Public Markets
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.
- 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.
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.
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.