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
8
Share this post
The Problem of Plenty
hktg13.substack.com
Copy link
Facebook
Email
Note
Other
2
July 2023
Investing at All Time Highs!
...Why ATH is just a stat!
Jul 28, 2023
•
Harish Krishnan
6
Share this post
Investing at All Time Highs!
hktg13.substack.com
Copy link
Facebook
Email
Note
Other
June 2023
Mind the GAP...!
Why exponential GDP growth and marketcap accretion do not always create returns for investors?
Jun 16, 2023
•
Harish Krishnan
14
Share this post
Mind the GAP...!
hktg13.substack.com
Copy link
Facebook
Email
Note
Other
3
Thinking in Probabilities...
& debunking some myths on compounding
Jun 2, 2023
•
Harish Krishnan
13
Share this post
Thinking in Probabilities...
hktg13.substack.com
Copy link
Facebook
Email
Note
Other
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 Harish Krishnan, CFAThanks for reading investing from First Principles…
May 6, 2023
•
Harish Krishnan
10
Share this post
Super-compounders - A study on some extra-ordinary companies listed in India
hktg13.substack.com
Copy link
Facebook
Email
Note
Other
5
February 2023
"Markets bahut volatile hein" - Volatility and its many nuances
“Markets bahut volatile hein”… “Volatility” is a unique Indian market lingo - I am not aware of any other market, where “volatility” is referred to as…
Feb 12, 2023
•
Harish Krishnan
5
Share this post
"Markets bahut volatile hein" - Volatility and its many nuances
hktg13.substack.com
Copy link
Facebook
Email
Note
Other
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
6
Share this post
Does GDP Growth automatically translate to equity returns – Evidence from other countries
hktg13.substack.com
Copy link
Facebook
Email
Note
Other
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
Unlocking state economic activity – key to harness India’s growth potential
hktg13.substack.com
Copy link
Facebook
Email
Note
Other
The cryptic Allure
Trends on adoption of Crypto-investments by Indian investors
Dec 7, 2022
•
Harish Krishnan
2
Share this post
The cryptic Allure
hktg13.substack.com
Copy link
Facebook
Email
Note
Other
November 2022
Valuation Creep - Getting Mainstreamed?
Evidence from Indian equities and 100 year bonds!
Nov 16, 2022
•
Harish Krishnan
4
Share this post
Valuation Creep - Getting Mainstreamed?
hktg13.substack.com
Copy link
Facebook
Email
Note
Other
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
FII experience investing in Indian equities and some learnings for domestic households
hktg13.substack.com
Copy link
Facebook
Email
Note
Other
August 2022
Contextualising Valuations in Indian markets – The Big Picture
Contextualising Valuations in Indian markets – The Big Picture Harish Krishnan, CFAThanks for reading investing from First Principles! Subscribe for…
Aug 5, 2022
•
Harish Krishnan
5
Share this post
Contextualising Valuations in Indian markets – The Big Picture
hktg13.substack.com
Copy link
Facebook
Email
Note
Other
Share
Copy link
Facebook
Email
Note
Other
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
