Ronit Pereira

@TradingMind2944 Yes. Important one

@Ronitper Include Garden Reach Ship Builders.

These listed companies have survived under Mamta Banerjee for 15 years: Coal India ITC Limited Berger Paints Emami Limited Exide Industries Vedant Fashions Hindustan Copper Britannia Industries Now imagine the boost when BJP rules over Bengal.

@alphadog2199 Buggy Human substack buggyhuman.substack.com

@Ronitper @Ronitper , where are these extracts from ?

How a Rs. 50,000 AUM Fund, Nalanda Capital thinks: “Remember, the richest people in the world owned one good business for generations without selling a share. I get to own a whole basket of good businesses. Lucky me. I better not jinx it.” “I have got a good deal on a business with low risk, tons of cash and wide moat, what’s the dumbest thing I can do? Give it up. Smartest thing? Give it time. Lots of time.” - by Anand Sridharan (Partner at Nalanda Capital)

Vijay and Trisha today evening

@PrakritiV48455 Maybe yes. else he’s sane enough to switch to something else if it hadn’t worked. Also TVS and Murugappa grp has been one of the top performers of last decade.

@Ronitper But did he get compensated enough for the additional geographic and concentration risks he took???

@istocksguy Great 👏🏻

I have listened to him. With all the EU rules changing, I have a house in India which is fully owned by mother (which I bought for her). After that I invested heavily on index funds, currently sitting on 150% return on the apartment, 87% on my Index portfolio.

@chaitanyajongra If you are interested Chaitanya, watch this documentary on Jack ma. One of the best stories of energy and perseverance in history of entrepreneurship: youtu.be/r079v2jCjcY?si…

@Ronitper didnt know jack ma had an intellect.

“If there are nine rabbits on the ground, if you want to catch one, just focus on one." - Jack Ma

"An appeaser is one who feeds a crocodile, hoping it will eat him last.” - Winston Churchill

The fallout of Warren Buffet and Bill Gates. Bill Gates was missing from the Berkshire Hathaway’s annual meeting held on 2nd May 2026 i.e. yesterday. It’s the first time since many decades when Bill was not seen at the Berkshire Meeting. Let’s look at the key events in Buffett and Gates friendship and what happened after Epstein files: The Bond: Met in 1991, bonded over business logic and bridge. Gates became a Berkshire board member (until 2020) and Buffett’s closest advisor. The Funding: Since 2006, Buffett donated over $47 billion to the Gates Foundation, making him its largest contributor. The Trigger: The 2026 release of the "Epstein Files" by the DOJ revealed Gates’ associations with Jeffrey Epstein persisted long after Epstein’s 2008 conviction. The Fallout: Buffett, a staunch defender of his "front-page-of-the-newspaper" reputation, distanced himself immediately. He reportedly hasn't spoken to Gates since the disclosures, citing a misalignment of values. The Financial Pivot: Cutting Ties: Buffett has halted his massive annual contributions to the Gates Foundation. The New Legacy: He has revised his will to redirect his remaining $100 Billion fortune into a new trust managed by his three children, Susie, Howard, and Peter, stripping the Gates Foundation of its future windfall. Buffett being a staunch advocate of clean reputation hopefully will cut ties with Gates permanently…

“Do unto others as you’d have them do unto you.” “It applies to parenthood, being a boss and everything in life. If people followed this golden rule you’d never be unhappy.” - Warren Buffett

“Sometimes life is going to hit you in the head with a brick. Don’t lose faith." - Steve Jobs

@a_galactic_dust Very true. Also a sense of accomplishment.

@Ronitper Exactly I completely agree. It brings mental peace, stability, safety net, family belongingness ...

Rakesh Jhujhunwala believed that first you should buy a house, till then equities should be zero. “Every couple in India shall buy a house first. Equity should be zero. After that by age of 45-50 you can be 80% in Equities.” Quite insightful.

@HimanshuParas07 Correct.

@Ronitper It’s his perspective. If something happens to you during those years, at least your family will have a home.

@MindvaultAl 😂

@Ronitper Comment might come like No global exposure ? Might be missing on rupee depreciation ? Belong to 99% people whi doesnt know $250k limit per year 😬😬😬

@chaudhuri_00 Very true 👍🏻

@Ronitper Yes. A house might be a depreciating asset in spreadsheets but it provides huge mental security. It's important for better livelihood.

@kimjongun3_0 Not possible. Current generation guys who had bought during covid will see the results 10 yrs later. Also the valuations at which these were bought are sub 10x pe.

@Ronitper One ironic reality is that most of these celebrated investors built their wealth from positions held since pre-2008—or at least over a decade. It’s hard to say whether the current generation of investors has created comparable wealth in the past 6–8 years.

@pc_vignesh Nice 😊