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Home
Signal Vs Noise
Fragility Series
Case Study
Company Analysis
Abstract Ideas
Archive
About
The ₹4.4 Lakh Crore Exit: Why the Indian Market Barely Blinked
The Noise
May 24
Newgen Software: A Zero-Debt Compounder Trapped in a Cash Squeeze?
The Noise
May 17
The Quiet Giant in India’s Heartland: Why Swaraj Engines is a Cash-Generating Machine
When we discuss the stock market, we often tend to focus on exciting stock market stories like flashy tech startups or massive global conglomerates.
May 10
The 1-paisa trick: Why compounding takes way longer than you think
Compounding 101
May 3

April 2026

Atoms vs. Bytes: Which Indian Tech Stocks Survive AI?
The Noise
Apr 26
The Mirage of Momentum: What 4 Years of Data Tells Us About Cash vs. Hype
The Noise
Apr 19
Built a little prompt to help you read the news (and cut through the hype)
This week, I want to share something I’ve been working on: a custom prompt designed to help you instantly spot the real story hidden inside any news…
Apr 12
Decoding a 68% Discount: Looking Past the Noise at Kirloskar Industries
The Noise
Apr 5

March 2026

Aarti Industries: Surviving the Winter vs. the 2021 Hype
The Noise
Mar 29
The Price of Past Sins vs. Future Cash Flows: Analyzing Quess Corp
The Noise
Mar 22
Unpacking Ather Energy: Beyond the Hype, Hardware, and Dalal Street Math
The Noise
Mar 15
The Illusion of the Storm: Making Sense of Dhanuka Agritech’s 50% Drop
The Noise:
Mar 8
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