Investor's Newsletter
The Investor Lens\ud83d\udd0d, 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 | 39 | Founded | 2 years ago | Last Issue | 7 days ago |
| Active | |||||
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theloggicalinvestor.substack.comLatest Issues
[PART 1] Why Smart Capital Like KKR Is Betting Big on Healthcare Global Enterprises (HCG) Ltd ?
Hello everyone — hope your portfolios are holding steady in these markets.
If you’ve been even slightly active in equities lately, you’ve probably come across the news that KKR has acquired a majority stake in Healthcare Global...
Indegene’s Acquisition Playbook: 9 Years, 8 Deals, One Strategic Outcome
Before we start about the acquisition history of Indegene, if you guys are new to my page or reading this newsletter for the first time, then I’d highly recommend going through Part 1 & Part 2 first.
Part 1 covers the company’s busi...
[PART 2] Everyone Is Fearful of AI Killing IT Services — The Reality Is Opposite
In Part 1 of our Indegene deep dive, we focused on building the foundation of the thesis by answering some key structural questions:
- Why investors remain cautious on IT/services businesses, and where Indegene fits in that narrative...
Everyone Is Fearful of AI Killing IT Services — The Reality Is Opposite
Hello folks, hope your investments are holding steady in these noisy times.
Let me start with something that’s been on everyone’s mind lately — AI.
Everywhere you look today, the conversation circles back to it. New models lau...
[PART - 2] Why Is PPFAS Repeatedly Buying CMS Infosystems When Everyone thinks Cash Is Dying?
Before we begin Part 2… A quick recap
In Part 1 of our CMS Info Systems deep dive, we built the foundation of the thesis by answering some of the most important structural questions:
- How did AGS Transact Technologies go...
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I help investors on their journey toward long-term wealth creation powered by my robust ACE framework. Highly active on X , Sharing new scripts & quarterly performance report regularly.
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