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)