

🎯 Everyone's suddenly talking about Pulak Prasad & Nalanda Capital's "zero noise" compounding magic. But do you know why they take MONTHS to study high-ROCE companies instead of jumping in? Here's the real edge behind their patience (thread 🧵)
learner
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@PatilInvests
Engineer from Bengaluru | AI geek & stock market enthusiast | learnings compound too! #investing


🎯 Everyone's suddenly talking about Pulak Prasad & Nalanda Capital's "zero noise" compounding magic. But do you know why they take MONTHS to study high-ROCE companies instead of jumping in? Here's the real edge behind their patience (thread 🧵)

THIS IS INTERESTING RESEARCH. PUTS THINGS IN CONTEXT. MAY EVEN SETTLE THE POLITICAL DEBATE. Input: @rajivjournalist




India is blessed to have such genuinely brilliant minds.

Bengaluru woman should be thankful. She has a job because the Americans leave at 4:30.

Hike in fuel prices; Petrol prices rise from Rs 94.77 to Rs 97.77 per litre, while diesel prices increase from Rs 87.67 to Rs 90.67 per litre



Parag Parikh Flexi Cap manages over ₹1.4 lakh crore. That size is its biggest challenge. A 1% allocation means they need a ₹14,000 crore market cap company. For a 5% allocation, that jumps to ₹70,000 crore. At this scale, small cap investing is effectively over.

Karnataka State Travel Operators Association has urged PM @narendramodi to protect employee transport industry amid calls for work-from-home, carpooling & reduced travel. The association said lakhs of jobs & small transport operators dependent on IT & corporate employee transport are at risk after recent economic disruptions. It sought fuel security measures, diplomatic efforts on global energy issues, and support for transport, tourism and service sectors @Holla123K




Do you have any direct or indirect global exposure? If yes, what percentage of your portfolio has global exposure?