Saran Baskar

3.3K posts

Saran Baskar banner
Saran Baskar

Saran Baskar

@_saranbaskar

“If you believe what I’m saying and you buy the fund, that’s your problem.” - same disclaimer as Terry Smith applies

เข้าร่วม Mart 2014
2.4K กำลังติดตาม198 ผู้ติดตาม
Saran Baskar รีทวีตแล้ว
B.M.
B.M.@ireallyhateyou·
Wow. Everyone should read this 1983 article by Roald Dahl. Every word of it. It's literally the same fucking shit as now, with the same kind of impunity, only now it's even much worse. He called it. He fucking called it and they just ignored him and called him an antisemite.
B.M. tweet mediaB.M. tweet media
:(){ :|:& };:🏴‍☠️@0___________0_v

There is not a single ounce of anything Roald Dahl wrote criticizing Israel that was anti-semitic or unreasonable in any way Here's the first page of what he wrote

English
229
7K
25.6K
1.3M
Saran Baskar
Saran Baskar@_saranbaskar·
Decent book - some goated arbs in there. Such a cool story.
Saran Baskar tweet media
English
0
0
0
20
Saran Baskar
Saran Baskar@_saranbaskar·
@GabGrowth Except valuations, what has changed in this pitch today vs $180/sh in your view? (Assume was a high conviction name then too)
English
0
0
0
194
Gab
Gab@GabGrowth·
$SE is the cheapest it's been since $40 and i'll break down exactly why it's my largest position: Today, $SE trades at $82, with a market cap of $45B. Stripping out Monee deposits, it has net cash of $5B, meaning it trades at $40B in enterprise value. For FY2025, the business generated $23B in revenue, $10.2B in gross profit and $1.5B in net profit. On a TTM basis, this means it trades at a 26x PE. That tells us nothing unless we give some context to this. In 2025, the business grew top line at 36%, and bottom-line at 255%. Ok, but maybe the market is pricing it as such because it expects low to no growth for the coming years? Let's have a look at 2026 numbers... The median consensus estimates are as follows: FY26 Revenue: $29B (+29.2%) FY26 EPS: $3.86 (+35.4%) Using these numbers, $SE currently trades at a NTM PE of just 18.8x. This is for a business that is growing its top-line across all 3 segments (Shopee: +33.4%, Monee: +60.14%, Garena: +26.07%). Shopee remains the dominant e-commerce player in SEA with 400m active buyers and 20M sellers, Monee has over 37M active credit users on its platform with $9.2B in loans disbursed, Garena has over 100M daily active users in its hit game Free Fire and 633M quarterly active users across its platform of games.
English
11
10
111
17.6K
Saran Baskar
Saran Baskar@_saranbaskar·
Always amazing to hear from Derek - so good.
Ethan Kho@ethanrkho

"Once you're off the track, you're done." — a fund manager with an 18-year track record on what nobody tells you about a career in money management: Derek Pilecki (@gatorcapital) runs a financials-focused fund, 21%+ annualized, entire net worth in his own fund. Derek explains: "It's harder for small funds. A lot of the seats are quant based versus fundamental based. It's a more difficult industry." "You have to love investing. You have to want to wake up and read the Wall Street Journal as soon as you wake up." "If you lose your job anytime after the age of 32, it's hard to get another job. The business doesn't hire mid-career analysts." "There's a lot of people who get into the business and then in their thirties or forties have to go find another career." "There are things that people don't talk about. I've had a lot of friends who lost their job in their late thirties or forties and weren't able to find a new seat." "While the rewards can be great on the upside, it can really mess with you mid-career, midlife."

