Capital Compass @_CapitalCompass

Deep dives into markets, macros & emerging themes | Curated insights for investors | Allocation in the Direction of Growth📈 open.substack.com/pub/capitalcom… Mumbai Joined May 2025

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Capital Compass @_CapitalCompass

2 months ago

A snippet from the Q4FY25 concall of #LEMONTREE where Mr. Patanjali Keswani (MD) explains how growth in managed hotels does not mean a one-to-one growth in the EBITDA.

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Capital Compass @_CapitalCompass

2 months ago

Spotted @AJAXENGG Transit Mixer. #ajaxengg

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