An investing notebook, since 2011
Patient investing, written down.
Company analysis, valuation frameworks, momentum systems and the tools behind them, from India to the US and Australia. 333 essays across 15 years, every one free to read.
Latest writing
All writing- Company analysis Sep 2026 Tesla Sept 2026
- Company analysis ASX PXA Sept 2026
- Company analysis Shilpa Medicare Sept 2026
- Company analysis India : State of Banking Sept 2026
- Company analysis Aeroflex Industries Ltd Sept 2026
- Personal finance 2026 All Weather ETF Portfolio Aug 2026
- Momentum & systems BTC System Aug 2026
- Notebook Our Coverage Aug 2026
Company files
All companiesEvery company gets one page that collects its analysis and annual reviews over the years.
Suven Life Sciences
Latest: Novel Drug Discovery Company from India
8 posts · 2014 to 2025
Ajanta Pharma
Latest: Ajanta Pharma - Pivoting its fortunes
3 posts · 2015 to 2020
Ashiana Housing
Latest: Idea update & Ashiana AR Markings
3 posts · 2016 to 2020
Cera Sanitaryware
Latest: CERA Sanityware - All's well?
3 posts · 2014 to 2020
Courses and indicators
See everythingCourse · Taught in Hindi
Mutual Fund Investing in India 101
A detailed roadmap for individual investors who want to master mutual funds in India.
A$499
System
Gold Wealth Maximiser
A rules-based way to own gold, one of history’s most enduring assets.
A$49
Indicator · TradingView · weekly chart
Internet Companies Indicator
A clear momentum signal on the weekly chart, overlaid right on price.
A$29