investing from First Principles
Subscribe
Sign in
Home
Archive
About
Latest
Top
Discussions
The Problem of Plenty
Moving from an era of "frugality" to an era of "abundance"
Sep 16, 2023
•
Harish Krishnan
9
Share this post
investing from First Principles
The Problem of Plenty
Copy link
Facebook
Email
Notes
More
3
July 2023
Investing at All Time Highs!
...Why ATH is just a stat!
Jul 28, 2023
•
Harish Krishnan
6
Share this post
investing from First Principles
Investing at All Time Highs!
Copy link
Facebook
Email
Notes
More
June 2023
Mind the GAP...!
Why exponential GDP growth and marketcap accretion do not always create returns for investors?
Jun 16, 2023
•
Harish Krishnan
19
Share this post
investing from First Principles
Mind the GAP...!
Copy link
Facebook
Email
Notes
More
4
Thinking in Probabilities...
& debunking some myths on compounding
Jun 2, 2023
•
Harish Krishnan
14
Share this post
investing from First Principles
Thinking in Probabilities...
Copy link
Facebook
Email
Notes
More
May 2023
Super-compounders - A study on some extra-ordinary companies listed in India
Super-compounders – A Study on extra-ordinary companies listed in India
May 6, 2023
•
Harish Krishnan
10
Share this post
investing from First Principles
Super-compounders - A study on some extra-ordinary companies listed in India
Copy link
Facebook
Email
Notes
More
5
February 2023
"Markets bahut volatile hein" - Volatility and its many nuances
“Markets bahut volatile hein”…
Feb 12, 2023
•
Harish Krishnan
5
Share this post
investing from First Principles
"Markets bahut volatile hein" - Volatility and its many nuances
Copy link
Facebook
Email
Notes
More
1
January 2023
Does GDP Growth automatically translate to equity returns – Evidence from other countries
In the previous article (https://hktg13.substack.com/p/unlocking-state-economic-activity), we chronicled India’s economic journey over last 60 years…
Jan 13, 2023
•
Harish Krishnan
7
Share this post
investing from First Principles
Does GDP Growth automatically translate to equity returns – Evidence from other countries
Copy link
Facebook
Email
Notes
More
1
December 2022
Unlocking state economic activity – key to harness India’s growth potential
Contextualising India's growth journey of past 60 years and states role ahead
Dec 8, 2022
•
Harish Krishnan
4
Share this post
investing from First Principles
Unlocking state economic activity – key to harness India’s growth potential
Copy link
Facebook
Email
Notes
More
The cryptic Allure
Trends on adoption of Crypto-investments by Indian investors
Dec 7, 2022
•
Harish Krishnan
2
Share this post
investing from First Principles
The cryptic Allure
Copy link
Facebook
Email
Notes
More
November 2022
Valuation Creep - Getting Mainstreamed?
Evidence from Indian equities and 100 year bonds!
Nov 16, 2022
•
Harish Krishnan
4
Share this post
investing from First Principles
Valuation Creep - Getting Mainstreamed?
Copy link
Facebook
Email
Notes
More
October 2022
FII experience investing in Indian equities and some learnings for domestic households
Post the economic liberalisation in 90s and opening up of capital markets, Foreign Investors over time have backed many an Indian entrepreneur, in the…
Oct 9, 2022
•
Harish Krishnan
1
Share this post
investing from First Principles
FII experience investing in Indian equities and some learnings for domestic households
Copy link
Facebook
Email
Notes
More
August 2022
Contextualising Valuations in Indian markets – The Big Picture
Contextualising Valuations in Indian markets – The Big Picture
Aug 5, 2022
•
Harish Krishnan
5
Share this post
investing from First Principles
Contextualising Valuations in Indian markets – The Big Picture
Copy link
Facebook
Email
Notes
More
Share
Copy link
Facebook
Email
Notes
More
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
