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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
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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
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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
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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
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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
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Uday
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Private Equity's new reality
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The other side of the AI equation
It was an eventful week in tech and AI. While AI optimists are watching the demand side to do its magic, a lot hinges on the other side of the AI…
Jun 5
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Uday
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The other side of the AI equation
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May 2023
Big Tech passes the first test
After a phenomenal last decade, Big tech was put up to a big test of delivering profitable growth at scale. They seem to be up passing it for now.
May 15
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Uday
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Big Tech passes the first test
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April 2023
When the going gets tough
Private Equity firms are getting more creative to get the deals over the line and make sure the PE flywheel keeps rolling.
Apr 24
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Uday
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When the going gets tough
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More ways to share your ideas
A new place for us to share ideas
Apr 21
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Uday
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More ways to share your ideas
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Upping the stakes
Private Equity is believed to be in for a rough ride. The post dives deeper into the key performance drivers of PE and how managers are likely to…
Apr 7
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Uday
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Upping the stakes
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March 2023
Venture shock
SVB's demise has been like a shock to the venture ecosystem, shaking things off dramatically. Both for better and for worse.
Mar 26
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Uday
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Venture shock
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The biggest questions in AI
The frenzy, the FOMO and the excitement around AI has led a lot of us wondering about the present and the future of AI. Is AI is going to change the…
Mar 12
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Uday
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The biggest questions in AI
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