ESSAYS
Markets,explainedslowly.
Long-form research and frameworks. No hot takes, no noise. Read when you have time to think.
17 June 2026
Canada's Warren Buffett Is Quietly Buying This Beaten-Down Indian Travel Stock
Prem Watsa's group just put fresh money into Thomas Cook India while the stock sits near its lows. I went through the filings to understand what he sees, and what the crowd is worried about. This is a
Read essay16 June 2026
Abu Dhabi Came Looking for a Small Indian Engineering Company. Here Is Why.
A forensic walk through JNK India, the business that builds the furnaces our refineries run on. This is an educational breakdown, not advice.
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5 June 2026
Goodluck India Limited
From Steel Pipes to Artillery Shells
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31 May 2026
Shree Refrigerations Limited
The Cooling Inside India's Warships
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26 May 2026
CMS Info Systems
The cash company learning to sell technology
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25 May 2026
Bluspring Enterprises
Why one of India's most respected investors is quietly buying a loss-making spin-off, and what he can see that the headline number hides.
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14 May 2026
Gaudium IVF and Women Health Ltd
India's First Listed Fertility Company. One in Six Couples Need It. Nobody Has Found It Yet.
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4 May 2026
Arvind SmartSpaces Ltd
The Company Pirojsha Godrej Bought With Personal Money. Here Is Why.
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30 April 2026
The Forward Curve is Whispering $72.
Brent printed $118 yesterday. The market is simultaneously pricing $87 by December and $72 by 2030. Reading what the curve is actually saying matters more than reading what the headlines are screaming
Read essay24 April 2026
Equity Research Report on Valiant Communications Ltd.
Compound with Raunak
Read essay22 April 2026
When Smart Money Buys a Beaten-Down Compounder: The Heritage Foods Thesis
Why Sunil Singhania's Abakkus Fund quietly added a Chandrababu Naidu-founded dairy business to its flagship fund last month, and what retail investors should actually pay attention to
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16 April 2026
Ashish Kacholia Has Been Buying This Defence SME for Three Consecutive Quarters. Here is the Full Breakdown.
A deep dive into Techera Engineering India Limited - the precision tooling company sitting at the heart of India's Rs 62,000 crore Tejas programme.
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7 April 2026
Sharda Cropchem Limited
NSE: SHARDACROP | BSE: 538666 | Sector: Agrochemicals | Market Cap: ~₹8,250 Cr
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26 March 2026
MAHAMAYA LIFESCIENCES LTD (BSE SME)
Sector: Agrochemicals | CMP: ₹148.00 | Market Cap: ~₹340 Cr
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25 March 2026
The Peace Trap: Why I’m Fading the Geopolitical Relief Rally
Deconstructing the disconnect between optimistic geopolitical headlines and the structural weakness still present in the Nifty charts.
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24 March 2026
The ₹1.1 Crore "Signal Buy": A Complete Breakdown of TANFAC Industries
Why Ashish Kacholia raised his stake here ?
Read essay23 March 2026
The Anatomy of a Dislocation: Why We Are Aggressively Buying Advent Hotels (NSE: ADVENTHTL) at 52-Week Lows
Is this a generational mispricing where you buy the core assets at a 45% discount and get the growth for free. This is special situation investing at its finest.
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18 March 2026
The ₹64 Crore Insider Bet: A 360° Forensic Analysis of KPI Green Energy
KPI Green Energy
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16 March 2026
The ₹62 Crore Insider Bet: My Complete DCF Valuation of NCC Limited
Retail investors panicked over a temporary debt spike. The promoters just bought the dip. Here is the mathematical proof of why.
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13 March 2026
The ₹104 Crore Dilution Trap: Decoding Madhusudan Kela’s 7% Stake in Subam Papers
An Ace Investor and the promoters just committed ₹104 Crores to a ₹390 Crore micro-cap. Is it a massive turnaround signal, or an EPS-crushing retail trap?
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