AI Panic vs Enterprise Reality: What’s Really Happening in Indian IT?
The Tailwind by Windmill Capital Archives - Page 2 of 7 - smallcase
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 – 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.
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.