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Latest Issues

KOEL Deep Dive (Part 2): Capex Cycle Play or Conditional Compounder?


In Part 1 of our KOEL deep dive, we focused more on understanding how the business is actually structured — breaking down each segment, studying the Sentinel + Optiprime series in HHP, and building the right mental models to interpre...

10 days ago
10
2

KOEL Deep Dive (Part 1) : Beyond Gensets — Understanding the Real Business


AI may run on GPUs. But when the grid fails, data centres still run on diesel.

Some of the biggest investment opportunities are often hidden beneath the most glamorous narratives.

During the Gold Rush, fortunes weren’t create...

15 days ago
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2

Coal Gasification Explained: The Policy, The Economics, and The Investment Reality

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

Every few months, Indian markets fall in love with a new story.

Themes change faster than seasons here. One month it is defence. Then railways. Then data cen...

18 days ago
19
12

[PART -2] 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.


In Part 1 of our HCG deep dive, we focused on building the foundation of the thesis by understanding how the business actually works at a structural lev...

21 days ago
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[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...

a month ago
22
12

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  • The Investor Lens\ud83d\udd0d

    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.

  • Ameya Deosthali

    Differentiated Insights for Value Investing

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