Research & Insights
Research & Insights
Stock deep dives, sector analysis, and weekly market notes — published free on Substack.
Weekly Note
Leaders, Laggards & What’s Next
A weekly market note tracking where strength is forming, where damage is healing, and where the next wave of leaders may emerge. Free every week.
- Market breadth and sector rotation
- Leaders, Laggards & Emerging Leaders buckets
- 2–3 stocks worth watching from the framework
Free. No subscription required to read.
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Archive
From the Research Archive
Investing Framework16 May 2026
Part 1 of 2: The Multibagger DNA
What 246 Stocks That Gave 5x in 2 Years Actually Had in Common
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Investing Framework02 May 2026
Episode #6: TAC Infosec | Explosive Growth, Uncomfortable Questions | Red Flag in Green Result Series
Revenue up 3x in two years. PAT crossing ₹30 Cr on an annualised basis. India's cybersecurity story is at its most compelling. But is it all as
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Investing Framework19 Apr 2026
I Wanted to Convince Myself First
So I tested my investing process in one of the most uncertain market phases and it changed how I make decisions
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Investing Framework06 Apr 2026
Leaders, Laggards & What’s Next | # 7
The Week Market Exhaled But Hasn't Cleared Its Throat
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Investing Framework29 Mar 2026
Cheap Is Not Enough. Here Are the 3 Filters That Actually Matter.
BEL was cheap in 2017. Indian Bank was cheap in 2018. Lupin was cheap in 2019. None of them rewarded the dip buyers. Here's what the patient investors…
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Investing Framework22 Mar 2026
Leaders, Laggards & What’s Next | # 6
Is the worst of the damage behind us?
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Investing Framework15 Mar 2026
Leaders, Laggards & What’s Next | # 5
When Leadership Disappears, Preparation Begins
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Market Conditions08 Mar 2026
Leaders, Laggards & What's Next | #4
The Week Oil Re-entered the Equation
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Stock Deep Dives06 Mar 2026
Is AI About to Break the Travel Industry’s Business Model?
What TBO Tek's presentation tells us about the real shape of AI disruption in travel
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