Urjil Sanghvi

@qcapital2020 Yeah fair point

@urjil_s still the right thing to do based on capital allocation if the ROIC is higher for the buyback than Vs reinvesting in the business...Regardless of outcomes. That being said I hate Adobe

Most of these SaaS businesses are net cash rich. If they don't crank up the stock buybacks in the next few quarters then this tells you everything you need to know about visibility of earnings and unknown risks ahead. Really simple honestly

@qcapital2020 I think that highlights that 1) sometimes people running the business themselves might be grappling with the same debate as others given the pace of disruption 2) even if mgmt teams are right - the market may not always care / agree.

@qcapital2020 Adobe reported that they bought back $12B of stock / 6% of shares out during their 4Q25 earnings ($7B in 4Q25 alone at avg price of $340) - stock trades at $275 today.

@realEstateTrent Hi, been following you for a long time and appreciate how passionate you are about your work. What’s the best way for a prospective investor to get in touch?

Over the past 10 days I’ve spent over 50 hours putting together a memo that details every aspect of our business - which I’ll be sharing with our investors tomorrow, as I do quarterly. It’s a deep dive that forces me to stop and think deeply about our systems, how each property is performing, and how things are tracking overall - and it always leads to changes. Despite how hands-on I’d like to think I operate, this exercise always reveals new information, leads to new questions, forces me to identify areas where we can improve, and informs where we may need to shift resources. It’s not something I outsource - and it’s one of the most important ways I can spend my time. I recommend everyone who runs a business do this, regardless of whether or not you have outside investors. You’ll be shocked at what a difference it makes, and how much it improves your business.

Have immense respect and admiration for him. May he rest in peace. 🙏

“My goal is to always be the best fund manager in the country, whether I achieve it or not is a different thing.” - Siddharth Bhaiya Siddharth was sharp, talented , at the top of his game, never minced his words and always kind to everyone around him. The industry has truly lost a gem. Gone way too soon. Condolences to his family , may he Rest in eternal peace. 🙏 Video courtesy @CNBCTV18News podcast last year

@TarunAmasa @OpenAI Would love to check it out!

It’s official. We’ve raised $14m led by @OpenAI Startup Fund to bring AI to Excel. Endex is the first AI agent to live inside Excel. For the past year, we've been working with financial firms. Today we’re releasing it to the world. Our capacity is limited; comment below for an early invite 🧵

@andruyeung Interested!

🌇 I'm throwing a rooftop tech mixer on June 6 in NYC. It's at a rooftop with stunning views of Manhattan! Join hundreds of other founders, operators, and investors for an evening of skyline views, conversation & connection. 👉 Comment (& follow me) so I can DM you details

@realEstateTrent Manhattan!

Where are you tweeting from right now? Me: Manhattan Love to do this a couple times a year. Makes it more personal 🙌🏻

@parekhshubham9 Especially the one they used to sell at marine lines

Still trying to find a better snack than Chana Chor Garam since 2005

@ipo_mantra I think it would be worth elaborating on what you found so outstanding. You have ~300k followers who value your opinion and would love to understand your differentiated perspective on a company who 15x+ ed their losses.

Some outstanding numbers from BYJU'S. Congratulations to India's largest startup for living up to the sky-high expectations from it. The sun still shines. ndtv.com/business/byjus…

@dmuthuk If you borrow 1cr, it's your headache. If you borrow 1000cr it's the bank's headache. If you borrow 150,000cr it's the nation's headache. Game of brinksmanship where Adani derives confidence from the fact that letting Adani defaulting ends badly for banks and economy as well.

I see lot of talk on alleged proximity of Adani with Prime Minister. Please understand lack of cash flows and excess leverage are capable of destroying anyone. No political power can save you from excess debt. Read history.

This never gets old 😂

@FredericoFelli1 @Molson_Hart I conveyed my message in a respectful manner and @Molson_Hart also seems to have received my response in a constructive way. Stop with the drama.

Imagine being smart enough to become a billionaire through stock picking but not smart enough to eat a proper diet. on.ft.com/3zVf74S

This deserves an Oscar

@nateobrienn No chance, it's not even the best city in California. San Diego easily beats SF.

San Francisco is the best city in the US. Change my mind.

What did the sushi say to the bee? Wasabi.

@itsTarH Today was not a good day for option sellers.

What a volatile Thursday 17200 PE is 36x in 1 hour!

@mattxiv The irony

i made a little presentation