Subscribe
Sign in
Home
Notes
Archive
Leaderboard
About
This week’s stock shocks as of 22nd May, 2026
NVIDIA posted a blowout quarter, and the stock fell.
May 22
•
Raahil
19
Uber (UBER): The $44 billion platform hiding inside the world’s most recognisable taxi app
Analysing Uber meant picking a side in a culture war — Travis Kalanick’s burn-it-all-down growth machine versus every regulator, driver, and competitor…
May 21
•
Raahil
16
Earnings season decoded: What every number actually means for your portfolio?
Most investors watch a stock jump or crash after earnings and have no idea why.
May 20
•
Raahil
16
The war premium is already in the price. Here’s what that means for ITA and XAR
Buying a defence ETF after a geopolitical flare-up was practically a free trade.
May 19
•
Raahil
14
Cisco’s second act: The networking giant hiding inside the AI supercycle
Owning Cisco as a dividend stock and tuning it out for the rest of the year may have worked.
May 18
•
Raahil
16
#FinancialPlanning
View all
Balanced and income ETFs: Navigating Fed uncertainty
2025 has brought heightened anxiety and opportunity to investors, thanks to the persistent uncertainty surrounding the Federal Reserve’s interest rate…
Aug 12, 2025
•
Mythili
21
What does ‘minimal margin of safety’ mean for investors now?
In 2025, as U.S.
Jul 9, 2025
•
Mythili
6
Equal-weight and small-cap ETFs: Reducing concentration risk
The landscape of equity investing in 2025 is marked by a renewed focus on diversification and risk management.
Jul 8, 2025
•
Mythili
36
Tactical Asset Allocation (TAA): Balancing risk and reward in changing markets
In the ever-shifting world of investing, sticking to a single, unchanging strategy can leave your portfolio exposed to sudden market shocks and missed…
Apr 30, 2025
•
Mythili
8
Tax-efficient ETFs: Designed for minimizing tax liabilities while maximizing returns
In the complex world of investing, one thing every investor wants is to keep more of their hard-earned money.
Apr 22, 2025
•
Mythili
8
Recent posts
View all
This week’s stock shocks as of 15th May, 2026
Watching the US markets week to week without context is just noise.
May 15
•
Raahil
13
Salesforce (CRM): The agentic enterprise play hiding inside the world’s biggest CRM
The bear case on Salesforce was that it would get disrupted by smaller, nimbler SaaS challengers undercutting its pricing.
May 14
•
Raahil
19
India’s manufacturing moment: Opportunity, hype, or both?
Every investor with exposure to US tech has heard the phrase “China plus one.” Most assume India is the obvious winner.
May 13
•
Raahil
16
1
See all
Recommendations
Money Machine Newsletter
Money Machine Newsletter
Compounding Quality
Compounding Quality
The Compound Digest
Compound
Finance Fridays
Finance Fridays
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts