Neel’s Newsletter
Neel ChhabraThe Craft of Investing and Living Life in a Multidisciplinary way.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 27 | Subscribers | Read | neelchhabra.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Unicommerce: The Schwerpunkt of Indian Commerce
## Directionality… The Thermodynamics of Commerce
The Illegibility Arbitrage: A First Principles Analysis of Capital Flow and Information Asymmetry
## The Adjacent Possible and Why You Can’t See It
Meesho: The Discovery Engine for India's Missing Middle
There’s a particular kind of investment insight that’s hard to monetize in real-time but becomes obvious in retrospect: the recognition that what looks like market fragmentation is actually market structure, and what looks like inefficiency...
Building Empires on Other People’s Balance Sheets
There’s a beautiful paradox hiding in plain sight in financial services. The businesses that handle the most capital require the least capital. The firms that touch trillions deploy billions. And the platforms that intermediate wealth creat...
Authors
The writers behind this newsletter.
On a quest to understand reality, the knowledge of causes.
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