We publish research we would own: a clear thesis, honest risks, and the discipline to change our minds when the facts change.
No investment-banking ties. Our ratings reflect conviction, not relationships.
Every thesis rests on our own models, primary research and assumptions we show you.
We look for structural winners and durable advantages, not short-term noise.
Four steps sit behind every Reco we publish.
Every figure comes from the company's own annual reports and filings, not a data aggregator.
Three linked statements and our own forecasts, so you can see which assumption moves the answer.
Discounted cash flow for growth companies, excess returns for banks and lenders, normalised multiples for cyclicals.
Each report names the risks to the thesis and what would make us change the rating.
Co-Founder & Research Lead
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.
Co-Founder & Research Lead
Vansh Mittal is the 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.
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