Rohit's Substack
Rohit TomarMy personal Substack
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 37 | Founded | 7 months ago | Last Issue | 8 days ago |
| Active | |||||
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rtomar.substack.comLatest Issues
The Small Cap Specialty Chemical Company That Made a Genius Bet — and the Turnaround Is Now Underway
Imagine you run a business that’s working.
It’s profitable. It’s growing. Sales are climbing, the factories are humming, investors are content. You could coast. Keep the machine running, bank the profits, let the stock drift comfortably up...
The Hidden Small Cap FMCG Leader Behind India's QSR Boom — Deeply Moated, Down 60%, and Quietly Bought by an Ace Investor
Let me start somewhere strange.
Right now, somewhere in India, a McDonald’s is assembling a burger. The patty gets the attention. The sauce gets the ad campaign. But the bun — the soft, sesame-topped shell holding the whole thing together...
This Small Cap Is Quietly Powering Data Centers, Nuclear & Semiconductors — And the Market Still Thinks It Just Makes Pipes
Let me put three things in front of you that the market is currently treating as unrelated and show you why they’re actually the same story.
Thing one: somewhere in India, a data centre operator running AI servers that generate so much hea...
The Hidden Small-Cap Diamond Business Behind India's Semiconductor, Defence & EV Boom
Somewhere in a factory right now, a diamond is spinning.
Not the kind in a ring. This one turns thousands of times a minute, pressed hard against a block of hardened steel that’s about to become part of a jet engine. The steel is so tough...
How a Pune-Born Small Cap with an Unbreakable Moat Made a ₹2,000 Crore Bet to Rule the Global Pigment Market — While the Markets Wrote It Off
Picture a Marwari seth in 1952 Pune.
Not a flashy man. Not someone chasing headlines. The kind of man who wakes up before the city does, checks the books twice, and believes — with quiet, unshakeable certainty — that if you build something...
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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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