Blogs
Suraj’s Substack Sharing stories of moats, management, & magic of Indian MicroCap & SME companies.
- #Episode 5: International Conveyors Ltd. - Monopoly Business or Fund House in Disguise? | Red Flag in Green Result Seriesby earlyedge on August 30, 2025 at 11:18 am
P/E ~5, ROE ~30%, cash-rich balance sheet — but is International Conveyors really a hidden gem, or something else entirely?
- How to Invest When You Don’t Know What You Don’t Knowby earlyedge on August 23, 2025 at 12:26 pm
Because in markets, survival—not perfection—is the real edge.
- Follow-Up: Veefin Solutions — When Research Sparks Dialogueby earlyedge on August 20, 2025 at 12:07 pm
A follow-up to our red flag analysis, featuring direct responses from management and shareholders
- The Psychology of Valuation — PG Electroplast as a Case Studyby earlyedge on August 19, 2025 at 3:42 pm
The rollercoaster journey of PG Electroplast — and how investors can safeguard themselves from hype, bias, and regret.
- A Simple Poll About Medicines With a Surprising Investment Angleby earlyedge on August 12, 2025 at 1:24 pm
A quick poll that could change how you see your medicines