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Stock Deep Dive

TCS Q1 FY27 Results: What the AI Numbers Mean for a Long-Term Investor

TCS Q1 FY27 earnings analysis: the US$2.6 billion AI revenue run-rate, why 13.9% rupee growth is only 3.2% in constant currency, and what to watch in FY27.

Ambika Iyer·July 9, 2026·6 min read

Investment Education

Purchasing Power and Inflation: Why Your Future Money Is Worth Less Than You Think

June 28, 2026·19 min read

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Stock Deep Dive

TCS Q1 FY27 Results: What the AI Numbers Mean for a Long-Term Investor

July 9, 2026 · 6 min read

Investment Education

The Insurance Business Model: An Investor's Thesis on Float, Underwriting, and How to Value Insurers

July 8, 2026 · 34 min read

Business Stories

Frido Case Study: How a Wheelchair Cushion Became a Rs 200 Crore D2C Brand

July 6, 2026 · 18 min read

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Stock Deep Dive

TCS Q1 FY27 Results: What the AI Numbers Mean for a Long-Term Investor

TCS Q1 FY27 earnings analysis: the US$2.6 billion AI revenue run-rate, why 13.9% rupee growth is only 3.2% in constant currency, and what to watch in FY27.

Info Edge's ₹4,900 Cr Startup Portfolio Decoded: AI, Deeptech & Consumer Tech (2026 Letter)

Inside Info Edge's ₹4,900 Cr startup portfolio: 135 startups, ₹41,300 Cr value, the AI and Deeptech bets, and Bikhchandani's playbook.

Berkshire Hathaway Business Model: How the World's Strangest Company Makes Money

A deep fundamental analysis of Berkshire Hathaway: what kind of company it really is, how insurance float powers everything, how it makes money, and an honest bull and bear case in the Greg Abel era.

Ambika Iyer

June 29, 2026

22 min read

Investment EducationView All

Investment Education

The Insurance Business Model: An Investor's Thesis on Float, Underwriting, and How to Value Insurers

How insurance companies really make money, why float is the greatest edge in finance, and how to value P&C and life insurers — with US and India examples.

Semaglutide and the GLP-1 Wave: The Investment Thesis Behind Pharma's Biggest Boom

A deep dive into semaglutide (Ozempic, Wegovy) for investors: what it is, the problem it solves, how Novo Nordisk built a $30bn franchise, the Lilly duopoly, and which Indian companies stand to win as the patent expires.

Drug Patents, Generic Moats, and India's Global Edge in Generic Medicines

How 20-year drug patents create billion-dollar moats, why Indian generics companies broke that system, and what patent cliffs mean for investors.

Ambika Iyer

June 30, 2026

21 min read

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Semaglutide and the GLP-1 Wave: The Investment Thesis Behind Pharma's Biggest Boom

Info Edge's ₹4,900 Cr Startup Portfolio Decoded: AI, Deeptech & Consumer Tech (2026 Letter)

Inside Info Edge's ₹4,900 Cr startup portfolio: 135 startups, ₹41,300 Cr value, the AI and Deeptech bets, and Bikhchandani's playbook.

Drug Patents, Generic Moats, and India's Global Edge in Generic Medicines

How 20-year drug patents create billion-dollar moats, why Indian generics companies broke that system, and what patent cliffs mean for investors.

Ambika Iyer

June 30, 2026

21 min read