Archive - The Atomic Investor

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 •

March 2025

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 •

February 2025

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 •

January 2025

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 •

December 2024

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 •

October 2024

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 •

September 2024

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 •

August 2024

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 •

June 2024

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 •

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, 2024 •

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, 2024 •

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, 2024 •

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