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Aishvik

Suren

Growth investor at reasonable valuations. Passionate about Smallcaps & Midcaps. Nothing I share is a buy/sell reco. Not a SEBI registered advisor

Platform
Substack
PricingOnly free issuesPublishesTwice weekly
Issues29Founded6 months agoLast Issue12 days ago
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Latest Issues

Silkflex Polymers: The Trader That Learned to Manufacture

For nine years, a Howrah company imported a Malaysian brand’s eco-friendly inks and sold them to India’s garment hubs. Now it makes its own binders and inks, is adding capacity and has launched a cheaper second brand. Profits have jumped an...

12 days ago
3

Adisoft Technologies: Mistake-Proofing India’s Factories

Every 50 seconds, a worker on a car line has to pick the right part. If he gets it wrong, nobody notices until the recall. A small Pune company makes sure that never happens, and the stock market has started to notice.

You have 50 seconds....

18 days ago
1
4

Patil Automation: The Company Building the Companies

Everyone is chasing India’s EV, defence and battery-storage winners. A second-order thinker looks at their suppliers. A third-order thinker asks who builds the factories they all need. That question leads to a Pune line-builder called Patil...

20 days ago
5

Sunlite Recycling: Thin Margins, Fat Returns

A Gujarat copper recycler doubled its revenue, nearly tripled its profit and bought the promoter family’s aluminium company, all in one year. The numbers hold up. The footnotes need just as much attention.

Subscribe now

Copper doesn’t rea...

22 days ago
3
2

Highness Microelectronics- Tiny Company, Big Display Ambitions

Highness Microelectronics occupies a niche nobody else in India occupies. The company having 16 crore of annual revenue is trading at a 111 crore market cap.

India is now the world’s second-largest maker of mobile phones. It has fabs under...

a month ago
14
1

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  • Suren

    Growth investor at reasonable valuations. Passionate about Microcaps & Smallcaps. Nothing I share is a buy/sell reco. Not a SEBI registered advisor

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