The Value Observer

Warren Buffett’s Time-Tested Wisdom: Can the Oracle Still Beat the Algorithms?

For over half a century, Warren Buffett has stood as the paragon of rational investing.

Sep 5 • 

Anand Srinivasan

16

Nvidia’s Glittering Run: Can the Darling of Wall Street Escape Gravity?

Nvidia’s Bubble Trouble: Why $4.4 Trillion Can’t Last Forever

Sep 2 • 

Anand Srinivasan

8

2

August 2025

When Politics Meets Policy: Why We’re Staying Defensive in 2025

President Trump’s latest moves with the Federal Reserve reveal a worrying pattern of political brinkmanship that risks destabilizing both markets and…

Aug 31 • 

Anand Srinivasan

12

1

July 2025

Imperative of investing in human capital

India’s demographic dividend: A window closing without urgent action

Jul 26 • 

Anand Srinivasan

10

May 2025

The inanity of Trumponomics

The Trump administration’s tariff policies reveal a disconcerting level of inconsistency and lack of clarity

May 13 • 

Anand Srinivasan

18

2

Marubeni Corporation: A Goliath priced like David

A comprehensive view of Marubeni Corporation's fundamentals, future business prospects and its company valuation

May 7 • 

Anand Srinivasan

28

5

April 2025

Sony Group Corporation: Tech stocks can be undervalued too

A comprehensive view of Sony Group Corporation's fundamentals, future business prospects and its company valuation

Apr 25 • 

Anand Srinivasan

48

1

Data dodge: Latest GDP estimates don’t clear smell test

A comparison of real GDP growth estimates from the MoSPI, RBI with data from consumer facing businesses.

Apr 5 • 

Anand Srinivasan

14

1

March 2025

IndusInd Bank: Steady as she goes

A look at the fallout from private sector lender's recent disclosure of discrepancies in its derivatives accounting

Mar 28 • 

Anand Srinivasan

48

3

The safest bet is gold

Trump’s tariff talk has heightened uncertainty, rattled markets and raised volatility

Mar 16 • 

Anand Srinivasan

32

3

Panasonic Holdings Corporation: Uncertain investment prospects

A comprehensive view of Panasonic Holdings Corporation's fundamentals, future business prospects and its company valuation.

Mar 14 • 

Anand Srinivasan

21

Sovereign Gold Bonds: An expensive fiasco

Aimed at helping cut demand for physical gold, scheme reveals lack of foresight

Mar 2 • 

Anand Srinivasan

34

2