vaibhav tambade
PM @ Smallcase. IIT Madras. On a mission to make equity research on potential multi-bagger stocks accessible to the average retail investor. Subscribe to find long-term micro-cap compounders. https://www.linkedin.com/in/vaibhav-tambade-271a40101/
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 29 | Founded | a year ago | Last Issue | 6 days ago |
| Active | |||||
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vaibhavtambade.substack.comLatest Issues
I Studied 5 Investing Legends. They All Did One Thing.
Study the Greats
I read one or two biographies a week. Across the loads of biographies, I noticed one pattern: the greats of any field studied the greats before them, and copied (and improved on) what worked.
So I did the same with inv...
How to Value a Real Estate Developer (Case Study: AGI Infra)
Why developers are worth a look:
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Accounts look messy
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Profits look lumpy
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Balance sheets look scary
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So most people avoid them
That avoidance is where the opportunity sits.
What the video covers:
I use AGI Inf...
India's Credit Card Boom & 2 Stocks that benefit
A sector deep-dive on the duopoly printing India's cards, their moat, and why the market's mispricing them
Hello there, It’s been a while.
How to Value a Real Estate Developer: A Case Study on AGI Infra Ltd
Most investors avoid real estate developers with a 6 ft pole. The simple reason is that the accounts look confusing, the profits look lumpy, and the balance sheet looks scary.
So, those who want to play the real-estate cycle, do it though...
The Washer Company Betting on Circuit Boards Ratnaveer Precision Engineering Ltd
Disclaimer: This article is for educational and informational purposes only. I am not a SEBI registered investment advisor. I might hold positions in the securities discussed here. Nothing here is a buy, sell, or hold recommendation, and...
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Authors
The writers behind this newsletter.
PM @ Smallcase. IIT Madras. On a mission to make equity research on potential multi-bagger stocks accessible to the average retail investor. Subscribe to find long-term micro-cap compounders. https://www.linkedin.com/in/vaibhav-tambade-271a40101/
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