This publication is an outlet for me to publish my research on individual companies. I am building a watchlist of high quality companies with periodic updates on their valuation. Also included is a podcast where I answer Q&A and interview investors.
Iām a do-it-yourself value investor who researches companies and invests in my spare time. My substack is an outlet for me to publish my research on individual companies. I also have a podcast where I answer Q&A and interview investors.
This substack is authored by Anand Srinivasan, the voice of Money Pechu. It is co-authored by Sashwath Swaminathan, an MSc Economics student and research assistant at Aionion Investment Services. The pieces cover finance, economics and investing.
A value investing newsletter where I analyze financial statements, highlight capital allocation decisions, and estimate intrinsic value of companies that I am interested in. Additionally, I track the performance of my stock portfolio.
Write-ups of companies I'm invested in with downloadable & customizable excel DCF models. Follow my investing journey & use your own assumptions to decide if these companies offer good value...
Capital Flows is where the full spectrum of macro flows through the economy and financial markets is broken down, leveraging the informational edge to execute home run trades across rates, FX, and risk assets that achieve exceptional returns.