A Windmill Capital Approach to Equity Mutual Fund Investing
Windmill Capital Archives - Page 2 of 7 - smallcase
A Windmill Capital Approach to Equity Mutual Fund Investing
Presenting Mutual Fund smallcases by Windmill Capital
HDFC Bank’s Governance Ripple: Understanding the Resignation, the Reaction, and the Path Forward
Atanu Chakraborty’s exit wiped ₹1L cr off HDFC Bank. What it means for governance and what investors should watch.
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.
BEL: Executing on a Policy Tailwind
From a government-owned manufacturer executing orders to a company that is actively shaping India's defence technology landscape; BEL has structurally changed.
Rebalancing a Windmill Capital smallcase: Everything You Need to Know
This article explains what a rebalance is, what we do when we run one, and answers the questions we hear most often.
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.