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Member-Only Memos

Why Kenneth Andrade is buying Kaveri Seeds
Mar 27, 2025Members

Why Kenneth Andrade is buying Kaveri Seeds

A closer look at the investment rationale behind Kenneth Andrade’s bet on Kaveri Seeds and the structural factors driving long-term value.

Free for All

Rain Industries Ltd
Dec 26, 2025

Rain Industries Ltd

When it rains, it pours !!

Why PPFAS is buying Coal India.
Feb 23, 2025

Why PPFAS is buying Coal India.

Coal based power isn’t going anywhere.