#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.”

You Never Know with Nicole Lee
10/08/2025 44 min Episodio 26
#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.”

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Episode Synopsis

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 Introduction01:00 Why markets need a new language04:33 From movie critics to equity analysts06:45 Trade wars, tariffs, and investor fear10:50 The #1 factor that can beat a company’s financials14:10 Public vs private companies today16:50 Gold, crypto, and oil — prices vs equities23:00 Coffee prices and value perception27:07 Singapore’s quietly performing equity market30:30 India’s emerging consumer boom33:13 Singapore as a growing stablecoin hub36:07 Choosing the right digital wealth platform40:50 The secret sauce of sustainable companies41:50 ETFs vs stock picking for everyday investors43:57 Final advice for equity investors🎙️Follow me for stories on life, career, finance, the unconventional road, and embracing the unknowns.❤️Nicole—------------👉🏼Follow Nirgunan TiruchelvamLinkedIn: http://linkedin.com/in/nirgunan Website: https://www.aletheia-capital.com/ 👉🏼Follow Nicole LeeLinkedIn: www.linkedin.com/nicoleleethisismeWebsite: www.youneverknow.coYoutube: www.youtube.com/@nicoleleethisismeIG: www.tiktok.com/@nicoleleethisismeTiktok: www.tiktok.com/nicoleleethisisme#youneverknow #podcast #contentcreator #trending #banking #investments #finance #fintech #wealth #investing #crypto #life #leadership #passion #success #business #jobs #career #transformation #growth #viral #viralvideos #empowerment #dream #courage #inspiration #motivation

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