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Dhruva’s Newsletter

Dhruva Pandey

Investing ideas that make money.

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Substack
PricingFreemiumPublishesTwice weekly
Issues110Founded6 years agoLast Issue6 days ago
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Latest Issues

John Cockerill India Ltd: A Value Investment Analysis

Introduction: The Philosophy of Intrinsic Value and Market Delusions

In the disciplined pursuit of value investing, one must rigorously adhere to a foundational principle: a share of stock is not an electronic blip on a trading screen,...

6 days ago
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2

TruBridge Acquisition: Should IKS Investors Worry?

Inspired by post from Nitin Mangal

I did some forensic analysis using AI for TrueBridge. If you are an IKS health investor you might find it interesting -

Truebridge

794KB ∙ PDF file

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Download

IKS buying TruBridge is strateg...

13 days ago
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The Toll Collector's Beat: Re-pricing Altius after Q4 FY26

The Quarter That Reset My Own Baseline (Altius Telecom Infrastructure Trust)

In Altius Telecom Infrastructure Trust Part I, I valued Altius during its integration phase with a deliberately conservative lens.

21 days ago
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Wakefit Innovations Limited

Wakefit has clearly cracked a scalable niche, but not the Indian home-furnishings market at large. The company has built the strongest current Indian example of a mattress-led, digitally native, omnichannel home brand: it was the largest D2...

23 days ago
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Why the “Disaggregation Revolution” is Incredibly Bullish for India’s E2E Networks

For a long time, the biggest bear case against investing in AI infrastructure companies went like this: “GPUs have the shelf-life of a banana.”

Skeptics argued that because NVIDIA drops massive architectural leaps every two years, an expen...

25 days ago
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1

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  • Dhruva Pandey

    Interests includes tech, investing, markets, psychology and chess.

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