The Atomic Investor

Home
Notes
Private Equity
Sports Business
Tech
Industry Write-ups
Financial markets
About
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…
 • 
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…
 • 
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…
 • 
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…
 • 
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…
 • 
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…
 • 
Uday
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…
 • 
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…
 • 
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…
 • 
Uday
The Atomic Investor
The Atomic Investor
My conduit of ideas, reflections and thoughts on the world of Private Equity, Tech and Business.
Recommendations
Net Interest
Net Interest
Marc Rubinstein
Huddle Up
Huddle Up
Joe Pompliano
M
Musings on Markets
Aswath Damodaran
Next Big Teng
Next Big Teng
Janelle Teng

The Atomic Investor

AboutArchiveRecommendationsSitemap
© 2024 Uday
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great culture