Playback speed×Share postShare post at current timeShare from 0:000:00/0:00Transcript27112Solara: Navigating Uncertainty, Unlocking Opportunity (5 Nov 2025)Sajal KapoorNov 05, 202527112ShareTranscriptAntifragile Thinking PodcastSajal Kapoor's SubstackAuthor of 'Framing Business Uncertainty'Twitter @unseenvalueSajal Kapoor's Substack Author of 'Framing Business Uncertainty' Twitter @unseenvalueSubscribeListen onSubstack AppRSS FeedAppears in episodeSajal KapoorRecent EpisodesInterarch: Assessing Moats, Value, and Future PotentialNov 9 • Sajal Kapoor7 Rules of Santaap (Pain) & Intelligent SIPNov 8 • Sajal KapoorFDC: Terminal Problem or Turkey Problem?Nov 6 • Sajal KapoorBlue Jet Healthcare: CDMO Flight?Nov 5 • Sajal KapoorJagsonpal Pharma SIP or Trading/Punting?Nov 4 • Sajal KapoorJeena Sikho Ayurveda vs. AllopathyNov 3 • Sajal KapoorOpportunistic Cyclicals 2.0 (November 2025)Nov 1 • Sajal Kapoor