Aditya K

If you’re passionate about finance and you don’t like the corporate culture (The Incentives) around it and you want to do something about it. DM me. We’ll talk.

@VijayKedia1 @tac_security Here’s the rub, if I ever had to buy a cybersecurity company I’ll buy Palo Alto Networks than these Cos.

Cybersecurity is quietly becoming one of the world’s most critical industries. Companies solving real problems are scaling beyond borders. Congratulations @tac_security ✌️

@spillshermind I like how the Delhiites enjoy the two good weeks they get every year.

🥹💙🤌🏼

I’ve a german friend. Whenever we used to travel we used to do it really cheap. Like, buying tickets in general class. Sleeping on the floor in our friends flat in Goa, walking everywhere, cooking and eating the basic indian dishes *with hand*. I call him “Jesus” because he probably looked like that with long hair. Awesome memories.

@PopTingz This is what they mean when they say, “don’t throw plastics on the beach.”

Timothée Chalamet & Kylie Jenner in new beach photos.

I’ll rephrase this: Once you start trading, you become addicted to it. Once you start investing, you become addicted to reading. There’s a difference. Hence, Trading is scrolling social media and Investing is meditative.

@Geiger_Capital Then she shits on your bed. Nd her dog gets bitten by a bee.

When she finds out you have your entire net worth in oil and Latin American equities.

Here you go.

I like the name. 🤣

Do I know whether Tunwal will be 100 bagger?? I don’t know, could be.

There’s a company called ‘Tunwal E-Motors Ltd’ and they manufacture E-scooters (Ola). They are very small compared to OLA yet profitable. No recommendation, I don’t even know how they make this money. I only know that they’re not in red.

Right now is the perfect time to start investing in sub-₹100 cr companies with little to no debt.

I have these kinds of fragilistas on mute. I might have even blocked some. They don’t know shit but they act like they’re god. Nd newborn speculators make them believe as if they really are god. There are very few people worth following and even lesser institutions worth investing in.

@DudeWhoInvests Somehow figure out what you want to do — the sooner the better. Then, do it better than everyone else. (Don’t change course — no matter the circumstances.)

What’s the best life advice you could give to a young man in his 20s?

Every Monday it’s “we have a deal”. Nd every weekend its “we’ll blow them to smithereens”. Like a clockwork at this point.

@HighyieldHarry @BillAckman meme-baiting Ackman??

@BillAckman I think Updog is the most compelling opportunity right now tbh

Some of the highest quality businesses in the world are trading at extremely cheap prices. Ignore the MSM. One of the most one-sided wars in history that will end well for the U.S. and the world. And we have the potential for a large peace dividend. One of the best times in a long time to buy quality. Ignore the bears.

@NoelWieder Had written on it: open.substack.com/pub/notestoear…

Buffett outworked everyone. Most people know he read the Moody's Manual front to back. Twice. But did you know he brought Moody's Manuals on his honeymoon? He copied balance sheets by hand, because Standard and Poor's had no copy machines. He showed up unannounced at companies and spent hours talking with management. He spent months reading old newspapers dating back a century, just to understand how business cycles worked. He tracked politics and watched how it moved markets. Since childhood he had read every biography he could find of people he admired, always looking for something he could use. He sat up nights working through numbers that would have put anyone else to sleep. Every morning he read several newspapers cover to cover and worked through the Wall Street Journal like his morning Coke. He cut out almost everything else in his life so he could focus entirely on his passion. And he never stopped thinking about business. What made a good one, what made a bad one, how they competed, what made customers come back. That kind of obsession, compounded over decades, is what it took to become one of the wealthiest men in the world. That is what it took to become Buffett.

Today, I saw a fin-fluencer’s tweet that was along the lines of- we’ll see 20% CAGR returns in IT shares at least for the next 3 years. I started doubting my resolve on the research I had done. So, I went back and re-read my thesis. thought about the pain points and the business growth prospects. The conclusion is: He could be delulu but, as a friend of mine used to say, “delulu is the new solulu.” But, I don’t think It’ll be 20% CAGR growth.

Always: Iteration and invention happens only when you think beyond the boundaries of what we already know.