smallcase Managers Archives - Page 23 of 48 - smallcase
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It’s the 18th of August 2023, and we find ourselves in…
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The Indian government has recently announced a major cut to subsidies for electric vehicles from 40% to 15%. This is a significant change, and it will have a major impact on the EV market in India. Here's what you need to know about the subsidy cut and its implications.
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A few companies that are present in multiple Windmill Capital smallcases command high valuations relative to their industry peers – Asian Paints, Pidilite Industries, PI Industries, and Titan Company. There must be a few good reasons behind those high valuations and that is the sole focus of this blog post.
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Investing in companies with the potential to turn their fortunes around can…
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Value High Five is a carefully curated smallcase designed to harness the…
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The electric vehicle (EV) industry in India is buzzing with excitement as major players enter the market. Tesla, led by Elon Musk, is gearing up to set up manufacturing facilities for cars and batteries in the country. However, the domestic players in India are not backing down.