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If you missed Nvidia, here’s how to think about the next wave of AI stocks
Feeling like you “missed” Nvidia? You’re not alone. Instead of chasing past winners, here’s a simple way to think about the next phase of the AI buildout, why e…
How to invest during a bull run (and still sleep at night)
With the NSE on a bull run, Dangote’s IPO in the news, and elections on the horizon, it’s tempting to throw money at whatever’s going up. Here’s a simple, pract…
How I think about finding life-changing growth stocks (without betting the farm)
Let’s walk through a simple way to think about growth stocks, how that’s different from value investing, and why you don’t need to chase every “next big thing” …
2 cheap dividend stocks I’m watching in September
With bond yields near 5%, a lot of dividend stocks have quietly gotten cheaper. In this article I walk through why I’m watching Pepsi and Realty Income right no…
How to think about CDMO stocks (and avoid chasing every buzzword)
CDMO stocks are getting a lot of attention, especially in India. Here’s a simple framework to understand what CDMOs actually do, how they differ from plain cont…