Research & Insights
Research & Insights
Stock deep dives, sector analysis, and weekly market notes — published free on Substack.
Weekly Note
Leaders, Laggards & What’s Next
A weekly market note tracking where strength is forming, where damage is healing, and where the next wave of leaders may emerge. Free every week.
- Market breadth and sector rotation
- Leaders, Laggards & Emerging Leaders buckets
- 2–3 stocks worth watching from the framework
Free. No subscription required to read.
YouTube
Watch on YouTube
Deep dives, framework walkthroughs, and market analysis — on the Early Edge YouTube channel.
Archive
From the Research Archive
Investing Framework08 Aug 2026
Why Good Results Can Crash Stocks, and Bad Ones Rally Them
An investor poll and two real earnings reactions reveal the investing skill that's often overlooked.
Read on Substack
Investing Framework25 Jul 2026
What History Says About the Next Microcap Cycle
After studying six market cycles since 2005, one pattern kept appearing. The question is whether we're seeing it again today.
Read on Substack
Investing Framework10 Jul 2026
How to Identify Potential Multibaggers
A nine-step PEAD framework for separating a strong narrative from a real earnings inflection.
Read on Substack
Investing Framework13 Jun 2026
Part 2 of 2: The Multibagger DNA
What 246 Stocks That Gave 5x in 2 Years Actually Had in Common. (Part-2)
Read on Substack
Investing Framework16 May 2026
Part 1 of 2: The Multibagger DNA
What 246 Stocks That Gave 5x in 2 Years Actually Had in Common
Read on Substack
Investing Framework02 May 2026
Episode #6: TAC Infosec | Explosive Growth, Uncomfortable Questions | Red Flag in Green Result Series
Revenue up 3x in two years. PAT crossing ₹30 Cr on an annualised basis. India's cybersecurity story is at its most compelling. But is it all as
Read on Substack
Investing Framework19 Apr 2026
I Wanted to Convince Myself First
So I tested my investing process in one of the most uncertain market phases and it changed how I make decisions
Read on Substack
Investing Framework06 Apr 2026
Leaders, Laggards & What’s Next | # 7
The Week Market Exhaled But Hasn't Cleared Its Throat
Read on Substack
Investing Framework29 Mar 2026
Cheap Is Not Enough. Here Are the 3 Filters That Actually Matter.
BEL was cheap in 2017. Indian Bank was cheap in 2018. Lupin was cheap in 2019. None of them rewarded the dip buyers. Here's what the patient investors…
Read on SubstackStay Updated
Get Research in Your Inbox
Stock deep dives, sector analysis, and weekly market notes — free to read, free to subscribe.