Clik here to view.
Monthly Q&A - August 2022
I do a monthly Q&A on topics related to investing posted by our subscribers. This month I cover interesting topics like investment checklists and using stop loss in investing.Monthly Q&A -...
View ArticleClik here to view.
Curiosity@Intelsense
Multidisciplinary learning is one of the best ways to improve our investment acumen. Here is a summary of some of the best learnings of the week. If you like this collection, consider forwarding it to...
View ArticleClik here to view.
Thoughts on the Market: Interaction with ET Now
You can sign up at https://www.getrevue.co/profile/intelsense to receive all blogs from me directly into your inbox.To subscribe to any of Intelsense Research services, visit www.intelsense.in. If you...
View ArticlePROFILE: Bernard Arnault - The LVMH man
I have always been fascinated by businessmen. In this post, I write to highlight a brilliant businessman and corporate investor, who although amongst the world’s richest men, is not very well known or...
View ArticleClik here to view.
Curiosity@Intelsense
Multidisciplinary learning is one of the best ways to improve our investment acumen. Here is a summary of some of the best learnings of the week. If you like this collection, consider forwarding it to...
View ArticleClik here to view.
Insights@Intelsense: Draft National Electricity Plan, September 2022
To subscribe to any of Intelsense Research services, visit www.intelsense.in.If you wish to know more about our PMS offerings, mail us at equity@intelsense.inInsights@IntelsenseThe Draft National...
View ArticleClik here to view.
Curiosity@Intelsense
Multidisciplinary learning is one of the best ways to improve our investment acumen. Here is a summary of some of the best learnings of the week. If you like this collection, consider forwarding it to...
View ArticleClik here to view.
National Logistics Policy – A Brief Look
National Logistics Policy 2022 is a policy initiative aimed at improving India’s overall efficiency in logistics. Here we take a brief look at what it means.Major hurdles in the logistics...
View ArticleClik here to view.
Curiosity@Intelsense
Multidisciplinary learning is one of the best ways to improve our investment acumen. Here is a summary of some of the best learnings of the week.China and the US are at the forefront of the new cold...
View ArticleClik here to view.
Lessons from Charlie Munger's Folly
It’s good to learn from your mistakes. It’s better to learn from other people’s mistakes. ~ Warren Buffett This quote has been embedded in my mind since I first read it. So, I try to observe the world...
View ArticleClik here to view.
Curiosity@Intelsense
Multidisciplinary learning is one of the best ways to improve our investment acumen. Here is a summary of some of the best learnings of the week.It has been a while since I have been critical of...
View ArticleClik here to view.
Curioity@Intelsense
Multidisciplinary learning is one of the best ways to improve our investment acumen. Here is a summary of some of the best learnings of the week.If you have been reading my blog for a while, you will...
View ArticleClik here to view.
Curiosity@Intelsense
Multidisciplinary learning is one of the best ways to improve our investment acumen. Here is a summary of some of the best learnings of the week.This week I want to talk about CBDC. CBDC is short for...
View ArticleYear End Investor Session - Recording
Last evening, I had a short session to discuss the current market situation and what we expect for 2023.Here is the recording:
View ArticleClik here to view.
2022 - A Year in Review
We are again at that time of the year when people don their thinking hats and reflect on the year gone by. As an investor, I find it very important to reduce my regular investment work and go back and...
View ArticleClik here to view.
Curiosity@Intelsense
In investing, I have grown to have a dual personality :-) In my first avatar, I keep looking for long term, quality, compounding stories that can give above average returns over very long periods....
View ArticleClik here to view.
Sula Vineyards - A Wine Company
Business OverviewSula Vineyards Limited is India’s largest wine producer and seller as of March 31, 2022. The company has been a consistent market leader in the Indian wine industry in terms of sales...
View ArticleTV interactions: Business Today
Discussion across multiple topics including Adani stocks, new-age businesses and whether it is time to buy them now and sectors that look good now.
View ArticleClik here to view.
KP Energy - A Stock Story
INDIAN WIND ENERGY OVERVIEWAccording to the CEA, wind and solar energy are the most prevalent renewable energy sources, aside from large hydroelectric power plants (more than 25 MW). At the end of...
View ArticleClik here to view.
Hitpicks: The Story So Far...
Service of the Month: This month we talk about Hitpicks, which is the technofunda based positional trading service from Intelsense.Why Hitpicks?Dr Hitesh Patel and I have been working together and...
View Article
