Varun KoundinyaWill COVID-19 make our machines less productive?Let’s think about how a McDonald's restaurant works. You come in and place an order — I would personally get a Buttermilk Crispy Chicken…May 6, 2020May 6, 2020
Varun KoundinyaConsumer Spending Reaction to COVID-19: Data from the USWith almost all of the world in lockdown, the patterns that normally govern our behavior have changed considerably. A big portion of this…Apr 27, 2020Apr 27, 2020
Varun KoundinyaTime for more competition in the power sector?Christensen & Greene, two empirical economists, had written a paper in the 1970s where they explored the effects of ‘economies of scale’…Feb 6, 2019Feb 6, 2019
Varun KoundinyainDataDrivenInvestorThe Economic Effects of AutomationI recently read a paper on the NBER website that provoked some thought. It was called ‘AI, Labor, Productivity, and Need for Firm-Level…Jan 21, 2019Jan 21, 2019
Varun KoundinyaBioTech vs Pharma: Market ShiftsThe pharmaceutical industry is one of the most cash-intensive industries around. With the R&D cycles taking over ten-years and FDA approval…Aug 2, 2018Aug 2, 2018
Varun KoundinyaThe Yield Curve ExplainedWe all need meaningful data in order to make good decisions:Jul 17, 2018Jul 17, 2018
Varun KoundinyaMergers & Acquisitions in 2018It kicked-off last year with a $64 Billion bid from Comcast. Then it was announced that Disney had won the deal for $52.4 Billion. A few…Jun 25, 2018Jun 25, 2018
Varun KoundinyaNIKE, Inc.: An Intrinsic ValuationOver the past few decades, one of the most successful companies in the consumer-goods space has been NIKE, Inc. They have built themselves…Jun 17, 2018Jun 17, 2018
Varun KoundinyaLIBOR & its Dance with Debt: Economic Effects$350,000,000,000,000. That is the estimated amount of financial products and loans tied to the London Interbank Offered Rate, otherwise…Jun 3, 2018Jun 3, 2018
