EPISODE · Feb 2, 2026 · 1H 18M
How To Spot Balance Sheet Red Flags Before EVERYONE Else | Kushal Lodha #286
from Konversation with Kushal · host Konversation with Kushal
In this episode of Konversation With Kushal, host Kushal Lodha speaks with CA Nitin Mangal, founder of the forensic research firm Trudence, who has analysed over 1,300 companies across India and globally. The conversation dives deep into how financial red flags appear in balance sheets, cash flows, and disclosures, often long before a fraud becomes visible. From cash yield and receivables to inventory manipulation and accounting policy choices, the episode explains why forensic analysis is more about judgment and pattern recognition than formulas.Through real-world case studies across FMCG, SaaS, financial services, travel platforms, and the auto sector, the discussion breaks down how narratives can mislead investors and why capital protection should always come first. This is not about stock tips. It is about learning how to think clearly, stay unbiased, and avoid permanent capital loss while investing in Indian businesses.💡 Don’t forget to like, share, and subscribe for more such insightful conversations with top achievers from across the world!#KushalLodha #forensics #InvestingWisdom #StockMarketIndia #WealthCreation #LongTermInvesting #FinancePodcast #InvestmentStrategy
What this episode covers
In this episode of Konversation With Kushal, host Kushal Lodha speaks with CA Nitin Mangal, founder of the forensic research firm Trudence, who has analysed over 1,300 companies across India and globally. The conversation dives deep into how financial red flags appear in balance sheets, cash flows, and disclosures, often long before a fraud becomes visible. From cash yield and receivables to inventory manipulation and accounting policy choices, the episode explains why forensic analysis is more about judgment and pattern recognition than formulas.Through real-world case studies across FMCG, SaaS, financial services, travel platforms, and the auto sector, the discussion breaks down how narratives can mislead investors and why capital protection should always come first. This is not about stock tips. It is about learning how to think clearly, stay unbiased, and avoid permanent capital loss while investing in Indian businesses.💡 Don’t forget to like, share, and subscribe for more such insightful conversations with top achievers from across the world!#KushalLodha #forensics #InvestingWisdom #StockMarketIndia #WealthCreation #LongTermInvesting #FinancePodcast #InvestmentStrategy
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How To Spot Balance Sheet Red Flags Before EVERYONE Else | Kushal Lodha #286
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