EQ Buzz
Latest from EQ
EQ Buzz highlights the relevant tweets, media appearances, letters, blog posts, and articles created by the EQ team. We share our philosophy of value investing, the way we practice it, and our perspectives on various world events here. Hope these will help you understand us and our core philosophy of value investing better.
In the Spotlight
Equity Intelligence has always been in the Media Spotlight, sharing our knowledge and experience in the world of investing. Porinju Veliyath, our founder, has made several media appearances in major news outlets and events. Here are a few public highlights.
Jun 2026
'India has been Lucky to Get Narendra Modi'
May 2017
Porinju Veliyath Busts Investing Myths
Investor Communique
Blogs
10th October 2026
EQ Saturday Sapience #192
“Inflation is taxation without legislation.” —Milton Friedman. The $1 trillion dollar energy opportunity: In this episode, Sumant Sinha, Chairman and CEO of ReNew provides a comprehensive breakd...
3rd October 2026
EQ Saturday Sapience #191
“Great stocks are doubted the whole way up” - Ian Cassel Ezra Klein with Jensen Huang — AI as infrastructure. Jensen Huang’s clearest insight is that AI is not just a model race; it is a new...
26th September 2026
EQ Saturday Sapience #190
“Your job is to say ‘no.’ You will get bombarded with deals, day in and day out. Your base case is, ‘just say no.’" —Ajit Jain Christopher Wood — The BroadView with Nikunj Dalmia. Christoph...
19th September 2026
EQ Saturday Sapience #189
What Happens When Thinking Becomes 1000x Cheaper? – An ex-NVIDIA engineer discusses that the next technological revolution will come not from smarter systems, but from dramatically cheaper thin...
12th September 2026
EQ Saturday Sapience #188
“The investor’s chief problem—and even his worst enemy—is likely to be himself.” —Benjamin Graham Future of Travel: AI, Luxury, and the $3 Trillion Opportunity: In this episode, top industry lead...
5th September 2026
EQ Saturday Sapience #187
“Having no FOMO might be the most important investing skill.” —Morgan Housel Decoding Indian CDMOs: In this comprehensive primer, SOIC analyzes the rapid growth of the Indian Contract Developme...