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Original Research on Investing in Growth Companies


Investing Psychology
The Story of Investing - Stock Picking vs Risk Management
The Story of Investing - Stock Picking vs Risk Management
by Naveen
August 28, 2024
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Investing Psychology
The Story of Investing - Stock Picking vs Risk Management
The Story of Investing - Stock Picking vs Risk Management
by Naveen
August 28, 2024
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Investing Psychology
Pricing Power Lends into Concentration – Series 2
Pricing Power Lends into Concentration – Series 2
by Kapil Agrawal
June 7, 2024
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Investing Psychology
Concentration and Long Term – Shift to the outcome and away from the process
Concentration and Long Term – Shift to the outcome and away from the process
by Naveen
December 6, 2023
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Investing Psychology
Concentration and Public Markets Money Management - Series 1
Concentration and Public Markets Money Management - Series 1
by Naveen
November 9, 2023
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Investing Psychology
Investors and the public markets – A love hate affair
Investors and the public markets – A love hate affair
by Naveen
June 13, 2023
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Investing Psychology
Active and Passives - Are we all moving to a passive world in India
Active and Passives - Are we all moving to a passive world in India
by Naveen
December 13, 2022
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Investing Psychology
The importance of a narrative – Understanding the other side
The importance of a narrative – Understanding the other side
by Naveen
November 9, 2022
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Investing Psychology
Fascination for Prediction – The Expert’s voice
Fascination for Prediction – The Expert’s voice
by Naveen
January 12, 2022
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Investing Psychology
Investing from the lens of an Owner
Investing from the lens of an Owner
by Naveen
October 14, 2021
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Investing Psychology
Understanding probabilities and edges: The game of margins and investing
Understanding probabilities and edges: The game of margins and investing
by Naveen
September 6, 2021
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Investing Psychology
Investing and Bets : Better Decision Making
Investing and Bets : Better Decision Making
by Naveen
December 28, 2020
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Investing Psychology
Market Microstructure in India – A stock picker’s market
Market Microstructure in India – A stock picker’s market
by Naveen
December 22, 2020
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Investing Psychology
Investing History - What a Bubble looks like
Investing History - What a Bubble looks like
by Naveen
December 18, 2020
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Investing Psychology
Building an Asset Management Business : Doing things that do not scale
Building an Asset Management Business : Doing things that do not scale
by Naveen
August 27, 2020
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Investing Psychology
The power of simplicity in investing : Proxy passive approach
The power of simplicity in investing : Proxy passive approach
by Naveen
July 24, 2020
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Investing Psychology
Leadership and Indian History
Leadership and Indian History
by Naveen
July 20, 2020
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Investing Psychology
The comfort of ownership : Alignment and Incentives
The comfort of ownership : Alignment and Incentives
by Naveen
June 21, 2020
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Investing Psychology
Leadership from ‘The Last Dance’ – the Coach who held the team
Leadership from ‘The Last Dance’ – the Coach who held the team
by Naveen
June 18, 2020
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Investing Psychology
The Next Big Idea
The Next Big Idea
by Naveen
June 10, 2020
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Investing Psychology
Fund Ratings — do the numbers have any meaning?
Fund Ratings — do the numbers have any meaning?
by Naveen
April 27, 2020
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Investing Psychology
Corporate Bond Market: Enhancing Liquidity in India and the Opportunity
Corporate Bond Market: Enhancing Liquidity in India and the Opportunity
by Naveen
February 10, 2020
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Investing Psychology
Artists, Entrepreneurs and Investors - whats to learn
Artists, Entrepreneurs and Investors - whats to learn
by Naveen
December 29, 2019
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Investing Psychology
Moats and the Eternal Search to Build One - PART II…Investing
Moats and the Eternal Search to Build One - PART II…Investing
by Naveen
November 13, 2019
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Investing Psychology
Moats and the Eternal Search to Build One - PART I
Moats and the Eternal Search to Build One - PART I
by Naveen
November 4, 2019
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Investing Psychology
DO GENERALISTS HOLD AN EDGE IN TODAY’s WORLD, and should you be one?
DO GENERALISTS HOLD AN EDGE IN TODAY’s WORLD, and should you be one?
by Naveen
August 19, 2019
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