Jigar Mistry

Co-Founder & Director, Buoyant Capital

Stories by the author

• Muskets, markets and models: Why AI is the new engine of revolution

  
  28 Jun 2025 12:30 PM IST
• Information versus Insight: Shaping fund analysis and market dynamics

  
  09 Nov 2024 02:44 PM IST
• Value Vacuum: China’s command versus India’s concessions

  
  19 Oct 2024 12:12 PM IST
• Inside Intel’s Inertia: Investment lessons from Silicon Giant’s slip

  
  05 Oct 2024 01:25 PM IST
• China’s challenge: Avoiding Japan’s generational gamble

  
  28 Sep 2024 12:40 PM IST
• Fed-friendly feeds: Subtle economic influence of social media

  
  23 Sep 2024 02:11 PM IST
• Doing nothing could be the riskiest thing of all

  
  14 May 2024 12:06 PM IST
• The margin of safety: the ten-billion-dollar lesson from Amgen

  
  20 Feb 2024 05:43 PM IST
• Junk bonds and market cycles: Lessons for today's investors

  
  26 Jun 2023 03:55 PM IST
• Unleashing change: The new electricity act and India's powersector

  
  22 May 2023 04:25 PM IST
• Anatomy of rate hike cycles – are we done already?

  
  01 May 2023 12:40 PM IST
• Indian pharma – time for a cyclical upturn in US generics?

  
  10 Apr 2023 03:05 PM IST
• What happened to SVB cannot happen to banks in India

  
  03 Apr 2023 03:42 PM IST
• Balancing act! Stock selection, flexible investment framework key to superior returns

  
  27 Mar 2023 02:33 PM IST
• Investing Beyond Perception: Tackling the relativity trap

  
  13 Mar 2023 04:19 PM IST
• Viewing markets in dynamic equilibrium resolves conundrums

  
  06 Mar 2023 03:19 PM IST
• ‘India’s flagship indices broadly flattish over last 1 yr’ — Statement conceals more than it reveals

  
  27 Feb 2023 03:57 PM IST
• Explaining the banking sector in four simple cycles

  
  20 Feb 2023 05:38 PM IST
• How Rs 34 trillion lithium find could shape India's EV story

  
  13 Feb 2023 01:13 PM IST
• A simplified take on how to read Budget

  
  30 Jan 2023 01:45 PM IST
• The new Intelligent Investor: Leveraging AI for higher returns

  
  23 Jan 2023 01:19 PM IST
• Do great companies make great investments? This Buffett bet is a case in point

  
  09 Jan 2023 02:19 PM IST
• 2023 to be a story of 2 halves; time to patiently wait for real “sale” in markets

  
  13 Dec 2022 12:33 PM IST
• Genetics & mimetics: Why professional investors miss PSB-like rallies

  
  06 Dec 2022 02:08 PM IST
• Fallacies of past performance; learnings from SoftBank

  
  21 Nov 2022 11:05 PM IST
• Learnings from crypto collapse on how to evaluate new-age businesses

  
  14 Nov 2022 03:32 PM IST
• The cycle of disruption is the only constant

  
  31 Oct 2022 02:56 PM IST
• Predatory pricing – it worked for telecom, so why not cement?

  
  17 Oct 2022 08:08 PM IST
• Path-dependence and lessons from the UK pensions fiasco

  
  03 Oct 2022 07:17 PM IST
• Wisdom of the crowds

  
  19 Sep 2022 07:03 PM IST
• Smart Beta over Active Alpha?

  
  12 Sep 2022 02:51 PM IST
• The road to hell is paved with good intentions

  
  05 Sep 2022 04:43 PM IST
• The cycle of disruption: As pandemic alters movie-watchers’ habits, multiplex earnings to take a knock

  
  29 Aug 2022 12:23 PM IST
• The prediction conundrum: What creates market cycles

  
  02 Aug 2022 03:05 PM IST
• Opinion of majority is irrelevant in markets. Here’s what really matters

  
  25 Jul 2022 12:49 PM IST
• Oversimplifying investments could be detrimental

  
  19 Jul 2022 02:43 PM IST
• Extrapolating crypto market crash to equities

  
  20 Jun 2022 04:29 PM IST
• The unique case of India’s cement sector

  
  13 Jun 2022 05:05 PM IST
• Look at valuations but don’t get trapped by that alone

  
  06 Jun 2022 02:41 PM IST
• Taking large cash calls is not as critical as it is perceived to be

  
  23 May 2022 08:26 PM IST
• Markets today offer valuable lessons in differences between change in value and change in price

  
  16 May 2022 03:00 PM IST
• Blitzscaling can take your portfolio valuation up quickly, but you can fall badly too

  
  09 May 2022 03:46 PM IST
• Is the advice more important, or the advisor?

  
  02 May 2022 03:24 PM IST
• What Netflix share price drop teaches us about valuation of Indian companies

  
  25 Apr 2022 02:16 PM IST
• India’s digital revolution is pushing credit cards out of the arena

  
  18 Apr 2022 03:30 PM IST
• RBI’s new guidelines to make microfinance stronger

  
  04 Apr 2022 02:25 PM IST
• Consumption vs commodities – where is your bias?

  
  28 Mar 2022 04:45 PM IST
• Are bank stocks a bad investment during the rising interest rate cycle?

  
  21 Mar 2022 03:01 PM IST