Dhruva’s Newsletter
Dhruva PandeyInvesting ideas that make money.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 103 | Subscribers | Read | dhruva.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
How IKS is planning to triple their EBITDA to ₹3,000 Crores by FY30
How IKS Health is Building the “Windows OS” of US Healthcare 🏥💻
The Math Isn’t Mathing: Inside JPM’s Leaked “Simple Math” Oil Memo
In my last blog post i timely stated the markets are “Drunk on Hopium” why you should go long on Trump bluff Oil correction at $87. (and timely hedge portfolio by going long nifty PE - this played out too)
E2E Networks Q4 FY26: The AI “Haves” vs “Have-Nots” & The Blackwell Supercycle
In this blog post i will touch open Q4 earning and valuation based on how things stand today.
The Ceasefire Mirage: Why Markets Are Mispricing the US-Iran Conflict (And How to Trade It)
If you look at global equities right now, you’d think world peace was just a signature away.
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Authors
The writers behind this newsletter.
Interests includes tech, investing, markets, psychology and chess.
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