EQ Saturday Sapience #176

Equity Intelligence 20th June 2026

“Vision without execution is hallucination.” — Thomas Edison

 

 

The biggest multibaggers are rarely obvious at the start. This podcast explores why conviction, patience and an understanding of business fundamentals matter more than forecasting the next quarter. Watch more

Consumer behaviour is often influenced less by purchase prices and more by operating costs. Rising fuel prices appear to be accelerating EV adoption across segments. Disruption is rarely driven by technology alone. More often, it is economics that changes behaviour.  Read more

Governments often discourage what they simultaneously depend upon. India's growing reliance on liquor taxes offers an interesting perspective on incentives and public finance. As fiscal pressures mount, many Indian states are finding that alcohol revenues are becoming increasingly difficult to forgo. Read more

The AI race is no longer just about technology. Increasingly, it is also about economic influence, national security and geopolitical power. Every technological revolution creates new centres of power. AI may be creating the next one. Read more

 

 

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