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Business books

Archives

Please click below for the archives of LinkedIn posts and Twitter threads. 

March 2024

HDFC Bank Business Analysis

February 2024

The Art of not picking bad stocks.

January 2024

Economic vs Accounting Profits

Understanding Cost of Equity

Top 10 Net Profits generators vs Economic Profit generators.

Causes for Trends in Market

India's Toy Story

Sectoral Valuation Update

India's Financialization Trend

The year when the world votes

3 key mistakes in my investing journey

December 2023

Inox India IPO

Extended Trading Hours - NSE

Investment Outlook 2024

November 2023

2 years into the stock market & still counting.

Analyzing Samvat 2079 Picks (2022)

Samvat 2080 Picks (2023)

October 2023

Nifty Sharp Correction Analysis

Engiance Announcement

Concept of Positive Asymmetry

 

August 2023

Business Analysis - Landmark Cars LTD

May 2023

RBI and 2000 Rs Note

Are we in a Commodity Supercycle?

Coffee Can Investing

How's Inflation Looking across the globe?

DuPont ROE Analysis

Types of Business Failures

Importance of Ratio Analysis

April 2023

Types of Businesses (based on end user)

Lessons to learn - Peter Thiel

Rate Hikes and Inflation

India and Recession

Types of Stock in Stock Market

Results Expectation - Q4 FY23 2

Results Expectation - Q4 FY23 1

Deep dive into Fundamental Analysis

Lessons to learn - Jamie Dimon Annual Shareholder Letter 2023

Basics of Equity Analysis

Concept of Asymmetry

New Financial Year - 23 Lessons for 2023

March 2023

Cryptocurrency Issue

Interest Rates & Bonds

Inflation Game - Types of Inflations

If you panic there will be another 2008

Types of Economic Recoveries

Norway Electric Revolution - Part 2

Norway Electric Revolution - Part 1

Indian IT sector and Global Banking Crisis

Real takeaway from UBS and Credit Suisse deal

Samsung and its History

Warren Buffet Annual Shareholder letter

Porter's 5 forces analysis

Silicon Valley Bank - Part 2

Silicon Valley Bank - Part 1

Sideways Market 

Value Chain of Coffee

Differences in 1970 and 2023 Inflation

Timing the Market

Types of Risk

Volatility and its relevance

May 2022

Business Analysis - Shardacrop Chem

March 2022

Valuation - Nvidia

February 2022

Why we cannot have "Buy and Forget" Mentality

Importance of Data in today's business environment - Part 2

Importance of Data in today's business environment - Part 1

Engiance

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