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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…
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Uday
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…
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Uday
2
The changing fabric of Football
Instances of fines and other restrictions at football clubs continue to increase as a wave of foreign and institutional capital floods the sport. The…
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Uday
4
Understanding Private Market returns
PE and VC returns have outperformed public markets over long time horizons. The debate lingers on, but here are some interesting findings on how do they…
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Uday
Real Assets get real
The changing nature of infrastructure - from low risk stable asset class to a dynamic higher return investment is driving consolidation amongst GPs to…
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Uday
Charts of the year
Tried to capture some of the stories that caught my attention this year. Charts to highlight the data and the narrative, accompanied by some questions…
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Uday
2
Not just PE anymore
The largest firms in the business very proudly call themselves “Alternative asset managers” now. The “Alternatives era” is being defined by other…
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Uday
Thinking about change
Thinking about long-term change is fraught with challenges. In business and investing, you are navigating change at every step along the way…
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Uday
3
The magnificent seven of PE
The publicly listed Private Equity space is highly interesting to keep an eye on the business of PE. As the latest earnings season rolled over, I looked…
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Uday
The Atomic Investor
The Atomic Investor
My conduit of ideas, reflections and thoughts on the world of Private Equity, Tech and Business.
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