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Naveen K R, Author at smallcase - Page 5 of 51

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)

HDFC Bank’s Governance Ripple: Understanding the Resignation, the Reaction, and the Path Forward

Atanu Chakraborty’s exit wiped ₹1L cr off HDFC Bank. What it means for governance and what investors should watch.

The Real Story Behind Lupin’s 10 Press Releases

Lupin put out a dozen press releases in three months. All of them sound the same. Here's the one thing they're all saying.

Three Problems Hit Polycab India at Once. Is It a Crisis?

How Polycab India quietly built the most important infrastructure franchise in Indian manufacturing and why the current turbulence is a chapter, not the story.

BEL: Executing on a Policy Tailwind

From a government-owned manufacturer executing orders to a company that is actively shaping India's defence technology landscape; BEL has structurally changed.

Rebalancing a Windmill Capital smallcase: Everything You Need to Know

This article explains what a rebalance is, what we do when we run one, and answers the questions we hear most often.

The 45% Approval Bank: Why KVB Is Saying No More Often

A 110-year-old bank is saying “no” more than ever, yet growing faster. What changed inside KVB’s playbook?

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Naveen K R, Author at smallcase - Page 5 of 51

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