Videos
Every note that carries a YouTube link. Longer conversations live on the channel.
DataTCSIT
TCS — deal TCV is loud; utilisation and pyramid are the actual note
Large-deal TCV keeps the conversation going. I am mapping it against utilisation, subcon, and the junior-heavy pyramid to see whether growth is turning into margin.
BlogRELIANCEEnergy
Reliance — O2C spreads, retail throughput, and the same balance sheet
The energy cycle still sets the quarterly noise. The longer note is how O2C cash, retail scale, and digital cash flows share one balance sheet.