Arthaay's Substack
ArthaayPublicly verifiable investment research, portfolio updates, and business analysis. Real data. Complete transparency.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 6 | Founded | 3 months ago | Last Issue | 7 days ago |
| Active | |||||
Read this Newsletter
arthaay.substack.comLatest Issues
SWIGGY: WHEN GROWTH HAS TO CREATE VALUE
ARTHAAY RESEARCH
SWIGGY AT A GLANCE:
Latest / Q1 FY27
Share Price ₹278.20
Market Capitalisation ₹76,792 crore
Enterprise Value* ~₹62,425 crore
Platform MTUs 27.5 million
Consolidated Adjusted Revenue ₹7,112 crore
B2C Adjusted EBIT...
The Public Ledger — August 2026: Portfolio Update & Benchmarking
Welcome to Arthaay,
Thank you for reading The Public Ledger,
Every month, this publication documents its Real Investment Portfolio. Every transaction, allocation change, cash flow and portfolio update is recorded. More importantl...
Varun Beverages: Beyond the Growth Numbers
Arthaay Research
Varun Beverages Ltd (NSE: VBL | BSE: 540180)
FMCG – Beverages | Bottling & Distribution
August 2026 | Independent Investment Research – Indian Markets | Research Note
Quick Snapshot
CMP (as of 14 Aug 2026) — ₹435...
The Public Ledger | July 2026
Welcome to Arthaay,
Thank you for reading The Public Ledger,
At the heart of Arthaay is The Public Ledger.
Every month, this publication documents its Real Investment Portfolio. Every transaction, allocation change, cash flow a...
You're Probably Reading REITs the Wrong Way
Reading a REIT Properly: The Brookfield India Case
Reading time: 8 minutes
Imagine buying an apartment and judging it solely by your quarterly salary instead of the rent it generates. That would make little sense. Yet most investors a...
Audience Metrics
Subscribers, engagement, traffic and sponsorship for Arthaay's Substack.
| Subscribers | Engagement | 64 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
Explore More
Authors
The writers behind this newsletter.
Public portfolio. Transparent research. Live transaction ledger. Every investment is publicly verifiable. Educational only. Home: Arthaay.com
Frequently Asked Questions
How can I access the email archive for Arthaay's Substack?
You can find recent issues that have been published by Arthaay's Substack on Reletter by scrolling up to where it says Latest Issues. Tap on the link for any of the most recent emails or hit More Issues to see older ones.
How many subscribers does Arthaay's Substack have?
To see how many people subscribe to Arthaay's Substack, simply upgrade your Reletter account. We provide readership numbers and lots of other stats for this newsletter so you can decide if it's worth reaching out to.
How can I advertise in Arthaay's Substack?
Newsletter advertising can be extremely effective when it's done right. Before you pitch Arthaay's Substack as a potential sponsor or partner, make sure that you've done your research and checked its newsletter stats with Reletter.
Then, personalize one of our winning pitching templates and send it to the right person using the contact info provided.
How much does it cost to sponsor a publication like Arthaay's Substack?
Newsletter ad rates (or CPM) vary depending on many factors, including industry, number of subscribers, open rate, ad placement and more.
To find out how much an ad will cost, contact Arthaay's Substack using the contact information provided and ask for a copy of their media kit.
How can I find newsletters related to Arthaay's Substack?
Scroll up to where it says Related Newsletters to see other publications like Arthaay's Substack. You can also search our email newsletter directory to discover other newsletters that cover the topics you're interested in.
How do I contact Arthaay's Substack?
Reletter provides this newsletter's website URL above, where you will often find their contact information. We also provide links to associated social media accounts and pitching templates so you can reach out fast.