How Jack Ma’s pivot to AI rehabilitated Alibaba (Hard Copy 17-Mar-25)- Link here (YouTube) Neelkanth Mishra Interview – Link here US listings often fail to boost European companies’ valuations (FT hard copy 18-Mar-25) – Link here AI Boom Reshapes Power Landscape as Data Centers Drive Historic Demand Growth – Link here The Last Decision by …
Read More Read, Learn, Improve – 22-Mar-25Sabyasachi, India’s Designer to Stars, Says Big Weddings Are Out of Style – Link here What We’ve Learned From 150 Years of Stock Market Crashes – Link here Can the US switch off Europe’s weapons? – Link here The End Of Cheap Labor? Why China Is Going All-In On Robots – Link here How China …
Read More Read, Learn, Improve – 15-Mar-25Warren Buffett Knew Nothing About This Business. It Made Him Billions – Link here By the Numbers: How Much Trash You’re Really Throwing Away Each Year – Link here Is Domino’s pizza inflation-proof? – Link here “We’ve never raised prices to increase our margins,” Arena says. “We’ve raised prices to stay in business.” The calculation …
Read More Read, Learn, Improve – 8-Mar-25What’s The Difference Between $50 Jeans And $500 Jeans? – Link here The Wild Economics Behind Ferrari’s Domination of the Luxury Car Market – Link here 64 crore devotees and counting: How are devotee numbers at Maha Kumbh calculated? – Link here A.I. Is Changing How Silicon Valley Builds Start-Ups – Link here Finally, hard …
Read More Read, Learn, Improve – 1-Mar-25Is Being Single Bad for the Economy? – Link here How Many New Yorkers Are Secretly Subsidized By Their Parents? Boomers are transferring trillions of dollars to their kids, one down payment at a time – Link here Grand Theft Auto: Real Life – When a car is stolen in the US, there’s a good …
Read More Read, Learn, Improve – 22-Feb-25Should weight-loss drugs be given to children? – Link here The Brightcom saga gets a final verdict! – Link here The LA Fires Burned Thousands of Homes. The Data Show Insurers Saw the Risks Coming – Link here Going Beyond Buffett – Link here Indian chefs are inviting you home for food & stories. Pop …
Read More Read, Learn, Improve – 15-Feb-25Traffic penalties based on income levels would be both effective and equitable – Link here The Week in Charts (2/3/25) – Link here Jai Corp Multi-crore Fraud: Bombay HC ‘Disappointed’ with EOW and CBI, Orders SIT Probe – Link here DSP Netra Feb’25 – Link here The real DeepSeek revelation: The market doesn’t understand AI …
Read More Read, Learn, Improve – 8-Feb-25How a Little-Known Finnish Company Became One of the World’s Hottest Gadget Startups – Link here JioCoin – Link here The Week in Charts (1/20/25) – Link here The Alcohol Industry Is Hooked on Its Heaviest Drinkers – Link here “A fifth of adults account for an estimated 90% of alcohol sales volumes in the …
Read More Read, Learn, Improve – 25-Jan-252024: The Year in Charts – Link here First Leasing: Irony of Irani! – Link here Stocks Are More Expensive Than They Used to Be – Link here How Analyst Job Cuts on Wall Street Are Reshaping Equity Research – Link here Mega Cap World Domination – Link here (x / twitter post) Most people …
Read More Read, Learn, Improve – 18-Jan-25Telecoms groups forecast to reap $10bn windfall from recycled copper – Link here (Thread on X) Sahil Kapoor’s notes from Berkshire Letters to shareholders. Re-reading for the 2nd time – Link here (Thread on X) This has NEVER happened in recent history: In a sudden collapse, 30-year interest rates are now LOWER in China than …
Read More Read, Learn, Improve – 11-Jan-25