ESSAYS
Markets,explainedslowly.
Long-form research and frameworks. No hot takes, no noise. Read when you have time to think.
4 August 2026
India's Q1 FY27 Earnings: The Real Story The Headlines Missed
If you read one line about this earnings season, you probably read that profits grew about 9 percent.
Read essay3 August 2026
GRM Overseas: The Promoter Is Buying His Own Crash. Should That Excite You?
Let me start with the fact that pulled me into this one.
Read essay26 July 2026
Why Sunil Singhania Just Bet ₹37 Crore on the Plastic Chair Company
Almost every Indian has sat on a Nilkamal chair.
Read essay19 July 2026
Laxmi India Finance: The Small Lender a Big Investor Is Quietly Buying
Most people have never heard of Laxmi India Finance.
Read essay17 July 2026
Why Sunil Singhania Just Bought Mrs Bectors Food Specialities
What actually happened
Read essay12 July 2026
Why Vijay Kedia Bought Eimco Elecon, and the Risks You Must Know
Eimco Elecon is one of those setups that looks wrong on the surface and gets interesting only when you look underneath.
Read essay9 July 2026
Vijay Kedia Just Bought This One Year Old Logistics Stock. Here Is What It Actually Looks Like Under the Hood.
Iware supplychain services ltd
Read essay17 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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