Ashish Deodhar | Substack

Ashish Deodhar

Growth stock investing, demystified. I share my personal research and deep dives into the stocks I’m betting on, breaking down complex company analysis into actionable insights for the retail investor.

Over 1,000 subscribers

Reading Financial Statements for Growth Investors: Article 7 - Working Capital

The Hidden Engine (and Hidden Drain) of Business Growth

Jun 22Ashish Deodhar

Reading Financial Statements for Growth Investors: Article 6 - Free Cash Flow (FCF)

The Number That Doesn’t Lie

Jun 15Ashish Deodhar

Reading Financial Statements for Growth Investors: Article 5 - RoCE

The Number That Ties It All Together

Jun 8Ashish Deodhar

VA Tech Wabag Pivot - how a water treatment business is seeing opportunity in data centers, renewable energy and venture capital

How VA Tech Wabag is quietly reinventing itself — and what that’s worth

Jun 5Ashish Deodhar

Reading Financial Statements for Growth Investors: Article 4 - Net Margin

The Most Quoted Number, and the Easiest to Misread

Jun 1Ashish Deodhar

Reading Financial Statements for Growth Investors: Article 3 - Operating Margin

Where Scale Starts to Pay Off

May 25Ashish Deodhar

From Pill Factory to Pioneer: The Zydus Lifesciences Pivot

How a generics giant is quietly reinventing itself as an innovation company — and why it matters

May 23Ashish Deodhar

What every trader needs to be successful (and how to build it)

Edge. Setup. Tactics. Here's what they actually mean — and how to build your own.

May 21Ashish Deodhar