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Insights that fuel your growth


The SpaceX Question
-- SpaceX began trading on Nasdaq on June 12, 2026, after pricing at $135 a share and a valuation of $1.77 trillion — roughly 94 times its 2025 revenue of $18.7 billion. That multiple has no precedent in the public markets. It exceeds Nvidia, dwarfs every cloud infrastructure company, and makes the dot-com era look conservative. Analysts will spend months debating whether the number is rational. But the number is not the point. The point is that SpaceX could not have been bui

Giridhar Sanjeevi
6 days ago


The PE Playbook
What Every Leadership Team Can Borrow from Private Equity - - PE funds are, by design, performance machines. Every rupee deployed carries a return profile, a timeline, a value thesis. But look more closely at how the best PE firms run their portfolio companies, and something more interesting emerges — a discipline that sits at the intersection of rigour and patience, accountability and genuine support. The more interesting question is not whether PE-backed businesses outperfo

Giridhar Sanjeevi
Apr 12


Investor Communication
What constitutes best practice? In November 2023, Diageo Plc, the company venerated for brands like Johnnie Walker, Guinness, etc, issued...

Giridhar Sanjeevi
Jul 26, 2025
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