Everyone talks solar & wind, but not the wires that carry them. Transmission is the silent backbone of India’s energy transition — and Transrail Lighting (TLL) could be a hidden gem in this story 👇. docs.google.com/document/d/1xM… No recommendation, just a educational report!! 😄

Choppy markets~ Corporate Tax Cut (Sep’19), a historic reform! Markets barely moved at first but that sideways top marked the start of an unforgetfull massive bull run. Now in 2025, GST rate cuts again see a muted Nifty reaction. The best times to keep learning and investing!

It’s the things we never see that matter the most. Distribution is boring… until it’s not. 🧩 Entero is quietly trying to build India’s national backbone for medicines with big TAM, bold strategy and real risks. My Research notes 👇 docs.google.com/document/d/1cq…

When companies start funding their own demand, clarity fades and a circular loop starts to form. Nvidia now invests $100B in OpenAI, its biggest consumer. Capital cycle can really do wonders!! x.com/ishmohit1/stat…

When chemistry reached its limits, biology took over. A report on Concord Biotech, a company that doesn’t chase growth but cultivates it — microbe by microbe. 🧬 Full report ↓ 🧬 docs.google.com/document/d/19p…

With Q2 FY26 ending, I am sharing my list of tracked companies (₹1,000+ Cr mcap) with growth across Revenue, EBITDA, Margins & PAT. Green highlights set of blockbuster/strong results; others showed decent/stable. May have missed a few, still learning!! docs.google.com/spreadsheets/d…

Dairy is not a linear margins business🥛 It’s driven by procurement depth, product mix, cycles and Balance🔄 Put together a detailed research note on Heritage Foods 📊 Link below 👇 docs.google.com/document/d/17C…

The Indian CV Market: A comparative analysis of Business Updates DEC 2025