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 | 37 | Subscribers | Read | margin0fsafety.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
The Venezuela Oil Myth: Why Recovery Is Harder Than You Think
In the world of investing, there is often a wide gap between potential and reality. If you look purely at a geological map, Venezuela should be the wealthiest nation on Earth. It sits atop the largest proven oil reserves in the world—more t...
The Math Everyone Is Getting Wrong About Oil
To most investors today, oil is an unwanted house guest. It is viewed as a museum piece, a sooty relic of the industrial age bound to be replaced by the clean inevitability of electricity. If you open the financial pages or watch the talkin...
Kronox Lab Sciences: Specialty Fine Chemicals with High Barriers to Entry
Kronox Lab Sciences Ltd. (incorporated 2008) is an Indian manufacturer of high-purity specialty fine chemicals used across diverse industries. Unlike bulk commodity chemical producers, Kronox specializes in fine inorganic and organic compou...
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...
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