The Value Observer
Anand SrinivasanThis substack is authored by Anand Srinivasan, the voice of Money Pechu. It is co-authored by Sashwath Swaminathan, an MSc Economics student and research assistant at Aionion Investment Services. The pieces cover finance, economics and investing.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 30 | Subscribers | Read | moatinvesting.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
The Nikkei’s Long Journey: From Miracle to Meltdown to a Historic Comeback
If you look at Japan’s stock market only through numbers, you miss the real story. The Nikkei is not just an index, it is a mirror of national psychology, policy mistakes, cultural shifts, and ultimately, reform. Few markets in modern histo...
Eli Lilly at $1 Trillion: The Weight-Loss Gold Rush, the Patented Drug Mirage, and Why Investors Must Stay Cautious
Eli Lilly’s historic rise to a $1 trillion valuation has placed it in a league previously reserved almost exclusively for the world’s most powerful technology companies. For a pharmaceutical company to command such a valuation is not only u...
Nestlé: A Legacy Tested, A Future Redefined
Nestlé is the kind of industrial-age brand that reads like modern corporate history. For more than a century it has stitched itself into daily life across continents, from Nescafé mugs in kitchen cupboards to KitKat wrappers in school bags ...
Sumitomo Corporation: Do it the Buffet way
Sumitomo Corporation is a major sōgō shōsha (Japanese trading house) and is a part of the Sumitomo Group founded in the 17th century by Masatomo Sumitomo who originally opened a book and medicine shop in Kyoto, Japan. Sumitomo also left beh...
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