Archive - LuckyMarshmallow Substack

Suprajit Industries - An old note

Disclaimer: I am not invested in Suprajit.

Nov 29, 2024 •

Lucky Marshmallow

October 2024

Bruce Lee and Investing

One of the books that impacted me profoundly was the Art of Learning by Josh Waitzkin.

Oct 21, 2024 •

Lucky Marshmallow

May 2024

How Structure limits Scale: Case Study on Rain Industries

Disclaimer: I am not invested in Rain Industries.

May 19, 2024 •

Lucky Marshmallow

December 2023

KRBL - Practical thought on practical thought - A misapplication

Disclaimer: I am not invested in KRBL or any other companies mentioned in the post below.

Dec 15, 2023 •

Lucky Marshmallow

November 2023

Cera Sanitaryware - Strength in the depth of darkness

Disclaimer: I am not invested in Cera Sanitaryware or any other companies mentioned in the post below.

Nov 24, 2023 •

Lucky Marshmallow

ACE - The One That Got Away

Disclaimer: I am not invested in Action Construction.

Nov 18, 2023 •

Lucky Marshmallow

October 2023

Stradivari and Investing

I happened to spend some time reading and learning about Antonio Stradivari the famous violin maker from Italy.

Oct 27, 2023 •

Lucky Marshmallow

September 2023

An old note on Rain Industries

- written for IntelligentFanatics.com in 2019

Sep 1, 2023 •

Lucky Marshmallow

August 2023

Tata Steel Partly Paid trade

- the Origin Story of the Origin Story model

Aug 10, 2023 •

Lucky Marshmallow

April 2023

SeQuent Scientific

Application of the potential energy / activation energy investment framework

Apr 27, 2023

Origin Story and Energy

A framework / mental model in investing

Apr 18, 2023

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