Company files
Companies
66 businesses studied over the years. Each page collects the first analysis, the annual reviews and the follow-ups, so you can see how the thinking held up.
India
- Aarti Drugs Pharmaceuticals · NSE: AARTIDRUGS 1 post · 2020
- Aarti Pharmalabs Pharmaceuticals · NSE: AARTIPHARM 1 post · 2026
- Aeroflex Industries Industrial products · NSE: AEROFLEX 1 post · 2026
- Ajanta Pharma Pharmaceuticals · NSE: AJANTPHARM 3 posts · 2015 to 2020
- Akums Drugs Pharmaceuticals · NSE: AKUMS 1 post · 2026
- Anthem Biosciences Pharmaceuticals · NSE: ANTHEM 1 post · 2025
- Ashiana Housing Real estate · NSE: ASHIANA 3 posts · 2016 to 2020
- Avenue Supermarts (DMart) Retail · NSE: DMART 1 post · 2019
- Bajaj Finserv Financial services · NSE: BAJAJFINSV 1 post · 2020
- Balaji Amines Chemicals · NSE: BALAMINES 1 post · 2020
- BSE Capital markets · NSE: BSE 1 post · 2019
- Can Fin Homes Housing finance · NSE: CANFINHOME 2 posts · 2017
- Cera Sanitaryware Building materials · NSE: CERA 3 posts · 2014 to 2020
- Concord Enviro Systems Water treatment 1 post · 2024
- Dynacons Systems & Solutions IT services · NSE: DSSL 1 post · 2026
- E2E Networks Cloud computing · NSE: E2E 1 post · 2024
- Eros International Media and entertainment 1 post · 2015
- Genus Power Infrastructures Electrical equipment · NSE: GENUSPOWER 1 post · 2026
- Granules India Pharmaceuticals · NSE: GRANULES 1 post · 2020
- Groww Capital markets · NSE: GROWW 1 post · 2025
- GRUH Finance Housing finance 2 posts · 2015 to 2018
- IIFL Financial services 1 post · 2018
- Infibeam Avenues Digital payments · NSE: INFIBEAM 1 post · 2017
- Inventurus Knowledge Solutions Healthcare technology · NSE: IKS 1 post · 2026
- ITC Consumer goods · NSE: ITC 2 posts · 2020 to 2026
- ITD Cementation Construction 1 post · 2024
- JM Financial Financial services · NSE: JMFINANCIL 2 posts · 2024 to 2025
- Kitex Garments Textiles · NSE: KITEX 1 post · 2016
- La Opala Consumer durables · NSE: LAOPALA 1 post · 2015
- Manugraph India Industrial machinery · NSE: MANUGRAPH 1 post · 2014
- Max India Financial services and healthcare 2 posts · 2016
- MOIL Mining · NSE: MOIL 1 post · 2016
- MTAR Technologies Precision engineering · NSE: MTARTECH 1 post · 2026
- NBCC Construction · NSE: NBCC 1 post · 2020
- Neuland Labs Pharmaceuticals · NSE: NEULANDLAB 3 posts · 2020 to 2024
- Noida Toll Bridge Infrastructure · NSE: NOIDATOLL 1 post · 2014
- Piramal Enterprises Financial services and pharmaceuticals 1 post · 2019
- Poddar Developers Real estate 1 post · 2015
- Positron Energy Energy services 1 post · 2025
- PowerGrid InvIT Power transmission (InvIT) · NSE: PGINVIT 2 posts · 2025
- RateGain Travel Technologies Travel software · NSE: RATEGAIN 1 post · 2026
- Rossell Techsys Aerospace and defence 1 post · 2026
- Sai Life Sciences Pharmaceuticals · NSE: SAILIFE 1 post · 2024
- Sansera Engineering Auto components · NSE: SANSERA 1 post · 2026
- Satin Creditcare Microfinance · NSE: SATIN 2 posts · 2016 to 2020
- Selan Exploration Oil and gas 1 post · 2014
- Shilpa Medicare Pharmaceuticals · NSE: SHILPAMED 1 post · 2026
- Suven Life Sciences Pharmaceuticals · NSE: SUVEN 8 posts · 2014 to 2025
- Symphony Consumer durables · NSE: SYMPHONY 3 posts · 2014
- TCI Logistics · NSE: TCI 1 post · 2015
- Thomas Cook India Travel services · NSE: THOMASCOOK 1 post · 2017
- Travel Food Services Airport food and lounges 1 post · 2026
- V-Mart Retail Retail · NSE: VMART 1 post · 2014
- Waaree Energies Solar manufacturing · NSE: WAAREEENER 1 post · 2024
- Windlas Biotech Pharmaceuticals · NSE: WINDLAS 2 posts · 2024 to 2025
- Yes Bank Banking · NSE: YESBANK 1 post · 2024
- Zomato (Eternal) Food delivery and quick commerce · NSE: ETERNAL 1 post · 2026