High-Conviction Stock Ideas for Long-Term Investors

We publish a curated set of investable stock recommendations grounded in bottom-up fundamental research. Each idea reflects our commitment to long-term ownership – minimum five years – and excludes all short-term trading strategies. The businesses we cover typically exhibit durable moats, long-term relevance, reinvestment capability, and resilience across cycles. While our approach is flexi-cap, we avoid companies with market capitalizations below ₹800–₹1,000 crore (~USD 100 million) to ensure institutional-grade liquidity.

Service Overview

What’s Included
  • 5–7 high-conviction equity recommendations per year
  • Ongoing coverage of active ideas
  • Sell calls issued upon material deterioration in fundamentals
  • All recommendations delivered via email and archived on MoatLane
What’s Not Included
  • Commentary on stocks outside our coverage universe
  • Frequent one-on-one discussions on individual ideas
  • Access to full financial models
  • Any form of performance guarantee or forward-looking indication

Get Access to Stock Ideas

Subscription Fee: ₹5,000 per month.

– Applicable to non-institutional clients only.
– Different subscription fee applicable for Institutional clients.
– Frequent one-on-one discussions at additional charge.
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Stock Selection Methodology

Our research framework is rooted in bottom-up fundamental analysis, unconstrained by sector or market cap.
We prioritize businesses with:
  • Scalable models and prudent capital allocation
  • Credible governance and long-term relevance
  • Sufficient liquidity to support institutional participation
  • No exposure to short-term trading strategies

Disclaimers & Regulatory Notes

This service does not constitute an offer to sell or a solicitation to buy any securities. Anand Rawani shall not be held liable for any investment decisions or outcomes based on the information provided. For full disclosures and terms, refer to the “Quick Links” section in the footer of every page.