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Investing in India

Siddharth Bothra

Podcasts and insights on understanding the Indian business landscape.

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Substack
PricingOnly free issuesPublishesWeekly
Issues107SubscribersRead blog.sid.business

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

How [i think] Karma works

One of the books that has been instrumental in changing my perspective towards life is called ‘Conversation with God’. The book has 4 parts, each one unique in it’s own way and what this book offers you — is to open your mind about various ...

3 months ago
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MCap < 1,000 CRORE : SKM Egg Products

In the previous article, we explored a microcap company operating a commodity business in the calcined petroleum coke (CPC) space — essential for the manufacture of aluminium — which could benefit from the infrastructural development in Ind...

3 months ago
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MCap < 1,000 CRORE : Goa Carbon

One of the ways to identify value opportunities is to screen stocks that are trading at a P/E of < 10 + 5Y ROE of > 20% + market capitalization of < 1,000 CRORE.

4 months ago
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#Quarterly Updates: Olectra Greentech Q4FY24

There is no debate, that electric vehicles are the future of mobility. Its a high growth industry, with volumes increasing exponentially YoY.

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Authors

The writers behind this newsletter.

  • Siddharth Bothra

    Knowledge, is Power ~ Lord Baelish | https://sid.business

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