Priyank’s Substack

Priyank’s Substack

Home
Notes
Archive
About
Don’t Let Valuation Models Fool You: Think Like a Business Owner
#Issue 27 The One Question That Matters More Than Any Financial Model
 • 
Priyank Agarwal
☀️ ACME Solar: Betting Big on the Future of Renewable Energy (with Storage)
#Issue 26 Inside the rise of India’s most ambitious clean energy player and how it's powering growth with batteries, hybrid plants, and disciplined…
 • 
Priyank Agarwal
What’s Really Happening in Pipes, MDF, and Tile Stocks?
#Issue 25 Behind the glossy valuations of pipes, MDF, and tile firms lies a structural problem of slowing growth, rising supply, and fierce competition…
 • 
Priyank Agarwal

June 2025

How to Value a Stock: A Simple Guide to ROE and P/B
#Issue 24 Understand what makes a stock expensive or cheap — and how to spot real opportunities without overthinking
 • 
Priyank Agarwal
Adani Ports: From a Delay at Kandla to Building a Global Logistics Empire
#Issue 23 How one man's frustration with port delays led to the creation of India's most powerful logistics empire.
 • 
Priyank Agarwal
2
Something Big Could Be Coming After 2029 — And It’s Time We Start Thinking About It
#Issue 22 Why investors and institutions must start thinking beyond cycles — and prepare for a decade of structural rewiring
 • 
Priyank Agarwal
1
What Is AI? And How It’s Changing Our Lives
Issue #21 A super simple explainer on what AI is, how it works, and what the future holds—not just for techies, but for analysts, professionals, and…
 • 
Priyank Agarwal
1
Why the World Is Waking Up to Rare Earths — and Why India Should Too
Issue #20 Inside the Global Tug-of-War Over the Metals That Power Modern Life
 • 
Priyank Agarwal

May 2025

April 2025

© 2025 Priyank Agarwal
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture