Emanuel Ajay Datt on:
Emanuel Ajay DattShort Essays and Thoughts on life and investing
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 18 | Founded | 3 years ago | Last Issue | 3 months ago |
| Active | |||||
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eadatt.substack.comLatest Issues
The Great AI Repricing: From Compute Arms Race to Data Moats
This thought provoking post from Research stoked fear in global technology investors; vividly painting a somewhat dystopian picture of a hypothetical future in 2028. The rapid development and adoption of AI and its knock on effects (such a...
Principles for successful resource investing
Markets often sell extraordinary narratives of untold riches to be found amongst the long-tail of resource companies listed within public markets.
Markets often sell extraordinary narratives of untold riches to be found amongst the long-ta...
What Pilbara Minerals (PLS.AX) is signalling to lithium markets
Pilbara Minerals (PLS) are the market leader in Australian lithium production, from a single world class orebody in Pilgangoora, located in northern Western Australia.
Pilbara Minerals (PLS) are the market leader in Australian lithium prod...
The big post on niobium
Niobium is a critical mineral whose primary use is in HSLA (high strength, low alloy) steel with major applications in renewables, infrastructure and vehicles.
Niobium is a critical mineral whose primary use is in HSLA (high strength, low...
Fear and loathing in the lithium bear market
The lithium market has been distressed over the past 12 months, with significant falls experienced in lithium product prices and in the stock prices of lithium companies.
The lithium market has been distressed over the past 12 months, with...
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Professional Investor interested in investing, tech, innovation, mineral resources & philanthropy.
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