Archive

Everything we have published, on the record.

Dated when written, never edited after the fact. This is the full record — judge the calls by opening them.

15 Jun 2026SeriesThe El Niño Files 04 — The Rate Cut Held HostageFree15 Jun 2026SeriesThe El Niño Files 05 — Inflation Arrives by ShipFree12 Jun 2026SeriesThe El Niño Files 03 — The India PlaybookFree10 Jun 2026SeriesThe El Niño Files 01 — What on Earth is El Niño?Free10 Jun 2026SeriesThe El Niño Files 02 — Where We Actually StandFree08 Jun 2026ResultsSteel Strips Wheels — Q4 FY26: The Mix Shift Is the SignalSSWL·Buy● openGated05 Jun 2026ResultsTitagarh Rail — Q4 FY26: The Passenger Pivot ConvertsTITAGARH·Buy● openGated29 May 2026ResultsYatharth Hospital — Q4 FY26: Built the Network, Now Fill ItYATHARTH·Buy● openGated27 May 2026ResultsSAMHI Hotels — Q4 FY26: The Deleverage the Market Hasn't PricedSAMHI·Buy● openGated26 May 2026ResultsShyam Metalics — Q4 FY26: Record Quarter, Platform in the MakingSHYAMMETL·Buy● openGated25 May 2026ResultsApollo Hospitals — Q4 FY26: Three Businesses, One DiscountAPOLLOHOSP·Buy● openGated21 May 2026ResultsOswal Pumps — Q4 FY26: The KUSUM 2 Call OptionOSWALPUMPS·Buy● openGated18 May 2026SeriesThe Architects — Edition 05Gated15 May 2026SeriesThe Policy Wall — Edition 04Gated12 May 2026SeriesThe Cell Transition — Edition 03Gated08 May 2026SeriesThe Integration Trade — Edition 02Gated07 May 2026ResultsPolycab India — Q4 FY26: Right Story, Right PricePOLYCAB·Hold● openGated06 May 2026SeriesThe Solar Decade — Edition 01Free11 Nov 2025ResultsShyam Metalics — Q2 FY26: cost discipline holds the floorSHYAMMETL·BuyFree04 Nov 2025ResultsPolycab — Q2 FY26: the W&C super-cycle thesis is intactPOLYCAB·BuyFree08 Oct 2025Deep-diveShyam Metalics — initiating coverage with 28% upsideSHYAMMETL·BuyGated14 Sept 2025Deep-diveTitagarh Rail — riding India's metro waveTITAGARH·BuyFree10 Aug 2025MacroThe festive rally is set to startFree08 Aug 2025ResultsSteel Strips Wheels — Q1 FY26: margin story on scheduleSSWL·BuyFree07 Aug 2025ResultsYatharth Hospitals — Q1 FY26: growth intact, noise near-termYATHARTH·AccumulateGated01 Aug 2025ResultsABDL — Q1 FY26: premiumisation continuesABDL·Buy● openFree22 Jul 2025ResultsPolycab — Q1 FY26: distribution depth doing the workPOLYCAB·BuyFree28 Jun 2025Deep-diveSteel Strips Wheels — 44% upside on auto-ancillary triggersSSWL·BuyGated01 Jun 2025ResultsYatharth Hospitals — positioned for the long gameYATHARTH·AccumulateFree20 May 2025Deep-diveABDL — an alco-bev distribution giant playing the long gameABDL·BuyGated20 May 2025MacroNarrowing India–US bond spreadsFree18 May 2025Deep-divePolycab — a structural play on India's infrastructure boomPOLYCAB·BuyGated