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A K Karthikeyan

A K Karthikeyan

Independent equity researcher and sole author of Moat & Margin. Built MoatSCORE, an evidence-first framework for scoring business moats from verified filings. No broker or promoter affiliations.
30
Jul

State Bank of India: The Deepest Franchise, Still Narrow

4 min read
30
Jul

HDFC Bank: The Biggest Franchise, Quietly Eroding

4 min read
30
Jul

ICICI Bank: A Deposit Moat, Capped by UPI

4 min read
28
Jul

ITC: A Fortress Around a Shrinking Category

4 min read
27
Jul

Hindustan Unilever: The Limits of a Brand Moat

4 min read