Investing in India
Siddharth BothraPodcasts and insights on understanding the Indian business landscape.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 133 | Subscribers | Read | blog.sid.business |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Q1FY26: SKM Egg Products
One year back, I had written a detailed article on SKM Egg Products - a company which makes egg powders + egg liquids. The stock had corrected by >30%, which made me take a deeper look into the business.
Q1FY26: Monarch Networth
A couple of months back, I had written a piece on Monarch Networth — doing a deep dive into the b-model, revenue sources, future growth drivers and why I think the broking industry is poised for stellar growth in the coming decades.
#Investing Basics : Barriers to Entry
One of the things that I like to look at when I am evaluating a company, is the ease with which competitors can enter a particular line of business - also known as ‘barriers to entry’.
Q4FY25: Arkade Developers
I’ve been following Arkade Developers for quite some time and full disclosure, I have taken a small position in the company. After going through the recent results, I further increased my position in the stock. I believe, it has the potenti...
Authors
The writers behind this newsletter.
Knowledge, is Power ~ Lord Baelish | https://sid.business
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