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Artwork for Compound 26 Capital

Compound 26 Capital

Pawan Kaul

Journey about compounding knowledge, adventures of investing in mid and small-cap businesses and things i find interesting

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues7SubscribersRead compound26capital.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Selan Update 2023

I did not expect to write an update on the business so soon. I figured the management would need a few more quarters to settle down but I am always ready to be surprised.

3 years ago
6
8

My take on 2022

This post was inspired by a soon-to-be-named colleague who in passing mentioned that maybe a post about predictions would be interesting. I mentioned the trouble with the year-end prediction posts is that these are destined to fail.

3 years ago
4
0

Are markets (In)efficient?

Unlike claims by contemporary corporate finance that markets are efficient the reality on the street is that they frequently become inefficient. Some claim that this could be due to human emotions but I thought algos accounted for most of t...

3 years ago
5
0

An update

Thank you for an encouraging response to my first post on Selan Explorations. The idea of writing the substack was to invite constructive feedback and record my learnings and mistakes.

4 years ago
6
2

Authors

The writers behind this newsletter.

  • Pawan Kaul

    An investor who has seen few cycles and knows a few things about finance

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