Investor's Newsletter

Investor's Newsletter

Home
Podcast
Notes
Chat
About
SG Finserve Ltd: Unlocking Growth in India's Supply Chain Financing Landscape!
#006 Highlights: The management has laid out a clear roadmap to ₹6,000 crore AUM by FY27, with 75% of new business expected from third-party Anchors.
 • 
The Investor Lens🔍
2
High-Margin Logistics & Global Expansion: The PRL Growth Blueprint 🚛
#03 Highlights: With a 30-35% CAGR Revenue growth target, the company is scaling operations through PRL Supply Chain Solutions, enhancing global…
 • 
The Investor Lens🔍

June 2025

Unlisted Shares, Unlimited Hype: What No One Tells You Until It's Too Late
# Highlights: We used to say "Avoid IPOs after listing" - now we’re saying “Avoid before listing too.” What a time to be alive.
 • 
The Investor Lens🔍
Newsletter Performance Review : The Q4FY25 Reflection
Q4 Highlights : Exploring key business updates, Quarterly results & Growth Trajectories of featured companies - SGMart, India Shelter Housing Finance…
 • 
The Investor Lens🔍
Thinking Clearly in a Noisy Market: What Markets Taught Me About Perception & Rational Bets
#Highlights: Decision-Making frameworks, Investor psychology, and Mental clarity — something we all need more of in today’s chaotic, fast-opinion world.
 • 
The Investor Lens🔍

April 2025

🏗️From Blueprint to Benchmark—This EPC Company Wants to Be the Mini L&T!
#02 Highlights: With a strong order pipeline and execution efficiency, the company aims to grow at 40–50% sales CAGR over the next few years, scaling…
 • 
The Investor Lens🔍
1
Market wisdoms : Tariffs, Panic & the Noise You Need to Cut Through 🧠
Highlights : Trump's tariff moves spark global market chaos, but as Indian investors, it's crucial to cut through the noise and stay focused.
 • 
The Investor Lens🔍
1

March 2025

January 2025

December 2024

November 2024

© 2025 Logical Investor
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture