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  • Research
  • Worldview
  • Buy List
  • Portfolio

Don’t miss out on the latest.

We do the heavy lifting, so you don’t have to.

We scan our rapidly changing world for investment opportunities. We look at the world in terms of Investment Themes , which scream Progress. We dive in, do our research, and form our Investment Worldview . We then drill down to a list of easily investable companies that fit into our Worldview. We do our research and valuation to select a few investments using the timeless principles of Intelligent Investing .
This is our Buy List of investments, which informs our Portfolio .

This is Intelligent Investing. For the 21st century.

Our Investment Themes

We think in terms of “near inevitabilities”. These are the tailwinds that will drive our returns.
Click on any theme to zoom in.

  • Renewable Energy
  • AI and Big Data
  • 5G and IoT
  • Autonomous & Electro Mobility
  • Urbanization
  • India
  • Retail
  • Media & Entertainment
  • Art of Investing
  • Finance and Fintech
  • Industry 4.0
  • Healthcare Equipment

Our Investment Worldview

Our detailed research process starts with a deep-dive into our investment themes.
Magazine-style articles. Easy to read. Easy to digest. Easy to execute.

A Buy List of Investment Ideas.

This is the bottom-line: 20-25 investment ideas. 2 new ideas every month. Complete with Professional-Grade Research.

  • All 57
  • Buy 26
  • Hold 10
  • Watch 21
  • Theme
Upside Left Expected Time Horizon: 2 years.
Thesis
Disney 36%
Buy
Netflix -12%
Watch
Berkshire Hathaway 17%
Buy
Spotify -29%
Hold 05/21/2020
Intel 41%
Watch 07/06/2020
Paypal -38%
Hold 03/23/2020
KLA Corp. 9%
Buy
ICICI Bank 82%
Buy
Twitter -9%
Hold 02/04/2020
Lyft 52%
Buy 03/10/2020
Uber -57%
Watch
VMWare 0%
Hold 07/07/2020
SiemensGamesa -7%
Watch
Canadian Solar 31%
Watch 08/20/2019
Cisco 52%
Buy
Ciena -26%
Watch 11/05/2019
Tesla Inc. -86%
Watch
Electronic Arts -16%
Hold 05/06/2020
Terraform -2%
Watch 02/04/2020
FLIR Systems 38%
Buy 07/01/2020
Sony 28%
Buy 08/15/2020
Lumentum -21%
Watch 01/07/2020
Palo Alto Networks -5%
Buy 06/18/2019
S&P Global Inc. -37%
Watch
Ericsson -11%
Buy 11/19/2019
Adobe -67%
Watch
NXP 6%
Watch 01/08/2020
Nvidia -58%
Hold 04/04/2019
Sensata 47%
Watch 02/22/2019
ASML -1%
Buy
TSMC (Taiwan Semi.) 35%
Hold 01/07/2020
Xylem 37%
Buy
Eaton 22%
Watch 02/05/2020
Caterpillar 23%
Watch 08/15/2020
Apple -40%
Hold 01/07/2020
HDFC Bank 8%
Buy 03/23/2020
Xilinx -11%
Watch 01/24/2019
Micron 94%
Buy
Microsoft -39%
Hold 03/19/2019
Amazon -80%
Watch
Volvo AB (Trucks) 37%
Watch 03/23/2020
Ford Motor 153%
Watch 03/23/2020
Interdigital 137%
Buy
IBM 73%
Buy
General Electric 114%
Watch
ABB Ltd. 25%
Watch 03/23/2020
Vestas Wind Systems -19%
Hold 06/03/2020
Netflix 0%
Buy
Activision 0%
Buy
Pinterest 0%
Buy
AirBnB 0%
Buy
DoorDash 0%
Buy
Qualcomm 0%
Buy
Adobe 0%
Buy
AMD 0%
Buy
Airbnb-2 0%
Buy
Etsy 0%
Buy

Our Research Process in a nutshell

Influenced heavily by the giants of investing like Buffett, Munger and Graham.
Refined by our experience. This is Intelligent Investing. Re-imagined for the modern world.

Why Us.

From Wall Street to Main Street.
Via Farnam Street

Trust. Clarity. Results. Enrichment...

Saurav Sen | February 2019

To build something I wanted. Because I realized others wanted it too...

Saurav Sen | February 2018
Art of Investing

Ready for more?

"Big opportunities come infrequently. When it's raining gold, reach for
a bucket, not a thimble" - Warren Buffett

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