Mint Finance

Mint Finance's investment research blends deep fundamental analysis with technical & quant insights. Investment strategies straddle across multiple asset classes with risk management embedded into every trade to deliver an outsized reward-to-risk ratio.

Mint Finance's research is centered around three key themes. First, energy transition and climate change. Second, artificial intelligence. Third, shifting world order with its impact across politics and monetary economics.

Deep Fundamental Analysis

Altman Allure at OpenAI: Where the Hunter Gets Hunted

Unpacking First Mover OpenAI. Can It Avoid the Fate of Netscape and MySpace?

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

Agri | Weather | Energy Transition, Mint Finance

Srinidhi Raghavendra

Agri | Weather | Energy Transition

Equity Bottom-Up

<ul>
<li>Sam Altman - one of OpenAI's founders and its CEO - has been ousted from the firm citing lack of consistent communication with the board. </li>
<li>OpenAI has garnered significant spotlight around Gen AI. Surely it is generating revenues at a rapid clip but far from making profits. What will this leadership transition mean?</li>
<li>Sam’s ousting was totally not expected. On 6th November, OpenAI held its first ever developer conference which was led by him. Earlier this week, he spoke at APEC conference. </li>
</ul>


Sam Altman - one of OpenAI's founders and its CEO - has been ousted from the firm citing lack of consistent communication with the board. 
OpenAI has garnered significant spotlight around Gen AI. Surely it is generating revenues at a rapid clip but far from making profits. What will this leadership transition mean?
Sam’s ousting was totally not expected. On 6th November, OpenAI held its first ever developer conference which was led by him. Earlier this week, he spoke at APEC conference. 


Shake Up at OpenAI: Sam Gone, Mira Is Interim CEO, Greg Not Chairman but Remains as President