Aditya K

If you’re passionate about finance and you don’t like the corporate culture (The Incentives) around it and you want to do something about it. DM me. We’ll talk.

Right now is the perfect time to start investing in sub-₹100 cr companies with little to no debt.

I have these kinds of fragilistas on mute. I might have even blocked some. They don’t know shit but they act like they’re god. Nd newborn speculators make them believe as if they really are god. There are very few people worth following and even lesser institutions worth investing in.

@DudeWhoInvests Somehow figure out what you want to do — the sooner the better. Then, do it better than everyone else. (Don’t change course — no matter the circumstances.)

What’s the best life advice you could give to a young man in his 20s?

Every Monday it’s “we have a deal”. Nd every weekend its “we’ll blow them to smithereens”. Like a clockwork at this point.

@HighyieldHarry @BillAckman meme-baiting Ackman??

@BillAckman I think Updog is the most compelling opportunity right now tbh

Some of the highest quality businesses in the world are trading at extremely cheap prices. Ignore the MSM. One of the most one-sided wars in history that will end well for the U.S. and the world. And we have the potential for a large peace dividend. One of the best times in a long time to buy quality. Ignore the bears.

@NoelWieder Had written on it: open.substack.com/pub/notestoear…

Buffett outworked everyone. Most people know he read the Moody's Manual front to back. Twice. But did you know he brought Moody's Manuals on his honeymoon? He copied balance sheets by hand, because Standard and Poor's had no copy machines. He showed up unannounced at companies and spent hours talking with management. He spent months reading old newspapers dating back a century, just to understand how business cycles worked. He tracked politics and watched how it moved markets. Since childhood he had read every biography he could find of people he admired, always looking for something he could use. He sat up nights working through numbers that would have put anyone else to sleep. Every morning he read several newspapers cover to cover and worked through the Wall Street Journal like his morning Coke. He cut out almost everything else in his life so he could focus entirely on his passion. And he never stopped thinking about business. What made a good one, what made a bad one, how they competed, what made customers come back. That kind of obsession, compounded over decades, is what it took to become one of the wealthiest men in the world. That is what it took to become Buffett.

Today, I saw a fin-fluencer’s tweet that was along the lines of- we’ll see 20% CAGR returns in IT shares at least for the next 3 years. I started doubting my resolve on the research I had done. So, I went back and re-read my thesis. thought about the pain points and the business growth prospects. The conclusion is: He could be delulu but, as a friend of mine used to say, “delulu is the new solulu.” But, I don’t think It’ll be 20% CAGR growth.

Always: Iteration and invention happens only when you think beyond the boundaries of what we already know.

You know the world is so great at giving us opportunities that a day will come when Apple shares will drop like there’s no tomorrow mainly due to external factors. Don’t hesitate to make it 75% of your portfolio.

Doing this to build enough courage to do a NE trip on my bike. Nd probably Bhutan and Nepal on bike as well.

Allegory of a “perfect weekend”. Nd all this before 09:30 on Saturday.

Happy Weekend Folks!

@long_equity It all comes down to opportunity cost.

Here's a list of the 1-year returns of a range of quality and former-quality companies.

@ShashankUdupa1 Government should start buying Indexes.

I think Govt has to step in now to do some corrective measures! What do you think can happen? Falling Re, Energy Issues, Market Falling

If you’re in Europe, buy SAP shares, you’ll thank me in few years.