• The World after Covid-19

Re-tuning the portfolio for the recovery...

Saurav Sen | March 2020

• Buylyst Portfolio Stress Test

Can these companies live to fight another day?..

Saurav Sen | March 2020

• Lyft Valuation

Breaking it down - Revenue to Free Cash Flow to Stock Price...

Saurav Sen | October 2019

• Investing in Modi's India

After the 2019 landslide election.

Manab Sen | July 2019

• Investing in 5G - 2019 Update

Huawei or not...

Saurav Sen | June 2019

• Investing in Uber-Lyft

Worth the ride?

Saurav Sen | June 2019

• Is Tesla investable now?

A 1-year review of The Buylyst thesis...

Saurav Sen | May 2019

• Investing in Autonomous Vehicles

Round 1: The AV Landscape

Saurav Sen | November 2018

• Ford: Right Turn Ahead

Ford has the right plan.

Saurav Sen | October 2018

• Investing in 5G

The fabric of the Big Data economy

Saurav Sen | September 2018

• Investing in Urbanization in India

by Manab Sen

Manab Sen | September 2018

• Investing in Urbanization: Priority List

Time to dig in.

Saurav Sen | August 2018

• Investing in Urbanization

The largest mass migration of all time?..

Saurav Sen | August 2018

• Investing in India: The Consumer Story

How to think about investing in 1/6th of humanity...

Manab Sen | June 2018

• Is Internet of Things a thing?

Yes. And it’ll be a Data Explosion...

Saurav Sen | April 2018

• The Smart Grid ain't so smart. Yet.

Renewables + Storage will force the issue...

Saurav Sen | March 2018

• Battery Technology: The Lion Roars

Fossil Fuels Shiver with Fear

Saurav Sen | January 2018

• Investing in Electricity

Is Renewable Energy going to win the Royal Rumble?..

Saurav Sen | January 2018