Insights from our team
Insights from our team
Insights from our team
Explore our investment frameworks, quarterly investor letters, and talks from our founder
Explore our investment frameworks, quarterly investor letters, and talks from our founder
Our Investment Frameworks
Our Investment Frameworks
Our Investment Frameworks
Terminal Value – A Perspective, FLAME Investment Lab
Jun 21, 2023
Terminal Value – A Perspective, FLAME Investment Lab
Jun 21, 2023
Terminal Value – A Perspective, FLAME Investment Lab
Jun 21, 2023
Dimensions of Mistakes in Investing, CFA India Society
Sep 3, 2022
Dimensions of Mistakes in Investing, CFA India Society
Sep 3, 2022
Dimensions of Mistakes in Investing, CFA India Society
Sep 3, 2022
Economic Framework – Domestic Context, FLAME Investment Lab
Jan 6, 2021
Economic Framework – Domestic Context, FLAME Investment Lab
Jan 6, 2021
Economic Framework – Domestic Context, FLAME Investment Lab
Jan 6, 2021
Key Quarterly Investor Letters
Key Quarterly Investor Letters
Key Quarterly Investor Letters
Contact us if you wish to read more of our letters
52 - Investor Letter J2025 - CWC 2.0, Stk - JFW
Jun 1, 2025
52 - Investor Letter J2025 - CWC 2.0, Stk - JFW
Jun 1, 2025
52 - Investor Letter J2025 - CWC 2.0, Stk - JFW
Jun 1, 2025
45--Investor-letter-Dec-2022-reflections, paytm and maxf
Feb 1, 2023
45--Investor-letter-Dec-2022-reflections, paytm and maxf
Feb 1, 2023
45--Investor-letter-Dec-2022-reflections, paytm and maxf
Feb 1, 2023
39_ Investor letter June 2021_thoughts on responsible investing
Aug 3, 2021
39_ Investor letter June 2021_thoughts on responsible investing
Aug 3, 2021
39_ Investor letter June 2021_thoughts on responsible investing
Aug 3, 2021
Founder's Talks
Founder's Talks
Founder's Talks
ET Masterclass Episode 10 : Building a Correlated Portfolio | The Math Behind Making Good Returns
Aug 23, 2024
ET Masterclass Episode 10 : Building a Correlated Portfolio | The Math Behind Making Good Returns
Aug 23, 2024
ET Masterclass Episode 10 : Building a Correlated Portfolio | The Math Behind Making Good Returns
Aug 23, 2024
ET Masterclass Episode 9 : How To Make Better Investment Decisions?
Aug 16, 2024
ET Masterclass Episode 9 : How To Make Better Investment Decisions?
Aug 16, 2024
ET Masterclass Episode 9 : How To Make Better Investment Decisions?
Aug 16, 2024
ET Masterclass Episode 8 : Risk, Return & Mistakes Are Parallel To Investing, How To Avoid It?
Aug 9, 2024
ET Masterclass Episode 8 : Risk, Return & Mistakes Are Parallel To Investing, How To Avoid It?
Aug 9, 2024
ET Masterclass Episode 8 : Risk, Return & Mistakes Are Parallel To Investing, How To Avoid It?
Aug 9, 2024