Ameya Deosthali
Publishes 1 feed
Ameya Deosthali
Differentiated Insights
12 posts · theirs
Lately
Business model or Cycle? , Holding period and Re-investment depth
Pennar Industries , Parag milk , and the J curve issue
What is your edge? AI in Investing and Illusion of certainty , why nothing changes
Gufic Biosciences Q1 , Caliber Mining and Laser Power
Windlas Bio Q1, Rategain and Delhivery
Aarti PharmaLabs Q1FY27 , Entero Healthcare , Deepak Nitrite
Interarch Q1FY27 , Biocon and Parag Milk
Unimech Aerospace , Styrenix and Logistics Industry structure
BlueJet Healthcare Q1 , Ramkrishna Forgings and JM financial call
Process is the winner, stocks are just the tools
Intellect Design Q1FY27 , Indegene and Apollo Pipes
Blackbuck , SH Kelkar and Bansal Wires , some thoughts
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