
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
| Platform | Pricing | Only free issues | Publishes | Twice weekly | |
|---|---|---|---|---|---|
| Issues | 72 | Founded | 8 months ago | Last Issue | 3 days ago |
| Active | |||||

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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...
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...
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...
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...
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...
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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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