Sanjeev
4.4K posts
@sanjmooo
Investor. Student of Peter Lynch, Buffett, Munger, Howard Marks, etc. I tweet what I read, nothing original. Notes to myself.
"They need both. The GCC handles core IP and strategic direction. Coforge handles surge capacity, specialized AI engineering, and domain execution across 30 delivery centers. The models complement each other." #investing_lessons open.substack.com/pub/finstor85/…
Everyone is debating whether ₹10Cr or ₹40Cr is enough for retirement. But no one is asking the real question: Will your body even survive to spend it? Sandeep Jethwani talks about inflation. Let me introduce you to a bigger one: 👉Metabolic inflation. Diabetes Fatty liver BP Heart disease This is where your real money will go. Not vacations. Not lifestyle. Hospitals. Medicines. Procedures. Dependency. You can build ₹40Cr. But if you also build: Insulin resistance Visceral fat Low muscle Poor stamina Then retirement won’t feel like freedom. It will feel like survival. The real retirement planning: Eat like your future depends on it (it does) Build muscle (your insurance policy) Stay metabolically fit “your real wealth” Because in the end: Your body decides how rich your retirement feels.
Warren Buffett on the airline business: “The worst sort of business is one that grows rapidly, requires significant capital to engender the growth, and then earns little or no money. Think airlines. Here a durable competitive advantage has proven elusive ever since the days of the Wright Brothers. Indeed, if a farsighted capitalist had been present at Kitty Hawk, he would have done his successors a huge favor by shooting Orville down." “The big problem is not aggregate costs, but costs versus competitors. If your costs are out of line, you’re going to get killed eventually.” 25iq.com/2016/01/16/mor…
My guest today is Paul Tudor Jones (@ptj_official), one of the greatest macro traders of all time. He correctly predicted the 1987 stock market crash and shorted the Japanese bubble in 1990. For over 40 years, his flagship fund has had a negative correlation to the S&P 500. 100% of his returns are alpha. He says today's market has so many similarities to 2000, "the easiest bear market I've ever seen in my whole life." He makes the case for going long dollar-yen, why Bitcoin beats gold as an inflation hedge, and why he was wrong about Warren Buffett. But what I'll remember most from this conversation is Paul's zest for life. He's 71 and still wakes at 2:30 every morning to trade the London open. He works out for two hours a day. He walks with his wife every evening. He travels the country chasing peak spring and peak fall. He's so excited about the songs picked for his funeral that he wishes he could be there to hear them. Paul has lived five lifetimes in one. He's one of the most entertaining and interesting people I've met, and the conversation will leave you searching to be as passionate about what you do as he is about what he does. Enjoy! Timestamps: 0:00 Intro 1:00 The Kindest Thing 13:19 Trading vs. Investing 17:33 Lessons from Warren Buffet 22:24 The Existential Risks of AI 29:54 The Nature of Trading 31:46 Bitcoin 35:55 Bubbles 42:08 A Day in the Life of PTJ 46:00 Information Overload 47:07 Passion for Markets 50:49 The Robin Hood Foundation 54:18 The Workless World 56:03 Journalism 1:00:00 Principal Components of a Great Life 1:05:06 Kill Them With Kindness
GoI needs to put an end to this global investing nonsense. Chinese can't invest more than 50K abroad. India runs a massive deficit funded by flows yet allows 250k in outbound investment. We can not jeopardize macro stability so that these share bajaar types earn more commissions
