📈 - Investing & Musings
Chamath Pahalipitiya (CP) is becoming the new age voice of how capitalism will look like in the future. I wrote about CP in a long post here.
Recently, CP put out a thread on Investing 101. I had to frame it. Here’s the attempt at putting the thread together.
Where does Reliance Industries go from here?
The future of RIL hinges objectively on four factors. I delve down on each of these factors in the long post here.
📚 Book Recommendation
You can check out previous posts around Book Recommendations here.
This week, we go back to the 90’s to revisit a few basics that the great Peter Lynch had objectively put out in two of his bestselling books. Every crisis is an opportunity and it is always a great idea to go back on the drawing board to revisit the basics.
You can read about Peter Lynch here.
🧪 Active Pharmaceutical Ingredients (API) Landscape
I conducted my first webinar on the API landscape and covered a few of my thoughts around Solara Active Pharma Sciences in a 90-minute session here.
You can find out about future live webinars here.
💊 What is the Pharma Buzz all about? [Premium]
I wrote a detailed two-part deep dive on the Pharma Landscape in the country. You can access Part - 1 and Part - 2 by clicking on the links respectively.
🎶 Song Of The Week
I am listening to The Bombay Dreams which recently crossed 10 mn+ views on YouTube. Click here to listen.