Enaara Capital
Krish ShahFinding Tomorrow's Compounders.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 5 | Founded | 3 months ago | Last Issue | 19 days ago |
| Active | |||||
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enaaracapital.substack.comLatest Issues
The Hidden Lore of a Blood Test
At seven on a weekday morning, the collection counter of a pathology laboratory in West Delhi is already crowded. Blood drawn an hour earlier has been spun in a centrifuge until the cells settle and a pale liquid, serum, rises to the top. R...
This Boring Gas Company Is Building Its Way Into India’s Factories
Walk into the melting shop of any large steel plant in India and you’ll find a blast furnace that cannot, under any circumstance, run out of oxygen. Not for an hour. Not for a shift. The furnace needs a continuous stream of high-purity gas...
Kody Technolab: Genuine AI-Robotics Transformation, or an SME Narrative Wearing a Deep-Tech Costume?
All figures are consolidated unless stated otherwise, in ₹ crore, sourced from NSE filings, annual reports, the IPO prospectus and Screener.in financial data as available through August 2026. Where a claim rests on management commentary rat...
Senores Pharmaceuticals: Can This Pharma Story Compound?
In April 2026, a small Ahmedabad-headquartered company that most Indian investors had never heard of eighteen months earlier announced it had signed a 70% joint venture to sell medicines to the United States federal government, to the Veter...
Northern Arc Capital: The Plumbing of Underserved Credit
Northern Arc Capital does not, on first inspection, look like a lender. Walk through its investor presentation and you will find almost as much discussion of originator partners, co-lending, assignment income, and AIF corpus as you will of...
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| Subscribers | Engagement | 68 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
I’m a contrarian deep-value investor from India writing about businesses, investing, macro, and market psychology. I focus on overlooked ideas, capital cycles, valuations, and finding tomorrow’s compounders.
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