The Mash Quarterly | 3Q24
Elevated uncertainty in the near-term. A tactical hedge, some new names in our Mash portfolio.
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Kunal Mashruwala
Jul 151 min read
The Mash Quarterly | 2Q24
How are we navigating through Nvidia's playground? Read the 2Q24 note for more.
Kunal Mashruwala
Apr 181 min read
The Mash Quarterly | 4Q23
We provide colour on our relative and absolute performance during 2023, with shades of why we were thinking what we were thinking.
Kunal Mashruwala
Oct 15, 20231 min read
The Mash Quarterly | 3Q23
An economic season transition is unfolding in plain sight. Yet many investors are likely in denial. Moderate for more remains our mantra.
Kunal Mashruwala
Jul 16, 20231 min read
The Mash Quarterly | 2Q23
Invert, always invert. Pricing, not timing matters. And 'moderate for more' continues to remain the mantra for the foreseeable near term.
Kunal Mashruwala
Apr 16, 20231 min read
The Mash Quarterly | 1Q23
Balance is vital, now more so than ever. Moderate for more is the mantra for the foreseeable near term.
Kunal Mashruwala
Oct 4, 20211 min read
The Mash Quarterly | 3Q21
Mash believes Global Alternative Assets should be part of your Core investment portfolio. Read more.
Kunal Mashruwala
Apr 19, 20211 min read
The Mash Quarterly | 1Q21
Valuation matters. US and World ex-US. TAM and EV/Sales. SPACulation! And more. Read on.
Kunal Mashruwala
Oct 11, 20201 min read
The Mash Quarterly | 3Q20
Volatility matters. Exploring China. And more in the 3Q20 issue of The Mash Quarterly.
Kunal Mashruwala
Jul 18, 20201 min read
The Mash Quarterly | 2Q20
Prudence pays. For Vietnam and for Mash Global. Explore more in the 2Q20 issue of The Mash Quarterly.
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