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The Knight's Edge

Shivam, Ozeco

The Knight's Edge is a Substack about sharing the investment principles that guide my thinking, detailed company breakdowns, and valuation frameworks.

Platform
Substack
PricingOnly free issuesPublishesMonthly
Issues4SubscribersRead theknightsedge.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

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Authors

The writers behind this newsletter.

  • Shivam

    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.

  • Ozeco

    Crack The Market helps you own equities you understand through institutional level research. Learn about trends, technologies and companies that will underpin the growth and value creation of the next decades.

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