> writing & research
The Memo Library & Ledger
Ten investment memos on healthcare and fintech companies across India and global markets — each a dated thesis, versioned over time, and scored against what actually happens. A calibration ledger attaches a conviction level and resolution date to every call.
India's GLP-1 Inflection
A top-down sector thesis on India's metabolic-health wave after the March 2026 semaglutide patent cliff — arguing the durable value sits around the molecule (adherence, patient data, pen manufacturing), not in the commoditising generic drug.
India's Retail-Investing Reset
A top-down thesis on the next phase of Indian fintech: SEBI's F&O clampdown and the maxing-out of the broking model push value from the commoditising trade to the durable relationship — advice, wealth, and engagement (AUM over per-trade revenue).
Building in Public
Documenting my builds and experiments openly at @jaybuildsvx.
India HealthTech Market Map
Mapped Indian health-tech companies across nine sectors — telemedicine, diagnostics, pharmacy, AI healthcare, insurance, rural health, mental health, women's health, and hospital infrastructure — into an ecosystem landscape of positioning, funding, stage, investors, and competitive edge.
Juno AI: A Retrieval-Grounded Conversational Platform for Equitable Healthcare Information Access
A research paper presenting Juno AI — combining a large language model with retrieval-augmented generation over a curated corpus of authoritative sources, so health guidance stays grounded in vetted content for users in low-resource, low-literacy settings.