Glocal Investor

A global investor aspiring to declutter the investments and stock markets like a local

By Arvind Srinivas

· Launched 22 days ago

Nuclear energy : Part 2 - Names with meaningful upside

Naming the listed companies at each of the seven layers, where the market has the valuation wrong, and which links I'd actually own. Global universe.

8 hrs ago•Arvind Srinivas

Nuclear Energy - Part 1 : Understand the basics

A theme map of the full nuclear value chain, and the stocks positioned along it. Global universe. Figures as of June 2026.

Jun 23•Arvind Srinivas

The Platform Group SE & Co. (XTRA: TPG0) - Chaotic German eCommerce group

The Platform Group is a German e-commerce roll-up that bought, digitized, and bolted together roughly three dozen niche online marketplaces. Hit by…

Jun 20•Arvind Srinivas

Vertiv (VRT): Dominating Power & Thermal management of the AI Factory

Equity brief analyzing Vertiv's grid-to-chip thermal moat, 800V HVDC reference design advantages, and multi-year backlog execution.

Jun 18•Arvind Srinivas

Two commercial products, Quantum at room temperature - Meet Infleqtion

Quantum computing is always spoken as a concept in dystopian future, there is very few company which has series ready product and even fewer that has…

Jun 15•Arvind Srinivas

Physical AI: Cut the Noise. Here Are the 15 Names that made the Cut.

Humanoids and physical are loosely used interchangeably. Nuanced analysis shows how different they are. Post aims to cover crucial names from investment…

Jun 8•Arvind Srinivas