Ashoka Investments Club

A Deep Dive into the Global CRDMO Industry: The Backbone of Modern Drug Development

Personal finance, investment philosophies and fun facts - all without the jargon.

Apr 1 • Ashoka Investments Club

March 2026

Narrative Investing: The Gap Between the Story and Business Fundamentals

Personal finance, investment philosophies and fun facts - all without the jargon.

Mar 11 • Ashoka Investments Club

February 2026

From Innovation to Infrastructure: Understanding AI’s Economic Phase

Personal finance, investment philosophies and fun facts - all without the jargon.

Feb 25 • Ashoka Investments Club

The Defence Playbook: Understanding the Sector and Learning How to Analyze it

Personal finance, investment philosophies and fun facts - all without the jargon.

Feb 23 • Ashoka Investments Club

January 2026

Decoding the Aerospace Value Chain: Where does India Stand Currently, and Uncovering Behavioral Biases in Investing

Personal finance, investment philosophies and fun facts - all without the jargon.

Jan 28 • Ashoka Investments Club

Understanding how Indigo's Business Model has Proven to be Profitable in an Unprofitable Industry, and an Explainer on the Ratings Industry…

Personal finance, investment philosophies and fun facts - all without the jargon.

Jan 21 • Ashoka Investments Club

December 2025

Impact of the Expected India-US Trade Deal, and what John Bogle of the Vanguard Group would think of today's markets

Personal finance, investment philosophies and fun facts - all without the jargon.

Dec 3, 2025 • Ashoka Investments Club

November 2025

Are we in an AI Bubble? A Rational Investor's Guide to the AI Debate

Personal finance, investment philosophies and fun facts - all without the jargon.

Nov 26, 2025 • Ashoka Investments Club

Learnings from Mr. Kenneth Andrade and the IPO fever in Indian Markets

Personal finance, investment philosophies and fun facts - all without the jargon.

Nov 19, 2025 • Ashoka Investments Club

October 2025

Rare Earths and the Global Power Shift, and Expectations, Markets and Mispricings

Personal finance, investment philosophies and fun facts - all without the jargon.

Oct 29, 2025 • Ashoka Investments Club

Is Copper going to be the next multi-bagger commodity, and a Book Review on Raghuram Rajan's "Breaking the Mould"

Personal finance, investment philosophies and fun facts - all without the jargon.

Oct 22, 2025 • Ashoka Investments Club

Howard Marks on Price vs Value and The Role of Luck in Investing and Wealth Creation

Personal finance, investment philosophies and fun facts - all without the jargon.

Oct 1, 2025 • Ashoka Investments Club