Ameya Deosthali
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| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 34 | Founded | 7 months ago | Last Issue | 2 days ago |
| Active | |||||
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valueequityin.substack.comLatest Issues
Shelf of Ideas , Funnel creation and Courage
Asking the fundamental questions , and building process that outlives
Aarti Pharmalabs Annual report , GMM Pfaudler and Napoleon
disc: Disclaimer: this is not investment advice or financial recommendation in any form , this is just my opinion on public information , do your own due diligence,
Q1FY27 Pessimism Rate of Change Tracker
Q1FY27 Pessimism rate of change tracker, my thoughts and quarterly note :
- Microfinance : Clear signs of recovery in this cycle , this had bottomed out in December last year as I had written too in the Q3FY26 tracker , then we saw a...
Kajaria Ceramics , Can textiles move the needle this time ?
Disclaimer: this is not investment advice or financial recommendation in any form , this is just my opinion on public information , do your own due diligence,
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