Blog
Fresh Takes on Money & Markets.
Short, direct posts about market behavior, investing psychology, and frameworks I personally follow.
3 Interesting Hospital Plays
A deep-dive on three hospital plays — Rainbow Children's Medicare, HCG, and KIMS — across paediatrics, oncology and pan-India multispecialty.
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Top 3 Capex — 2025
Three companies investing aggressively today whose operating leverage could meaningfully play out over FY26 and beyond.
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Windlas Biotech Ltd — The Pharma Beneficiary
A focused look at one of India's leading CDMO operators in the generic pharma space, and why it sits at the intersection of multiple structural tailwinds.
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