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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 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 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...
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...
Nov 5, 20203 min read
What is Merger Arbitrage?
You might have read about Hedge funds in our previous series. If not, click here Today, let’s discuss some of the hedge fund strategies...
Oct 24, 20205 min read
What is a Term Sheet?
If you’re thinking of a start-up or you’re a founder of one, you should probably know what Term Sheet is all about. It is a very crucial...
Oct 22, 20204 min read
Role of AI in Investing
Have you ever wondered how Siri works? How computers can play chess with the same mind competency of a human and still win from them? AI...
Oct 20, 20203 min read
Razorpay and its Business model
Startups and the regular happenings and events should be your top priority to check in each day. If you haven’t started reading about...
Oct 17, 20204 min read
How to Network your way into Investment Banking
Investment Banking is a career where it’s easier said than done for a person. Our purpose is not to scare you, but if you do things in...
Oct 15, 20203 min read
Private Equity Real Estate
BASICS OF PRIVATE EQUITY REAL ESTATE Real Estate, Gold, etc are some of the investments which are considered port in the storm for Indian...
Oct 13, 20203 min read
Investment through iSAFE Notes
For start-ups with little or no revenue and an uncertain future, assigning a valuation sounds vague. Business valuation of any kind is...
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