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The era of the Visionaries
What are the defining character traits of true visionaries? Funny how a football match can take you along a stream of consciousness.
Aug 3
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Going Vertical
The lines demarcating AI layers are blurring. We are increasingly seeing model providers move up the stack into the application layer. Where are we…
Apr 29
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Off the sidelines
Looking at the current state of Private Equity from a Listed PE lens. PE got off the sidelines but here comes volatility again.
Mar 18
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The power of narratives
Markets are driven as much by sentiments and stories, as by discounted future scenarios. This week we witnessed a dramatic swing in the AI narrative…
Feb 3
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Pipes to Bits: A tale of two infrastructure booms
The echoes of the dotcom era's infra. buildout are reverberating through today's AI revolution, but with a twist - while the investment scale is…
Jan 11
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Private Equity Gains at your local gym
An unexpected email about my local gym getting absorbed into a much larger PE-backed fitness group led me into a bit of rabbit hole on the deals and…
Dec 29, 2024
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Diamonds in the rough
As more sophisticated Football club owners and operators try to unlock financial value and growth , there is an increasing focus on youth players, both…
Oct 27, 2024
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The end of the tunnel
Private Equity has had a tough 24 months or so with the macro backdrop taking away some key growth levers. Things seem to be picking up but some…
Sep 1, 2024
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We have got to Build it, but will they come?
A massive capex cycle to build out the AI infra. is making investors wary due to demand uncertainty. Drawing some parallels with the last cycle shows…
Aug 5, 2024
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The new growth engine
Does every company have a hidden ad business inside of it? Operators and investors are increasingly realising the potential of this new avenue of…
Jun 10, 2024
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The Atomic Investor
My conduit of ideas, reflections and thoughts on the world of Private Equity, Tech and Business.
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