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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.
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
26
Jul

IEX: A Monopoly the Regulator Can Dissolve

13 min read
26
Jul

Astral: A Cost Moat Wearing a Brand's Clothes

4 min read
26
Jul

Kotak Mahindra Bank: Anatomy of a Bank Moat

5 min read