Open Source Investor's Newsletter

Home
Archive
About
The ROI of Indian Homeownership
Does residential real estate have a place within an intelligent investor's portfolio?
 • 
Open Source Investor
1

April 2024

Nalanda Capital’s “Permanent Portfolio” of India’s best-run companies
The new book by Pulak Prasad, Nalanda Capital’s Founder, is a captivating read for both investors and evolutionary biologists!
 • 
Open Source Investor

October 2023

Powergrid - the backbone of India's energy value chain
The government owned entity with a mission critical mandate seems to be a compelling long term investment

July 2023

Indus Towers - A bet on the future of India's wireless data infrastructure
India's largest mobile tower operator has faced recent headwinds, causing the stock price to tumble. However, I think its long term prospects are still…
 • 
Open Source Investor
3

December 2022

Investing, as a positive-sum game: why I'm writing this newsletter
Hello! I'm Sharad I decided to start this newsletter to share my share what I've learnt about companies and investing in general and get feedback which…
 • 
Open Source Investor
© 2024 Open Source Investor
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great culture