In Context

Levi’s IPO

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Levi’s, the makers of the ‘blue jean’, founded in 1853, recently filed for IPO. (the company was taken private around three decades ago). One doesn’t come across many old, history-rich, established companies  in the brands and consumer space filing a prospectus these days. Worth a look through. As I browse through the doc, my quick […]

In Context

Berkshire Annual Letter | Notes

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Berkshire Hathaway is in an interesting business. Of owning, investing, operating companies. One can look at it as a really large PE fund working with its own capital, an open-ended platform. And yet, compared to a PE fund, the range of investments can be so much better. There is no limit on check size (which […]

In Context

Research & Development spends

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I came across a chart today about R&D spends by different companies (the chart is from howmuch.net and is shared at the end of this post). That eventually led me to a data-set by PWC Consulting arm strategy&. They have been doing this analysis on R&D spend for a few years now. They have shared […]