Skin in the Game
Folok DuttaAn investing blog to enable serious DIY investors build profitable micro-cap portfolios.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 27 | Founded | 2 years ago | Last Issue | a month ago |
| Active | |||||
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folokdutta.substack.comLatest Issues
Sanghvi vs. Tarachand vs Crown vs Vision Infra: One Clear Winner. Here's Why.
India is running the largest sustained infrastructure capex cycle in its history. Public capital expenditure (capex) surged from just ₹2 lakh crore in FY2014-15 to a record ₹12.2 lakh crore in FY2026-27. Government capital expenditure cross...
The real money isn't in pouring concrete; but in selling the machines that Do.
Ajax Engineering
This piece is a deep dive into Ajax—its thesis, risks, and valuation—so we’ll skip the basics. If you’re looking for a primer on the business and its products, check out ’s article which does a great job — highly recomm...
A 15 Stock Micro-Cap MF, Our First Product & a Confession
Haven’t been active on Substack for a while... Have been reading, refining and operating instead.
Lately, investment content on social media has been giving me brain rot. Filled with LinkedIn-esque AI slop of trollishly poor-quality, AI h...
If the Market Corrects by 15-20%, Here's 4 Quality Smallcaps on the Shopping List
The last several months have been entertaining to say the least. Tariff-in-tariff-out, Venezuela, precious metals, Epstein, Fed’s independence, Japan’s bond yields, China (x3), trade deals, falling Mag 7 returns, rise of private AI cos (Ope...
Something's Happening in Silver on March and Here's How to Trade It
I’ll skip the introduction and get right to it.
The Thesis
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Rising spreads in Shanghai (physical) vs COMEX (paper) silver.
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High spreads prompts major participants to want delivery in COMEX.
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COMEX has limited inventory....
Key Facts
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Authors
The writers behind this newsletter.
I write a newsletter about actionable research on Small & Micro Caps, Turnarounds & Special Situations
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