Author: Nilesh Jasani

The finest backhanded compliment I receive, and the one I receive most often, is: “Good piece; I actually understood this one.” A title like the […]

I have had the rare privilege of conducting on-the-ground equity research in both Korea and Taiwan at different stages of my career. They are often […]

Some seemingly regular events are so massive in their implications across various domains that they deserve their own write-up. TSMC’s highly unusual public complaint of […]

Gemini was my preferred model for research a few months ago. So, was Grok. Recently, I asked one of them for serious research, accompanied by […]