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
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 75 | Founded | 8 months ago | Last Issue | 9 days ago |
| Active | |||||
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ankurgupta2212.substack.comLatest Issues
Fortinet - From physical firewalls to network security platforms
I’ve been tracking Fortinet for some time now. And as fortune would have it, the stock dropped 25% yesterday. So I decided to delve deeper into the fundamentals to try and make sense of the price crash. Was it justified? Or was the market o...
How Anthropic built a rapidly scaling business and what is its AI going after next: Lessons from the Anthropic S-1 Filing
You might have already seen a lot of articles talking about key aspects of the recently filed Anthropic S-1. I’m surprised how anyone can go through an information dense with minimal images 400+ pages doc in a matter of hours.
I will not...
The Cybersecurity Sector Map: A complete value chain
Have you heard of eMudhra? If you’re Indian, then probably yes.
Do you know what it does? Probably not.
Join my WhatsApp Community
Let me tell you then. It issues digital certificates. Thus, it is called a Certificate Authority (CA).
Th...
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...
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...
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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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