AUTHOR

Khushal Dangar

Computer Science & AI student exploring businesses, financial markets, valuation and technology through independent research and clear writing.

My research notes are working documents. I use primary sources where possible, show assumptions, and distinguish observed facts from interpretation. This publication is a record of learning, not a professional investment advisory service.

Read more about the publication · Editorial and research policy

Research

• Asian Paints: Asian Paints and the Future of Competitive Advantage in the Indian Paint Industry

Articles

• Same Industry, Different Economics: How to Compare Two Companies
• Does Recurring Revenue Make a Business Predictable?
• A New Store Is an Investment. When Does It Pay Back?
• Why a Bank’s Deposits Matter More Than They Look
• When Gold Prices Rise, Is a Jeweller Really Growing?
• Nike’s Margin Improved. Why Did Gross Profit Fall?
• What Does a $150 Billion Buyback Actually Buy?
• When AI Capex Falls, Has the Spending Really Fallen?
• When a Digital Payment Looks Free, Who Keeps It Running?
• A Good Business, Two Different Returns
• Revenue Grew. Cash Didn’t Follow.