Latest
Oct
06
INVESTMENT THESIS: RELIANCE INDUSTRIES
Reliance Industries Limited (NSE: RELIANCE) stands as one of India’s most influential conglomerates, with a diversified portfolio spanning energy,
27 min read
Sep
05
Investment Thesis: UnitedHealth Group
UnitedHealth Group (NYSE: UNH) is the largest healthcare company in the U.S. and a global leader in health insurance
24 min read
Aug
12
Investment Thesis: Berkshire Hathaway
Berkshire Hathaway Inc. (NYSE: BRK.A) is a diversified holding company with a robust, decentralized structure, highly disciplined capital allocation,
29 min read
Jun
23
Investment Thesis: Datadog
The digital landscape has transformed with cloud computing, enabling agility and innovation but introducing complexity. Modern IT environments feature microservices,
32 min read
May
27
Investment Thesis: Unity
Unity Software Inc. stands as a cornerstone in the modern digital creation landscape. Its technology is ubiquitous, acting as the
41 min read
Apr
19
Investment Thesis: MongoDB
In today’s increasingly digital landscape, the importance of efficient data management cannot be overstated. Businesses across industries depend on
26 min read
Apr
18
Investment Thesis: Arm Holdings
In the intricate world of modern technology, few companies are as critical yet as underrecognized as Arm Holdings. Arm’s
47 min read
Apr
17
Investment Thesis: Nubank
Traditional banks are being disrupted by new, tech-powered companies—and Nubank is leading the charge in Latin America. With a
26 min read
Mar
29
Investment Thesis: NVIDIA
Want to build a snowball of wealth? NVIDIA, a dominant force in the tech world, isn't just about
30 min read
Mar
01
Investment Thesis: AMD
Advanced Micro Devices (AMD) has established itself as a formidable player in the semiconductor industry. With an expanding presence in
27 min read