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Insights
Inspiring research – financial articles, shareholder letters, earnings call recaps, business wisdom, and much more.
Jun 24, 20245 min read
Warren Buffett's Sweet Success: The See's Candies Deal
By 2019, the company was generating over $400 million in annual revenue and had contributed more than $2 billion in profits.
Jun 21, 20244 min read
Economic Tsunami: Stock Crash, Corporate Collapse, and Fed Firefighting
Hey there, savvy investor! Ever heard someone say, "The Fed's cutting rates? Time to buy stocks!" Well, hold onto your hat, because we're...
Jun 11, 20244 min read
Framework to understand price-earnings ratio
Let's hear what the legends have to say about the price-earnings ratio. It's nonsensical to derive a price/earnings ratio by dividing the...
Apr 29, 20244 min read
Can Koo Overcome Its Anti-Network Effects?
While we hope for Koo's success, the reality is that combating its downward spiral is proving to be a tough challenge. Every social media...
Apr 18, 20241 min read
Nomad Investment Partnership letters by Nick Sleep and Qais Zakaria
Meet Nick Sleep and Qais Zakaria, two investing powerhouses who've flown under the radar but have made huge waves in the investment world.
Apr 9, 20242 min read
6 Key Factors to Consider When Choosing Family Health Insurance
Finding the perfect health insurance plan for your family is a priority for many, yet navigating through the myriad of options can be...
Apr 1, 20244 min read
Investing in Spinoffs: The Road Less Travelled
A significant portion of investment returns stems from select events, and spinoff investing provides investors with those valuable...
Jun 3, 20213 min read
Black Wednesday for Britain!
“Markets are constantly in a state of uncertainty and flux and money is made by discounting the obvious and betting on the unexpected.” -...
Apr 21, 20215 min read
IMPACT OF BUDGET 2021 ON MAJOR INDUSTRIES of INDIA
India got its first ever digital budget on a February 1, 2021 for the financial year 2021-22. The finance minister Nirmala Sitaraman...
Apr 10, 20213 min read
What is distressed investing?
Have you ever heard of the “Cigar butt” approach used by Warren Buffet to make his fortune? “You could pick it up, smoke the last puff...
Jan 19, 20217 min read
Demystifying the 2008-09 Financial Catastrophe
The Global Financial Crisis during 2008-09 is one of the worst economic meltdowns in history since the Great Depression during the 1930s...
Dec 15, 20204 min read
The business of Sports: Manchester United
Some of the legendary football players - right from Cristiano Ronaldo, Ryan Giggs, David Beckham to Wayne Rooney (and many others) all...
Dec 5, 20203 min read
Investment in non domestic equity securities
The economies have got integrated in recent decades and with technological advancements, it has become significantly easier for investors...
Nov 30, 20203 min read
VC Investing process
Venture capital Investments have more than doubled in the September quarter despite the pandemic led disruptions. India continues to be...
Nov 22, 20204 min read
Important terms an investor should know if you have bonds in your portfolio
What comes to your mind when you think of investing/ Equity, debt, bonds, real estate, gold, cryptocurrency, etc. Each one of us invests...
Nov 20, 20204 min read
Green Bonds
“It is not an investment if it is destroying the planet.” - Dr. Vandana Shiva We are repeatedly listening to the concerns of people,...
Nov 17, 20204 min read
Demystifying Door Dash: Empowering Local Economies
Last Friday, Door Dash the American food logistics company filed the form S-1 for their intention to list the shares on the NYSE. Door...
Nov 15, 20204 min read
Demystifying Nykaa: The Rise of the Pink
All the ladies put your hands up in the air, presenting before you, your Nykaa. Have you ever wondered how was Nykaa able to make it even...
Nov 12, 20204 min read
How Private Equity Real Estate makes money?
What thought crosses your mind when you hear the word real estate? We’re sure it must be revolving around investment, especially for...
Nov 10, 20202 min read
What is a PIPE deal?
A private investment in public equity referred to as a PIPE deal, is a practice where private accredited investors buy publicly traded...
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