Gaurav’s Substack
Gaurav TambadeIn-depth analyses uncovering whether businesses can earn more money 10, 20, 30 years from now using time-tested frameworks from Buffett, Munger, and Porter.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 7 | Subscribers | Read | gauravtambade.substack.com |
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Latest Issues
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Ajax Engineering : Cementing monopoly in concrete mixing
Dear Readers, I write about companies which align with my investment philosophy. My investment philosophy is simple. I look for businesses I understand, run by people who know what they are doing, selling something the world will need ten, ...
Guns, Germs, and Compounding
# Introduction
Tinna Rubber - The Lollapalooza Effect: When Moats Meet Tailwinds
Part 1 established the opportunity. India’s tire recycling industry is poised for explosive growth (atleast 4x) – CRMB mandates, HAM consolidation, MRP underpenetration, and sustainability tailwinds all converging. The macro case is strong....
India's Tire Recycling Market Is About to 4x. Here's Why It's Not Priced In
India’s recycling stocks have been on a tear. Gravita India went 15x. GRP Limited went 10x in the last five years. Suddenly, waste recycling businesses weren’t good just for the planet but phenomenal for portfolios, too!
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Latticework of theory Rule No. 1: Don't Buy Bad Companies Rule No. 2: Never forget Rule No. 1
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