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Month: April 2022

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Understanding the business model of Shopify

A large part of economic activity happens outside our borders. Unless you count introducing the sachet version of the 14th variant of a dandruff shampoo as ...
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How much is the US worth, What’s next for Netflix, Investing lessons from Dalal Street & More

. 🔆 Valuation: Quick theoretical exercise to value a country - the USA 🔆 Business: What went down with Netflix and what's ahead? 🔆 Venture ...
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The High-Priced Portfolio Update for 2022

What if you just bought the highest priced stocks? We ran this concept as a portfolio since 2017, and the results have been interesting. After four years of ...
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All about BNPL, Irrational People, Buy and Hold Investing & Inflation

. 🔆 Explained: The complete BNPL ecosystem 🔆 Psychology: The value of doing nothing and staying put 🔆 Behavioral Finance: Economics of ...
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Government bonds versus immediate annuities: Which is the better pension investment?

How do you get a guaranteed income or pension after you retire for the rest of your life that’s guaranteed? A simple answer used to be: buy a long-term ...
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HDFC merger explained, Elon snubs twitter board, China’s debt trap & More

. 🔆 CM Opinion: Everything about the mega HDFC merger explained 🔆 Geo-politics: China’s ‘debt-trap diplomacy with Sri Lanka 🔆 World Markets: ...
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A strange Rate Hike and a messy inflation print present a weak macro for India

Did RBI increase rates? What did RBI say that spooked the bond market? What's inflation looking like? We take a look at the macro, with charts and data that ...
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What the HDFC Bank merger really means for investors

Why bother merging? HDFC and HDFC Bank, the two giants of the Indian financial industry, are fusing into one. Summary: Forms the biggest private bank in ...
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Investing for goals, Elon Musk invests in Twitter, 8 Instruments that beat FD & More

. 🔆 Personal Finance: How to invest for specific goals? 🔆 Actionable: 8 Fixed Income instruments that beat the FD 🔆 World Markets: After Elon's ...
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Edelweiss Housing Finance NCD review: Should you invest?

When fixed deposits offer only 5-6% interest, is the Edelweiss Housing Finance NCD issue that offers up to 9.7% interesting? What's the risk? Why would a ...
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