• Re-routing our 5G Portfolio

Let there be light.

Saurav Sen | October 2020

• Investing in Growth Stocks

Invest responsibly.

Saurav Sen | September 2020

• Investing in Industry 4.0 Part 4

Sizing up the IoT investment opportunity..

Saurav Sen | July 2020

• Investing in Industry 4.0 Part 3

Sensing a definitive investment idea..

Saurav Sen | July 2020

• Investing in Industry 4.0 Part 2

Breaking down the 4IR universe

Saurav Sen | June 2020

• Investing in Industry 4.0

The Grand Confluence

Saurav Sen | June 2020

• Remember Ericsson?

Is the turnaround legit?

Saurav Sen | November 2019

• 5G: View from the ground up.

Where is the investment opportunity now?..

Saurav Sen | November 2019

• Investing in 5G - 2019 Update

Huawei or not...

Saurav Sen | June 2019

• Investing in VR - Real Numbers

Zooming into the right investment idea. ..

Saurav Sen | March 2019

• Investing in Virtual Reality

Do you want the red pill? Or the blue pill?..

Saurav Sen | March 2019

• Investing in Global Dominators

How to choose the perfect 800 pound gorilla...

Saurav Sen | January 2019

• Investing in Autonomous Vehicles

Round 1: The AV Landscape

Saurav Sen | November 2018

• Foggy Bottom: The 2018 Carnage.

"Success means being very patient, but aggressive when it’s time." -..

Saurav Sen | November 2018

• Memory Chips: Ride the Volatility?

Yes, this time is different.

Saurav Sen | November 2018

• Investing in 5G: Idea Screener

Finding the right investment wavelength...

Saurav Sen | October 2018

• Investing in 5G

The fabric of the Big Data economy

Saurav Sen | September 2018

• Investing in AI Hardware

The Brawns behind the Brains.

Saurav Sen | June 2018

• The Grand Inflection Point

When the Data Bomb, AI, and Moore’s Law collide...

Saurav Sen | June 2018

• Investing in the Cloud

Harnessing the new information revolution tailwind...

Saurav Sen | May 2018

• Is Internet of Things a thing?

Yes. And it’ll be a Data Explosion...

Saurav Sen | April 2018

• The Smart Grid ain't so smart. Yet.

Renewables + Storage will force the issue...

Saurav Sen | March 2018