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Research & Insights

We publish occasional research notes and perspectives on Indian businesses,

valuation discipline, and long-term  investing.

These are not market calls or recommendation, but reflection
of our reflection of our thinking process.

Sample

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Perpetual Capital

Coming soon

Research & Perspectives 

We occasionally share written perspective on Indian businesses, validation discipline, and long-term investing. These are research notes-not market calls-and are intended for investors who value patience and independent thinking.

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