Candor Investing Substack
Candor InvestingMy personal Substack
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 6 | Subscribers | Read | candorinvesting.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Trump, Tariffs and How our mind wanders in search of potential investment ideas
This post is an example of how our curious mind often overtakes earlier intended tasks and results in detours, sometimes fruitful and sometimes not so fruitful.
The Promoter, The Pessimist, and The AI Prospect
A couple of weeks ago, I was reading an earnings transcript where a promoter's excitement about AI was jumping off the page. He called it a “massive, massive opportunity”, convinced it would transform his company. His enthusiasm was infecti...
Riding the Wave: India's Healthcare Surge & the Sole Listed TPA You Need to Know
The Indian healthcare landscape is evolving rapidly, driven by increasing awareness, rising medical costs, and a growing middle class seeking financial security against health emergencies.
The Enduring Wisdom of Mohnish Pabrai: A CDSL Case Study
In a recent talk on The Investors Podcast, he dropped a quote (courtesy of Kevin Carpenter’s tweet) that stuck with me:
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Authors
The writers behind this newsletter.
Value Investor SEBI Registered Advisor https://candorinvesting.com/sebi-registration-information/
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