Reletter
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Abhishek shares his thoughts on Business, Finance, Investing, Learning, Life. Founder,Intelsense Capital,SEBI Registered RA (INH000013828) Cofounder & Fund Manager,Shree Rama Managers PMS (INP300007341)

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Substack
PricingOnly free issuesPublishesTwice weekly
Issues449Founded4 years agoLast Issue5 days ago
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Latest Issues

Curiosity - The Weekly Dose of Wisdom Week#435


A few points at the start.

  1. I have started sharing snippets of investor presentations that I find interesting on Twitter and LinkedIn. If you are interested, then follow either of the handles. Some very interesting insights are...
5 days ago
1

STOCK STORY: TONBO IMAGING

Stocks discussed in the “STOCK STORY” series are NOT RECOMMENDATIONS to buy or SELL. They are a documentation of my study of the business of the company. Please consult your financial advisor and do your own due diligence before investing....

7 days ago
5

Curiosity - The Weekly Dose of Wisdom Week#434


A few points at the start.

  1. I have started sharing snippets of investor presentations that I find interesting on Twitter and LinkedIn. If you are interested, then follow either of the handles. Some very interesting insights are...
19 days ago
1

THE DIGITAL HIGHWAY MEGATHEME

We are witnessing one of the biggest infrastructure buildouts in our lifetime. The numbers are staggering. Global hyperscalers — Microsoft, Amazon, Google, Meta, and Oracle — are expected to spend over $600 billion on capital expenditure in...

22 days ago
10

Curiosity - The Weekly Dose of Wisdom Week#433


A few points at the start.

  1. I have started sharing snippets of investor presentations that I find interesting on Twitter and LinkedIn. If you are interested, then follow either of the handles. Some very interesting insights are...
25 days ago

Key Facts

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Authors

The writers behind this newsletter.

  • Abhishek Basumallick

    Investor, Learner, Reader. Founder of http://www.intelsense.in. Co-founder and Fund Manager - Shree Rama Managers PMS

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