The notebook
Series
Ordered reading paths for ideas that need more than one article.
- Discounted Cash Flows
- AI, Software and Industrial Intelligence
- India’s Corporate Graph
- Amazon S3: Storage to Platform
- Automotive OEM Restructuring
- Automotive Industry in Mid-2025
Discounted Cash Flows
From discounting and capital allocation to lender valuation and liquidity risk.
- Discounted Cash Flows: The Math Behind Every Indian Valuation
- Discounted Cash Flows in Action: Lending, Growth, and Capital Allocation in India
- The Two-Number Truth: Operating Ratio, Credit Cost, and Why They Tell Opposite Sides of the Same DCF Story
- What Is a Bank Worth? P/BV, Excess Returns, and Equity DCF for Financials
- When the Tap Runs Dry: NBFC Liquidity Risk, the IL&FS Collapse, and India’s Unresolved Interconnectedness
AI, Software and Industrial Intelligence
Capital, software economics, quality and the infrastructure behind industrial AI.
- AI Bubble or Platform Shift? Capital, Costs, and Commoditized Software
- Quality Capture: The New Moat as Software Commoditizes
- Infrastructure Inequality: Power, Silicon, and the Capital Stack
- The Future of Asset Intelligence and Industrial AI
India’s Corporate Graph
A reading path through board interlocks, financial context and the Tata structure.
- The Connected Machine: What 100 Indian Boards Reveal About Corporate Power
- Follow the Money, Carefully: Financial Context for India’s Corporate Graph
- Bombay House Through a Graph: Boards, Votes and the Tata Structure
Amazon S3: Storage to Platform
The evolution of S3, its business model and the supporting references.
- Amazon S3: From Simple Storage to Platform Monetization Engine (2006–2025) [Part -1]
- Amazon S3: From Simple Storage to Platform Monetization Engine (2006–2025) [Part -2]
- Amazon S3: From Simple Storage to Platform Monetization Engine (2006–2025) [Part -3]
- Amazon S3: From Simple Storage to Platform Monetization Engine (2006–2025) [Sources & References]
Automotive OEM Restructuring
Software, data monetization and innovation across automotive manufacturers.
- Automotive OEM Restructuring for Data Monetization and Innovation - Part 1
- Automotive OEM Restructuring for Data Monetization and Innovation - Part 2
- Automotive OEM Restructuring for Data Monetization and Innovation - Part 3
Automotive Industry in Mid-2025
A two-part view of volumes, costs and macroeconomic conditions.
- Global Automotive Industry & Innovation trends-mid-2025-part -1-Rebounding Volumes
- Global Automotive Industry & Innovation trends-mid-2025-part -2-Costs & Macros