Rebalancing 101
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Rebalancing 101
Here's all you need to know about rebalancing smallcases
Understanding Financial Ratios
Financial ratio is a simple numerical comparison tool used to evaluate a company's financial health and performance.
New on smallcase: Fresh Model Portfolios to Navigate the 2026 Market
As we enter 2026, the smallcase ecosystem has also expanded to include a new set of model portfolios. Know more about these here.
Windmill Capital Investor Letter – December 2025 Edition
Windmill Capital covers 5 major stories from 2025 along with other updates like rebalance, defence modernization & gold flipping 18Y narrative
The Ideas That Shaped Our Thinking in 2025
A year in review of the ideas, questions, and frameworks that shaped our thinking on markets, behaviour, and investing in 2025.
India’s Defense Revolution: The Untold Story of Military Modernization
India's defense power isn't about tanks and jets anymore; it's about mastering the materials and code that power them.