Home

Nothing is so firmly believed as that which we least know – Michel de Montaigne

Latest from the Blog

  • The other side of the coin

    In this hyperconnected society where every debate gets polarised, we forget about the other side of the coin and that there can be a lot of grey in this world. A few instances in the markets where I’ve noticed that…More

  • Reads of the year

    My year-end tradition on looking back at what I read over the last 12 months, and a what happened during that period…More

  • No L for Luxury

    The Luxury market has shown resilience and strength in an uncertain macro environment. Doesn’t look like there will be any Ls for Luxury in the short term…More

  • The Atomic Investor turns two

    Its been a fine ride so far building this space. Two years in but still feels like day zero…More

  • Its an imperative, not an option

    Investors have piled onto Meta and Zuck for spending recklessly. While it could have been timed better, I think a lot of it is an imperative, not an option…More

  • $BX: The king of private markets

    Blackstone has gone from strength to stregth over the last couple of decades. My thoughts on the stock, why I like it and Q3 2022 update…More

  • Its not tech anymore, its TV

    SVoD services, initially branded as Tech are increasingly starting to look more like media companies. Its not tech anymore, more like tech enabled TV…More

  • Breaking up with the past

    Breaking up with the past is never easy when you get conditioned so strongly to your environment. Businesses, investors and people are coming to terms with this now…More

  • How not to run a football club

    A critical look from a financial POV at a football club that has a special place in my heart…More