+91 731 2510070 info@cedcapital.in
Investors First
English

Knowledge Library

A categorized index of our letters, investment process, and other musings.

Letters to Investors

Letter to Investors – Dec’25 – Extracts

January 8, 2026

Letter to Investors – Sep’25 – Extracts

October 10, 2025

Letter to Investors – Jun’25 – Extracts

July 8, 2025

Letter to Investors – Mar’25 – Extracts

April 11, 2025

Letter to Investors – Dec’24 – Extracts

January 8, 2025

Letter to Investors – Sep’24 – Extracts

October 11, 2024

Letter to Investors – Jun’24 – Extracts

July 6, 2024

Letter to Investors – Mar’24 – Extracts

April 10, 2024

Letter to Investors – Dec’23 – Extracts

January 8, 2024

Letter to Investors – Sep’23 – Extracts

October 7, 2023

Letter to Investors – Jun’23 – Extracts

July 7, 2023

Letter to Investors – Mar’23 – Extracts

April 7, 2023

Letter to Investors – Dec’22 – Extracts

January 9, 2023

Letter to Investors – Sep 2022 – Extracts

October 7, 2022

Letter to Investors – Jun 2022 – Extracts

July 8, 2022

Letter to Investors – Mar 2022 – Extracts

April 9, 2022

Letter to Investors – Dec 2021– Extracts

January 7, 2022

Letter to Investors – Sep 2021– Extracts

October 8, 2021

Letter to Investors – Jun 2021– Extracts

July 9, 2021

Letter to Investors – Mar 2021– Extracts

April 9, 2021

Letter to Investors – Dec 2020 – Extracts

January 8, 2021

Letter to Investors – Sep2020 – Extracts

October 7, 2020

Letter to Investors – June 2020 – Extracts

July 6, 2020

Letter to Investors – March 2020 – Extracts

April 6, 2020