Invest with Conviction.
Built on First Principles.
Master the art of business analysis. Eliminate noise. Make decisions based on fundamental truths, not market sentiment.
Limited Seats • Structured Session
The Framework
Markets are noisy. Evaluation is quiet.
We allocate capital based on structural reality, not narrative.
Independent Analysis
Consensus is priced in. Outperformance requires a divergent view that happens to be right. We build conviction from raw data up, avoiding the echo chamber of market sentiment.
Valuation Discipline
A great business at a bad price is a bad investment. We demand a margin of safety that protects against the unknown, focusing on free cash flow yield over narrative.
Long-Term Horizon
Time is the arbitrage. While the market chases quarterly beats, we position for multi-year structural compounding, allowing the business fundamentals to do the heavy lifting.
Investment Memos
Aether Industries: Q3 Concall Highlights
Capacity, chemistry depth, and a quiet shift up the value chain
Live Briefings
Become a Global Desi Investor.
Learn How to get started with International Investing with yours truly & Mr. Charanjeev Kohli
We believe in the power of community.
Most investors outsource their thinking. We help you build your own view. Join a network of serious investors building conviction through first principles.
Rakshith S
Retail Investor
"First Principles Investing focuses on frameworks, not stock tips. The platform teaches structured ways to analyze businesses and make independent decisions. What stands out is the emphasis on implementation , you’re encouraged to apply these frameworks in your own investing journey, turning learning into disciplined, real-world action."
Mohit L
Enterprise Architect
"The program stood out because it shifted the focus from collecting knowledge to actually applying it in real decisions. It helps turn scattered information into clear thinking and builds conviction instead of confusion. Grateful for the guidance and the shared journey."
Rishabh Gala
Performance Analytics Consultant
"The workshop was a solid value add. What really stood out was learning alongside people who have been in the markets far longer. The biggest plus was the community connecting with people you can continue discussing ideas with even after the workshop ends."
Nand Kishore Agarwal
MSME Business Owner
"He started with all live examples currently playing out in the market. There is a sense of calmness in his approach, clarity of mind, ability to listen and also to teach. I would recommend this program as a worthwhile very small investment in your life."
Rakshith S
Retail Investor
"First Principles Investing focuses on frameworks, not stock tips. The platform teaches structured ways to analyze businesses and make independent decisions. What stands out is the emphasis on implementation , you’re encouraged to apply these frameworks in your own investing journey, turning learning into disciplined, real-world action."
Mohit L
Enterprise Architect
"The program stood out because it shifted the focus from collecting knowledge to actually applying it in real decisions. It helps turn scattered information into clear thinking and builds conviction instead of confusion. Grateful for the guidance and the shared journey."
Rishabh Gala
Performance Analytics Consultant
"The workshop was a solid value add. What really stood out was learning alongside people who have been in the markets far longer. The biggest plus was the community connecting with people you can continue discussing ideas with even after the workshop ends."
Nand Kishore Agarwal
MSME Business Owner
"He started with all live examples currently playing out in the market. There is a sense of calmness in his approach, clarity of mind, ability to listen and also to teach. I would recommend this program as a worthwhile very small investment in your life."