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rohitbalakrishnan
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rohitbalakrishnan
@rohitkrishnan
Fund Manager @ithoughtPMS| Cricket Buff|AR Rahman Fan| Quizzer| Ex McKinsey, Elevation Capital,RARE Enterprises.
Bengaluru, India Katılım Ocak 2008
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@Prashanth_Krish Oh actually I was talkin about the movie when I said I liked 2 better than 1. In terms of music album- it’s a really tight call. I have been only listening to DH1 till recently, hwvr, slowly but surely DH2 is taking over. DH2 has more texture than DH1 both as a movie and an album
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@rohitkrishnan Maybe I need to give it another chance :). Current playlist is just from 1 with one song from 2

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Press Trust of India@PTI_News
VIDEO | Bengaluru, Karnataka: Deputy CM DK Shivakumar says that RCB, the Karnataka State Cricket Association, DNA, and all concerned parties have agreed to provide three tickets each for IPL matches to legislators. (Full video available on PTI Videos - ptivideos.com)
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Higher inflation — and lower growth
ft.com/content/f20fee…
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@kanodiaankit12 @suru27 Yeah probably. In general- the smaller the co the greater has been the fall in stock price.
But I was talking specifically on small/micro cap IT . In the last two down cycles you could find sized players also at throw away prices- that’s not YET the case I feel
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@suru27 @rohitkrishnan To get those kinds of valuation you have to go 1 step below.
Not talkjng just about IT but more in general.
While small, mid and large are still not looking attractive from the perspective of valuation, but microcaps are beginning to show value.
Volatile. Uncertain. Unproven.
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Some smallcap IT companies are going through the same cycle right now what Tata Elxsi and Persistent went through during 2015-16 when there was a fear that machine learning is going to wipe off these companies fully. Let's see how this cycle turns out in 1-2 years.
Surely current one is more disruptive than 10 years back but fear was similar
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@suru27 Yeah that’s true. LTI post ipo was available at 10 pe.
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@rohitkrishnan Valuations to pure market ke similar nahi hai Rohit Bhai when compared how markets used to value things 10 years back
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@JoshiEien If possible get ultramarine pigments promoters
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Wonderful discussion. As an Indian cricket fan it hurts to see the lack of fight and such mediocrity. I am sure we will turn things around - and better sense will prevail soon.
youtu.be/x6-pezFG7UI?si… via @YouTube

YouTube
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@MysticWealth11 Congratulations! All the best Manish & Dayanand
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