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Investment Basics
Master the concepts that make every product, pitch and performance number easier to evaluate.
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4 guides. 20 connected topics.
Every topic below links to a substantial, indexable section inside a complete pillar guide.
Four cases · balanced evidence
Two outcomes that worked. Two that fell short.
Use the real result to pressure-test the guide: chronology, economics, stakeholder outcomes and primary sources are shown inside every file.
Open the complete category →IPEV 2025: a private-company mark is a documented judgement, not a market price
Why the 2025 IPEV guidelines matter for fund NAV, how calibration and instrument rights change a mark, and which valuation shortcuts investors should challenge.
Read the case →What workedCecil & Lou: financing inventory solved a timing problem, not the whole underwriting case
A provider-reported inventory-finance case, analysed with explicit evidence limits: use of proceeds, working-capital timing, effective cost and the data a lender or investor still needs.
Read the case →What workedBerkshire's compounding record: the return came from a system, not a CAGR slogan
Berkshire's annual reports show how retained earnings, insurance float, operating businesses, repurchases and patience interact—and why copying the terminal CAGR misses the mechanism.
Read the case →What fell shortSatyam: when ₹7,000 crore of reported cash could not survive confirmation
A document-led Satyam case study for Indian investors: how false invoices and fictitious bank balances corrupted valuation, why audit confirmation failed, and what changed after the January 2009 confession.
Read the case →Knowledge graph
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