vaibhav tambade
PM at Smallcase. IIT Madras. Deep dives on Indian sectors & microcaps. If I can help you out in any way, I will. Honest Buffett-style research, high insight density. Here to learn, teach and add genuine value. I'm the next multi-bagger.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 19 | Founded | 9 months ago | Last Issue | 11 days ago |
| Active | |||||
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vaibhavtambade.substack.comLatest Issues
I Mapped India's Entire Ethanol Blending Value Chain. Here's What I Found.
Everyone Is Watching EVs. The Real Transition Play Is Hiding in Plain Sight.
India went from 1.5% ethanol blending to 20% in a single decade. No other country has moved this fast at this scale.
And most investors haven’t noticed.
Ethanol...
How 46 Stocks Delivered 40% Annual Returns (And the 5 Patterns They All Shared)
“The first step in an investment program is to see how money has been most successfully made in the past.” - Phil Fisher
Between 2008 and 2025, India added its first trillion dollars to GDP. During that stretch, 35 companies turned Rs 1...
The Jhunjhunwala family did not just buy this stock. They built it! Brokerage reports won't tell you this.
What if I told you there’s a company with these characteristics:
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Revenue growing at 24% year on year
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EBITDA margins at 35% and still expanding
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Return on equity at 30-33%, consistently
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Net debt falling from ₹850 crores to...
The Long-Term Structural Multibagger Hidden Inside India's Mutual Fund Industry
Every rupee you invest in a mutual fund passes through a business you’ve never heard of. It processes your SIP. It maintains your folio. It reconciles your payment. It generates your statement. It does all of this for 68% of India’s entire...
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PM at Smallcase. IIT Madras. Deep dives on Indian sectors & microcaps. If I can help you out in any way, I will. Honest Buffett-style research, high insight density. Here to learn, teach and add genuine value. I'm the next multi-bagger.
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