My Journey
Anthem Biosciences: India's Largest Fermentation CRDMO at the Heart of Drug Discovery
A deep dive into Anthem Biosciences: India's largest fermentation CRDMO, a Q3 FY26 destocking hit, a ₹1,274 crore block deal, and my honest take.
Sky Gold and Diamonds: From Zaveri Bazar to ₹6,300 Crore
A deep dive into Sky Gold's journey: three acquisitions, the strategic pivot from profitable to cash flow positive, and whether it belongs in a portfolio. My honest take as someone still figuring this out.
Why I'm Doing This
A software engineer making time for something he's been meaning to do for years. One year, some play money, and learning in public.