Neel’s Newsletter | Neel Chhabra | Substack

CUMI: Surrogate To Manufacturing Renaissance In A Technologically-Accelerating Civilization

From Old Energy, Old Materials to New Energy, New Materials; From Enabling Agrarian To Space-Faring Human Civilization

May 4, 2023 •

Microsoft – The Cloner Spawner

Spawning Its Way Through Creative Destruction

Jan 2, 2023 •

Kotak Mahindra Bank: Anti-Fragile Among Fragile?

Concentrated India — Diversified Financial Services — Surrogate For The Booming Indian Economy!

Jul 21, 2022 •

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Syngene - Science as a Service

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Competitive Strategy and Investing Framework: Value Creation versus Value Capture

Dec 17, 2020 • Neel Chhabra

Kotak Mahindra Bank: Anti-Fragile Among Fragile?

Jul 21, 2022 • Neel Chhabra

Competitive Strategy and Investing Framework: Business Strategy in the New World of Business

May 26, 2021 • Neel Chhabra

Competitive Strategy and Investing Framework: Industry Economics and Competitive Position

Jan 1, 2021 • Neel Chhabra

Alphabet: Alpha-Bet?

The God of information in the internet age.

Apr 28, 2022 •

LTI -The Disruption Enabler

The surfboard to ride the digital transformation wave?

Apr 3, 2022 •

Syngene - Science as a Service

Resilience, Optionality, and Beyond Discounted Cash Flow

Mar 8, 2022 •

Intellect Design Arena - The "Tech" in Fintech

Shovel in the Digital Transformation 'Gold Rush'!

Aug 10, 2021 •

Competitive Strategy and Investing Framework: Business Strategy in the New World of Business

Part III: The Fundamental Framework of Business Strategy—Firm-Specific Analysis and Applied Wisdom to Investing.

May 26, 2021 •

The Business of Alcoholic Beverages- A Highly Regulated Industry with a Complex Structure

Want to know how to make money? The answer, it seems, could be resting at the bottom of a glass.

May 8, 2021 •

Competitive Strategy and Investing Framework: Industry Economics and Competitive Position

Part II: A jump down deep - understanding industry economics and applied wisdom to investing.

Jan 1, 2021 •

Neel’s Newsletter

Neel’s Newsletter

The Craft of Investing and Living Life in a Multidisciplinary way.

Neel’s Newsletter

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