Personal research · Long-term thinking
Vipul’s Investment Journal
This page brings together every investment thesis I have written so far. Each article is a long-form deep dive into a specific company, sector, or macro trend. These documents represent my personal thinking — not financial advice — and are intended to provide transparency around my investment approach, frameworks, and reasoning.
Cogent Communications (CCOI) – My Thesis
A global internet backbone, the Sprint acquisition and the wavelength opportunity.
Read article →8 October 2025Elastic (ESTC) – My Thesis
Search, observability, security and vector indexing in an AI-driven enterprise.
Read article →7 October 2025The AI Bubble: Learning from History Without Fighting It
Lessons from past investment bubbles and the current AI capital cycle.
Read article →5 October 2025Galan Lithium (GLN) – My Thesis
A lithium-cycle thesis focused on brines, cost advantages and valuation.
Read article →2 October 2025Sofi (SOFI) – My Thesis
Why a vertically integrated banking and technology stack could challenge traditional banks.
Read article →1 October 2025My Investment Thesis & Disclaimers
My investment philosophy, asymmetric bets, risk approach and personal disclaimers.
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