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Recent Articles

Intrinsic Value: Principles for Estimating Business Worth

Intrinsic value represents the economic worth of a business based on its sustainable earning power not its market price. This article outlines a disciplined, owner-oriented approach to valuation, emphasizing judgment, normal earnings, durability, and the identification of meaningful mispricing over mechanical precision.

February 20, 2026

India's GST Revolution: The Digital Tax Infrastructure That Unlocked a Trillion-Dollar Economy

India’s GST transformed a fragmented tax system into a unified digital framework, formalizing 14 million businesses and powering a $4 trillion economy. It now forms the backbone of India’s transparent, technology-driven growth.

October 24, 2025

India’s Digital Infrastructure: The Foundation of a Non-Linear Leap

India has transformed from one of the world’s most unbanked nations into one of its most financially connected—virtually overnight in historical terms. In less than a decade, hundreds of millions of people have opened bank accounts for the first time, achieving a milestone that might otherwise have taken half a century.

August 15, 2025

India’s Journey from a Nation of Savers to a Nation of Investors

India is undergoing a powerful transformation—from a nation traditionally defined by its culture of saving, to one increasingly driven by investing.

July 15, 2025

India’s Consumption Revolution: A Structural Investment Opportunity

India is the world’s fifth-largest consumption market. Here we explore how Indians are consuming, why those patterns will change and more importantly what’s prompting the surge in consumption.

June 15, 2025