A few awesome things I came across this week. Worth sharing, and keeping. This article on two friends at Google. Loved it for many reasons, but mainly for the positive energy. In this world, where so many of the people are tied up in random jobs doing mindless stuff, good to hear about people solving
On a personal note – Dissonance and Incongruence My education and formative work years have been in India. There, the capital markets are big, active, IPOs are popular although a difficult and complicated process, and the regulator is strong, with regulations ensuring protection of retail investors. India, however does not allow dual-class shares for listed
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
Context: The idea of this post is to add more scale perspective on some of the numbers discussed in the post Online Advertising Companies. The companies analysed there have a total market cap of $1.65 trillion on July 31, 2018. (Facebook: ~$494 billion, Alphabet ~$848 billion, and Twitter is very small comparatively at ~$23 billion).
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
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
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
