Shashikanth Bhat

Adam Neumann youtu.be/RAHsF4A8GLM?si… via @YouTube

Amazing Podcast. Please do watch. Adam Neumann youtu.be/RAHsF4A8GLM?si… via @YouTube

Seven dogs stolen from their owners have gone viral after escaping from an illegal transport truck and making their way home. They traveled around 17 km together, led by a corgi across highways and fields, now safely back with their respective owners..🐶🐾🥺❤️

Of course that's your contention. You're a first-time SaaS bear. You just got finished listening to some podcast, Dario on Dwarkesh, probably. Now you think it’s the end of white collar work and seat-based pricing is screwed. You're gonna be convinced of that til tomorrow when you get to “Something Big is Happening”. Then you’ll install ClawdBot on a Mac Mini, vibe code a dashboard on top of a postgres database and say we’re all just a couple ralph loops away from building a Salesforce competitor. That’s gonna last until next week when you discover context graphs, and then you're gonna be talking about how the systems of record will be disintermediated by an agentic layer and reposting OAI marketing graphics. “Well, as a matter of fact, I won't, because ultimately the application layer is just ….” The application layer is just business logic on top a CRUD database. You got that from Satya’s appearance on the BG2 pod, December 2024, right? Yeah, I saw that too. Were you gonna plagiarize the whole thing for us? Do you have any thoughts of your own on this matter? Or...is that your thing? You get into the replies of anyone posting a SaaS ticker. You watch some podcast and then pawn it off as your own idea just to impress some VCs and embarrass some anon who’s long SaaS? See the sad thing about a guy like you is in a couple years you're gonna start doing some thinking on your own and you're gonna come up with the fact that there are two certainties in life. One: don't do that. And two: you dropped thirty grand on Mac Minis and LLM API calls to come to the same conclusion you could’ve got for free by following a handful of VC accounts.

This was an incredible read. h/t @buccocapital

60 Part video on Financial Statement analysis by IIT Professor Mr. Anil K Sharma. Financial Statements for anyone... If you are new to investing and wish to learn, this channel is a treasure. youtube.com/watch?v=OT5Rdo…

@Khambatta This is also a source to understand youtu.be/k7pB3vs5bA0?si…

@shashi_bhat No sub-titles. Any way to translate?

@Khambatta #1" target="_blank" rel="nofollow noopener">perplexity.ai/search/transcr…

This is a fantastic initiative. I love reading the detailed threads covered by the team; they are excellent. I recommend following @zerodhamarkets.

69 Videos with 7 hrs 30 minutes of learning content on USING AI FOR LONG-TERM INVESTING. I have spent ~ 100 hours. This covers prompting for Financial statement analysis & financial forensics with live cases. You can download the prompts at mysuccessproject.in/genai-powered-… @dmuthuk

chat, which books do you know that can change the way you look at the world, like this one?

#Face2Face #282 with @PuneetK009 is now live! To find out "कैसे ढूंढें Multibagger Stocks! Strategy से Selection तक!", Watch - youtu.be/pA3EfWD_v3A

Chasing Rabbits: Debt, blood oaths, dark doldrums and more | Markets by ... youtu.be/spC-Ye-cQGs?si… via @YouTube

I’m currently at the Berkshire AGM in Omaha I will share the key takeaways with you live:

Do watch this Convo we did a few weeks ago. @ithoughtwealth is my English channel. Do subscribe and follow us. youtu.be/KyKRhgsUsUM?si…

Deep Research and Knowledge Value Deep Research is an AGI product for certain narrow domains; it’s ability to find anything on the Internet will make secret knowledge all the more valuable. stratechery.com/2025/deep-rese…