The Knight's Edge
ShivamThe Knight's Edge is a Substack about sharing the investment principles that guide my thinking, detailed company breakdowns, and valuation frameworks.
| Platform |  | Pricing | Only free issues | Publishes | Monthly |
|---|---|---|---|---|---|
| Issues | 4 | Founded | a year ago | Last Issue | 9 months ago |
| Active | |||||
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theknightsedge.substack.comLatest Issues
FICO: The Score Behind the Score
Table of Contents
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Business Description
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Investment Case
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Value Chain
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Growth Drivers
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Risks & Threats
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Financial Robustness & Capital Allocation
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Outlook & Guidance
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Governance & Management Quality
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V...
The Digital Brokerage Powerhouse: Interactive Brokers On the Rise
Business Overview
Interactive Brokers (IBKR) is a capital-light, technology-driven global brokerage firm serving individual investors, registered investment advisors (RIAs), hedge funds, and institutions across more than 200 countries....
Copart: Under the Hood
Business Overview
Copart is a global leader specializing in online vehicle auction and remarketing services. They resell used, wholesale, and salvage title vehicles on their platform.
Their business revolves around their online auction...
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Authors
The writers behind this newsletter.
I’m Shivam Kashan, an investment analyst focused on undervalued, high-quality companies. On The Knight’s Edge, I share research-driven insights, valuation breakdowns, and timeless principles—grounded in discipline, faith, and purpose.
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