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Ankur Gupta

Subscribe to receive investment-focused insights on small-cap and micro-cap companies in the the emerging technology sectors of India and the US - Space, Defence, Semiconductors, Green-Energy, AI, Software+SaaS, Robotics, Automation, Drones

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PricingOnly free issuesPublishesTwice weekly
Issues72Founded8 months agoLast Issue3 days ago
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Latest Issues

The Full Database of Companies in Indian Defence: October Version

Download Company List

If you are researching companies with defence exposure in India, this list should be the only list you need to discover companies and ideas.

It brings 151 listed companies linked to Indian defence, aerospace and spac...

3 days ago
2
3

Frequency Electronics (FEIM) - A pivot from boutique R&D into high-growth manufacturing

I was so fascinated while going through this company. What a legacy. Imagine supplying components to the original Voyager and Apollo missions. And then to the Hubble Space Telescope. And then to GPS satellites. And now this engineering-driv...

6 days ago
4

M-tron (MPTI) - The upcoming RF platform for US military radars, drones, and munitions that you’ve likely never heard off

A small-cap defence-electronics company pivoting from selling commodity RF oscillators and filters to end-to-end RF platforms.

It’s not your traditional manufacturing company. It deploys the now popular ‘FDE’ model to ‘design-in’ their pr...

13 days ago
1

The Journey of Power from the Grid to a Datacenter, and the companies in the value-chain - A Visual Guide

A few readers have reached out to me in the recent past asking me to study power stocks, for both the US and Indian markets, and provide my views.

Fair ask. But tough ask. And while I had annotated power as one of the ‘emerging technologi...

16 days ago
7
1

Qualys - On its way to become an AI-powered cybersecurity platform for the worlds companies. 80%+ Gross Margins. Reasonable Valuation.

Software stocks are truly amazing. The best software in the build work on the principle of: Build once, sell forever. They don’t need Capex to expand. The costs needed to scale are minimal (and almost zero if you own your cloud). Margins ar...

18 days ago

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  • Ankur Gupta

    Subscribe to receive investment-focused insights on small-cap and micro-cap companies in the the emerging technology sectors of India and the US - Space, Defence, Semiconductors, Green-Energy, AI, Software+SaaS, Robotics, Automation, Drones

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