All eyes on the NIPA profit margins

Earnings are a key driver of equity returns. That’s why we care about profit margins, which we expect to fall this year. But not all profit margin data are created equal, we find. We base…

Investing in hardware and the data layer

Over the past couple of months, we have written about a range of themes that have been interesting to us lately. Through public brainstorming, we have met some inspiring entrepreneurs, been introduced to some cool…

YouTube Star Lilly Singh To Become The Only…

Comedian and YouTube star Lilly Singh will take over outgoing NBC late-night host Carson Daly’s time slot, the network announced Thursday, making her the only female late-night host currently on a major broadcast network when…

Opioids Crisis & Drug Distributors

I don’t know anyone personally who has been affected by the opioid epidemic in the US. And I truly hope I never will. I don’t know if I would be able to maintain objectivity in…

India’s Market Leaders: My 10 Key Observations

This issue of Outside the Box newsletter is authored by Jatin Khemani. Jatin shares his key observations from analyzing market leaders across industries in India. One common advice I find veteran investors passing on to…