Archive - Open Source Investor's Newsletter

National Stock Exchange of India: the house always wins

The host of India’s IPO boom is still waiting for its own invitation

May 25 •

Open Source Investor

March 2025

Amara Raja [NSE:ARE&M] - fully charged for the future

When a rationally optimistic management team is presented with boundless growth opportunities

Mar 28 •

Open Source Investor

January 2025

2024 reflections and portfolio review

Reading more and doing less

Jan 11 •

Open Source Investor

December 2024

CreditAccess Grameen [NSE:CREDITACC] - low-cost, customer-centric microlending at scale

The Indian microfinance powerhouse with macro growth opportunities

Dec 15, 2024 •

Open Source Investor

July 2024

EID Parry [NSE:EIDPARRY] - an agriculture titan disguised as a sugar business

The Murugappa group company seems well positioned to capitalize on India's growth story

Jul 21, 2024

June 2024

Fairfax India Holdings - looking for the shareholders' yachts

Are the exorbitant "2 & 20" management fees worth paying to own some of India's best assets?

Jun 25, 2024

May 2024

The ROI of Indian Homeownership

Does residential real estate have a place within an intelligent investor's portfolio?

May 1, 2024 •

Open Source Investor

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!

Apr 14, 2024 •

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

Oct 24, 2023

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…

Jul 13, 2023 •

Open Source Investor

December 2022

Investing, as a positive-sum game: why I'm writing this newsletter

Dec 17, 2022 •

Open Source Investor

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