Notable Notes

Feb 2026

As you might have noticed, we publish a number of notes, during the day. You can either read it on the Substack App (below) or via the website, Notes tab.

Here’s a collection of the ‘Notes’ we posted during Feb 2026.

1. The idea of doubling capacity, without a proportionate increase in infrastructure spending.

2. What to check, when you are writing checks.

3. If you thought that the Discord chats that your 8 year old has, is not of any use, there is a big market behind it.

4. Building a healthcare product is hard, but the work gets harder when you have to navigate the regulatory puzzle. This startup seems to have done a good job.

5. We weigh the losses more than the gains. Period.

6. Your pensions grow, as the economy grows. But who’s economy is it? Yours? Or that of your children/ grandchildren?

7. Apple, and its downhill ride, on the green storyline.

8. Pre-IPO opportunities, and how we powered up the Space X bid.

9. Damned if you do; damned if you don’t. The risk of being a Trumpster, and the eventual path to being the dumpster.

10. Passive investing via market cap weighted index funds. Best idea to capitalise the biggest companies. Wait!! And you thought you were building wealth with it? Damn it. You have been blatantly lied to your face.

11. Dubai property boom, or bust? This was before the missiles fired.

12. Passive vs active investing. What the experts tell us? And what they do for their own investments?

13. Better than Bloomberg: The 15 tools that can make ‘look like’ a better investor. Note the keyword in quotes.

14. Britain has had a resource shortage, for years. Now it has a shortage of ideas.

15. We ripped apart, Proctor & Gamble. Is it worth a gamble?