Strait to the Point: What the Hormuz Crisis Means for Your Money
The Tailwind by Windmill Capital Archives - Page 2 of 7 - smallcase
Strait to the Point: What the Hormuz Crisis Means for Your Money
War, oil, and your portfolio: what the Hormuz crisis means for Indian investors and how to stay the course.
The IPO Alpha Illusion: Is India’s $22 Billion Surge Worth the Drawdown?
India’s $22B IPO gold rush offers a 17.4% CAGR, but is the "alpha" real? We break down why new listings are the market’s high-stakes roller coaster.
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.