Thank you, 2021 (#052)
“If someone had to write a biography on your life, 2021 was the year when you went from 0 to 1.” said a friend who works with one of the biggest fund houses in this country. “It’s been three weeks...
HDFC AMC – A play on India’s flourishing financialization
If you’ve been following the news lately, Bajaj Finserv and Zerodha have recently got in-principle approval by SEBI to set up their AMC’s to launch mutual funds. So what does a mutual fund do? How does an AMC work? Alongside...
#042 | Before Q4 got over, Q1 is here
It had been an exhausting affair as the Q4 earnings season got completed. Before we were done covering insights from the Q4FY21 earnings call of Sequent Scientific, (a company we have covered earlier in the Beta to Alpha series) the...
#041 | Too Costly?
Everyone is waiting for a crash to happen. Whether it is the prices of petrol, Zomato’s valuation in the IPO or for that matter the Indian equities market – everything seems expensive. Let’s first start with the rising petrol prices....
#040 – Heuristics and Biases
If you’ve seen Sully, you will probably get this reference. If you haven’t, here’s a short anecdote without revealing to you any spoilers. Captain Sully was an experienced american pilot who realized both his engines had failed mid-way during a...
#039 – Winds of Change
Hello everyone! Typically I try and ensure that this newsletter reaches you every Sunday morning, but once again we are here. This week, I found interesting insights from a massive reading of almost 200 newspapers! Yeah, you read that right....
#038 – Deals, deals and deals
Is this the return of the prodigal son? Aditya Puri, a name that is synonymous with Indian banking is now with one of the biggest PE players in the world – The Carlyle group. So, what about him? Well, for...
#037 – Media on the rise?
Hi Everyone! This newsletter has been evolving ever since I started writing this almost 37 weeks back. This week, I came across two interesting things related to the media space. Video killed the radio star For decades, alongside CNBC TV18,...
#036 – How much is too much?
I came across three things this week and all of them made me ask a very similar question to myself. How much is too much? Let’s start with the first one. DHFL. Between Monday and Tuesday of the week that...
#035 – Interesting Policy Tailwinds
While we have kept seeing a slew of policy initiatives being announced for quite some time now, this week I came across three interesting finds that seem to be just pushing the envelope. Number One. While doing my deep dive...