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
Bajaj Finance: Quality Asset, Uncertain Journey — A Fiduciary’s AssessmentBajaj Finance Limited (BFL) presents a paradox for the discerning investor. Decades of stellar execution have cemented its reputation as…Oct 18Oct 18
The Urban Company Dilemma: Why a Fortress Built on a Fault Line Is a Bad BetExecutive SummarySep 23Sep 23
The Strategic Case for Tata Power: Playing the Infinite Game in India’s Energy RevolutionExecutive SummarySep 14Sep 14
The Paytm Paradox: A Turnaround Built on a Fault LineA deep analysis of the celebrated fintech pivot reveals a brilliant strategy haunted by a catastrophic history, facing existential threats…Sep 7Sep 7
The Billion-Dollar Paradox: Why Corporate Cash is Both a Weapon and a TrapExecutive SummaryAug 31Aug 31
