Public Markets
Concall Tracker
What management said over the last four to twelve quarters and whether they delivered: guidance against outcomes, the themes that keep coming back, shifts in tone, and the questions to ask next. Built from Indian earnings call transcripts.
- Publishes
- Pages or slides
- Excel, Word and PowerPoint on request
10 days of Pro, or of Firm on a work email address to start. No card needed.
What you give, what you get
Your brief and files. Its method.
You give
- A brief: who the work is for and what question it must answer, in a few lines.
- Your files, from your computer, Google Drive or OneDrive: filings, models, decks, transcripts, statements. Read whole, never cut into fragments.
- Nothing else. The playbook carries the method, and Mool gathers what the method calls for.
You get
- Pages or slides, with Excel, Word and PowerPoint files on request on Pro.
- Every figure sourced and dated, with the working shown.
- Follow-ups in plain words that edit the pages in place.
- Quick answers to a reader's question from the research itself.
- A document you can share by link, or keep in your account.
How it runs
From brief to finished research.
- 01
Brief
Pick the playbook, say what the work is about in a few lines and add your files: filings, models, decks, transcripts, statements.
- 02
Research
Mool plans the work and does it, reading your files whole and gathering what else the method calls for. Every step shows in the activity feed as it happens.
- 03
Publish
The research arrives as pages or slides, each figure sourced and dated, with Excel, Word and PowerPoint files when you asked for them.
- 04
Follow up
Ask for changes in plain words and the pages are edited in place. Ask a question and it is answered from the research itself.
Public Markets
More for this desk.
Equity Research
An investment view on one listed company: the thesis, the business and its economics, financial analysis, forecasts, valuation with scenarios, a target price, the risks and the catalysts. As a brief note or a full report.
Event Impact Note
A fast take on something that just happened, such as a deal, a regulation, a management change, a rating action or a policy move: what changed, who is affected, the quantified impact, and what to do about it.
Forensic Accounting Check
Earnings quality and governance red flags from an Indian listed company's annual reports: cash conversion, working capital, related-party transactions, contingent liabilities, auditor remarks and promoter pledges, in a red-flag scorecard.
IPO Note
Subscribe or avoid on an Indian IPO: the offer terms, the business, financials, valuation against listed peers, the use of proceeds, and the risks set out in the offer document. Best with the RHP attached.
Peer Comparison
A like-for-like comps table for a listed company and its peers: growth, margins, returns, balance sheet and valuation multiples, and whether the company's premium or discount to peers is earned.
Results Review
The post-results note on one listed company: the quarter against last year, last quarter, guidance and consensus where it exists, segment and margin bridges, what management said on the call, and what changes in the view.