A Windmill Capital Approach to Equity Mutual Fund Investing
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A Windmill Capital Approach to Equity Mutual Fund Investing
Presenting Mutual Fund smallcases by Windmill Capital
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.
Why APL Apollo’s Growth Doesn’t Cost It a Rupee
How APL Apollo Tubes turned a single plant and a commodity product into a 55% market share, a negative working capital cycle, and a brand that now shows up in IPL broadcasts.
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.
Full Throttle: Mahindra’s Most Consequential Chapter Yet
Mahindra sold out a Batman electric SUV in 135 seconds. That's just one headline from its most record-breaking year ever.
Sun Pharma’s Affordable Ozempic Moment And Four Other Big Bets Running Simultaneously
India's largest drugmaker is making its biggest bets yet; affordable Ozempic, a $10B acquisition, and a skin cancer breakthrough.