Archive - Beta to Alpha

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.

8 hrs ago •

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 •

Picks and Shovels: Playing out like clockwork

JM Financial and DAM Capital's Q2 Surge Signals a Pipeline Overflowing with Deals, Lessons from the AI Power Boom

Nov 7 •

Indigo - Resilient on Free Cash Flow growth

Forex loss is non-cash, PBT is vanity, get a little hands on with the Cash Flow statement and you see a 17% H1 Free Cash Flow growth in the business.

Nov 6 •

Follow the Capex: Decoding the Subtle Signals of Sustainable Growth in Indian Markets

Why Data-Driven Capex Hunts Trump Market Hype, and Why Admitting 'I Don't Know' Is Your Sharpest Edge

Nov 5 •

Death Wishes on Dying Industries: Spotting the Outliers That Defy the Doom

Earnings Season Lessons: Ignore the Headlines, Chase the Puck, and Bet on Double-Digit Growth with First-Principles Grit

Nov 4 •

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