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The Retail Investor's Parlor Game in Charts
I was interested in understanding the recovery following last Monday's selloff, and what was driving it. Found some cool stuff and even related it to…
Feb 5
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Nikhil Javeri & Alexander Ye
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The Retail Investor's Parlor Game in Charts
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January 2025
Hardware Capital Cycles: The AI PC Future
Using a few historical examples, I hope to use this article to frame my view on the AI PC market's outlook through 2028
Jan 29
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Nikhil Javeri & Alexander Ye
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Hardware Capital Cycles: The AI PC Future
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Epic Systems: The 500 Pound EHR Gorilla
This article details a company that is perhaps more associated with Healthcare IT than any other, and one of the most inelastic businesses to the…
Jan 6
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Epic Systems: The 500 Pound EHR Gorilla
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Revenue Cycle Management: The Right WAY
This article details one of our favorite business models at the moment. As we dive deeper into our Healthcare IT research, Waystar's solid business…
Jan 5
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Nikhil Javeri & Alexander Ye
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Revenue Cycle Management: The Right WAY
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December 2024
Moving Into the Data Center: Servers
Merry Christmas! Hoping to take some time and understand the data center infrastructure stack and IT hardware to build off a knowledge of semiconductors
Dec 26, 2024
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Nikhil Javeri & Alexander Ye
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Moving Into the Data Center: Servers
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Minutes From A Meeting With A Memory Maestro
Viraj Lakhotia and I (Nikhil) recently held a meeting with an advanced memory expert to hash out an investment thesis on the memory space
Dec 20, 2024
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Nikhil Javeri & Alexander Ye
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Minutes From A Meeting With A Memory Maestro
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November 2024
The Investment Implications of Scaling Law Saturation
Today I want to spend a bit of time talking about the investment implications of scaling laws saturating, which has been talked about more due to…
Nov 16, 2024
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Nikhil Javeri & Alexander Ye
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The Investment Implications of Scaling Law Saturation
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The Relevance of a Post-Pandemic Phillips Curve
The following is from Arjun Iyer, a sophomore at Kelley in Knall-Cohen and the Investment Management Workshop. Arjun previously contributed to a blog…
Nov 4, 2024
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Nikhil Javeri & Alexander Ye
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The Relevance of a Post-Pandemic Phillips Curve
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October 2024
The Commoditization of the GPU
Al hardware eventually gets commoditized, and it's happening already with an oversupply of GPUs. How can AI service providers combat this?
Oct 31, 2024
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Nikhil Javeri & Alexander Ye
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The Commoditization of the GPU
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Are We Effectively Sanctioning SMIC and Huawei?
Exploring the historical context of our semiconductor feud with China, our current sanction strategy, and its effectiveness
Oct 19, 2024
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Nikhil Javeri & Alexander Ye
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Are We Effectively Sanctioning SMIC and Huawei?
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AI in Healthcare Providers and Services - People are Engaging w/ the Substack!
The following is from Arnav Murudkar, a sophomore in Kelley. Arnav and his fellow KC members, Joel Zechariah and Arjun Iyer, were kind enough to allow…
Oct 17, 2024
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Nikhil Javeri & Alexander Ye
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AI in Healthcare Providers and Services - People are Engaging w/ the Substack!
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The State of Healthcare Private Equity
"Guarded optimism" is used to describe the HC PE landscape, as deal value picks up enormously from 2023. Let's dive into where opportunities lie for the…
Oct 15, 2024
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Nikhil Javeri & Alexander Ye
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The State of Healthcare Private Equity
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