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letter #110

The new intelligent investor: leveraging AI for higher returns

Letter # 110The article discusses the potential impact of the artificial intelligence platform ChatGPT on the field …

do-great-companies-make-great-investments-this-buffett-bet-is-a-case-in-point

Small misconceptions, large implications

Letter # 109 “We only use 10% of our brains, what if we could use 100%?” Many …

Letter #108

As we enter CY2023

Letter # 108 | 13 Dec 2022 CY2022 will mark the seventh consecutive year of gains for …

Letter #107

Genetics & Mimetics: why investors miss PSB-like rallies

Letter # 107 | 6 Dec 2022 Nifty PSU Banks Index is up 60% in the past …

letter #106

Fallacies of the past performance

Letter # 106 | 22 Nov 2022 “He had no business plan, no revenues – but his …

Letter #105

What creates a market cycle?

Letter # 105 | 19 Nov 2022 This week, we present our take on long-term equity investing …

Letter #104

To break the rules, you must first master them

Letter # 104 | 13 Nov 2022 A week is a long time in the crypto world, …

letter #103

Once a disruptor

Letter # 103 | 1 Nov 2022 Three platform companies, disruptors of their time, that will likely …

Predatory pricing

Letter # 102 | 18 Oct 2022 Drop prices by 40%, reduce the number of players from …

UK pensions and path dependence

Letter # 101 | 4 Oct 2022 | The $4 trillion UK pensions are in a spot …