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follow the money

Tanay Nafdey

markets, macros & fundamentals

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Substack
PricingOnly free issuesPublishesWeekly
Issues13Founded3 years agoLast Issuea year ago
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Latest Issues

Trump & Tariffs

Thanks for reading ‘follow the money’. I write each and every post with a lot of dedication and back it with quality research. Please do support my work, I will always keep it free.

Tariffs, relics of economic policy dating back to 1789,...

a year ago
1

Is Nifty really cheap?

It’s been an eventful start to this year. In January, I spoke about market valuations in this post, wherein I ended up dissecting the elevated market multiples and I mentioned, ‘a correction will be welcomed with open arms’. Well. It’s here...

a year ago
2

Is the party starting for Hero, again?

NSE: HEROMOTOCO | Market Price: 3,884.85 INR (as of 24th February 2025)

Hero MotoCorp (HMCL) has hit a rough patch. Since September 2024, its market capitalization has plummeted by nearly 40%, a steep fall for the two-wheeler giant. In...

a year ago
1

Following Up with CreditAccess Grameen.

The first month of 2025 is almost done, markets have been volatile, VIX has been inching up for the budget day. Q3 results are in full swing, and the usual stock specific volatility is also back. I may cover the Q3 results as well in anothe...

a year ago

Be fearful when...

Happy new year all! I hope each and every one of you will have a great 2025!

I have been researching about valuations recently, specifically looking at broad based index valuations and sector-wise valuations. November and December is...

a year ago
1

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