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Revenue Sensitivity
+2 points for new revenue unlocked, and +1 point for old revenue protected

Anirudh Gupta
5 hours ago1 min read


My Formula for Compensation
Missionaries should get rich.

Anirudh Gupta
3 days ago1 min read


Make Bad Art
Half of everything we make, will be below our average. Statistically speaking. So it pays to just keep making lots of stuff. Have the courage to make a ton of bad, permissionless stuff. Half of this will be above average. Statistically speaking. The upside of doing so is unparalleled. When we take away our crippling fear setting, and commit to consistency, great art has a greater luck-surface area to get made. The world can cope with more bad art, some of which may even turn

Anirudh Gupta
Aug 281 min read


Assumptions x Insights x Evidence
Knowing what to build

Anirudh Gupta
Aug 261 min read


'Send-Delete' People
You can send them what they've promised to own, and they'll just make sure it gets done. They drip high-agency.

Anirudh Gupta
Aug 131 min read


Copper is the new Gold
This is hands down one of the most interesting market opportunities I have seen in twelve years of investing: https://www.westmetall.com/en/markdaten.php?action=table&field=LME_Cu_cash The spread between the LME copper price and the inventory of copper available is eye watering. And I think this spread will remain true for a while. Far too much demand competing for far too little copper. I've been saying this for a couple of months now, but I feel copper miners primarily (lik

Anirudh Gupta
Aug 61 min read


Follow The Metal
Follow the metal .... and you follow the money.

Anirudh Gupta
May 11 min read


On Writing to Think
I think, therefore i write.
I write, therefore i think.

Anirudh Gupta
Apr 261 min read


My Investments Principle
3-questions test

Anirudh Gupta
Apr 241 min read


My -10 & +20 Rule : How the Community Evolves
Life is too short to spend time with people who deplete you. It's also too abundant to not spend time with those who fuel you. Fortunately, the world is so big and full of so many diverse people, that you can keep meeting & adding new folks into your world, while holding on to most of the ones you've already known, and shedding some who you mutually don't align with any more. There's a motto i've been finding a lot of clarity in since 2024 - "Do Less. Do Better. Know Why". Th

Anirudh Gupta
Apr 82 min read


Maker-Checker
The role of humans in the age of A.I ... or the role of A.I in the age of Humans

Anirudh Gupta
Mar 61 min read


Stock Predictions FY-2027
My 11-Stock picks for FY27: Prime Cables - #3 Sunlite Recycling - #1 JD Cables - #4 Yash HighVoltage - #2 Senores Pharma - #11 Shilchar - #7 Apar Industries - #10 Netweb - #5 Gravita - #8 Hindustan Copper - #6 Jindal Stainless - #9 Listed top-down from smallest market-cap to largest. The # number by it on the right signifies my ranking by conviction within the list. Will come back to this list April-2027 and see mark-to-market % upside or downside from 20th February 2026 (tod

Anirudh Gupta
Feb 201 min read


Stock Research : Yash HighVoltage ⚡️
Yash HighVoltage - Transformer Bushings : Critical Safety Components for Our Planet's Electrification ⚡️

Anirudh Gupta
Jan 87 min read


Money should be like water, keep moving
Money should stay in motion, and not stay still for too long. Still for too long, and it breeds emotion. Emotion with money, is a toxic...

Anirudh Gupta
Jun 23, 20252 min read


A rating system for content in the A.I age : "Soul? or Not"
Determining what content has human soul vs. what's machine written and lacks soul

Anirudh Gupta
Feb 23, 20252 min read


The Social Utility of Scotch Whisky
Note ~ This essay was written as the final research paper for my surreal college class (PE 150: World of Commodities @ University of...

Anirudh Gupta
Aug 11, 202113 min read


The Best Types of Assets
In these mad speculative times, I've been thinking about what qualifies as a great asset with real value worth buying. Here's my short...

Anirudh Gupta
May 27, 20211 min read


Rain Industries : A Hidden-in-Plain-Sight 'Spawner'?
You can mine for gold or you can sell pickaxes This is of course an allusion to the California Gold Rush where some of the most...

Anirudh Gupta
Apr 15, 20214 min read


Decarbonizing Aviation
This problem statement combines my old line of work (Airbus ✈️💚) and current all-in on ClimateTech & Sustainability, so I thought i'll...

Anirudh Gupta
Mar 24, 20212 min read


Environmental True Cost Calculator
This was made for and submitted as the Final Project for my amazingggg 6-week Stanford CS106 Code-in-Place Class! The program is super...

Anirudh Gupta
May 29, 20203 min read


A Contrarian Truth (whose time has come!)
I believe that in the near Future, humans are going to want to live in decentralized, self-sufficient, and sustainable ecosystems /...

Anirudh Gupta
Apr 20, 20201 min read


The Games We Play
The Games We Play Shape Our Worldview

Anirudh Gupta
Aug 29, 20192 min read


Game-changing Podcasts
Note: One sample 'best-of ' episode is linked here for each show that I love Interviewing Marathons: History: Design: Science: Business &...

Anirudh Gupta
Aug 20, 20191 min read


10 Commandments of Financial Hygiene
I'm 27, so this is a post aimed at those in my millennial generation who strive to take their money seriously. It's built off of what I...

Anirudh Gupta
Aug 18, 20191 min read
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