Category: blog

letter 125

Privileging the hypothesis

September 5, 2023
255 views
bank_cards_banking_financial-services4-2-770x433

Credit Cards

July 18, 2023
883 views
junk-bonds-and-market-cycles-lessons-for-todays-investors

Junk bonds

June 27, 2023
649 views
letter 123

Network effects

June 13, 2023
584 views
letter 122

Power sector ailments, and the new Electricity Act

May 23, 2023
759 views
Letter 121

Crude, forex, rates and equity markets

May 16, 2023
410 views
Letter #120

Anatomy of rate hike cycles: all may not be hunky dory

May 2, 2023
310 views
indian-pharma-time-for-a-cyclical-upturn-in-us-generics

US Generics: time for a cyclical upturn?

April 11, 2023
443 views
letter 118

What happened to SVB, cannot happen to banks in India

April 4, 2023
177 views
balancing-act-stock-selection-flexible-investment-framework-key-to-superior-returns

Balancing act

March 28, 2023
398 views
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