Antifragile Thinking
Sajal KapoorSajal Kapoor's Substack Author of 'Framing Business Uncertainty' Twitter @unseenvalue
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 552 | Founded | 2 years ago | Last Issue | 10 days ago |
| Active | |||||
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antifragilethinking.substack.comLatest Issues
The Hurdle Rises With the Price
From Mudistan to Extremistan, one quarter at a time
There are potentially over 300 micro-, small- and mid-sized companies that fit this pattern. I have covered 13 here, with technical set-up as an added ingredient to complete the framework...
Four Companies. One System.
What I Saw at CPHI
Disclaimer: The four companies are used purely for illustration. This is not an investment recommendation or personal financial advice.
Syngene: Unseen Value Emerging?
Disclosure: I own shares in Syngene and have added to my holding since CPHI Milan in October 2026.
Disclosure: I own shares in Syngene and have added to my holding since CPHI Milan in October 2026. This note is not investment advice.
CPHI Field Notes: The Hurricane and the Tornado
Supriya Life: Separating Market Panic from Business Risk
Supriya Life: July 06, 2026 post is here
Market Dopamine: When Random Opinion Becomes Evidence
Random opinion often becomes evidence.
Random opinion often becomes evidence. Not because it is right, but because it turns up at exactly the right moment.
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Authors
The writers behind this newsletter.
Author: The Investor's Mind, Framing Business Uncertainty. Exploring how judgement breaks and building frameworks to improve it across markets and life. No investment advice. DMs ONLY for login issues. No stock-specific questions. Ask publicly.
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