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How Our Screening Process Identified Narayana Health at an Inflection Point
How consistent screening, not consensus, led us to one of our top performing holdings.
Jul 1
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How Our Screening Process Identified Narayana Health at an Inflection Point
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June 2025
Working with Limited Information: BN Holdings Reverse Merger
Dissecting the BN Holdings Merger Through Numbers, Not Narratives
Jun 30
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Working with Limited Information: BN Holdings Reverse Merger
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Broad View on Swan Energy
A broad first look at a complex story where stock price momentum has faded and execution will now decide the future
Jun 17
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Broad View on Swan Energy
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May 2025
RACL Geartech: From Gears to Systems
A deep dive into how a precision gear supplier is embedding itself into the drivetrain of tomorrow’s mobility platforms
May 31
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RACL Geartech: From Gears to Systems
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Changing Government Regulations Fueling a Hidden Opportunity in a Fast-Growing Sector
Recently implemented Gov regulations set to benefit domestic companies in a sector which is largely dominated by international players currently.
May 27
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Changing Government Regulations Fueling a Hidden Opportunity in a Fast-Growing Sector
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Deep dive on Zota Healthcare Ltd (Dava India)
Disrupting Branded Pharma: Inside Davaindia’s Retail Model
May 17
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Deep dive on Zota Healthcare Ltd (Dava India)
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April 2025
E2E Networks Vs Sanghvi Movers: Insights
When assets age fast and ROEs stay low, even growth stories face gravity
Apr 19
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E2E Networks Vs Sanghvi Movers: Insights
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Planes, Trains, and Algorithms: Who Wins India’s Travel Game?
Our views on the listed travel players where we find one winner and one pretender
Apr 14
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Planes, Trains, and Algorithms: Who Wins India’s Travel Game?
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Trump’s Absurd Tariffs: Economic Folly or Geopolitical Genius?
Decoding the strategy behind Trump's extreme tariff approach
Apr 7
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Trump’s Absurd Tariffs: Economic Folly or Geopolitical Genius?
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Finding Gems: A Small Pharma Player with Big Tailwinds
Indian Pharma Play Shielded from U.S. Tariffs with a Strategic Manufacturing Moat
Apr 6
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Finding Gems: A Small Pharma Player with Big Tailwinds
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February 2025
Understanding Health Insurance: A Deep Dive into Star Health & Niva Bupa
Star Health seems to offer a good risk-reward where things are expected to improve from a cyclical low point
Feb 27
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Understanding Health Insurance: A Deep Dive into Star Health & Niva Bupa
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Markets in Turmoil: Finding Opportunities Amid the Chaos
While benchmarks show a moderate decline, the real pain is deeper and hence creating opportunities for bottom-up investors
Feb 23
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Markets in Turmoil: Finding Opportunities Amid the Chaos
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