| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 47 | Founded | 7 months ago | Last Issue | 6 days ago |
| Active | |||||
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shubham121284.substack.comLatest Issues
ACS Technologies: The Defence Stock Nobody Is Talking About?
There is a particular kind of stock that is irresistible to investors during a defence and technology bull market.
The company is small.
The addressable market sounds enormous.
The customers include defence organisations, PSUs and govern...
Physical Humanoids: The Next Great Investment Theme
Why the investors who understand Physical AI early could capture the next decade of wealth creation
There is a familiar pattern in markets.
The ₹400 Crore Question: A Tiny Indian Electronics Company Is Betting Everything on Scale
There is a particular kind of company that is easy to ignore.
It isn’t a household name.
It doesn’t dominate business newspapers.
Its products may be sitting in front of millions of Indians every day without anyone knowing who actually m...
The Courage to Own Less: You Don’t Need 30 Great Stocks
The Buffett-Munger philosophy that changed how I think about concentration, moats and long-term wealth creation.
I recently went back and listened to an old Buffett–Munger discussion from the 1996 Berkshire Hathaway annual meeting.
India’s Transformer Gold Rush
There is a piece of equipment that almost nobody notices when it is working, but the entire electricity system starts struggling when it is not.
The transformer.
Every time India builds a solar park in Rajasthan, a factory in Gujarat, a d...
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Independent research on Indian businesses. Simplifying complex business models, identifying long-term growth drivers, and highlighting risks—helping investors think like business owners.
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