MAHESH RAMACHANDRANMaking sense of the pandemic marketI am copying this text from an email I composed in an investing google group in August 2020, reacting to the strong bull market that…Sep 7, 2021Sep 7, 2021
MAHESH RAMACHANDRANReflecting on investment mistakesI started my weekend reading the following CNBC article on Warren Buffett and his everlasting investing lessons, and it got me thinking…Jul 8, 2018Jul 8, 2018
MAHESH RAMACHANDRANSolar industry: recent history (part 1)The roller-coaster ride of the solar industry and its stock market quotations makes for an interesting study in the subject of market…Jan 16, 2017Jan 16, 2017
MAHESH RAMACHANDRANStagnation of the Euro-PacificThe Brexit referendum and the associated collapse of the pound and European stock markets got me thinking about the relative economic…Nov 28, 2016Nov 28, 2016
MAHESH RAMACHANDRANReal versus fake innovationI recently read this article in HBR that highlights the value of focussing on serving a usecase with a polished product made with existing…Jul 4, 2016Jul 4, 2016
MAHESH RAMACHANDRANJet’s distuption of retail e-commerceA friend pointed me to a new startup Jet.com, which is an e-commerce website selling everyday retail goods. My initial reaction was one of…Jul 4, 2016Jul 4, 2016
MAHESH RAMACHANDRANGrowth hacking as a strategyMy colleagues and I had a lunch meetup in downtown Mountain View the other day, and had a difficult time parking our cars. That got us…May 21, 2016May 21, 2016
MAHESH RAMACHANDRANThe next big enduring innovation: Electric cars or self-driving cars?I feel like the next big shift in personal transportation is upon us. Never before in history have we seen an automobile company booking…May 7, 2016May 7, 2016
MAHESH RAMACHANDRANProfitability of the cloud industryNowadays, cloud computing is a fashionable buzzword in tech. There are huge potential advantages for economics of scale resulting from…Apr 24, 20161Apr 24, 20161
