• Invest in AirBnB?

Shall we book it?

Saurav Sen | May 2021

• Nvidia Investment Thesis

Originally posted on November 6th, 2018...

Saurav Sen | April 2021

• Spotify Investment Thesis

Our original thesis from March 4, 2020...

Saurav | March 2021

• Investing in Social Media

What do you need to believe?

Saurav Sen | January 2021

• The State of Videogaming

Secular growth, Covid Immunity, Reasonable Valuations...

Saurav Sen | November 2020

• Investing in Growth Stocks

Invest responsibly.

Saurav Sen | September 2020

• FAMANGs and more...

Calculating the madness.

Saurav Sen | August 2020

• The Sony-ssance

There's positive optionality. But how much should we pay?..

Saurav Sen | August 2020

• Investing in Streaming

What do you need to believe?

Saurav Sen | May 2020

• Investing in Music

The Music Value Chain is in flux.

Saurav Sen | February 2020

• Is Twitter a good investment?

A numerical scenario analysis.

Saurav Sen | November 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

• Disney + Fox: Price Talk

"Invert, always invert." - Charlie Munger..

Saurav Sen | January 2019

• Investing in Disney

New Disney will be a formidable force, but at what price?..

Saurav Sen | January 2019

• Investing in Media and Entertainment

Drama, Hysteria, Chaos and Mania.

Saurav Sen | July 2018

• Apple's new stomping grounds

Can't keep iPhoning it in.

Saurav Sen | July 2018

• Investing in the Cloud

Harnessing the new information revolution tailwind...

Saurav Sen | May 2018

• Investing through the Retail Apocalypse

“Only when the tide goes out do you discover who’s swimming nakedâ..

Saurav Sen | April 2018