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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
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Uday
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The new growth engine
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April 2024
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…
Apr 4
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Uday
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The changing fabric of Football
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March 2024
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…
Mar 11
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Uday
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Understanding Private Market returns
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February 2024
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…
Feb 4
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Uday
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Real Assets get real
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January 2024
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…
Jan 8
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Uday
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Charts of the year
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December 2023
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…
Dec 18, 2023
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Uday
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Not just PE anymore
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October 2023
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…
Oct 28, 2023
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Uday
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Thinking about change
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September 2023
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…
Sep 19, 2023
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Uday
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The magnificent seven of PE
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August 2023
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…
Aug 14, 2023
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Uday
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Big tech's balancing act will soon be over
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July 2023
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…
Jul 25, 2023
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Uday
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Investing in the beautiful game
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June 2023
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…
Jun 26, 2023
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Uday
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Down year vintages age like fine wine
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Private Equity's new reality
Two sets of opinions on PE valuations and outlook from the opposite ends of the spectrum.
Jun 12, 2023
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Uday
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Private Equity's new reality
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