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REPOSITORY OF OUR WRITING
Deep Dive Into Zomato
Will growth create value? May 7, 2021 India Delivery Tech startup Zomato Limited has filed papers to go public in India. This edition...
May 7, 20211 min read
How We Use Self-Learning Algorithms
The Wizard of Odds was a master of probability. May 2, 2021 Our basic philosophy leans away from predicting future outcomes. We are...
May 2, 20211 min read
Deep Dive Into Coinbase
The art of guesstimation in the face of uncertainty Apr 13, 2021 As an important cryptoeconomy infrastructure player approaches a Direct...
Apr 13, 20211 min read
IMDb | What To Watch?
Directing our engine at Entertainment. Findings from sifting through 7 million titles for the Top 500. Apr 8, 2021 An example of how we...
Apr 8, 20211 min read
India: My Impressions of 16 States & 17,000 km
Reflections on a cross-country road trip of a changing India. Jan 5, 2021 A framework for understanding India. Read at length here
Jan 5, 20211 min read
Deep Dive Into PayTM
When the unstoppable force of a Story meets the immovable object of Plausibility. Oct 16, 2020 We yearn for the warm cloak of certainty,...
Oct 16, 20201 min read
Mispriced Anomalies
Our engine identifies mispriced anomalies across markets. Oct 5, 2020 An example of how we use our engine to identify mispriced anomalies...
Oct 5, 20201 min read
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