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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
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Neel Chhabra
5
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CUMI: Surrogate To Manufacturing Renaissance In A Technologically-Accelerating Civilization
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January 2023
Microsoft – The Cloner Spawner
Spawning Its Way Through Creative Destruction
Jan 2, 2023
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Neel Chhabra
3
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Microsoft – The Cloner Spawner
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July 2022
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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Neel Chhabra
10
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Kotak Mahindra Bank: Anti-Fragile Among Fragile?
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April 2022
Alphabet: Alpha-Bet?
The God of information in the internet age.
Apr 28, 2022
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Neel Chhabra
5
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Alphabet: Alpha-Bet?
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LTI -The Disruption Enabler
The surfboard to ride the digital transformation wave?
Apr 3, 2022
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Neel Chhabra
3
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LTI -The Disruption Enabler
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March 2022
Syngene - Science as a Service
Resilience, Optionality, and Beyond Discounted Cash Flow
Mar 8, 2022
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Neel Chhabra
9
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Syngene - Science as a Service
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August 2021
Intellect Design Arena - The "Tech" in Fintech
Shovel in the Digital Transformation 'Gold Rush'!
Aug 10, 2021
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Neel Chhabra
8
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Intellect Design Arena - The "Tech" in Fintech
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May 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
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Neel Chhabra
4
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Competitive Strategy and Investing Framework: Business Strategy in the New World of Business
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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
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Neel Chhabra
6
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The Business of Alcoholic Beverages- A Highly Regulated Industry with a Complex Structure
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January 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
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Neel Chhabra
6
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Competitive Strategy and Investing Framework: Industry Economics and Competitive Position
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December 2020
Competitive Strategy and Investing Framework: Value Creation versus Value Capture
Part I: A Helicopter View - Introduction to Competitive Strategy and Applied Wisdom to Investing.
Dec 17, 2020
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Neel Chhabra
6
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Competitive Strategy and Investing Framework: Value Creation versus Value Capture
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Introducing Neel’s Newsletter
The Craft of Investing and Living Life in a Multidisciplinary way!
Dec 11, 2020
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Neel Chhabra
11
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Introducing Neel’s Newsletter
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