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A problem with accounting
Think about Nike’s “Winner Stays On” football ad, which came out nearly a decade ago.
Apr 30
•
Dhruv Maniyar
5
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A problem with accounting
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Popcorn, Planes, and Poor Returns
Some businesses just can’t catch a break.
Apr 20
•
Dhruv Maniyar
4
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Popcorn, Planes, and Poor Returns
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Let’s Talk Tariffs
You've probably heard a lot about tariffs already: additions, reductions, pauses.
Apr 16
•
Dhruv Maniyar
5
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Let’s Talk Tariffs
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March 2025
The Art of Not Valuing: Where Emotion Meets Materialism
Valuation, to me, is about Aswath Damodaran’s idea: a world of future cash flows, where every asset can be valued based on what it’s expected to…
Mar 26
•
Dhruv Maniyar
4
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The Art of Not Valuing: Where Emotion Meets Materialism
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Book stores are here to stay
And why I dislike Crossword
Mar 15
•
Dhruv Maniyar
3
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Book stores are here to stay
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2
Rohit Sharma’s 15 Tosses and the House Edge
A Cautionary Tale of Martingale and Casino Odds
Mar 9
•
Dhruv Maniyar
3
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Rohit Sharma’s 15 Tosses and the House Edge
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February 2025
India, FIIs, and Market Noise: A Reality Check
Adding some context to the noise
Feb 25
•
Dhruv Maniyar
5
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India, FIIs, and Market Noise: A Reality Check
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January 2025
How I look at valuation now
A game of belief and reverse DCFs
Jan 30
•
Dhruv Maniyar
5
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How I look at valuation now
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3 interesting Sensex Charts
With over 30 years of Sensex data, I’ve put together three charts to explore what the Sensex can tell us about investing in the Indian market.
Jan 15
•
Dhruv Maniyar
3
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3 interesting Sensex Charts
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Affordability vs Convenience: The Indian Diagnostic Conundrum
I’ve always been fond of the Indian diagnostic sector, and it’s not hard to see why.
Jan 5
•
Dhruv Maniyar
3
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Affordability vs Convenience: The Indian Diagnostic Conundrum
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December 2024
Selling shovels while others are digging for gold
A resource India cannot ignore
Dec 30, 2024
•
Dhruv Maniyar
6
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Selling shovels while others are digging for gold
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The best books I(we) read in 2024
Book recommendations for 2025
Dec 16, 2024
•
Dhruv Maniyar
and
Siddharth Khare
3
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The best books I(we) read in 2024
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