ContrarianValue Edge
Anil TulsiramLearn Investing from First Principles—Not Pattern Recognition. In an AI-Driven World, Mastering AI as Your Teammate Demands Relentless Curiosity and Unyielding Questions.
| Platform |  | Pricing | Only free issues | Publishes | Monthly |
|---|---|---|---|---|---|
| Issues | 18 | Subscribers | Read | contrarianvalueedge.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Part II - Trustworthy AI for Equity Research
Please find below a copy of the presentation I gave at the PPFAS OctoberQuest 2025 event. This presentation is a continuation of the one I gave at the Flame Alumni Event. The Flame presentation can be considered Part I, wherein I spoke abou...
Bhagavad Gita Session at ISKON - Who is Pulling my Strings
I attended a session of the Bhagavad Gita at ISKON - Bellandur. Sharing my learnings and notes from the same. You can download the same from here
Kunal Shah - The AI Playbook: Actionable Strategies and the Forces They Unleash
You can find two presentations attached at the end of this blog—one generated using Manus AI and the other using Skywork. Based on a qualitative assessment, the presentation created using Skywork appears superior in terms of visual structur...
Part I: How to Use ChatGPT Deep Research to Produce Analyst Grade Reports
Please find attached a copy of the presentation I delivered at the Flame Alumni Meet. A senior investor reminded me in 2024, “Anil, in my experience, the person who makes the presentation gains the most.” I have benefited tremendously from ...
Authors
The writers behind this newsletter.
I’m Anil Tusliram—CA (India), CFA (USA)—applying a venture-capital lens to listed banks, NBFCs, and fintechs. I invest from first principles, not patterns. Yoga, reading, and the Bhagavad Gita shape my thinking in an AI-driven world.
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