Notes & Distillations
Notes on markets, mechanics, and life. No schedules. Super Random.
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What is cooking in KCK Industries?
A yarn and rice trader is raising more than half its market cap, at a 50 percent premium to a stock nobody wants, to build an AI data centre. Umm...
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Short note on Natco Pharma
A pig kidney, a rabbit hole, and why NATCO looks cheap when it probably isn't.
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How I stopped caring about lyrics and started caring about everything else.
A lot happens to your music taste as you get older, I am not that old, btw :)
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MV Electrosystems and the narrative of Propulsion
The Train you take every day has a secret. And 2 Indian companies cracked it.
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Raw Mechanics of a Reverse Merger
While everyone else fights for IPOs, smart money is quietly turning dead shell companies into multi crore giants.
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Sedans, SUVs, and the Search for Pure Driving Bliss
If you still crave that raw highway thrill, there is one undeniable loophole left to exploit.
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Decoding India's Obsession With Whey
Nobody has time to cook 6 eggs, chicken, paneer, and a muesli bowl daily. So India found a shortcut, Whey Protein. Here’s why the market is exploding.
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From Grains of Sand to Gigafactories
Story of solar energy in India is not just an industrial policy, it is a narrative of a nation attempting to capture the sun.