Ishmohit Arora of SOIC and Siddhant Bhandari, co-founders of Persistence Capital, join Kushal to break down their N.E.W. framework for spotting stocks at the start of a J-curve. They walk through real case studies like TVS Motors, Welspun Corp, CG Power and TD Power, and explain how their fund is up about 40% in two years while the Nifty went nowhere.What You'll Learn:1-Convex vs Concave: Why you should chase bets and tasks with non-linear upside, not capped returns.2-The Power of NEW: New products, policies, management, customers and supply-demand gaps that make earnings explode.3-The Train A, B, C Model: Why waiting in a "hope" train is dead money and how to board Train B or C at the right speed.4-Sector Beats Stock: Why around 80% of a stock's move comes from its industry, and how healthcare had a 63% win rate in a falling market.5-Habits That Find Winners: Reading concalls, Saturday corporate announcements, management interviews, and even counting "congrats" on calls.

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