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

Jyoti CNC: An important company to watch out for in H2 2027
Audio note · locked
16 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
How EV 2 wheeler space is looking
Audio note · locked
03 Sept
My portfolio observations
Audio note · locked
03 Sept
The shift happening in Indian auto part makers
Audio note · locked
02 Sept
Netweb Technologies
Audio note · locked
02 Sept

How I look at macro?
Audio note · locked
27 Aug
Reading the small-finance bank concalls back to back — the deposit-mix story nobody is pricing
Audio note · locked
13 Aug