Our Perspective.

08 September
By Gary Bhattacharya

Cyber Defense Powered by Community

IronNet Inc. (IRNT) has the potential of becoming the best Integrated and Cooperative Cyber Security defense system for Govts. and Enterprises. Valuation is extremely reasonable compared to other great competitors which also own PreIPO. participated in the pipe, and was very happy for the same. This sector has secular tailwinds for the next 5-6 years at least.

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08 September
By Gary Bhattacharya

Pay at your own pace

Our holding company - Affirm can generate in my view 3.5B to 4B$ annual sales if it just captures 2 % of Amazon NA and EMEA Sales, this will also create great network effects and a plethora of new partnerships.

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07 September
By Gary Bhattacharya

Futuristic Data Technology

Palantir has the capacity of becoming the largest worldwide Offdeck ,Offhook Data Aggregator , Miner , and Data Analyzer to the world corporations all sizes and segments alike with govt and defence leading the way. We are absolutely impressed by Amazon and Tesla like similarities Palantir has in terms of taking superlative long term decisions one after the other.

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06 September
By Gary Bhattacharya

Cycles of Time

The biggest learning is to survive the cycles of time. It will teach you everything - knowledge / success/ family / Health / Investments / Kids. Anyone should always be very agile and adjusting towards the time cycles. Everything else falls into place.

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