Inflection Point Research
SEBI Registered Research Analyst. Deep dive into Indian Equities
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 58 | Founded | a year ago | Last Issue | 3 days ago |
| Active | |||||
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karnik.substack.comLatest Issues
Tonbo Imaging IPO: India's Thermal Eyes, and the Fine Print Behind Them
Inflection Point Research | Karnik Shah | October 2026
Hello friends,
Tonbo is the Japanese word for dragonfly. A dragonfly is, more or less, a pair of eyes with wings attached. Its compound eyes carry tens of thousands of individual lens...
The Toll on the Free Road- Paytm and PineLabs Analysis
By Karnik | Inflection Point Research | September-October 2026
Hello friends,
On the morning of 9 November 2016, the day after five hundred and one thousand rupee notes stopped being money, a company most Indians knew as a place to rechar...
Asian Energy Services: India Is Churning The Ocean For Oil. Somebody Has To Run The Boats.
Hello friends,
In late July, with far less noise than it deserved, the Union Cabinet approved a programme called Samudra Manthan. Rs 84,084 crore, committed through 2031, aimed at one uncomfortable fact: India imports roughly 90% of the cr...
One Rally, Three Cycles: Casting, Forging and Bearing Companies
Karnik | Inflection Point Research | September 2026
Hello friends,
Since roughly May, a group of Indian metal companies has been bought as if it were one stock. Forgers, casters, bearing makers. The one-year moves run from +26% at Rolex R...
Rentomojo IPO Review: a good business, a 62x price, and the one line that decides it
Every broker note on Rentomojo this week will lead with the same number: 40 times FY26 earnings. I read the 436-page Red Herring Prospectus so that you do not have to, and my read is that the comparable number is 62 times, and that whether...
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Forensic-first equity research on Indian micro & small caps | SEBI RA INH000023807 | I'd rather be roughly right than precisely wrong
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