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 | 58 | Founded | 2 years ago | Last Issue | 6 days ago |
| Active | |||||
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theloggicalinvestor.substack.comLatest Issues
The Anatomy of Revenue Growth: A Whitepaper for the Next Generation of Investors..
Hello folks! Happy Navratri to all of you and your loved ones. 🙏❤️
We are living in a time when getting financial information has become incredibly easy. A few clicks, and you have a list of companies reporting high quarterly...
ROCE : The One Ratio That Reveals How Well a Business Actually Uses Money
Hello everyone — Hope your portfolios are holding steady in these markets.
Most of our newsletters usually focus on understanding businesses in depth. We study annual reports, look at how companies make money, analyze their co...
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...
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Authors
The writers behind this newsletter.
Equity Research Analyst | Research • Investing • Business Deep Dives Business & mentorship inquiries: \ud83d\udce7 [email protected]
Differentiated Insights for Value Investing , asking the right questions, Trajectory Pivot For Enquiries : [email protected]
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