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Big tech's balancing act will soon be over
The largest tech companies have continued to get fitter and have optimised spend to prioritise cash flows. Investors love to see this, but the balancing…
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Uday
2
Investing in the beautiful game
Football, by design, has a challenged business model which needs a lot more than just making money to make it work. But despite the challenges, we're…
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Uday
3
Down year vintages age like fine wine
The 'down years' vintages, when PE returns remain subdued for a while have a record of outperforming funds from when the times are good. But why is it…
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Uday
Private Equity's new reality
Two sets of opinions on PE valuations and outlook from the opposite ends of the spectrum.
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Uday
The other side of the AI equation
It was an eventful week in tech and AI. While AI optimists are watching the demand side to do its magic, a lot hinges on the other side of the AI…
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Uday
Big Tech passes the first test
After a phenomenal last decade, Big tech was put up to a big test of delivering profitable growth at scale. They seem to be up passing it for now.
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Uday
When the going gets tough
Private Equity firms are getting more creative to get the deals over the line and make sure the PE flywheel keeps rolling.
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Uday
1
More ways to share your ideas
A new place for us to share ideas
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Uday
Upping the stakes
Private Equity is believed to be in for a rough ride. The post dives deeper into the key performance drivers of PE and how managers are likely to…
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Uday
1
The Atomic Investor
The Atomic Investor
My conduit of ideas, reflections and thoughts on what little I know about investing, tech and growth.
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