• Paypal Investment Thesis

Our original thesis on February 5, 2020...

Saurav Sen | March 2021

• Berkshire Hathaway Investment Thesis

Our original thesis from April 28, 2020...

Saurav Sen | March 2021

• How to evaluate Berkshire Hathaway

We keep it “as simple as possible but no simpler.”..

Saurav Sen | April 2020

• What the F*D? Finale.

A tribute to Professor Goodfriend.

Saurav Sen | January 2020

• Investing in Cashlessness Part 2

What the numbers say.

Saurav Sen | December 2019

• Investing in Cashless-ness

Part 1: Payment ecosystem disruption...

Saurav Sen | December 2019

• What the F*D?! Part 4

Alternatives – Cryptos and MMT.

Saurav Sen | October 2019

• What the F*D?! Part 3

What the Fed does. And how it does it...

Saurav Sen | October 2019

• What the F*D?! Part 2

The Fed had to adapt, evolve and innovate...

Saurav Sen | September 2019

• What the F*D?! Part 1

Why it all started. Back in 1913.

Saurav Sen | September 2019

• Passive Investing: Passive Aggressive

Is Passive Investing breaking the markets?..

Saurav Sen & Catherine McNey | February 2019

• Investing in India: Thesis Intact

A bumpy road. But the elephant marches on...

Manab Sen | December 2018

• Foggy Bottom: The 2018 Carnage.

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

Saurav Sen | November 2018

• Bitcoin's merits are Inflated.

Ironic, don't you think?

Saurav Sen | October 2018

• Investing in India: Priority List

A short numerical screener.

Saurav Sen | July 2018

• Investing in India: Can we bank on it?

by Manab Sen

Manab Sen | June 2018

• What is Intelligent Investing?

“Ignore the chatter, minimize costs, invest as if you would in a far..

Saurav Sen | January 2018

• What are my investment choices?

A million dollar question, I hope.

Saurav Sen | January 2018

• Why Invest at all?

Achieve Financial Freedom. By Beating Inflation...

Saurav Sen | January 2018