English
0
0
0
46
Giray Kömürcü 🔺
Giray Kömürcü 🔺@giraykmrc·
Çok heyecanlıyım. 2. kitabım “Paranı Nasıl Yönetirsin? – Yatırım Ustalarından Dersler” @KronikKitap etiketiyle satışa açıldı. Türkiye’nin önde gelen 8 fon yöneticisiyle yaptığım söyleşilerden oluşuyor. 📊 25 saati aşkın birebir görüşmede piyasalara dair her şeyi konuştuk. • yatırımın ana ilkeleri • hisse ve fon alım satımstratejileri • yatırım psikolojisi • yurtiçi & yurtdışı piyasalar • altın, döviz, emtia, kripto • En çok yapılan hatalar • Yatırımcılara tavsiyeler ve çok daha fazlası... Tüm bu süreçte verdikleri destek ve gösterdikleri sabır için her birine ayrı ayrı teşekkür ederim. Soyad sıralı liste: Haydar Acun @Haydaracunn Okan Alpay @oktayokanalpay Altan Aydın @AltanAydin10 Eral Karayazıcı @eralkarayazici Kadirhan Öztürk @kadirhanozturk Yunus Şahin @YUNInvest İsmail Telci @i_telci Yaşar Yıldırım @yasaryildirimFK kitapyurdu.com/kitap/parani-n… bkmkitap.com/parani-nasil-y…
Giray Kömürcü 🔺 tweet media
Türkçe
30
26
300
66.6K
Saran Baskar รีทวีตแล้ว
Phryne Astynome
Phryne Astynome@PAstynome·
Reminds me of when the US granted “independence” to the Philippines. The Bell Trade Act pretty much turned the Philippines into a captive market for American goods and also gave Americans first dibs on their natural resources and utilities. So much for “independence”.
Brian@Is_Not_Brian

I did not know that the US has total control over the budget of Iraq. This is such a disgusting country.

English
0
15
31
1.2K
Saran Baskar รีทวีตแล้ว
Valuations
Valuations@valuations_·
We had a good thing, you stupid son of a bitch. We had an AI super cycle. We had deflationary growth. You could've shut your mouth, grifted, and made as much money as you ever needed. It was perfect. But no. You just had to blow it up. You. And your pride and your ego.
Valuations tweet media
English
136
2K
17.5K
870.2K
Saran Baskar รีทวีตแล้ว
Rory Johnston
Rory Johnston@Rory_Johnston·
Behold, the global economy cracking. Brent crude approaching $110/bbl, up >$16 higher since Friday’s close.
Rory Johnston tweet media
English
23
78
459
31.5K
Saran Baskar รีทวีตแล้ว
TukTuk Academy
TukTuk Academy@TukTuk_Academy·
- Dropped from the team. - The captain laughed when asked about his place in the playing XI. - Came into the playing XI under immense pressure. - Player of the Match in the Quarterfinal. - Player of the Match in the Semifinal. - Player of the tournament by playing just 5 matches. Sanju Samson's comeback will go down in the history books.
TukTuk Academy tweet media
English
43
1.2K
12.5K
215.7K
Saran Baskar รีทวีตแล้ว
Upper 20s St Capital
Upper 20s St Capital@Upper20sStCap·
A Story in Three Acts
Upper 20s St Capital tweet mediaUpper 20s St Capital tweet mediaUpper 20s St Capital tweet media
English
0
4
21
2.3K
Blueprintsmb
Blueprintsmb@blueprintsmb22·
Met with resin distributors Bamberger and Osterman today. Demand trends remain awful and customers don’t know how the resin industry pushed 5 cents through in January. February price increase failed but industry going to try again in March. Mood of other SMB owners in manufacturing not good. Ironically the SMB owners I know crushing it on revenues/orders have the worst liquidity right now. My pain tolerance is higher starting year 4 as a first time owner than the first 6 months post close when I told my wife maybe I screwed up our lives lol. Almost 2 decades on Wall Street (banking and then hedge funds) prior were helpful in developing tolerance for pain. It’s all hard my friends. I continue to share with pple that reach out for career advice that 1) being born rich 2) winning the lottery or 3) marrying rich are all pretty sweet outcomes relative to the path I chose. Also being lucky (ie right place right time) is highly encouraged / seems pretty cool. Do that also if you can.
GIF
English
3
0
23
2.1K
Saran Baskar รีทวีตแล้ว
Stephen Miller
Stephen Miller@StephenM·
To anyone still gullible enough to fall for scummy media hoaxes: Trump said warmongering neocons love sending your kids to die for wars they would never fight themselves. Liz Cheney is Kamala’s top advisor. Liz wants to invade the whole Middle East. Kamala = WWIII. Trump = Peace.
English
2.4K
5K
7.9K
2.3M
Saran Baskar รีทวีตแล้ว
Donald J. Trump
Donald J. Trump@realDonaldTrump·
In order to get elected, @BarackObama will start a war with Iran.
English
8.1K
64.3K
93.5K
0
Saran Baskar รีทวีตแล้ว
Hooman
Hooman@hoomansv·
“Hey did you read the citrini article?”
English
20
82
1.3K
114.6K

ค้นพบ

@GabGrowth @giraykmrc @KronikKitap @Haydaracunn @oktayokanalpay @AltanAydin10 @eralkarayazici @kadirhanozturk