Strait to the Point: What the Hormuz Crisis Means for Your Money
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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.
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.