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Naveen K R, Author at smallcase - Page 5 of 49

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)

Old Guard, New Playbook: How ITC Is Quietly Betting on India’s Next Consumer

Legacy FMCG giants are no longer content building brands from scratch. ITC, Marico, and HUL are snapping up digital-first startups but each is doing it very differently.

Windmill Capital Investor Letter – February 2026 Edition

From an AI-driven "SaaSpocalypse" and a $22B IPO fever to conflict in Iran and a GDP overhaul, we break down February's five defining stories. Read the full update.

The IPO Alpha Illusion: Is India’s $22 Billion Surge Worth the Drawdown?

India’s $22B IPO gold rush offers a 17.4% CAGR, but is the "alpha" real? We break down why new listings are the market’s high-stakes roller coaster.

AI Panic vs Enterprise Reality: What’s Really Happening in Indian IT?

Is the "AI panic" in Indian IT justified? We explore why experts see evolution, not extinction for TCS, Infosys, and Wipro.

Windmill Capital Investor Letter – January 2026 Edition

Windmill Capital covers 5 major stories from January 2026 along with other updates like rebalance, geopolitical affects on gold & silver among others.

India-EU Free Trade Deal: What It Means for You

Breaking down the India-EU trade deal: what lower tariffs mean for businesses, workers, and consumers on both sides

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Naveen K R, Author at smallcase - Page 5 of 49

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