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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.
12 hrs ago
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Raahil
18
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
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Raahil
16
1
XLU or TLT: which defensive ETF actually fits this market?
Five years ago, buying TLT whenever markets got choppy and calling it “portfolio insurance” was a defensible move.
May 12
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Denila Lobo
18
Walmart is not just a big box anymore. It’s sitting on one of America’s fastest-growing ad businesses.
Buying Walmart because it sells cheap groceries may have worked.
May 11
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Raahil
20
This week’s stock shocks as of 8th May, 2026
Records while a war is still on.
May 8
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Raahil
19
#FinancialPlanning
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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
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Mythili
21
What does ‘minimal margin of safety’ mean for investors now?
In 2025, as U.S.
Jul 9, 2025
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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
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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
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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
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Mythili
8
Recent posts
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Broadcom (AVGO): The custom AI chip empire hiding inside a semiconductor conglomerate
Following Broadcom meant tracking which enterprise software company Hock Tan would acquire next.
May 7
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Raahil
22
1
The AI capex supercycle: $700 billion bet, and what it means for your portfolio
Every time Microsoft or Google announces another quarter of record spending, markets react, sometimes rewarding them, sometimes punishing them.
May 6
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Raahil
15
Your VOO isn’t diversified. RSP is, and it’s quietly beating your index in 2026.
Buying “the index” meant buying diversification.
May 5
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Raahil
19
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