An investor’s research notebook on mispriced Indian businesses, with the numbers behind every decision.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 163 | Founded | 6 years ago | Last Issue | 6 days ago |
| Active | |||||
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dhruva.substack.comLatest Issues
E2E Networks: The GPU Boom Is Real. Are the Returns?
IndiaAI pricing, Yotta’s rollout and CoreWeave’s entry, followed by the cash math and bear, base and bull valuation scenarios.
I can be right about AI and still be wrong about the investment.
Monthly Portfolio Update — October 2026: Keeping the Core, Changing the Smaller Bets
Exiting Clean Science, Valiant and TeamLease, adding Atul, Prevest and Crescentis, and reviewing the lead over Nifty.
What’s up, folks?
Premium Plast at ₹44.90: Can the New Moulds Become Repeat Earnings?
A small company. Sales growing 32%. A P/E of roughly 12.5 times. New factories and machinery.
Premium Plast looks like the sort of stock that should at least make us stop scrolling.
But there are two quite different things happening insid...
Jainex Aamcol: A ₹40-Crore Hidden Gem—or an Expansion Still Waiting for Customers?
A ₹40-crore precision-tool maker, a ₹27-crore expansion programme, and the earnings bridge that decides whether this is genuinely cheap.
A gearbox factory cannot sell a good gearbox if the teeth on its gears are wrong. Somewhere upstream,...
Nirlon at ₹607: The Office Park Is Full. Where Does the Next Return Come From?
A Mumbai office park that is almost completely occupied. Large corporate tenants. A ₹30 annual dividend. Singapore’s GIC as its major shareholder.
Nirlon gives me plenty of reasons to stop and look.
But the most reassuring number is also...
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