“We publish research we would own clear thesis, honest risks, and the discipline to change our minds when the facts change.”

— ThesisPoint Research

Our Approach

Independent

Unbiased research free from investment banking conflicts. Our ratings reflect conviction, not relationships.

Data-Driven

Every thesis is grounded in rigorous modeling, primary research, and transparent assumptions.

Long-Term

We focus on structural winners and sustainable competitive advantages, not short-term noise.

Our Team

Ruhaan Bajaj

Ruhaan Bajaj

Co-Founder & Research Lead

Information Technology & Automobile

Ruhaan co-founded ThesisPoint Research to bridge the gap between theory and market reality. With experience across US and Indian markets, he investigates how psychological forces shape sector rotations and valuation cycles alongside macroeconomic drivers.

Vansh Mittal

Vansh Mittal

Co-Founder & Research Lead

Information Technology & Financials

Vansh Mittal is co-founder of ThesisPoint Research. A finance student at Indiana University, his passion for investing, valuation, and analytical thinking drives the creation of thoughtful, research-driven perspectives on markets, sectors, and companies through disciplined analysis and long-term thinking.

For informational purposes only. Not investment advice.