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Taylor Nailed it. and Bill wrote the Book of the year. Bill Gurley's 2018 speech changed my career and allowed me space to pursue my hobby full time. Now that thinking lives in a book. Go read it. Taylor Swift's story will inspire others to do the same....would be a great chapter in Runnin' Down a Dream! youtube.com/watch?v=xmYekD…

📽️THE TANKER There's an extraordinary race underway on the high seas, as nations vie to secure increasingly scarce shipments of fuel. In our latest on the economics of this conflict we track one such ship & ask: why is Britain so exposed? The answer is not v reassuring. Watch👇

If you are fund manager, analyst or individual investor , then must watch Mr Smith presentation

Solid watch youtu.be/W8vYeazBox4?si…

@VijayKedia1 Is any Indian investor still smile and post video like Mr. Vijay Kedia except big mutual fund house

Sara zamana, mera hai thikana, Jahan jahan TEL hai, wahi mera nishana.🤓

@VijayKedia1 Congratulations

Grateful to Outlook Business for this feature. My endeavour continues to be encouraging ethical investing, long-term thinking, and financial literacy so that millions of Indians can participate in wealth creation through our capital markets. @OutlookBusiness @BSEIndia @NSEIndia @SEBI_India #Investing #FinancialLiteracy #CapitalMarkets #WealthCreation

Navin fluorine become 40 bagger since 1st buy at Rs 150 in 2015. 2015 EBITDA of 23 crore per quarter to 308 crore in Q32026. Great execution.

If you are retail investor , then listen. There are 2 books need to buy and read completely. 1. Atomic habits - habit or discipline is very important in investing if you don’t have then don’t invest 2. Howard marks book “ athe most important thing

Tesla: 2025 Ends On Sour Note $TSLA #stocks #business #investing seekingalpha.com/article/485703…

This could be one of the reason for current $800 billion valuation for SpaceX

This is more than Gold . The AI Paradox: Why Time Remains Investing's Last Edge: What AI Can and Can't Transform in Investing bogumilbaranowski.substack.com/p/the-ai-parad…

If Tesla settles for only being an auto company, it won’t be a big company.

@"Tesla’s identity crisis"linkedin.com/pulse/teslas-i… on @LinkedIn

The innovation ecosystem in India is characterized by a sense of immaturity and naïveté. Nothing demonstrates this better than the outrage we've heard reverberate across mainstream media, public market investors the last few days - "Why can't Infosys invest in R&D or acquire startups, instead of doing a buyback?" Hate to sound as if I'm defending Infosys on this, but they are not designed to acquire startups, or birth breakthrough technologies. IT services companies have a diff DNA, something that is built on the idea of eschewing any product / market risk, but instead focus on delivering outsourced development services to their global IT clients (who take on that risk). Hence, it's totally incongruous to expect them to don that role... it's also well know what happened to their ex-CEO (Vishal Sikka) when he attempted a product centric org realignment. I'm no admirer of IT services on this count, but they have a diff role to play and should stick to that.... no point hounding them otherwise! What this also shows - so deeply entwined is the Indian psyche around what I call TTD - Transactional, Trading or Delivery oriented businesses (that's what they see all around) - they just DON'T GET what it takes to be an innovation driven ecosystem. ➡️ While it's extremely unlikely new breakthroughs in frontier tech would come out of Infosys, TCS, Wipro... it's quite possible this may emerge from self-driven, motivated, talented employees working in these companies who decide to leave and build their own cos #dejavu ➡️Indian mainstream media needs to wake up and smell the coffee wrt the world of innovation! Look at global examples... where does breakthrough innovation come from? Most likely - nimble, scrappy startups with small teams, researchers in academic institutions, or cos with deep R&D chops etc, not from outsourcing majors, or national diversified conglomerates. The media can actually play a constructive role in educating the country on this. ➡️ Our media also is guilty of going overboard with headlines like "India is OpenAI's second-largest market", "Record number of GCCs setting up shop in India"... while these are good milestones from a socio-economic POV (jobs, tax revenues, infrastructure etc), remember we are just being treated like an exploitable market by these companies... our engineers get some exposure no doubt, but (as an ecosystem) this doesn't do us much good viz. our own first principles innovation. ➡️ In India’s public/stock markets, the term “IT sector” gets lazily used as shorthand for Infosys/TCS/Wipro style outsourcing giants, while ignoring product companies, SaaS players, startups, or hardware-focused IT. To stop this conflation, we should call them by a diff term (something like ITSO ie IT Services & Outsourcing, or ITSP Information technology Service Providers). This re-naming itself will help the average Indian "get" that IT services are a diff beast than tech product companies.

Kevin has grown from a Berkshire news source to a treasure trove of wisdom from Buffett, Munger, and like-minded investors. Highly recommend to follow. 👌