Sign in Subscribe

A K Karthikeyan

Builds MoatOS and ValuationOS — evidence-first systems for scoring moats and valuing businesses. Writes forensic, long-horizon research on durable companies. Educational, never advice.

The Paint Wars I: Asian Paints’ Three-Front Counterattack

Asian Paints is facing the largest entrant wave in its history — two funded challengers attacking the core decorative business at once. The verified evidence from its own calls and filings shows something more interesting than a price war: the market leader's answer to the paint war isn'

Why Moat?

A moat is the competitive advantage that keeps a company's profits intact in the face of rivals. As Buffett often says, it's about finding businesses that have something unique, something that can't be easily replicated. Pat Dorsey calls this a "structural advantage"