Runway Caps Insights

Hunting micro, small & mid-cap growth stories | Focused on 3–5Y compounding | Diligence, conviction, calculated bets

[Runway Caps Insights @runwaycaps]

1/ AI is heavy Industry
Everyone thinks AI is a software revolution.

They’re wrong.

AI is rapidly becoming the world’s largest heavy industrial buildout-requiring power plants, electrical equipment, cooling systems, fiber optics, transformers and data centers.

The biggest winners may not be who you think.

[Runway Caps Insights @runwaycaps]

@dhruvbajaj184 @soicfinance You and SOIC are doing god’s work for the investing community…attended the session and was mesmerised by the depth of the session…really enjoyed the session through out and looking forward for the part 2. Will be ready with the homework that you’ve given! 🙏😊

[Runway Caps Insights @runwaycaps]

@ishmohit1 whatta a game!

[Runway Caps Insights @runwaycaps]

1/

[Runway Caps Insights @runwaycaps]

Persistent–Nagarro: The $2.9B Deal Dissected

Persistent just did something it talked about for 5 years and never pulled the trigger on.

€1.27B. 140% premium. An entirely debt-funded acquisition of a company whose stock is down 85% from its peak.

Here's why this could be the smartest — or riskiest — deal in Indian IT services this decade. 🧵

#Persistent, #Persistentsystems

[Runway Caps Insights @runwaycaps]

12/ Not investment advice, just breaking down the mechanics of a deal that reshapes India's #7 listed tech services player into a genuine global #2 in digital engineering.

Follow @RunwayCaps for more moat-first breakdowns. Research. Invest. Compound.

[Runway Caps Insights @runwaycaps]

— Runway Caps. Invest. Compound.

This is not an investment advice.

[Runway Caps Insights @runwaycaps]

Sai Life Sciences: Architecting the Integrated Engine

#Sai #sailife

[Runway Caps Insights @runwaycaps]

11/ FY27 Outlook