Rohit's Substack
Rohit TomarMy personal Substack
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 49 | Founded | 9 months ago | Last Issue | 5 days ago |
| Active | |||||
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rtomar.substack.comLatest Issues
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...
The Small-Cap Market Leader at an Inflection Point: Why the Road to ₹12,000 Cr Is Hiding Behind a Misleading 50x P/E
Let me show you two companies and let you tell me which one you’d rather own.
The first one is having a rough year. Its return on capital has slipped to around 11%. Its profit margins are squeezed. Its debt has crept up. On the screener, i...
The Small-Cap Market Leader Hiding Inside India's Leisure Boom: A Debt-Free Theme-Park Monopoly, run by a Founder Who Donated His Kidney to a Stranger
The last time you took your family to a water park and stood dripping in a queue for a ride, you probably didn’t think about the business you were standing inside.
You saw slides, screaming kids, a food counter you assumed would be overpri...
The Small-Cap That Owns How India Sleeps: Why a Market Leader's Record Profits, First-Ever Dividend, and 60% Crash All Point to the Same Hidden Story
Quick question before we get to any numbers.
How did you sleep last night?
Not a rhetorical one. Really think about it. Did you fall asleep quickly, or lie there scrolling? Did you wake up once, twice, more? Did you get up feeling rested,...
Why Is This Sector at Record Highs While Nifty Bleeds?
Let me start with a number that should bother you.
Since the 1st of August this year, the Nifty 50 has fallen roughly 7%. It slid from around 26,000 down to the 23,400 zone, and if you ask most technical desks, there’s a real chance it gri...
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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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