About
A quiet letter for serious investors.
The Sunday Investor is a weekly publication about investing well — mostly in Indian listed companies, always with an eye on the wider world. It began as a simple idea: that careful, plain-spoken analysis is rarer and more valuable than ever in a market full of noise.
What you can expect
Each week brings one of four things: a deep research piece on a single business; a lesson that turns some piece of investing jargon into usable judgment; a grounded read on markets and macro; or a curated digest of the best ideas and reads we've come across. The throughline is always the same — clear thinking, honestly argued, with the reasoning shown.
Who writes it
The letter is written by Shantum Gupta, an investor who reads annual reports for fun and would rather be roughly right about a business than precisely wrong about a forecast. Everything here is the product of independent research — no sponsorships dressed up as analysis.
The principles behind it
Own businesses, not tickers
A share is a fractional claim on a real company. We try to understand the business first and the price second.
Quality compounds
Durable advantages, honest management, and reinvestment runway matter far more than this quarter's number.
Price is what you pay
Even a wonderful business can be a poor investment at the wrong price. Margin of safety is a discipline, not a slogan.
Think in decades
Patience is the investor's structural edge. We write for people compounding over decades, not trading the week.
Come along