Samir Arora @Iamsamirarora
Joined May 2009-
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No comment needed but this is obviously a serious issue for overall employment and this is Yr 1 or 2 of AI.
Tell name of even one billionaire who died and his estate paid 55% to the government. When Charlie Munger died recently, did 55% (or whatever is the right number) of his wealth go the state. I don't think so.
Tell name of even one billionaire who died and his estate paid 55% to the government. When Charlie Munger died recently, did 55% (or whatever is the right number) of his wealth go the state. I don't think so.
Investor: What mutual fund is good for me. Advisor: This is a good question so let me answer properly. On your keyboard First look between G & J then between W & R Follow up with looking after K then Focus between U & O next look between I & P and end with looking between A & D.
I realized today that Helios has always been driven by AI Arora and Irani
He has a lot of unlisted stocks too, this seems to be counting only the listed portfolio. Plus this concentration has developed as the Apple stock has done well- not because he started with such a concentrated portfolio.
He has a lot of unlisted stocks too, this seems to be counting only the listed portfolio. Plus this concentration has developed as the Apple stock has done well- not because he started with such a concentrated portfolio.
A novel and a spiritual way of celebrating a birthday. I don’t know where this is in Karnataka. It looks like Bengaluru. Be that as it may. This father/son duo deserves our respect and blessings. Repost this as much as possible. 🙏🙏🙏
Thank you Gurjot.
Very interesting. Some states in USA also had rules on IPO pricing similar to those by Indian 'controller of capital issues".
Oh my uncle left me a small inheritance. I will save it for my children's education. Analyst- Hmmm. Why is he not spending this inheritance and instead putting it away. Does he believe that he will lose his job along the way. Why is he trying to save this extra money. He knows…
Indian public does not realize who is on the other side of their zero sum trades. Biggest hedge funds of the world have invested 'tens of millions of dollars', as per their claim, to develop these strategies. Why provide them easy source of money making with random punting (by…
BUY because the results are good BUY because the results are temporarily bad BUY because the results are bad but next year they will be good BUY because the results are so bad that they cannot get any worse BUY because one day the results will be good
People who lost money selling naked puts should stop writing their sob stories on twitter. Every one knows or should know that in the end this strategy will blow u up someday. If you cannot read a book - for that may be too much work- just type Victor Neiderhoffer in google- and…
I do not know marathi but this looks very interesting.
I do not know marathi but this looks very interesting.
Just recd this data from the @AshokaUniv management. A total of 7544 students have enrolled at Ashoka University since inception. Of these 4559 (approx 60%) have received financial aid from the university. Of these 1837 (approx 24% of all students) have received a 100% tuition…
Just recd this data from the @AshokaUniv management. A total of 7544 students have enrolled at Ashoka University since inception. Of these 4559 (approx 60%) have received financial aid from the university. Of these 1837 (approx 24% of all students) have received a 100% tuition…
@imsakht "Anything beyond a point" is different from "anything". In simpler terms- to explain to you- "not knowing everything" is different from "not knowing anything".
We did a thorough study of the evolving Iran and Israel situation and its impact on global markets and Indian markets and our stocks in particular. Looking at upcoming elections and how many seats BJP/NDA can win and following that the budget and separately looking at how China…
What a great innings dear Prime Minister @leehsienloong . Best wishes for the next phase in your life.
What a great innings dear Prime Minister @leehsienloong . Best wishes for the next phase in your life.
I don't think it will close in green today.
I don't think it will close in green today.
Pls send to me also so we can use with people who ask.
Pls send to me also so we can use with people who ask.
Safir @safiranand
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There is no doubt that Zomato growth has been extraordinary. However its only bec they don’t have customers like me. 😄 I dont remember ordering food from Zomato in last 6 months. Only in extreme situation. Otherwise in my hometown every place is just 10 min drive. So there is…
Finished "Framing business uncertainty" By @unseenvalue. Good book on learning about framework for investing in Indian pharma/CDMO sector. Some good concepts from the book: "We cannot buy an incorrect business and then exercise patience" Talking about Fragile managements (and I…
Finally finished a super book on the 75 yrs plus relationship between India and Pakistan with fascinating stories and incidents. Written by Ajay Bisaria, India's High commissioner to Pakistan during Balakot incident and revocation of Article 370, very well researched "Anger…
All set for my long flight home.
Super read story about the largest hedge fund in the world 'Bridgewater' and Ray Dalio. Reads like another chapter of Hunger Games. Book is "The Fund" written by Rob Copeland.
Bought yesterday. Look forward to reading.
Found it before lunch- now need to find time.
Last night 10 pm- bought some more books.
So many books waiting to be read.
Finished "Elon Musk" by Walter Isaacson. What a man, the breadth of things he does in a day and has done in his life. Read the book- don't be put off by number of pages. Separately: Some of us worry that if we hold more than 15 stocks in our portfolio, how will we analyse…
Finally finished this book in the train today. Super book. U must read.
Read-Outlive by Peter Attia on Science and & of Longevity. I know the topic would be of interest to all but it is also a highly readable book so go get it. If people talk about the past they have gotten old. If they talk about the future, their dreams they're young. Stay young
Finished "The Power Law" by Sebastian Mallaby, shortlisted for FT Best Business Book Award for 2022 (Chip War- recommended- won the award ultimately). Power Law is a very readable book on the evolution of VC industry, styles of different VC firms and many interesting anecdotes.
Finished a very interesting book: The avoidable war by ex PM of Austalia Kevin Rudd: about US China relationship and potential for conflict. If you are interested in geo politics, u will like it.
Best books read in 2022- that I remember. a) Platform Delusion by Jonathan Knee b) Money Men by Dan McCrum c) Freezing Order by Bill Browder d) Boundless by Nick Kostov & Sean Mclain Still Reading but good so far : Chip War by Chris Miller
Courtesy amazon, I now have FT book of the year: Chip War FT book of the year shortlist: The power law Still in the mail ( FT book of the Yr shortlist): Dead in the water What I am reading from before: Empire of Pain.
Finished another very readable book: Boundless by @Nick_Kostov and @McLainSean about the rise & fall of Carlos Ghosn. Ghosn is one more example of men who have everything but don't know where to stop & cross many legal and ethical boundaries (I am not talking about the escape)
Finally finished the book 'Money Men' by @FD Dan McCrum of Financial Times on the Wirecard fraud. Real life thriller. I also saw the Netflix series on this but reading the book is more fun.
From ' Money men'- great read so far. Be careful of serial acquirers.
What pleasure good bookstores bring?
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