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WSGY – Feb 2021

Alright..the first step has been taken. The journey has started. Now for the all-important follow-through. Continuing with the thesis of building a strong foundation for a healthy long-term portfolio, I am keen to build an element of diversification in the portfolio. We started off with the aim to find a solid long term holding and …

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WSGY – March 2021

It has been 10 years since Marc Andreessen wrote that seminal article in WSJ, titled “Why Software is Eating the World.” His observations have proven to be uncannily astute and the software Juggernaut is still rolling, generating trillions of dollars in new wealth. “If software is eating the world, then how does one make software?”, …

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