Archive - Beta to Alpha

Generations Taking Flight: A Personal Lens on Progress

How earlier milestones like first flights signal real wage growth, premiumisation, and an optimistic investing horizon for the next generation

14 hrs ago •

Beyond the Numbers: Rethinking Valuation in Disruptive Markets

Why unit economics and growth inflection trump simplistic market cap comparisons in spotting the next big scalers

Nov 18 •

Unmasking the Investment Hype: PMS vs. Mutual Funds

Why a ₹500 T-Shirt Might Deliver More Long-Term Value Than a ₹5 Lakh Label and What It Means for Your Portfolio

Nov 17 •

Low PE stocks can end up being very expensive

The biggest screen investors use and more often than not do not get what they are looking for

Nov 16 •

You and Private Equity are not in the same league

Stop looking at 100x exits and think the holy grail is to enter early and sit. You will rarely get it right.

Nov 15 •

The art of Relative benchmarking

Peer to Peer comparison, Relative benchmarking, Competitive intensity - multiple names to this, but the idea is simple and easy to compare

Nov 14 •

Greed leads to nothing, unless you know when to be greedy

Investing is not about signalling - it is about making money

Nov 13 •

Reading between the lines is relevant

Blockbuster Sales and Margin growth from Jewellery Companies - devil lies in the details

Nov 12 •

Sacred Sparks: Igniting India's Economic Revival Through Spiritual Tourism

From Kashi's Glow-Up to Temple Treasuries - How Divine Destinations Can Fuel Hospitality, Infrastructure, and Per Capita Prosperity

Nov 11 •

Stop Chasing Demand Dreams: Bet on Supply's Predictable Power

Capex, Capacity, and Foresight Are Your Edge in a Growth-Obsessed World

Nov 10 •

Stop your hot-takes on companies raising money

Swiggy is going for a 10,000 cr. fund raise after IPOing a while ago. Criticising this is glass half empty.

Nov 9 •

Renaissance in motion - Capital Markets

IPOs, AMCs, Investment Products - Is this India's growth moment?

Nov 8 •

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