Actionable Investing Insights for Serious Investors
Theory of Compounding is India’s most insightful investing newsletter, delivering sharp, actionable ideas straight to your inbox.
Reader's Favorite
Ola Electric Stock: Why is it Falling? A Fundamental Analysis
Ola Electric burst onto India’s EV scene with bold promises—world-class products, deep vertical integration and a rapid path to profitability....
Read MoreGrowth Sectors in India This Week: Sector Pulse Edition 1
Banking Leads, IT and FMCG Falter Banking on the Banks: Weekly Sectoral Pulse of the Indian Market Every week, the...
Read MoreBest Industries to Invest in India: 15 High-Conviction Companies Riding India’s Growth Story
In Our Last Post Here… We covered 5 high-growth sectors that are likely to outpace India’s GDP growth by 2047...
Read More5 Best Sectors to Invest in India by 2047 (Even If India Doesn’t Become a Developed Economy)
India may not become a developed economy by 2047, but investors can still build massive wealth by focusing on these...
Read MoreWhy Subscribe?
Data-backed research, not hot takes
We rely on actual numbers, company filings, investor presentations, market data and not headlines or hype. Every post is backed by time spent reading.
Frameworks over opinions
Instead of chasing calls, we break down sectors, business models, and investing approaches so you can build conviction, and not just follow it.
Built by investors, for investors
We’re figuring it out just like you, but with serious curiosity and skin in the game. Just insights we’d want for our own portfolios.