Investment philosophy
Finding Great Businesses Early - Best Ideas 2021
Our favourite books - updated
Our thoughts on right sizing positions
Opportunity costs vs lost
Our principles of allocating capital
Thoughts on stock-picking
Staying occupied
Misallocation of capital
What numbers don't say
Featured content
Finding Great Businesses Early - MOI Global, Zurich (January 2021)
Soumil in MOI Global Best Ideas Magazine 2021 (January 2021)
Soumil at Asian Investing Summit 2019 (April 11-13, 2019)
Soumil on Top Portfolio Managers - Bloomberg Quint (January 2019)
Buying irreplicable assets with irreplaceable capital (October 2018)
A big macro call on India? (March 2018)
Soumil at Asian Investing Summit 2018 (April 5-6, 2018)
Soumil at Asian Investing Summit 2017 (April 4-5, 2017)
Indian financial compounders at Latticework (March 2017)
Notes from the road
Semi-Annual FY 2023-24 Redacted Letter (October 2023)
Annual Year-End FY 2022-23 Investor Letter (May 2023)
Semi-Annual FY 2022-23 Investor Letter (October 2022)
Annual Year-End FY 2021-22 Investor Letter (April 2022)
Semi-Annual FY 2021-22 Investor Letter (October 2021)
Annual Year-End FY 2020-21 Investor Letter (April 2021)
Semi-Annual FY 2020-21 Investor Letter (October 2020)
1Q FY 2020-21 Investor Letter (July 2020)
4Q FY 2019-20 Investor Letter (April 2020)
3Q FY 2019-20 Investor Letter (January 2020)
2Q FY 2019-20 Investor Letter (October 2019)
1Q FY 2019-20 Investor Letter (July 2019)
4Q FY 2018-19 Investor Letter (April 2019)
3Q FY 2018-19 Investor Letter (January 2019)
2Q FY 2018-19 Investor Letter (October 2018)
1Q FY 2018-19 Investor Letter (July 2018)
A new phase: Transitioning to a portfolio manager (March 2018)
Commentaries
Getting out of the ivory tower
Education now supersedes entitlement
Varanasi & Haridwar - the heart of India
Guwahati & Shillong - our oft-neglected Northeast
Bhubaneshwar & Puri - the source of optimism
Lucknow & Raebareli, Uttar Pradesh
Patna - one foot in the future, one in the past
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