The Value Observer
Anand Srinivasan, suresh seshadriThis 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 | 27 | Subscribers | Read | moatinvesting.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
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...
When Markets Feed on Themselves
If you’ve been following the markets lately, one story towers over the rest: Nvidia’s jaw-dropping $100 billion investment into OpenAI. On the surface, it’s a bet on the future of AI. But if you examine carefully, it looks awfully familiar....
Warren Buffett’s Time-Tested Wisdom: Can the Oracle Still Beat the Algorithms?
For over half a century, Warren Buffett has stood as the paragon of rational investing. While others chased dot-com dreams or rode the crypto rollercoaster, Buffett stayed in his lane: buying wonderful companies at fair prices, holding them...
Nvidia’s Glittering Run: Can the Darling of Wall Street Escape Gravity?
Nvidia has been the undisputed darling of Wall Street for the past few years, riding the AI wave with stunning earnings, near-monopolistic dominance, and a fortress-like moat. Its chips have become the essential picks and shovels of the AI ...
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Authors
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A journalist and editor interested in economic policy and long-distance running.
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