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
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Investor Communique
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Blogs
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...
3rd June 2023
EQ Saturday Sapience #17
Reality checks have just started around valuations of some of the start-ups, interesting conversation around Long India case, data analysis is all about garbage in garbage out and why Net-zero by 2050...
27th May 2023
EQ Saturday Sapience #16
India’s push to use sugar for ethanol may create more problems than it solves, India’s baby steps towards becoming the world’s sports shoe factory, China’s effort to pare its USD10 trillion of ‘hidden...
Twitter Feed
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