The new-age PE joke was never the point.
Eternal made ₹92 crore. Swiggy lost ₹791 crore. Same quarter, same market.
Beta to Alpha
On a mission to help Investors make informed investment decisions. Long India 🇮🇳
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Indirect expenses are where new-age tech hides its losses
Revenue growth gets the headline. Indirect expenses decide whether the story survives contact with a downturn.
The AI power buildout has a bottleneck, and one Indian company sits on five of them
Management said it themselves on the Q1 FY27 call: "We are not one product, we are making about 12 or 13 products, and every factory has its own set of worries."
All Growth Titans session sit in a unified portal
After 10+ hours of content and scanning 250+ companies for growth, we have everything in one place
The UPI fee isn't about Visa, It's about a subsidy running out
India’s payment network moved ₹29.9 lakh crore in July. It earned zero rupees on that flow. No system runs on that math forever.
Session 1 has scans over 148 companies
This is the widest coverage we are ever doing in a single session and yet, it is not enough
The word "displaced" is doing a lot of hiding
Everyone agrees IT services is "displaced" by AI. That agreement is the mistake, and the mistake is where the money is.
Power is the mitochondria of the AI value chain
A direct peek into Session 1 of Growth Titans, Q1 FY27.
Nothing changes. You don't need to read this
That is how Rajeev Thakkar opened his August note to unit-holders. It is the most confident first line I have read from an Indian fund manager in two years.
You cannot rate-hike a monsoon
The RBI's own August minutes make the case, if you read them backwards
Growth Titans of Q1
Session Architecture, which session covers what and a surprise giveaway for all registrations
Beneficiaries on the Demand side of AI
We spoke about a framework yesterday that encompasses Supply, Demand and Displaced businesses
The AI play in India sits in 3 buckets
Power is the biggest beneficiary of the whole AI game, in this Growth Titans webinar we cover everything that you need to know in the India AI play
Your fund returned 15%. You returned 9%.
Same fund. Same two decades. The gap is not the market. The gap is you.
Buy and hold isn't dead. Buy and forget is.
A third of the Nifty is one sector. Sandeep Tandon thinks that number gets cut by two-thirds in a generation. He is not telling you to trade more.
The New Gold of the AI Boom Is Not a Metal
It just repriced more than 400% in a year, the whole buildout depends on it, and one under-owned Indian company sits right on the bottleneck.
Growth Titans is gearing for its biggest presentation
We open up access to individual session too - instead of attending both the sessions, you can now attend individual sessions too
Burger King grew 12.6%. It still lost money.
That is the fastest same-store sales growth in fifteen quarters. The company that posted it is still in the red. The number everyone will celebrate is not the number that matters.
India changed who owns its market. That changed how it breaks.
Foreign ownership just hit a 14-year low while the Nifty sits near its high.
The FCNR(B) money is real. The bull case built on it is softer than it looks
$40.8 billion has come in through the FCNR(B) window. Most of it is not going where the bulls think it is.
Bill Ackman was right about music. He still barely made money
The trade was right. The outcome wasn't. There's a difference.
Indian fintech isn't a sector anymore. It's a stack
Two years ago you could buy the theme in two names. Now there are six businesses that share nothing but the label.