Keyanoush Due Diligence & Research

Featured

Companies that seek to integrate IoT often get stuck in the Proof of Concept (PoC) phase. They try to break the problem down, which limits its usefulness and disappoints in results. That's when we can use integrative thinking to recognize the value in differing approaches to IoT adoption—whether they prioritize cost, efficiency, security, or innovation—and then weaving together the best elements of these seemingly conflicting strategies.

The Lie that Economists tell us.

The commonly accepted idea that before the invention of money, people lived in barter economies is challenged. There is no substantial anthropological or historical evidence to support the existence of large-scale barter economies.

Passive Investing

My Conversation with a $4 bn AUM Registered Investment Advisor

Passive Investing

Passive investing has often been dismissed in favor of stock-picking, yet the results from research show that only a select few are able to outperform index funds. Here’s why.

Passive Investing

Paper

The Superiority of Small Value Stocks

Paper

Small stock portfolios generate higher average returns compared to big stock portfolios. This is primarily due to small stocks transitioning to big stock portfolios as the market rewards good performance. More importantly, the value premium, or the higher average returns of value stocks compared to growth stocks, results from lower PB ratios and less risk than for comparable growth stocks.

Paper

Zoltan Pozsar - War and Commodity Encumbrance - The Secular End of Lowflation

While in the past 50 years, geopolitics didn’t matter, now we’re reaching the secular end of “lowflation.” Not only in commodities but also in labor from countries like China and India as they are rising they’re wealth level.

Crypto

Lyn Alden December 2022 Newsletter: The World’s Money Problem - Summary

Crypto

While we in the developed world have the priviledge of using stable currencies within stable economies, most of the human population in this world doesn’t have this privilege.

Crypto

Boost Your Productivity With Albert Einstein’s Work Principles

Einstein was not only a brilliant mathematician but highly articulate in philosophy. Throughout his career, he created work principles that he adhered to boost his productivity and create a clear focus throughout his day.

Which Leading Indicators Best Predict Major Market Declines

Zoltan Pozsar - Oil, Gold, and LCLp(SP)R - Summary

The fears of a financial liquidity crunch are misplaced because there are risks lurking in funding markets, but they have nothing to do with the draining of reserves via QT. Gold and Oil could be a much bigger problem, leading to a potential banking crisis.

Keyanoush Razavidinani, engineering, ex-deloitte, researcher, due diligence

European Industry, Semiconductors, Capital Allocation

Research on European and global industrial firms and the semiconductor supply chain.

How technology actually gets absorbed inside companies, the required strategy, and what that means for where capital earns a return.

I like to summarize the things that I read and that fit on no other platform on which I publish articles.

My website contains my thoughts and summaries regarding business-related topics.

If you have interesting articles or papers that you would like me to look into, feel free to reach out to me!

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This site is published for informational purposes and is not investment advice, nor a recommendation to buy or sell any security. It does not take account of any individual's circumstances or objectives. Consult a licensed adviser before making investment decisions. I may hold positions in securities discussed; any such position is disclosed in the relevant article.