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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.
16
Aug

Sadbhav Engineering Made a Profit This Quarter. Almost None of It Is Sadbhav's.

7 min read
16
Aug

A Company Just Told You It's Buying Market Share With Its Own Margin

7 min read
16
Aug

The Week Bad News Waited for the Deadline

12 min read
15
Aug

A Toll Concession Is a Promise to Build a Road, Not to Get Paid For It

6 min read
14
Aug

A Distribution Licence Is Not a Pricing Licence

5 min read