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 | 40 | Founded | 4 years ago | Last Issue | 2 months ago |
| Active | |||||
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margin0fsafety.substack.comLatest Issues
Mar 2025 – Apr 2026: A Year of Extremes
A year of investing rarely arrives packaged neatly. This one certainly didn’t. The period from March 2025 to April 2026 produced an overall return north of 20% against a Nifty 50 that finished the same period down 1.5%, roughly 22 percentag...
CSB Bank: a century-old franchise at an inflection point
CSB Bank is a compelling but complex turnaround story, a 105-year-old Kerala bank, rescued from near-collapse by Prem Watsa’s Fairfax India, now attempting the rare transformation from a regional gold lender into a pan-India full-service fr...
The Nifty 50 — A Deeper Look
It started with your neighbour.
Maybe it was 2020, maybe 2021. The world was locked down, offices were shut, and somehow, inexplicably, the stock market was going up. Your neighbour, the one who never seemed particularly financially savvy,...
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...
Audience Metrics
Subscribers, engagement, traffic and sponsorship for DeepValueIndia.
| Subscribers | Engagement | 73 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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The writers behind this newsletter.
Self-taught Deep Value Investor
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