In Context

Defence

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Image source: chess.com

Personal Context: For this one, it is mainly my curiosity. Keen to get an objective understanding of the sector. My personal experience with this sector has been quite brief.  I happened to come across this sector while working in PE. I was evaluating an engineering company which was doing part of the work for a big […]

In Context

Online Advertising Companies

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Personal Context: The recent drop in Facebook market cap (July 2018) was the trigger to this further analysis. Add to that, a recent twitter discussion on S&P 500 stocks pie chart made me wonder about the contributions of the top few stocks. My personal investing experience has primarily been in the early -mid stage growth […]

In Context

Desalination

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Personal Context: About ten years ago, I was part of a private equity team that managed and exited a water & wastewater treatment company. I spent a lot of time with the management, and lot more time on the company’s strategy and financials, creating the pitch for sale, and prospectus for an IPO. All the […]

Long Post

Life Lessons from Private Equity

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This was originally published on Medium (March 2016) Defined simply, Private Equity (PE) helps in matching medium-term capital (in the form of equity) to deserving private companies as those businesses move from one level to the next on their growth curve. In the process, PE helps deliver superior returns to its investors, which range from […]