#26 - How to Analyze Companies Beyond Numbers | Nirgunan Tiruchelvam On Equities, Coffee & Gold: “A company’s financial health is not directly correlated to its stock price!” “Boring isn’t bad in the equities market.”

Many investors obsess over numbers, charts, earnings, and market noise. But what if the real edge came from something far less obvious?

In this episode, I speak with Nirgunan Tiruchelvam — Head of Consumer and Internet at Aletheia Capital and author of Investing in the COVID Era — about seeing equity markets in a completely different way.

We dive into why strong financials don’t always mean a strong stock price, what coffee prices tell you about perceptions of value, and why gold and oil prices sometimes tell a different story when compared to their equities.

From Singapore’s quietly performing equity market to the rise of stablecoins, and how to cut through the noise when choosing a digital wealth platform, this is a conversation that might just change how you see investing.

Chapters:

00:00 Introduction

01:00 Why markets need a new language

04:33 From movie critics to equity analysts

06:45 Trade wars, tariffs, and investor fear

10:50 The #1 factor that can beat a company’s financials

14:10 Public vs private companies today

16:50 Gold, crypto, and oil — prices vs equities

23:00 Coffee prices and value perception

27:07 Singapore’s quietly performing equity market

30:30 India’s emerging consumer boom

33:13 Singapore as a growing stablecoin hub

36:07 Choosing the right digital wealth platform

40:50 The secret sauce of sustainable companies

41:50 ETFs vs stock picking for everyday investors

43:57 Final advice for equity investors

🎙️Follow me for stories on life, career, finance, the unconventional road, and embracing the unknowns.

❤️

Nicole

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Website: https://www.aletheia-capital.com/ 

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