Savi Jain

Link to 2Point2 Capital's Q4 FY26 Investor Update - bit.ly/2Point2Capital… In this update, we discuss the impact of AI in Investing: What Changes and What Doesn't?

Link to 2Point2 Capital's Q3 FY26 Investor Update - bit.ly/2Point2Capital… In this update, we talk about the rise of second-order pricing constructs.

Link to 2Point2 Capital's Q2 FY26 Investor Update - bit.ly/2Point2Capital… In this update, we talk about the need for a vibrant short-selling market in India.

Link to 2Point2 Capital's Q1 FY26 Investor Update - bit.ly/2Point2Capital… In this update, we talk about the Importance of Knowing Our Boundaries in Investing.

@faltoo @vlockn @mukeshsahnis Insanely useful! Thanks..

✨ Launched Screener AI today: screener.in/ai/ It gives super good answers, out-of-box. No need to upload any documents. No prompt engineering needed. It is definitely a bit pricey. We are expecting the costs to come down as new models come in. We also have lots of other interesting ideas around this. 🤗Please give it a try friends. I loved crafting it with @mukeshsahnis @imhimansu28 @mittalrajatt. 🎉Huge shout out to @Jay_gabani_ for beautiful designs.

We push 2-3 updates everyday on Screener. However, we do a pathetic job in communicating them. I will try share these updates more frequently now. Embracing #BuildInPublic 👷 and spamming your timelines 😈.

Link to 2Point2 Capital's Q4 FY25 Investor Update - bit.ly/2Point2Capital… In this update, we talk about 'The Barrage of Bullish Influence' that investors face.

@tapak7 The joke is on how "emphatically" companies are distancing themselves from anything related to "data center". In just a week, it has become a dirty word 😀

@savijain I think you are mixing up Anant Raj Ltd and TARC. Data center is former’s narrative

Companies until last week: "We're a fast growing data center company!" This week: "Data center? What data center? We're a... uh... luxury real estate company only' 😂😂 #DeepSeek

Link to 2Point2 Capital's Q3 FY25 Investor Update - bit.ly/2Point2Capital… In this update, we talk about 'The Growth Mirage: Why high-growth sectors may not yield high returns'.

Link to 2Point2 Capital's Q2 FY25 Investor Update - bit.ly/2Point2Capital… In this update, we talk about The Invisible Tax Burden on equity investors in India.

I bought an apartment for end use in September 2020, right at the peak of Covid, at what most would call a mouth-watering price by Mumbai standards. But my returns? They're hovering below the GOI's fairy-tale 'generally in the region of 12-16%' return benchmark🙁

Link to 2Point2 Capital's Q1 FY25 Investor Update - bit.ly/2Point2Capital… In this update, we talk about Base Rate Neglect and Absurd Valuations in the Indian stock market.

@virajmehta16 Best of luck Viraj!

End of an era for me…hell of a journey..nothing more to say..proud of the team. Onto the next..!!

@SridharanAnand it's a diversified play on consumption in India through a multi-pronged, multi-category, multi-channel, multi-brand, multi-multi approach

Good Scamm Group?

Link to 2Point2 Capital's Q4 FY24 Investor Update - bit.ly/2Point2Capital… In this update, we talk about 'The Ones That Got Away' - stocks that became multi-baggers after we sold them.

Someone tell him that 50 PE is verrrrryyyyy cheap for a consumer company in India! 😝

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Link to 2Point2 Capital's Q3 FY24 Investor Update - bit.ly/2Point2Capital… In this update, we talk about the Folly of Selling on Bad News

Link to 2Point2 Capital's Q2 FY24 Investor Update - bit.ly/2Point2Capital… In this update, we talk about Optimism in investing and the Stockdale Paradox.

@randomwalkt Winning the Loser's game

@savijain Hi Savi - well written. Which book is the first para from?

Link to 2Point2 Capital's Q1 FY24 Investor Update - bit.ly/2Point2Capital… In this update, we talk about how fund size is an enemy of returns.