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The Weekly Codex
Where Knowledge Compounds
A free Sunday morning newsletter for investors who think in decades, not days. One principle. One framework. One idea worth keeping — every week.
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Past issues — read in full
Everything You Need Is Already There
Six Indian companies. Six sets of financial statements. The same four signals — visible in every filing, every year, before the outcome arrived.
What Makes a Great Business
Asian Paints compounded at 25% for four decades. Paytm lost 75% within 14 months of listing. Both were called market leaders. The difference was five questions — available to ask before either investment was made.
The Question the Dotcom Era Forgot
Julian Robertson was right about the bubble. He just couldn't survive being early. Three failure modes from the Dotcom era — and the one question that would have changed all of them.
The Investor Who Does Nothing
The discipline nobody teaches — and the returns that prove it works.
Risk Is Not Volatility
The confusion that costs investors more than any bad stock pick — and the single question that resolves it. Howard Marks' foundational distinction, India's most instructive failures, and the behavioural trap that converts temporary declines into permanent losses.
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