DiscoverYou Never Know with Nicole Lee#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.”
#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.”

#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.”

Update: 2025-08-10
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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

—------------


👉🏼Follow Nirgunan Tiruchelvam

LinkedIn: http://linkedin.com/in/nirgunan 

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


👉🏼Follow Nicole Lee

LinkedIn: www.linkedin.com/nicoleleethisisme

Website: www.youneverknow.co

Youtube: www.youtube.com/@nicoleleethisisme

IG: www.tiktok.com/@nicoleleethisisme

Tiktok: www.tiktok.com/nicoleleethisisme


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#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.”

#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.”

Nicole Lee