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Observations of a fund manager
Everyone lives in their own Leela
Gautam Bahal
Dec 29, 2021
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Observations of a fund manager
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Week 5: Bubble?, Banking disruption, AI assassination, Petrol 'lagaan'
Talk of equity market bubbles is back, and it is not surprising given the price action of several US tech IPOs. For example, the AirBnB CEO himself…
Gautam Bahal
Dec 13, 2020
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Week 5: Bubble?, Banking disruption, AI assassination, Petrol 'lagaan'
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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…
Gautam Bahal
Dec 27, 2020
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Week 7: Amazon Basic(ally) kills, Grim tax stats, Funding for India's entrepreneurial talent
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16. Potential Quantum Winners
Go with nature if you are trying to simulate nature. Here's who I am betting on.
Gautam Bahal
Nov 16, 2021
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16. Potential Quantum Winners
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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. Suffice to say that work (and life) got unusually…
Gautam Bahal
Feb 7, 2021
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Week 10: Earnings roar, Costly "free" tech, Digital "tax", Bold budget, Most important company you haven't heard of
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12: Sequoia insights, growth vs. interest rates, IPO market games
I enjoyed reading this letter from Sequoia to their investee companies. Two ideas stand out for me: The economy (especially US) is really strong, with…
Gautam Bahal
Mar 28, 2021
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12: Sequoia insights, growth vs. interest rates, IPO market games
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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…
Gautam Bahal
Dec 20, 2020
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Week 6: America- print away!, Super(Whats)App, Movie Streaming Gains Stature, India's tragic value drain
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Week 8: Neo-imperialism, Ant cut to size, Queen's Gambit, Macro data looks decent!
Happy new year! May you hit all your goals this year! Another venture capital fund, this time Sequoia, re-iterated that Indian companies should be…
Gautam Bahal
Jan 3, 2021
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Week 8: Neo-imperialism, Ant cut to size, Queen's Gambit, Macro data looks decent!
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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…
Gautam Bahal
Nov 10, 2021
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14: The future is Quantum
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The bringer of light
Intro to Enlighten
Gautam Bahal
Nov 15, 2020
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The bringer of light
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Week 4: AlphaFold and Stripe
DeepMind made a major breakthrough in biology, solving a problem that scientists had been working on for 50 years. DeepMind, the UK based artificial…
Gautam Bahal
Dec 6, 2020
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Week 4: AlphaFold and Stripe
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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…
Gautam Bahal
Jan 10, 2021
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Week 9: US chaos, Tech's Pandora's box, Bitcoin whales, Strong economy, Record FII inflows vs. negative editorials
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