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6 days ago6 min read
Ugro capital:Weathering the storm
In-depth research of Ugro capital, a business maintaining its asset quality in tough times and growing at 30%+
Nov 79 min read
JM Financial and Edelweiss: in the right trajectory
Study the potential revival of two giants in the financial services industry and the key thesis behind it.
Oct 319 min read
Jeena sikho lifecare
Understand a leader in a fast growing rising industry.
Oct 178 min read
SG Mart: Disrupting the steel industry
Understand the business of SG mart which is guiding to grow at 50%+ CAGR
Oct 1017 min read
The logistics sector: Backbone of India
Understand all of the logistics sector and three businesses with the potential to grow at 100%+!
Oct 310 min read
Moneyboxx ltd: A 100% growing lender
Understand a lender which is growing at 100% and is still continuing to maintain its asset quality.
Aug 298 min read
Samhi Hotels: High conviction turnaround bet
The complete analysis of a high conviction high allocation bet that I own: Samhi Hotels.
Aug 87 min read
Blue Pebble ltd: A three digit growth story
Analysis of a triple digit grower available at 25 PE multiple.
Jul 1810 min read
Interglobe Aviation: Flying high
Learn the Aviation industry business of Interglobe Aviation.
Jul 1110 min read
EFC: Anti fragile co-working player
Analysis of a listed co working business which is guiding a growth of 75%+.
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