DeepValueIndia
Mannsher GillDeepValueIndia is a research-led publication focused on small-cap, ignored, and undervalued Indian equities. Weekly deep dives on niche stocks, sector insights and actionable frameworks for serious investors
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 34 | Subscribers | Read | margin0fsafety.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
ARCIL IPO – What It Means for the ARC Industry and Edelweiss Investors
For over two decades, the business of buying bad loans in India has remained a private affair. Asset Reconstruction Companies, or ARCs, have operated in the shadows, their balance sheets and recovery rates known only to a handful of bankers...
Edelweiss Financial: Three Months Later - Progress, Setbacks, and What's Next
Back in June, I wrote about Edelweiss as a “breakup story”- a financial conglomerate whose true value would only become clear once its verticals were separated and valued on their own merits. Since then, quite a bit has happened.
The (Pre) IPO Illusion: Why Retail Investors Keep Losing Money
For decades, IPOs in India carried an aura of easy wealth. Investors still remember the legendary listings, Infosys in the 1990s, which turned a few thousand rupees into lakhs over time, or Avenue Supermarts (DMart) in 2017, which nearly do...
TL;DR – August 2025 Edition
"I don’t think you can get to be a really good investor over a broad range without doing a massive amount of reading." ~ Charlie Munger
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Authors
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Self-taught Deep Value Investor
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