Aditya K

In 1983 “Letter to Shareholders” Buffett has talked about Goodwill and Amortisation but, he says, “if you want to read in more detail please refer to the appendix.” Nd when I found out that the book I’m reading has the “appendix” just after the letter, it made me so happy. Not been this happy in a long time. 😅

Today’s generation is more performative than obsessive. The moment you obsess about your craft, everything else is noise.

I do ignore 97% of the things so I can focus on 3 things that matter. I can be standing with 10 people but I’m calculating the expected returns on different investments. Most of the time, if things aren’t want I would want them to be it; I change it. It’s not normal but, I don’t want “normal”.

Sure there are some things that appear to be out of ordinary: Like, I travel with books (iPad) to my (or my family’s) doctor’s appointment. This serves two purposes: Making wealth nd reading. I’ve headphones on almost all the time — podcasts (making wealth aspect) I go to the gym I listen to podcasts—Mainly biographies or investing related stuff. I’m reading (or some form of it) all the time.

You cannot: Work full time. Make it to the gym 5 days a week. Keep the house spotless. Show up fully for your family. Have hobbies. Build wealth. Maintain a'social life. Read every day. Hit every KPI. Meal prep on Sundays. Have a perfect body. And still have anything left for yourself. This propaganda is bullshit. Free yourself from it.

July 14: “TCS Becomes Technology and Innovation Partner to New York’s New Terminal One at JFK Airport”

July 13: “TCS and ABB sign multi- million, multi-year deal to transform global network operations with AI”

TCS In the last two days: June 3: “TCS expands partnership with Euroclear to modernize Sweden’s central securities depository” June 4: “Nokian Tyres advances IT transformation with AI-led modernization in collaboration with TCS” #TCS

What do you all think about Power Finance Corporation?

“AI” I think, they could have used “AI” a bit more. 😑

Reading it the old way.

@CigsMake Cigarette is truly a nostalgia for me.

The deadly combination that creates empires and builds nations

@bebhuvan Any reason as to why such divergence since 2012 (I’m assuming here) my mind says, “China” but, why? Any specific policy or something else?

The R&D debate needs a whole lot of grounding context. There are too many hand-wavy statements and generalizations. Here is some data: thisindianlife.today/articles/how-m…

@MadAboutStocks_ @EconomicTimes @sidd1307 @AequitasL One of my favorite time pass is to go through his tweets.

Best thing i saw on @EconomicTimes today ! Miss you Sir . @sidd1307 @AequitasL

The reason you do not verbally attack a dead person, no matter how vile and morally offensive he was, has to do with you & not with him. He is no threat to mankind any longer; have some skin in the game & go focus on living assholes.

@aryanistweeting I need to do more.

Found inspiration after reading this, I need to push more.

If Charlie can manage a $ trillion empire by WFH; so can you.

Have bought 10 shares of KPIT @ ₹574.75 Costing ₹5747.5 ₹94,253 to go. The why: x.com/notestoaditya/…

Reading these two books right now; I’m thinking about doing something wierd: I’ll invest ₹100,000 based on my readings of these book and before making every investment, I’ll share what I’m buying, how much is my allocation and why. Let’s see if it works. I’ll share on my blog: WTFisMOAT.substack.com and here on my twitter page.

Buying great businesses at too expensive of a valuation is foolishness. Imagine buying a business at 60+ PE, The economic outlook for the next 10 years is already baked in, and then the graph starts to look like it has stagnated over the next 5-10 years. Many such companies. (This was once known as BAAP investing—Buy at any Price.)

More on the co:

Hence, “give me time, I’ll make ITC a multibagger.”

This is one of the least know part about ITC; they have one of the best IT businesses in the country.