A salesman approach to Business Analysis
Lessons from selling adventuresA different approach to Business Analysis Disclaimer: The points made here are inferences based on…
Lessons from selling adventuresA different approach to Business Analysis Disclaimer: The points made here are inferences based on…
Why entry valuation should matter to most investors and most businesses A popular narrative today is that entry…
Dealing with the Fear of Missing Out (FOMO) – Flash Note FOMO is a unique beast. It tests…
Second wave & Impending lockdowns – Flash Note This wasn’t completely unexpected, was it? Other countries across the…
Governance Checks – The art of not being a fool “A fool and his money are soon parted”…
The Decade that went by First up, some thoughts on the year that went by. The biggest mistake…
Disruption – Thinking Deeper Disruption – Radical change to an existing industry or market due to technological innovation…
Business Analysis SeriesPart III – Putting it all together My preferred approach to most things is to analyse…
Business Analysis SeriesPart II – Competitive Landscape and Industry Structure Imagine doing a case study pedagogy-based MBA, only…
Business Analysis SeriesPart I – Assessing Unit Economics to evaluate Business Quality Understanding the unit economics of any…
Business Analysis – Asset Management & Wealth Management Kedar B SEBI registration INA200012285 June 2019 Disclaimer: The points…
A Multi asset and Multi Geo Perspective Making sense of macro movements and what is being priced in…
Emerging Business portfolio is now open for subscription
Small cap heavy portfolio
Investment Horizon > 2 years
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