Investing in India

The Thing about IPOs

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

Nov 1 • 

Siddharth Bothra

13

2

October 2025

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

September 2025

Can you go back in time?

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

Sep 28 • 

Siddharth Bothra

4

Q1FY26: Olectra Greentech

a case of broken promises and missed management guidance

Sep 6 • 

Siddharth Bothra

7

2

August 2025

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

July 2025

#Investing Basics : Barriers to Entry

why it is important to run a company through this model

Jul 29 • 

Siddharth Bothra

7

2

June 2025

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