EQ Buzz
Latest from EQ
EQ Buzz highlights the relevant tweets, media appearances, letters, blog posts, and articles created by the EQ team. We share our philosophy of value investing, the way we practice it, and our perspectives on various world events here. Hope these will help you understand us and our core philosophy of value investing better.
In the Spotlight
Equity Intelligence has always been in the Media Spotlight, sharing our knowledge and experience in the world of investing. Porinju Veliyath, our founder, has made several media appearances in major news outlets and events. Here are a few public highlights.
Investor Communique
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Blogs
15th July 2023
EQ Saturday Sapience #23
Newly discovered lithium resources could be massive opportunity for India, growing population has multifaceted implications on society and policy need to be more holistic to take advantage of demograp...
8th July 2023
EQ Saturday Sapience #22
India’s economic advisor Sanjeev Sanyal gives a very candid perspective on the Indian economy and couple this with very articulate Nandan Nilekani's talk on India’s digital transformation to get pulse...
1st July 2023
EQ Saturday Sapience #21
Carnot and M&M - a very interesting journey of a small young age start-up and a large old conglomerate, a very important and interesting discussion thread by Nithin Kamath, senior living is emerging a...
24th June 2023
EQ Saturday Sapience #20
Micron committing investment in India is a big leap for the semiconductor sector despite it not being a ground-up fab, providing a source of livelihood to 70% of rural households, the Indian agricultu...
17th June 2023
EQ Saturday Sapience #19
Small ideas mixing and compounding into big ones – that’s what really drives the world, India is fast becoming indispensable for the West and Tesla needs India and India needs Tesla. 1 Technological...
10th June 2023
EQ Saturday Sapience #18
Record prices, doubling valuations and growing incomes catapult art as a vibrant asset class, Mark Andreesen argues how AI would make the world better and India’s public digital infrastructure is fast...
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