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Year: 2021

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Equity Research Process How to think

Writing a Thesis

December 25, 2021December 25, 2021 Sundeep Bajikar

Writing a thesis brings thoughts into the real world. Writing in a consistent format provides structure and discipline to the thinking process. A thesis is

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4SAFEt Corporate Strategy Equity Research Process How to think

How to Think – 7-Step Framework to Have Impact

December 5, 2021December 25, 2021 Sundeep Bajikar

I am codifying a 7-step process that I have mentally followed for the last fifteen years to help me think in a structured fashion to

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Crypto

How to Buy an NFT

November 27, 2021November 27, 2021 Sundeep Bajikar

A Non-Fungible Token (NFT) is a unique digital asset that represents anything from a physical asset like art or real estate, to a digital asset

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Crypto Macro

What is Bitcoin?

July 5, 2021July 5, 2021 Sundeep Bajikar

Bitcoin (BTC) is a crypto asset (aka digital asset, digital property) based on a decentralized monetary network for which the monetary policy was preprogrammed at

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4SAFEt Crypto How to think Macro

Asset Allocation when Inflation is a Concern

July 5, 2021December 24, 2021 Sundeep Bajikar

Asset Allocation has been shown to be the dominant (90%+) driver of portfolio returns, with stock selection playing a smaller role. Asset Allocation represents a

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Crypto Macro

What is Inflation?

May 29, 2021May 30, 2021 Sundeep Bajikar

Dictionary definition of inflation is “a persistent, substantial rise in the general level of prices related to an increase in the volume of money and

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Crypto Financial Services

What is DeFi?

May 22, 2021November 27, 2021 Sundeep Bajikar

De-centralized Finance (DeFi) provides traditional banking services (e.g. interest paying accounts, loans, credit cards, insurance, exchange, etc.) using a blockchain-based infrastructure comprised of crypto assets

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Crypto Financial Services How to think

What is Money?

April 25, 2021December 24, 2021 Sundeep Bajikar

With the rise of cryptocurrencies, which I think are more appropriately characterized as “crypto assets“, many are asking fundamental questions about the foundations of money

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Equity Research for the Technology Investor - Value Investing in Technology Stocks

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