Gaurav JunejaIndustrial America is Resurgent and What That Means for Asian BusinessesWhile many in the investment community have been focused on generative AI in recent months, the chart below showing manufacturing capex in…11 min read·Jun 26, 2023----
Gaurav JunejaCloud Infrastructure —Modern Data Stack — Thesis & Market MapThe recent public release of ChatGPT has reinforced the notion that data and AI are the megatrends of the 2020s and will lead to the…9 min read·Jan 28, 2023----
Gaurav JunejaCloud Infrastructure (Part III) — Case Study of the Largest Developer-led CompanyPart I & II of this III-part series presented an overview of DevOps, my key theses regarding the evolution of DevOps and why the DevOps…13 min read·Oct 10, 2022----
Gaurav JunejaCloud Infrastructure — DevOps (Part II)— Landscape in AsiaPart I of this III-part series presented an overview of DevOps and my key theses regarding the evolution of DevOps. You may access it here…9 min read·Sep 19, 2022----
Gaurav JunejaCloud Infrastructure — DevOps (Part 1)Software has been eating the world for at least the last decade, if not more. Software’s role in enterprises has evolved from merely a…9 min read·Aug 7, 2022----
Gaurav JunejaMy Personal Investing in 2020The year 2020 has been one of the most bizarre years in my investing career, and I believe that is the case even for the most experienced…6 min read·Dec 27, 2020----
Gaurav JunejaInvestment Thesis — The New York Times CompanyFor decades, print newspapers tended to be an excellent industry to invest in. Given the local nature of the industry, the town or the…5 min read·Nov 8, 2020----
Gaurav JunejaTen Commandments for Investing in Financials (Banks / Shadow Banks)1. Understand the “Game of Bank Bargains”10 min read·Oct 1, 2019----
Gaurav JunejaUnderstanding the drivers of the current chaos in international trade and politicsI am always on the look out for books that help me understand the world around me a little better. I have to admit though that the world…3 min read·Aug 4, 2019----
Gaurav JunejaApollo-LyondellBasell Deal Key LessonsThis month marks the 4th anniversary of Apollo completely exiting LyondellBasell, a large chemicals company at a $9.6bn profit (5–6x…2 min read·Nov 11, 2018----