Danesh Ranchhod

Microsoft is at the centre of the AI investment debate - are investors overlooking the resilience of Microsoft's core business and the value of its long-term AI opportunity?

AI is rapidly reshaping the software landscape, raising questions around the durability of traditional business models. But are markets overestimating the risks?

The health insurance sector has been through a period of cyclical stress. However, the structural advantages of scale, integration, and pricing power remain intact.

At Truffle, we don’t anchor to past convictions. Novo Nordisk is a clear example of how changing fundamentals including pricing pressure and the regulatory landscape can shift the investment case.  

Artificial Intelligence is undoubtedly attracting global attention. Danesh Ranchhod shares insights on the AI value chain and where we find investment opportunities in the current cycle.

Brief insights on why the global semi-conductor value chain is currently offering compelling opportunities, particularly a company called ASML (Advanced Semiconductor Materials Lithography).