EQ Saturday Sapience #136
Equity Intelligence 13th September 2025
Quote for the Week
“You have to strike the right balance between competency or knowledge on the one hand and gumption on the other. Too much competency and no gumption is no good. And if you don’t know your circle of competence, then too much gumption will get you killed. But the more you know the limits to your knowledge, the more valuable gumption is…. [Successful investing requires] this crazy combination of gumption and patience, and then being ready to pounce when the opportunity presents itself, because in this world opportunities just don’t last very long.” —Charlie Munger
Picture for the Week
Podcast for the Week
Sam Altman sits down with Vinod Khosla to explore AI’s transformative path from chatbots to AGI, the evolving interface between humans and machines, and how AI may soon redefine who builds, learns, and creates… Watch more
Articles for the Week
From 'hybrid' to combat UAVs: India's 15-year drone arsenal plan explained. The armed forces plan to acquire over 670 unmanned aerial vehicles across multiple categories, enhancing surveillance, reconnaissance, and combat capabilities… Read more
From champagne to cash: How India’s richest are fuelling a wealth management frenzy. Across industries, premiumization has become the defining theme—whether in automobiles, real estate, fashion, or even coffee. In finance, wealth management is that premium story. And with a $2.7 trillion pool of liquid wealth at stake, it is arguably the biggest premiumization play of them all… Read more
Four reasons why India is likely to hit double digit growth in the next five years... Four overlapping points in this piece - trend growth, dollar cycle, stable macro, scale snowball… Read more
Disclaimer:
The content of this newsletter include links to third-party websites as a convenience, and the inclusion of such links does not imply any endorsement, approval, investigation, verification or monitoring by Equity Intelligence India Pvt Ltd. If you choose to visit the linked sites, you do so at your own risk, and you will be subject to such sites' terms of use and privacy policies. Nothing in this newsletter should be construed as investment advice. The information contained herein is only as current as of the date indicated and may be superseded by subsequent market events or for other reasons. There is no guarantee that the information supplied is accurate, complete, or timely.
