Newsletters
our monthly note.
Every month we share what we’re seeing across portfolios, sectors, and the broader market. The full archive is below.
2026
6 letters
JUN
2026
MoneyGrow Reflections
June 2026
What caught our eye in June 2026: the themes shaping our fundamentals-first, long-term approach to Indian equities.
MAY
2026
MoneyGrow Reflections
May 2026
Notes from May 2026 on the businesses we own, where we're staying patient, and the opportunities we're watching.
APR
2026
MoneyGrow Reflections
April 2026
April 2026 reflections — how we're reading markets and positioning portfolios for the long compounder.
MAR
2026
MoneyGrow Reflections
March 2026
Our monthly note for March 2026 — reflections on what we're seeing across portfolios, sectors and the broader market.
FEB
2026
MoneyGrow Reflections
February 2026
What caught our eye in February 2026: the themes shaping our fundamentals-first, long-term approach to Indian equities.
JAN
2026
MoneyGrow Reflections
January 2026
Notes from January 2026 on the businesses we own, where we're staying patient, and the opportunities we're watching.
2025
11 letters
DEC
2025
MoneyGrow Reflections
December 2025
December 2025 reflections — how we're reading markets and positioning portfolios for the long compounder.
NOV
2025
MoneyGrow Reflections
November 2025
Our monthly note for November 2025 — reflections on what we're seeing across portfolios, sectors and the broader market.
OCT
2025
MoneyGrow Reflections
October 2025
What caught our eye in October 2025: the themes shaping our fundamentals-first, long-term approach to Indian equities.
SEP
2025
MoneyGrow Reflections
September 2025
Notes from September 2025 on the businesses we own, where we're staying patient, and the opportunities we're watching.
AUG
2025
MoneyGrow Reflections
August 2025
August 2025 reflections — how we're reading markets and positioning portfolios for the long compounder.
JUL
2025
MoneyGrow Reflections
July 2025
Our monthly note for July 2025 — reflections on what we're seeing across portfolios, sectors and the broader market.
JUN
2025
MoneyGrow Reflections
June 2025
What caught our eye in June 2025: the themes shaping our fundamentals-first, long-term approach to Indian equities.
MAY
2025
MoneyGrow Reflections
May 2025
Notes from May 2025 on the businesses we own, where we're staying patient, and the opportunities we're watching.
APR
2025
MoneyGrow Reflections
April 2025
April 2025 reflections — how we're reading markets and positioning portfolios for the long compounder.
MAR
2025
MoneyGrow Reflections
March 2025
Our monthly note for March 2025 — reflections on what we're seeing across portfolios, sectors and the broader market.
JAN
2025
MoneyGrow Reflections
January 2025
What caught our eye in January 2025: the themes shaping our fundamentals-first, long-term approach to Indian equities.
2024
13 letters
DEC
2024
MoneyGrow Reflections
December 2024
Notes from December 2024 on the businesses we own, where we're staying patient, and the opportunities we're watching.
NOV
2024
MoneyGrow Reflections
November 2024
November 2024 reflections — how we're reading markets and positioning portfolios for the long compounder.
OCT
2024
MoneyGrow Reflections
October 2024
Our monthly note for October 2024 — reflections on what we're seeing across portfolios, sectors and the broader market.
SEP
2024
MoneyGrow Reflections
September 2024
What caught our eye in September 2024: the themes shaping our fundamentals-first, long-term approach to Indian equities.
AUG
2024
MoneyGrow Reflections
August 2024
Notes from August 2024 on the businesses we own, where we're staying patient, and the opportunities we're watching.
JUL
2024
MoneyGrow Reflections
July 2024
July 2024 reflections — how we're reading markets and positioning portfolios for the long compounder.
JUN
2024
MoneyGrow Reflections
June 2024
Our monthly note for June 2024 — reflections on what we're seeing across portfolios, sectors and the broader market.
MAY
2024
MoneyGrow Reflections
May 2024
What caught our eye in May 2024: the themes shaping our fundamentals-first, long-term approach to Indian equities.
APR
2024
MoneyGrow Reflections
April 2024
Notes from April 2024 on the businesses we own, where we're staying patient, and the opportunities we're watching.
MAR
2024
MoneyGrow Reflections
March 2024
March 2024 reflections — how we're reading markets and positioning portfolios for the long compounder.
MAR
2024
MoneyGrow Reflections
March 2024
Our monthly note for March 2024 — reflections on what we're seeing across portfolios, sectors and the broader market.
FEB
2024
MoneyGrow Reflections
February 2024
What caught our eye in February 2024: the themes shaping our fundamentals-first, long-term approach to Indian equities.
JAN
2024
MoneyGrow Reflections
January 2024
Notes from January 2024 on the businesses we own, where we're staying patient, and the opportunities we're watching.
2023
7 letters
DEC
2023
MoneyGrow Reflections
December 2023
December 2023 reflections — how we're reading markets and positioning portfolios for the long compounder.
NOV
2023
MoneyGrow Reflections
November 2023
Our monthly note for November 2023 — reflections on what we're seeing across portfolios, sectors and the broader market.
OCT
2023
MoneyGrow Reflections
October 2023
What caught our eye in October 2023: the themes shaping our fundamentals-first, long-term approach to Indian equities.
SEP
2023
MoneyGrow Reflections
September 2023
Notes from September 2023 on the businesses we own, where we're staying patient, and the opportunities we're watching.
SEP
2023
MoneyGrow Reflections
September 2023
September 2023 reflections — how we're reading markets and positioning portfolios for the long compounder.
AUG
2023
MoneyGrow Reflections
August 2023
Our monthly note for August 2023 — reflections on what we're seeing across portfolios, sectors and the broader market.
JUL
2023
MoneyGrow Reflections
July 2023
What caught our eye in July 2023: the themes shaping our fundamentals-first, long-term approach to Indian equities.
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