News & Insights

The Moniker:

There are two reasons why we chose the name ‘Fly on the Wall’ for this compendium. (Note: We publish
quarterly – only when the signal is worth sharing, not to fill a calendar).

• Imagine being a ‘fly on our office wall’, privy to all our research, discussions, inferences, and debates. This compendium aims to give an honest, if not exhaustive, window into our deep-dives, industry interactions, management meetings, channel checks, plant visits, inferences from filings and trackers.
• Further, ‘Fly on the Wall’ perfectly captures our philosophy of silent, unobtrusive observation. In a market where everyone is trying to predict the future, we focus on observing the present. We aren’t here to shout over the noise; we are here to listen to it. The ‘Fly on the Wall’ represents the ultimate vantage point: seeing everything, ‘trying’ to miss nothing, and filtering the signal from noise.

The Reality:

To be clear: None of this is self-produced original content. This is a distillation of hundreds of hours of
consumption and compilation of our primary research, select secondary research, and it is certainly not a work
of fiction.

•  We may not be smart enough to invent entirely new investment paradigms.
• But we are observant enough to notice the random trends, whisper patterns, equilibrium reconfigurations, and signals that emerge when you simply pay attention to everything around you.