Long-term Investing
SanjivWealth Creation through Long-term Equity Investing
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 415 | Subscribers | Read | sanj2f3.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Quarterly Portfolio Report
We used to write a Monthly Portfolio Report. The last covered December 2025. However, given our long-term investing horizon, this frequency does not make sense and, therefore, we are switching to a quarterly reporting cycle.
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Some late reflections on the Q4 Results.
ARM Holdings
Yesterday, ARM Holdings held an event called “ARM Everywhere” where they announced a new chip which is optimised for AI Agents and driven by power efficiency as well as performance. In this note, we consider the significance of this announc...
War and Markets
All market analysts have had to become military strategists now as war in the Middle East is having a significant, negative impact on markets .
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Authors
The writers behind this newsletter.
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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