• Investing in Salesforce

Compelling story. Is it all priced in?..

Saurav Sen | April 2021

• Investing in Social Media

What do you need to believe?

Saurav Sen | January 2021

• The Sony-ssance

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

Saurav Sen | August 2020

• The World after Covid-19

Re-tuning the portfolio for the recovery...

Saurav Sen | March 2020

• Buylyst Portfolio Stress Test

Can these companies live to fight another day?..

Saurav Sen | March 2020

• Can the portfolio survive 2020?

We Need a Liquidity Test.

Saurav Sen | March 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

• HDFC Bank Update

Lone star in the Indian Banking industry?..

Saurav Sen | October 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

• Apple's new stomping grounds

Can't keep iPhoning it in.

Saurav Sen | July 2018

• Investing in India: The Consumer Story

How to think about investing in 1/6th of humanity...

Manab Sen | June 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