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How hot are smallcaps, really?

In this post, we try to answer one key question for the 'cautiously optimistic' investor: Yes, small-cap stocks are frothy, but by how much? We analyzed the ...
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Looking for the best smallcase to invest in 2024? Make sure you look at these five things first.

There are hundreds of smallcases to choose from. Each month brings a new list of smallcases showing great short-term returns. But that's not how you should ...
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It isn’t just about yesterday.

Let’s say a man, call him Ajay, has a heart attack while exercising in the gym. He was doing a deadlift with 60 kgs. 25 kgs as weights and 10 on the bar. ...
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The enduring myth of Great Companies

The top three most popular management books have sold over 10 million copies worldwide. By studying great companies in depth, they decode what made them great ...
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How geopolitical conflict impacts equity markets

Over the weekend, news of the vicious attack by the militant group Hamas on Israeli civilians emerged. Going by initial reports of casualties, the ongoing ...
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The 12% Myth: Estimating Long-Term Equity Returns

12% is the most common assumption plugged into financial planning models, with good reason. The problem is long-term returns in India have a wide range. In the ...
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Ten Money messages I would share with my younger self

As unintuitive as it'll sound coming from an investment manager, you probably don't need to think about investing as much as you think you do—that and nine ...
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How non-programmers can use Chatgpt’s Code Interpreter to kickstart analysis

The closest analogy to using chatgpt and Code Interpreter is like everyone having access to a smart yet inexperienced intern conversant with python ...
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How the investment industry harnesses FOMO to drive sales

The typical Amazon product page has almost 10 elements meant to nudge us to buy the product. All businesses utilise FOMO-nudges to stand out in a crowded ...
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RBI’s New Digital Lending Rules that allow Loss Guarantees by Startups

Fintech startups get a kinda-sorta reprieve from tough Uncle RBI, who went from "No loss guarantees, period" to "Maybe a little". But obviously, like all Harry ...
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