Minerva India Under-served’s Substack
Minerva India Under-servedWe try and capitalize upon flawed overly-generalized narratives around institutionally under-owned or orphaned listed securities in India
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 75 | Subscribers | Read | minervaindiaunderserved.substack.co... |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Tis the season to raise (and mostly hurt)
It’s typical for several Indian names to get active on secondaries around market peaks. The current cycle has been no different, except that the discounts offered were much larger because of even more stretched valuations. It’s notable that...
India’s long and winding passage towards a more discerning ticker-tape
Given that domestic retirement capital remains a tiny part of Indian listed equities, patience has never quite been in abundant supply in India. Poor financial literacy, and near absence of fee-only advisors only makes this worse. While equ...
Novelty fades hard in India's "sunrise" industries
Dalal street amps up novelty like few others do, and, more often than not, this ends with significant pain for those who buy such steroidal narratives in early years.
C4Q25 Strategy Update
We are sharing summary of our C4Q25 investor letter:
Authors
The writers behind this newsletter.
Unskewed alpha capture in India's institutionally under-owned/orphaned space, with asymmetrically lower volatility. Communication on this page is meant for accredited investors in our offshore structures. LEI: 549300BQY3OUZWXLDZ68
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