Investing in India

Is Raymond Realty a value opportunity?

why are valuations compressed?

Mar 20 • Siddharth Bothra

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What is the reason behind the rise of MTAR Technologies?

why has the stock delivered 3X returns in the last one year?

Mar 1 • Siddharth Bothra

11

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February 2026

Why is the market discounting Arkade Developers?

and why I believe it could be a multi-bagger from current levels.

Feb 15 • Siddharth Bothra

4

2

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Business Update : Apollo Micro Systems

can it become a defence behemoth?

Feb 8 • Siddharth Bothra

6

3

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Business Update : Permanent Magnets

can it seize the opportunity to make rare earth magnets in India?

Feb 1 • Siddharth Bothra

12

3

January 2026

Rule #1 : Never lose money

how to lower the probability of losing money in the markets

Jan 4 • Siddharth Bothra

10

2

Q2FY26: Skipper Limited

in the pursuit of becoming the largest transmission tower maker in the world

Jan 1 • Siddharth Bothra

6

2

November 2025

The Thing about IPOs

I generally don’t like writing about stuff that everyone’s writing about.

Nov 1, 2025 • Siddharth Bothra

16

2

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October 2025

EMS Deep Dive : Avalon Technologies

Everywhere you look, you see electronics.

Oct 23, 2025 • Siddharth Bothra

10

3

Q2FY26: Arkade Developers

trading at a P/E of 20 times, makes it a compelling investment opportunity.

Oct 20, 2025 • Siddharth Bothra

9

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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, 2025 • Siddharth Bothra

5

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September 2025

Can you go back in time?

why I think time doesn't exist (in the mind)

Sep 28, 2025 • Siddharth Bothra

4