Enlighten
Subscribe
Sign in
Home
Archive
About
Latest
Top
Discussions
Observations of a fund manager
Everyone lives in their own Leela
Dec 29, 2021
•
Gautam Bahal
7
Share this post
Enlighten
Observations of a fund manager
Copy link
Facebook
Email
Notes
More
3
November 2021
16. Potential Quantum Winners
Go with nature if you are trying to simulate nature. Here's who I am betting on.
Nov 16, 2021
•
Gautam Bahal
3
Share this post
Enlighten
16. Potential Quantum Winners
Copy link
Facebook
Email
Notes
More
15. The Quantum Century.
The 21st century will be largely dominated by what happens in Quantum Computing - a full scale "fault-tolerant" quantum computer may just be Mankind's…
Nov 12, 2021
•
Gautam Bahal
Share this post
Enlighten
15. The Quantum Century.
Copy link
Facebook
Email
Notes
More
14: The future is Quantum
This weirdly wonderful tech will change everything. It may unravel the secrets of nature, disrupt industries, and maybe even give us the investment(s…
Nov 10, 2021
•
Gautam Bahal
1
Share this post
Enlighten
14: The future is Quantum
Copy link
Facebook
Email
Notes
More
April 2021
13: Democratising data, USD fading, hyper growth
Nandan Nilekani made some revealing comments about India’s digital economy in an interview recently
Apr 6, 2021
•
Gautam Bahal
Share this post
Enlighten
13: Democratising data, USD fading, hyper growth
Copy link
Facebook
Email
Notes
More
March 2021
12: Sequoia insights, growth vs. interest rates, IPO market games
I enjoyed reading this letter from Sequoia to their investee companies.
Mar 28, 2021
•
Gautam Bahal
2
Share this post
Enlighten
12: Sequoia insights, growth vs. interest rates, IPO market games
Copy link
Facebook
Email
Notes
More
February 2021
Week 11: Data consumption explosion, TSLA/BTC
Data traffic in India increased 60x in 5 years according to a report by Nokia. There are some eye-catching details in the report:
Feb 14, 2021
•
Gautam Bahal
Share this post
Enlighten
Week 11: Data consumption explosion, TSLA/BTC
Copy link
Facebook
Email
Notes
More
Week 10: Earnings roar, Costly "free" tech, Digital "tax", Bold budget, Most important company you haven't heard of
Regular readers (I may be kidding myself) would have noticed a rather long gap between weeks 9 and 10.
Feb 7, 2021
•
Gautam Bahal
2
Share this post
Enlighten
Week 10: Earnings roar, Costly "free" tech, Digital "tax", Bold budget, Most important company you haven't heard of
Copy link
Facebook
Email
Notes
More
January 2021
Week 9: US chaos, Tech's Pandora's box, Bitcoin whales, Strong economy, Record FII inflows vs. negative editorials
The world watched the ongoing chaos in American politics with a mix of shock and humour. Is the reality TV show that is/was Trump’s political career…
Jan 10, 2021
•
Gautam Bahal
Share this post
Enlighten
Week 9: US chaos, Tech's Pandora's box, Bitcoin whales, Strong economy, Record FII inflows vs. negative editorials
Copy link
Facebook
Email
Notes
More
1
Week 8: Neo-imperialism, Ant cut to size, Queen's Gambit, Macro data looks decent!
Happy new year!
Jan 3, 2021
•
Gautam Bahal
2
Share this post
Enlighten
Week 8: Neo-imperialism, Ant cut to size, Queen's Gambit, Macro data looks decent!
Copy link
Facebook
Email
Notes
More
December 2020
Week 7: Amazon Basic(ally) kills, Grim tax stats, Funding for India's entrepreneurial talent
Wonderful deep-dive article on Amazon by the Wall Street Journal this week that touches upon some of the issues I discussed a couple of weeks ago (point…
Dec 27, 2020
•
Gautam Bahal
4
Share this post
Enlighten
Week 7: Amazon Basic(ally) kills, Grim tax stats, Funding for India's entrepreneurial talent
Copy link
Facebook
Email
Notes
More
Week 6: America- print away!, Super(Whats)App, Movie Streaming Gains Stature, India's tragic value drain
The US Federal Reserve’s balance sheet hit a new high this week, as they said they will keep buying at least $120bn of debt per month until “substantial…
Dec 20, 2020
•
Gautam Bahal
1
Share this post
Enlighten
Week 6: America- print away!, Super(Whats)App, Movie Streaming Gains Stature, India's tragic value drain
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
