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.
Jul 2024
Porinju Veliyath on Raymond Demerger and Value Unlocking
No Videos Found
Investor Communique
No Letters Found
Blogs
4th May 2024
EQ Saturday Sapience #65
A very insightful conversation with PM Modi’s Economic Advisor, Sanjeev Sanyal, Indian Railways wants to ride the gravy train but there’s a catch and recent rapid advances in AI raise hopes that it ca...
27th April 2024
EQ Saturday Sapience #64
India's economy, while not on track to mirror China's rapid growth, still holds significant potential for transformation and global influence under Prime Minister Modi's assertive leadership. This pot...
20th April 2024
EQ Saturday Sapience #63
Policy lessons from PM Modi’s approach on development with focus on microeconomics and implementation, Indians continue to prefer to eat restaurant foods despite rising availability of ready-to-cook o...
13th April 2024
EQ Saturday Sapience #62
Narendra Modi and the unstoppable rise of India, Zomato's Blinkit could be building a durable competitive advantage over other e-commerce players, When online goes offline; why brick-and-mortar is bac...
6th April 2024
EQ Saturday Sapience #61
Contract Manufacturing is Indian Pharma’s new growth pill, AI may not lead to superexponential growth in some scenarios but will lead to higher growth persistently, China has built substantial overcap...
30th March 2024
EQ Saturday Sapience #60
The global semiconductor industry, valued at $750 billion, is expected to reach $1 trillion within the next 6-7 years, presenting a significant opportunity for India, which is well-positioned to cap...
Twitter Feed
No Tweets Found