Investor's Newsletter
The Loggical Investor, Ameya DeosthaliI write Time-saving Fundamental analysis that delivers the insights you need to make smarter decisions.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 56 | Founded | 2 years ago | Last Issue | 4 days ago |
| Active | |||||
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theloggicalinvestor.substack.comLatest Issues
Mapping India’s Semiconductor Value Chain
Hello everyone, Hope you are doing well — both in markets and in life.
India’s semiconductor story is often reduced to a handful of names.
But semiconductors are not a single industry. They are part of a much larger value cha...
[PART 2] Sudeep Pharma Ltd Deep Dive: Can the Next Phase of Growth Justify the Premium?
Hello everyone, Hope you are doing well — both in markets and in life.
In Part 1 of our Sudeep Pharma deep dive, we focused on understanding the business from the ground up—breaking down the company’s business model, product...
Inside an OSAT Facility : How a Bare Silicon Wafer Becomes a Finished Chip
Hello everyone,
Hope you are doing well — both in markets and in life.
I kept hearing about OSAT.
Everywhere I looked, there were discussions about semiconductor fabs, chip manufacturing, India’s semiconductor ambitions...
How Solara Active Pharma Walked Into a 700 Crore Trap ? — and the Road to Solara 2.0
Hello everyone,
Hope you are doing well — both in markets and in life.
If you have been following my posts on X over the last few weeks, you would have noticed that I have been writing quite a bit about Solara Active Phar...
Sona Comstar Ltd : Robotics & Physical AI — Opportunity or Distraction?
Hello everyone, Hope you are doing well — both in markets and in life.
In our previous newsletters on Sona Comstar, we spent considerable time understanding the DENSO X Sona Comstar Joint venture opportunity and why it could b...
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Equity Research Analyst | Research • Investing • Business Deep Dives Business & mentorship inquiries: \ud83d\udce7 [email protected]
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