chain. 

India is opening up its space sector after decades of government control.An industry that was once almost entirely driven by ISRO is now creating opportunities for private companies across satellite manufacturing, propulsion systems, electronics, advanced materials, ground infrastructure, and space-based services.But the biggest opportunity isn't what most investors are looking at.In this webinar, we break down how India's space ecosystem actually works, where value gets created, and how recent policy reforms are reshaping the industry's future.We explain the different segments of the value chain, the key growth drivers, and why this could become one of India's most important manufacturing and technology opportunities over the next decade.This is one of the most comprehensive investor-grade breakdowns of India's space sector available today.Get a first-mover advantage. Sign up now.

India's Space Revolution 

Get an inside view on how the space sector is set to change big time.

We found companies that are beaten down, courtesy the 'Post listing sell-off' pattern that is commonly associated with spin-offs (Demergers)We found that 'Post listing sell-offs' happen under very specific conditions and are not a matter of fact as theory suggests.&nbsp;We found this and a lot more data backed insights because we put together a database of 55 Spin-offs that happened in the last 4 years.&nbsp;All these insights including how to do the sum-of-the-parts valuation are shared in THIS SESSION !&nbsp;Get a first mover advantage. Sign up now.&nbsp;

Value unlocking through Demergers

Investment Insights for the Intelligent Indian Investor. Click to read First Principles Investing, a Substack publication with thousands of subscribers.

Read the First Principles blog ! 

​Join us for a focused deep dive (recorded video of LIVE session) into the business of Defence. No jargon, just the investment reality.Here's why this session can help you:&nbsp;<ol><li>Follow the Money: The MoD has a record ₹6.81 Lakh Crore budget for FY26. We show you exactly where that cash is flowing.</li><li>The "Domestic Lock-in": 75% of the modernization budget is reserved for Indian companies. This isn't just policy; it's guaranteed revenue visibility.</li><li>From Buyer to Builder: India’s defence exports have hit ₹21,000 Cr+. We analyze which companies are actually winning global orders (and which are just talk).</li><li>Beyond the Giants: Everyone knows HAL and BEL. We uncover the ecosystem of mid-cap system integrators and precision suppliers fueling the supply chain.</li><li>The Valuation Reality Check: Are stocks in a bubble or a breakout? We decode order books vs. execution capability to find the real value.</li><li>The Ground Reality: Learn to spot the difference between a "government announcement" and a signed contract that hits the bottom line.</li><li>Don't invest on headlines. Invest on blueprints. </li></ol>

The Defence Blueprint | Defence 101

The Defence Blueprint | Defence session #1

5 Hr Video recording of a LIVE DEEP DIVE on the DEFENCE SECTOR.&nbsp;

DEFENCE DEEP DIVE 

Nifty is down 15% since September. Everyone's asking "should I buy? or Should I sell?"&nbsp; The right question is: Where are we in the cycle? In this 3.5-hour session, I'll show you: → A number that hit 28x before every single crash in Indian history. What is it today? → A Google search term with a 19-year track record of calling tops and bottoms. Where is it right now? → A type of IPO that has marked the exact top of every cycle. 4 for 4. It just fired again. → A ₹100 experiment showing that even sloppy cycle timing: 20% off on every trade - nearly doubles buy-and-hold. → The sectors quietly setting up right now while everyone watches their portfolio bleed. No predictions. No tips. A framework built on 25 years of verified data. The next 5 years will be shaped by what you do in the next few seconds ! Enrol Now.&nbsp;

MASTERING THE MARKET CYCLE 

In this webinar we're going to take you through everything you need to know about the cement sector :<div><ul><li>Cement 101 🧱: Understand the fundamentals of the cement business, including raw materials, pricing, demand drivers, and the value chain.</li><li>Sector Cycles 🔄: Discover why timing is crucial when investing in the cement industry.</li><li>Cost Structures 💰: Learn about power, fuel, and logistics—the hidden factors that can impact profitability.</li><li>Valuation Frameworks 📊: Find out how professionals value cement companies differently.</li><li>Leaders &amp; Laggards 🏆: Identify which companies are poised to succeed and which may fall behind.</li><li>Red Flags 🚩: Learn to spot common pitfalls that DIY investors should avoid.</li><li>Cement Proxy Plays 🏭: Explore alternative ways to invest in the cement sector.</li><li>40+ Case Studies 📝: Gain insights from over 40 real-world examples.</li><li>Extensive Q &amp; A ❓: Get your questions answered in a detailed question-and-answer session.</li></ul></div>

CEMENT DEEP DIVE - 5th November 2025 

With a Tender pipeline exceeding 1 Lac cr, the Power T&amp;D segment is flush with work.Order books are at an all time high, and there is so much work that labor is hard to come by...but there are nuances. Order books don't imply profits. Many of these T&amp;D EPC companies are "discovered" &amp; valued optimally. But some are still not.To learn more, and to discuss how to "play" this decadal opportunity (if you haven't already), Checkout this session before its too late.&nbsp;

Power Sector (Transmission & Distribution) Deepdive

Deep-dive on Housing finance (18th May 2025).&nbsp;

Housing finance 2025 

Learn how to:<ul><li>Think&nbsp;different in volatile markets</li><li>Quickly scan for deep value ideas.</li><li>Spot sectors primed for rebound</li><li>Avoid common value trap pitfalls</li><li>Allocation/position sizing framework</li><li>LIVE case studies </li><li>Extensive Q &amp; A&nbsp;</li></ul>

First principles Investment Academy