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Latest Issues

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...

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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...

11 days ago
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Sona Comstar X DENSO: A Partnership That Could Redefine the Next Decade


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

Let’s start our discussion today with the past, because I believe that’s the best place to begin if we want to understand where Sona Comstar could be heade...

18 days ago
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Gufic Biosciences {Part 2} : Building a Global Critical Care Injectable Platform

Hello everyone,

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

In Part 1 of our Gufic Biosciences deep dive, we focused on understanding the business from the ground up — its business model, revenue engines, product por...

24 days ago
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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...

a month ago
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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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