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Naveen K R, Author at smallcase

Senior Director, Windmill Capital | The content in this article is purely the author’s personal opinion and is for informational and educational purposes only. It should not be construed as professional financial advice and nor to be construed as an offer to buy /sell or the solicitation of an offer to buy / sell any security or financial products. The views and opinions stated in the content belong to the author. Windmill Capital Private Limited does not uphold nor promote any of the views / opinions. | Windmill Capital Private Limited is a SEBI registered research analyst (Regn. No. INH200007645)

Windmill Capital Investor Letter – October 2026 Edition

Key updates on Indian markets for October 2026: RBI rate hikes, Jio Platforms' record IPO and defence sector valuation trends. Read the whole story in Windmill Capital's Tailwind.

Quality Factor Barely Moved in 20 Months. So Why Is This Quality Portfolio Up 19.8% a Year?

How did Quality Bluechips Quant deliver 19.8% annual returns when quality stocks struggled? Here's how gold allocation shaped its performance.

Anthropic Is Going Public. Here’s What’s Behind the $2 Trillion Price Tag

Anthropic's potential $2 trillion IPO explained. Explore the revenue growth, supplier commitments, valuation and key risks for investors.

How Horizon Portfolios Simplifies Goal-Based Investing

Trying to hit a money goal without a plan is chaos. Horizon Portfolios fix that with timelines and glide paths. Read the full guide.

Windmill Capital Investor Letter – September 2026 Edition

Global pressures pulled the Nifty down 6.4% in September 2026 despite 7.8% GDP growth. Inside: US yields, pharma's run, NSE's listing, and infra orders. Read the whole story in Windmill Capital's Tailwind.

Policybazaar and the Commission Question: What Just Happened, and Why It’s Too Early to Panic

IRDAI’s proposed insurance commission rules could reshape Policybazaar’s revenue model. Here’s what the new rules mean for PB Fintech and insurance distribution.

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Naveen K R, Author at smallcase

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