Shailesh Kumar

@astuteinvestor.substack.com

Management consultant and value investor. MBA, University of Michigan. Writes at arohan.org and astuteinvestorscalculus.com. Co-owner arbortradingpost.com.

Growth rarely destroys margin. Complexity does. Pricing drift. SKU proliferation. Incentive misalignment. Initiative overload. I created a concise executive diagnostic outlining 12 structural profit leaks in scaling companies. If margin compression is emerging, this may help arohan.org/subscribe/

Margin Compression Diagnostic for Growing Businesses

Assess whether margin compression is forming within your organization using this executive diagnostic on pricing discipline and portfolio governance.

arohan.org

Dividend income isn’t enough. Valuation matters. Most dividend investors overpay. Most value investors ignore income. I don’t. At Dividend Fortress, I combine dividend growth with a deep value tilt. 🔗 Subscribe here before the next issue drops. dividendfortress.substack.com?r=1xowak&utm...

Dividend Fortress | Shailesh Kumar, MBA | Substack

Durable Dividends. Steady Growth. No Guesswork. Click to read Dividend Fortress, by Shailesh Kumar, MBA, a Substack publication. Launched 6 days ago.

dividendfortress.substack.com