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

Mega Caps Thrive But Other Tech Firms Are Punished for Lack of AI-Linked Earnings Potential

Navigating Frothy US Equities with S&P Spreads

Gen AI Unleashes Hyper Demand for Data Centers

Splits Amplify Stock Prices & Stoke Volatility; What Next for NVIDIA After Upsetting the Apple Cart?

NVIDIA Corporation: On Track To Become The World's Largest Company With Enhanced AI Capabilities? - Major Drivers

Unpacking Crude Oil IV Behaviour During OPEC Meetings

Agri | Weather | Energy Transition, Mint Finance

Srinidhi Raghavendra

Agri | Weather | Energy Transition

Equity Bottom-Up

<ul>
<li>NVIDIA deploys a three-pronged strategy to support the rapidly growing AI ecosystem. First, Corporate Investments. Second, NVentures. Third, NVIDIA Inception.</li>
<li>NVentures supports innovators who are deeply relevant to NVIDIA. NVentures aims to produce solid financial returns while growing the ecosystem.</li>
<li>NVIDIA participated in 35 deals in 2023 (6x more than in 2022). It has been more active than firm like Andreessen Horowitz and Sequoia.</li>
</ul>


NVIDIA deploys a three-pronged strategy to support the rapidly growing AI ecosystem. First, Corporate Investments. Second, NVentures. Third, NVIDIA Inception.
NVentures supports innovators who are deeply relevant to NVIDIA. NVentures aims to produce solid financial returns while growing the ecosystem.
NVIDIA participated in 35 deals in 2023 (6x more than in 2022). It has been more active than firm like Andreessen Horowitz and Sequoia.


Unpacking NVIDIA's NVentures; When a Doctor Gets Clinical On Early Stage Investments