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Newsletters

  • Subsequent Letters to Partners are not posted online
  • Semi-Annual FY 2023-24 Investor 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)

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)

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

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