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Latest Issues

The Journey of Cash: Understanding the Cash Conversion Cycle ⭐


Hello everyone,

Hope you are doing well - both in markets and in life.

There are some businesses that always seem to have cash.

No matter what they’re doing - expanding capacity, acquiring another company, paying dividend...

10 days ago
23
12

Gufic Biosciences deep dive {Part 1}: Under-standing India's Complex Injectable Pharma Business


Hello everyone,

Hope you are doing well — both in markets and in life.

When most people think about pharmaceutical companies, they imagine strips of tablets sitting inside a medicine cabinet.

But some of the most import...

13 days ago
23
18

[PART 1] Sudeep Pharma Ltd Deep Dive : Engineering Minerals, Building Moats & Moving Up the Value Chain


Hello everyone,

Hope you are doing well — both in markets and in life.

In investing, the most interesting opportunities are often hidden in parts of the value chain that receive little attention. Businesses that quietly...

19 days ago
30
24

Every Investor Should Know How to Read a Profit & Loss Statement


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 c...

a month ago
108
21

[PART 2] Styrenix Performance Materials Ltd: Can Thailand Become a Global Platform?


Hello everyone — Hope your portfolios are holding steady in these markets.

In Part 1 of our Styrenix deep dive, we focused on understanding the business from the ground up — breaking down the product portfolio, decoding the sp...

2 months ago
24
12

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  • The Loggical Investor

    Equity Research Analyst | Research • Investing • Business Deep Dives Business & mentorship inquiries: \ud83d\udce7 [email protected]

  • Ameya Deosthali

    Differentiated Insights for Value Investing

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