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Observations of a fund manager
Everyone lives in their own Leela
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Gautam Bahal
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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.
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Gautam Bahal
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.
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Gautam Bahal
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…
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Gautam Bahal
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.
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Gautam Bahal
12: Sequoia insights, growth vs. interest rates, IPO market games
I enjoyed reading this letter from Sequoia to their investee companies.
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Gautam Bahal
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…
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Gautam Bahal
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…
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Gautam Bahal
The bringer of light
Intro to Enlighten
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Gautam Bahal
Week 8: Neo-imperialism, Ant cut to size, Queen's Gambit, Macro data looks decent!
Happy new year!
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Gautam Bahal
13: Democratising data, USD fading, hyper growth
Nandan Nilekani made some revealing comments about India’s digital economy in an interview recently
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Gautam Bahal
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:
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Gautam Bahal
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