Work
Research that goes to the source.
Selected projects — primary research, original datasets, and analysis built from filings, not headlines.
2025 — 2026 · Independent research
The Indian Power Sector — A Value Investor's Field Guide
A 419-page, 22-chapter field guide to investing in India's energy transition. Built from primary sources — 194 companies analysed and 162 filings read — covering the economics of coal, thermal, solar, wind, hydro, transmission, distribution and power markets.
- Original sector dataset covering 194 listed and unlisted companies
- Physics-to-finance approach: how the grid actually works, then how to value it
- Published as a book + serialised on Substack
More projects are in the pipeline — financial models, sector deep-dives
and investor tools. Meanwhile, the ongoing work lives on
Substack.