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Long-term Investing

Sanjiv
Tens of paid subscribers

Wealth Creation through Long-term Equity Investing

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Issues469Founded6 years agoLast Issue2 days ago
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Latest Issues

Global Bonds Yields

Global Bond Yields are rising as we have noted in many recent articles.

Robin Brooks at the Brookings Institute used the following dramatic diagram to illustrate the phenomenon on X today.

US Government Bond yields continues to rise even...

2 days ago
3

Worsening Stock Market Breadth

There is lot of talk currently about Market Breadth in US stocks getting worse. Although the major US stock Indices are at all time highs, few and fewer stocks are participating in the rally. If you are lucky and have invested mainly in tho...

3 days ago
2

Accenture (ACN)

Q4 Results

We write a detailed note on Accenture on 13 July 2026.

4 days ago
2
Paid

Quarterly Portfolio Report

It is already October 1st and another quarter has gone. We will give a quick review of the portfolio in Q3. The summary is it underperformed but it has been a tricky market.

The major indices are at or close to all-time highs.

In Q3

*...

8 days ago
1

AI’s Great Divide: Slow Down or Speed Up?

Developments in AI continue to come at a dizzyingly rapid pace. It is difficult for a non-technical generalist analyst like me to just keep up, never mind understand the detail.

However, we cannot simply ignore as the subject is just too i...

9 days ago
1

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  • Sanjiv

    Equity Investor with long term perspective. Posts will either be general views on Investment Strategies or detailed look at companies and sectors. USA, UK , India

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