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

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
Rossell Techsys analysis
Business update · locked
14 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
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
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
Sansera Engineering Q1 FY27, and what to look for from here onwards
Business update · locked
03 Sept

Craftsman Automation: Understanding the business, growth story and what comes next
Business update · locked
27 Aug
Lenskart is screaming growth and we must not miss it
Business update
17 Aug
Q1 tracker: what changed in the four positions I hold on watch
Business update · locked
12 Aug