IMAG Environmental and Carbon Ratings

Introduction In contrast to ESG ratings which allow users to engage in corporate “virtue-signalling”, IMAG Environmental and Carbon ratings are independently produced by professionals with deep technical and engineering knowledge. They are designed to take a...

Some unconventional thoughts about the auto industry

INTRODUCTION AND ABOUT ME My intent in writing this paper is to share my unorthodox views regarding the auto industry. Unlike many industry experts and participants, I do not have years of experience in the business. What I do have is years of experience that comes...

How Fast moving Really is India’s Consumer Market?

1 Introduction and Disclaimer This white paper is the product of my time interning for Guy Spier. As a young woman of Indian descent and an aspiring businesswoman who has spent time in other parts of the planet, I have seen the world change before my eyes, especially...

BaiJiu: That’s the Spirit

A Look into the Future of China’s Largest Alcohol Market BaiJiu (白酒): That’s the Spirit Introduction and Disclaimer I wrote this as part of my internship with Guy Spier at Aquamarine Fund in July 2019, ahead of my final year of high school.What follows is a broad...

Satvik Subramaniam Secondary Impacts of Electric Vehicles

Beyond Auto Manufacturing Executive Summary EV sales are expected to pick up over the next two decades as many ofthe key consumer issues – price, range and charging – are addressed. Estimates are that EV penetration in Europe could reach 40% by 2040 – afleet of 120...

With Whom I would Invest? Part 2

INTRODUCTION: PART I Some time ago, I wrote up the criteria that I would use in deciding with whom I would invest my and my family’s money if I was not doing the job myself: I argue that there are five attributes that the ideal money manager should possess: 1 ...