Karan’s Substack
Subscribe
Sign in
Home
Notes
Chat
Beyond the Ticker
My Twitter
Archive
Newsletters
Leaderboard
About
Being Right Is Easy. Staying Right Is Where Money Is Made.
The market rewards conviction over time, not intelligence in moments.
Apr 2
•
Karan Shah
5
4
The $1 Billion Recycler: How Jain Resource Recycling Is Turning Scrap Into a Global Metals Empire
From a 1953 metal trading shop to a billion-dollar recycling platform, it is now betting big on copper, the circular economy, and global expansion.
Mar 15
•
Karan Shah
21
8
8
Paras Defence: The Small Defence Company Quietly Building India’s Eyes in the Sky
Submarine periscopes, hyperspectral satellites, anti-drone systems… and now semiconductors. Paras Defence might be far more important than its size…
Mar 13
•
Karan Shah
7
2
4
DEE Development Engineers: The Hidden Industrial Giant Quietly Riding India’s Power Boom
How DEE Development Engineers Went from a Niche Piping Player to a Potential Infrastructure Compounder
Mar 6
•
Karan Shah
12
2
6
Schneider Electric Infra: The Silent Infra Compounding Machine Riding India’s Digital Energy Boom
From transformers to hyperscale data centers: How SEIL quietly became a leveraged play on India’s ₹12 lakh crore capex cycle.
Feb 27
•
Karan Shah
13
5
Most Popular
View all
India’s Critical Mineral Awakening: Rare Earths & Graphite Electrodes — From Latent Potential to Strategic Power
Oct 19, 2025
•
Karan Shah
28
8
12
Lessons from a Full-Time Swing Trader: Insights from Manas Arora
Mar 23, 2025
•
Karan Shah
17
1
Prostarm Info Systems: Batteries & Billion-Dollar Bets
Jul 12, 2025
•
Karan Shah
24
6
MTAR Technologies: The Order Book Is Exploding… But the P&L is not.
Jan 14
•
Karan Shah
19
1
7
Beyond the Ticker
See all
Being Right Is Easy. Staying Right Is Where Money Is Made.
The market rewards conviction over time, not intelligence in moments.
Apr 2
•
Karan Shah
5
4
The $1 Billion Recycler: How Jain Resource Recycling Is Turning Scrap Into a Global Metals Empire
From a 1953 metal trading shop to a billion-dollar recycling platform, it is now betting big on copper, the circular economy, and global expansion.
Mar 15
•
Karan Shah
21
8
8
India’s Quiet AI Data Center Boom
And why two very different companies are standing at the same crossroads
Feb 1
•
Karan Shah
19
10
7
Recent posts
See all
From Losses to Liftoff? How TVS Supply Chain Built a ₹6,300 Crore Runway for Takeoff
A profitability turnaround, a 30% stock surge, a bold FMCG acquisition, and a quiet ambition to become a top 50 global supply chain player.
Feb 20
•
Karan Shah
11
7
5
Garware Hi-Tech Films: When the Numbers Look Soft but the Story Quietly Levels Up
A tariff-hit quarter, a 40% stock surge, and a company laying chips for the next decade
Feb 13
•
Karan Shah
22
2
6
From Inventory Hangover to Earnings Euphoria: The Sharda Cropchem Reset Story
How an asset-light agrochemical exporter quietly rebuilt margins, confidence, and global relevance
Feb 5
•
Karan Shah
14
5
5
Karan’s Substack
A public notebook on Indian equities, trading ideas, and market lessons learned the hard way. Tracking daily market-moving news, earnings insights, and real trading ideas in Indian equities.
Subscribe
Recommendations
Gaurav’s Substack
Gaurav Tambade
vaibhav tambade
vaibhav tambade
The Megatrend Investor
Megatrend Investor
BEYOND LINE OF SIGHT
Adit Shah
Karan’s Substack
Subscribe
About
Archive
Recommendations
Sitemap
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts