Diary Of A Private Investor

Ankush Agrawal
Notes, Research and Thoughts on Everything Markets
Created 30 Nov 2020
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  • NYKAA- Common Traits Among World’s Leading Businesses
    09 Nov 2021 • 3 min read • 5 0
    In the 1st post of Nykaa, we had discussed the framework of Brands and how it is core to understanding the competitive advantage that Nykaa as a company has. Diary Of A Private Investor NYKAA- THE TRU...
  • NYKAA- THE TRUE VALUE OF A BRAND
    08 Nov 2021 • 7 min read • 8 0
    Hey! In this post I want to talk about Nykaa. Even though I wanted to do a longer & detailed post consisting of Frameworks as well as Company specific details like I have done in case of IEX, Suven, N...
  • Journal #5- 02/11/21
    02 Nov 2021 • 6 min read • 6 8
    Journal is a recurring series of posts wherein I look to share parts of my day-to-day activities around Full-Time Investing like Notes, Resources, Learnings, Insights and Portfolio Updates. Diary Of A...
  • INTELLECT DESIGN ARENA- PART 2
    19 Oct 2021 • 13 min read • 12 18
    In the 1st Part of this series, we had talked about Software Products as a business model and one of the major pivots that the industry is witnessing. In this post, I’ll talk about Intellect Design Ar...
  • INTELLECT DESIGN ARENA- PART 1
    09 Oct 2021 • 11 min read • 18 17
    Hey! This is going to be a series of posts wherein I am going to talk about why Software Products is a great business model and also about Intellect Design Arena which is a pure-play software products...
  • Seeking Feedback
    21 Aug 2021 • 1 min read • 2 2
    Hey! If you are reading this, thank you so much for being an active reader of The Diary. When I started this blog back in April of this year, the primary intent was to address some of the monotonousne...
  • Journal #4- 19/08/21
    19 Aug 2021 • 5 min read • 8 9
    Journal is a recurring series of posts wherein I look to share parts of my day-to-day activities around Full-Time Investing like Notes, Resources, Learnings, Insights and Portfolio Updates. (Previous ...
  • Optionality Of Cash
    10 Aug 2021 • 8 min read • 13 7
    Hey! There are multiple patterns that can play out in stocks. These patterns overtime have become a playbook of sort for investors to form their core thesis for a particular stock. Branding Plays- Ide...
  • Investing Dilemma
    30 Jul 2021 • 9 min read • 16 6
    Hey! In this post I’ll be talking about one of the primary issue/dilemma that investors face in the equity markets and also share some thoughts on the current & possible near term market environment. ...
  • Journal #3- 10/07/21
    10 Jul 2021 • 6 min read • 8 2
    Journal is a recurring series of posts wherein I look to share parts of my day-to-day activities around Full-Time Investing like Notes, Resources, Learnings, Insights and Portfolio Updates. (Previous ...
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