While reading this fascinating book," Apple in China, The Capture of the World's Greatest Company," I came across this astonishing fact: Google pays Apple approximately $20 billion per year – nearly $55 million per day – just to be the default search engine on iPhones! Why would Google pay such an astronomical sum for something… Continue reading Default Choice Worth > $ 20 Billion A Year!
Who Will Benefit from Reduced GST Rates?
Back in 1987, Warren Buffett wrote a fantastic essay titled "Who Pays Corporate Taxes?" Here is the text of that essay: Over the years there has been a lot of fuzzy and often partisan commentary about who really pays corporate taxes - businesses or their customers. The argument, of course, has usually turned around tax… Continue reading Who Will Benefit from Reduced GST Rates?
Operation Sindoor: Make in India Goes To War || Capital Calculus
Link: https://www.youtube.com/watch?v=1Mc8aamwo8k Anil is my swimming buddy, but I am also a big fan of his work, and that of his colleagues like Nitin Gokhale https://x.com/nitingokhale?lang=en…). I strongly recommend watching the content on their YouTube channels. Anil is incredibly curious, which is an essential ingredient of a great journalist. When he smells a story, he… Continue reading Operation Sindoor: Make in India Goes To War || Capital Calculus
Q&A Session @ Nepal Value Investing Society
Interview with Shrishti Sahu
ET Now Interview
Part 1: https://www.youtube.com/watch?v=OzJu3kng3fU Part 2: https://www.youtube.com/watch?v=Lf4wlBkS1H4 Part 3: https://www.youtube.com/watch?v=4-_v6GcoE8A Part 4: https://www.youtube.com/watch?v=9rVNJt9r2Bw
Interview with Outlook Money 
Teaching Note on Shriram Finance
This note, written on January 22, 2024 was used for my lectures at Flame University. This is not a recommendation to buy the stock. I used this case to highlight a certain kind of a pattern which repeats quite often: The "before" and "after" story. Here is the note: The “Before” Story Even before the… Continue reading Teaching Note on Shriram Finance
LSE Alumni Lecture on Prejudice
I re-recorded my LSE Alumni lecture using AI apps. Added a lot of content as well. Link: https://vimeo.com/1006853232
LSE Alumni Lecture
I did this talk titled FROM UNTOUCHABLE TO IRRESISTIBLE: Three cases on the pricing of government-owned businesses in Indian stock markets. Link: https://youtu.be/0p6k6395ifw Deck from here
Fundoo Professor 
You must be logged in to post a comment.