An investor’s research notebook on mispriced Indian businesses, with the numbers behind every decision.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 134 | Founded | 6 years ago | Last Issue | 5 days ago |
| Active | |||||
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HDFC Bank at ₹701: Cheap for the Old HDFC Bank, Fair for the New One?
HDFC Bank is trading close to its lowest valuation in at least a decade.
That sentence is true. It is also not enough to make the stock cheap.
The old HDFC Bank earned 17–18% return on equity, grew much faster than the banking system and...
Vodafone Idea at ₹14 and Indus Towers at ₹375: The Telecom Recovery Is Real. But Who Actually Makes Money?
Disclosure: I do not own Vodafone Idea or Indus Towers at the time of writing. Prices used are ₹14.04 for Vodafone Idea and ₹375 for Indus Towers, based on 1 September 2026 closing prices. This is research, not investment advice.
Shah Rukh...
Gothi Plascon: The ₹6.9 Crore Question
Sometimes a tiny company looks interesting precisely because almost nobody is looking at it.
Gothi Plascon has a market capitalisation of roughly ₹37 crore. It earns rent from commercial property in Puducherry, interest on loans and a smal...
Can GRT Turn TBZ Into the Next Titan?
Price: ₹366.80 as of 1 September 2026
Market capitalisation: ₹2,448 crore
TTM revenue: ₹3,420 crore
TTM PAT: ₹212 crore
TTM P/E: 11.5×
My conclusion: This is a credible ownership inflection, but it is not yet a proven operating inflect...
Tinna Rubber at ₹996: A sunrise business, but is the stock already pricing Vision 2029?
The moat is improving, the growth plan is credible, and the valuation still leaves very little room for disappointment
There are two ways to look at a dead tyre.
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