Everything published, in order.

36 entries so far. Locked ones open to a preview — the full note unlocks the same way it does on the feed.

September 2026

Connecting the Global Copper Story to Indian Equities
Sector/Macro read · locked
30 Sept
Copper at Record Highs: What Is Really Happening?
Sector/Macro read · locked
23 Sept
Aditya Infotech — CP PLUS: business model, growth, margins & capacity expansion
Business update · locked
20 Sept
What you get as an F2F member
Business update
17 Sept
Jyoti CNC: An important company to watch out for in H2 2027
Audio note · locked
16 Sept
Rossell Techsys analysis
Business update · locked
14 Sept
Indian Paints: The Complete Guide
Sector/Macro read · locked
12 Sept
Shiprocket: not a logistics company, and why that changes the answer
Business update · locked
10 Sept
PB Fintech: the business model, and what Q1 FY27 actually told us
Business update · locked
09 Sept
Sakar Health Care
Business update · locked
07 Sept
Sakar Health Care analysis
Audio note · locked
07 Sept
Analysing Aequs Ltd
Audio note · locked
06 Sept
Astra Microwave — why a big order book isn’t the same as revenue
Audio note · locked
05 Sept
How I look at QIPs
Audio note · locked
05 Sept
Turtlemint has made big promises. Can it keep them?
Business update · locked
04 Sept
E2E Networks: the big rally, but what to track going forward
Business update · locked
04 Sept
Gandhar Oil: two scenarios to watch that could make or break the thesis
Business update · locked
04 Sept
India’s listed broking platforms after Q1 FY27: Groww vs Angel One
Sector/Macro read
04 Sept
Syrma SGS: building India’s PCB independence
Business update · locked
04 Sept
Indo-MIM: strong numbers, but FY26 raises important questions
Business update
04 Sept
Electronics Mart India: strong Q1, but the real story starts now
Business update
04 Sept
How EV 2 wheeler space is looking
Audio note · locked
03 Sept
My portfolio observations
Audio note · locked
03 Sept
The shift happening in some Indian auto part makers
Sector/Macro read · locked
03 Sept
Sansera Engineering Q1 FY27, and what to look for from here onwards
Business update · locked
03 Sept
The power behind the AI boom: TD Power Systems
Sector/Macro read · locked
03 Sept
The shift happening in Indian auto part makers
Audio note · locked
02 Sept
Netweb Technologies
Audio note · locked
02 Sept

August 2026

Craftsman Automation: Understanding the business, growth story and what comes next
Business update · locked
27 Aug
How I look at macro?
Audio note · locked
27 Aug
Indian Pharma: The Bottleneck Has Moved
Sector/Macro read · locked
26 Aug
The pillars of aerospace sector
Sector/Macro read · locked
18 Aug
Lenskart is screaming growth and we must not miss it
Business update
17 Aug
Reading the small-finance bank concalls back to back — the deposit-mix story nobody is pricing
Audio note · locked
13 Aug
Q1 tracker: what changed in the four positions I hold on watch
Business update · locked
12 Aug
Indian Pharma: Moving from volume to value
Sector/Macro read
12 Aug