The Ideas That Shaped Our Thinking in 2025
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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.
How 2025 Fooled Investors Into Thinking Gold Beat Stocks for 18 Years
One exceptional year made gold look superior to stocks. But 18 years of data tells a very different story about wealth.
Indian Stock Market: The 2025 Lookback and the 2026 Watchlist
As we close the books on 2025 and open the first chapter of 2026, the question we need to ask is what kind of market we're heading into.
Understanding Returns: Why Strategy And Holding Period Matter More Than Stocks
Returns rely on Strategy & Holding Period, not just stocks. Read blog to see why patience wins.
Why Windmill Capital Does Not Release Company-Specific Reports
Why don't we share company specific reports? Our aim is to shift the conversation from “Which stock?” to “Which strategy?” Read more about our approach here.
Windmill Capital Investor Letter – October 2025 Edition
Windmill Capital covers 5 stories from October: market resurgence, record IPOs, global challenges, corporate resilience and the wild swings in gold & silver and more.