Work
Research that goes to the source.
Selected projects — primary research, original datasets, and analysis built from filings, not headlines.
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
Triveni Turbine — A Deep Dive
Months of primary research on one listed company, synthesised into a 172-page dossier: 1,200+ primary sources read, 30 verified defects found in the public record, and fourteen lead findings set out with their evidence chains and their limits.
- Management report card scored against what was actually delivered
- A working financial model, not a screenshot of one
- Ten pages of it given away free, so the work can be checked before it is bought
The Master Investment Checklist
594 questions across 13 parts, in the order they actually have to be asked — the working discipline of Munger, Buffett and Li Lu, drawn from their own words, with a genuine India layer added on top.
- A sequential kill switch, not a scorecard — one bad answer ends the analysis
- An 18-sheet tracker for working through it company by company
- Optional AI skill that collects the source material for you
