PinnedSession On Startup Valuation Methodologies For CFA Society IndiaI had the pleasure of serving as the speaker for yesterday’s startup valuations workshop organized by the CFA Society India in Pune.Sep 15, 2023Sep 15, 2023
NVIDIA: The Geopolitical AssetIn the spring of 2025, NVIDIA Corporation presented a paradox. The company reported quarterly revenue of $44.1 billion, a staggering 69%…4d ago4d ago
The Hegemon’s Mirage: Inside the Quiet Unraveling of American Financial PowerIt began with a puzzle. On May 16, 2025, when Moody’s stripped the United States of its last top-tier credit rating, the world’s most…Jun 12Jun 12
The Illusion of Scale: Deconstructing the Investment Case for Power Grid Corporation of IndiaExecutive SummaryJun 10Jun 10
An Alliance Unravels: How the Trump-Musk Feud Puts a Price on Political RiskExecutive SummaryJun 7Jun 7
LIC Reimagined: A Comprehensive Valuation and Strategic Foresight into India’s Insurance…Executive SummaryJun 1Jun 1
Bitcoin on the Balance Sheet: Valuing Narrative in the Age of Digital AssetsExecutive SummaryMay 29May 29
The Second-Order AI Revolution: Where the Real $207 Billion Opportunity LiesExecutive SummaryMay 18May 18
