Amol’s Newsletter
The narrative this week suggests that Chinese markets are rallying because the Government is encouraging citizens to buy stocks. Is it that simple? Are global institutional investors wading into Chinese markets on the recommendation of the Government?
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Faster deployment of vaccines improved the odds of a faster re-opening and economic recovery. Sensing this economic recovery, Small caps and cyclical…
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I have written about IPO’s before (A Parade of Unicorns) and that I generally avoid them. However, Snowflake, an upcoming IPO has the characteristics of…
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The SEC requires all large investors to report any changes to their portfolio via a 13F filing. These filings are scrutinized by other investors and…
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After a skirmish with China, India banned TikTok, WeChat, and several other Chinese Apps. With this precedent, President Trump has given 45 days for…
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Here are my notes from a fascinating interview on Early Stage Investing. Fish close to High Return Intersections The intersection of boredom and…
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Deflation can be intuitively thought of as a sustained fall in the prices of consumer goods and services. In this environment, consumers decide to…
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The Diffusion of Innovations is a framework created by Everett Rogers to understand how innovation spreads over time. It is a good prism to understand…
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Amol’s Newsletter


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