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The 2 Minute Wrap
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About
The Thing about IPOs
I generally don’t like writing about stuff that everyone’s writing about.
Nov 1
•
Siddharth Bothra
13
2
EMS Deep Dive : Avalon Technologies
Everywhere you look, you see electronics.
Oct 23
•
Siddharth Bothra
9
Q2FY26: Arkade Developers
trading at a P/E of 20 times, makes it a compelling investment opportunity.
Oct 20
•
Siddharth Bothra
9
MosChip Technologies : recent updates
Before we talk about MosChip and it’s recent business updates, I wanted to run through a quick overview of the players in the semiconductor space, which…
Oct 13
•
Siddharth Bothra
4
Can you go back in time?
why I think time doesn't exist (in the mind)
Sep 28
•
Siddharth Bothra
4
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#Investing Basics: How to gather information on Indian stocks?
Nov 16, 2024
•
Siddharth Bothra
62
4
MCap < 6000 CRORE: Skipper Limited
Aug 31
•
Siddharth Bothra
21
MCap < 1,000 CRORE : Kronox Lab Sciences
Sep 22, 2024
•
Siddharth Bothra
27
2
MCap < 3,000 CRORE : Vintage Coffee ☕
Feb 16
•
Siddharth Bothra
21
10
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Top
Discussions
Q1FY26: Olectra Greentech
a case of broken promises and missed management guidance
Sep 6
•
Siddharth Bothra
7
2
MCap < 6000 CRORE: Skipper Limited
playing on India's growing energy demand
Aug 31
•
Siddharth Bothra
21
Q1FY26: SKM Egg Products
quick update on the company & future outlook
Aug 17
•
Siddharth Bothra
7
Q1FY26: Monarch Networth
quick update on the business
Aug 7
•
Siddharth Bothra
5
#Investing Basics : Barriers to Entry
why it is important to run a company through this model
Jul 29
•
Siddharth Bothra
7
2
Q4FY25: Arkade Developers
recent results add to a promising future
Jun 24
•
Siddharth Bothra
11
4
Apollo Micro Systems
transitioning into a Tier-1 defense manufacturer
Jun 8
•
Siddharth Bothra
10
9
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