Rohit's Substack
Rohit TomarMy personal Substack
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 53 | Founded | 9 months ago | Last Issue | 3 days ago |
| Active | |||||
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rtomar.substack.comLatest Issues
The 25-Year Contrarian Bet: A Small-Cap Pharma Company That Chose Science Over Short-Term Profits
A few years ago, in a hospital in Hyderabad, a young boy with T-cell leukemia (a type of blood cancer) picked up an infection.
This happens. Chemotherapy wrecks the immune system and hospitals are full of bacteria. The doctors did the ordi...
The Small-Cap Market Leader Hiding Inside the AI Data Centre Power Chain
Educational note: This is a business study, not a recommendation to buy, sell or hold anything. There is no price discussion here and no target. Historical numbers are facts the company reported. Future targets are management guidance, not...
The Hidden Small Cap That Quietly Owns 90% of an Indian Market You've Never Heard Of
Start with the gas cylinder in your kitchen
Go and look at it. Red or silver, sitting under the counter or beside the stove.
It weighs about 15 kilos empty and close to 30 kilos when it’s full. It tells you nothing about how much gas i...
This Small-Cap Cracked a Chemistry That Keeps Rivals Bleeding Money and Is Now Quietly Climbing Out of a Five-Year Slump
Look at whatever is nearest to you right now.
The paracetamol tablet in your bathroom cabinet. The dye in the shirt you’re wearing. The weedkiller sprayed on the field your lunch grew in. The additive blended into the petrol in your tank....
The Fluorine Monopoly Behind India's EV, Semiconductor & Green Hydrogen Boom That the Crowd Fears and the Smart Money Hoards
Look around the room you’re sitting in right now.
The non-stick pan drying by your sink. The air conditioner keeping you comfortable. The phone in your hand, and the chip buzzing away inside it. If there’s a car outside with a battery in i...
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Authors
The writers behind this newsletter.
Contrarian investor and stock market educator with 11+ years in Indian equity markets. I write about fundamental analysis, intuition, and independent thinking—beyond tips, hype, and noise.
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