Mohit 🇮🇳
@agrawalmohit12
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Energy Transition | E-Mobility | Tech | Curious about growth investing 🇮🇳 🇺🇸 🇬🇧 | Photography | Travel | Playing the long game!
London, England
Joined May 2009
I write a thread every now and then. Here are all of them, chronologically.
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Visible SOTP on $GOOGL ~$3.5 Trillion . Current MCap ~$2.5 Trillion
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After Phoenix, LA, SF, and Vegas …. now it’s Big Apple’s turn for embedding Robo Taxis . Well done Waymo!.
WAYMO BRINGS ROBOTAXIS TO NYC. $GOOGL's Waymo just got the green light to test autonomous vehicles in Manhattan and Downtown Brooklyn. Bloomberg reports the permit allows up to 8 cars through Sept 2025, with an option to extend. NYC’s rules are the toughest in the U.S.,
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Fed Chair Powell says the "shifting balance of risks may warrant adjusting our policy stance.". It appears Fed Chair Powell is setting the stage for a September rate cut. After this statement in <1 min NASDAQ is 🆙 >1%
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Annual performance is overrated .Decadal performance is underrated.
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Warren Buffet’s Berkshire, David Tepper and Michael Burry, all three do fresh buying in $UNH.
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After Ray Dalio’s Bridgewater …. another notable China 🇨🇳 bull, David Tepper trims his China exposure and buys into $UNH $NVDA and $INTC.
David Tepper files his Q2 13F with big buys in $UNH $NVDA $INTC, trims China exposure. Top 5 Positions:.1. $BABA, 12.43%.2. $UNH, 11.85%.3. $AMZN, 9.19%.4. $VST, 5.41%.5. $NRG, 4.93%. -Top Buys: $UNH $NVDA $INTC $TSM $RTX.-Top Sales: $SPYX puts $PDD $BABA $AAPL puts.-Top New
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Bridgewater Q2 2025 . 1. Rotating out of China → Into U.S. mega-cap tech.2. Doubling down on AI leaders $NVDA $GOOGL $MSFT $META.
Ray Dalio’s Bridgewater 2Q 2025 13F IS OUT and it’s PACKED WITH HUGE MOVES. 1. Complete exit from Chinese equities: $BABA, $PDD, $BIDU.2. Big adds to AI & tech giants: $NVDA, $MSFT, $GOOGL, $UBER.3. Portfolio value near 10Y highs. Let’s break it down ⬇️
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Ray Dalio’s Bridgewater completely exited from China as per their 2Q 2026 13-F filings . Sold 100% stakes in:.Alibaba $BABA.PDD Holdings $PDD.Baidu $BIDU.$JD. A total retreat from Chinese internet giants.
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Picture perfect 🤩 $DLO operating leverage.
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$DLO D-Local Q2 2025 ER. ✅ Revenue $256.46M, beat $230.21M est.✅ EPS $0.14, beat $0.13 est.✅ Adj. EBITDA $70.1M vs $55.8M est.✅ TPV up 53% YoY.✅ FCF up 156% YoY . FY2025 Guidance. 🆙 Rev $1.01B vs $958.2M est.🆙 Adj. EBITDA $274M vs $240.9M est. Stock ⬆️ ~10% AH
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FIEM Industries Q1'26 ER. ⭐️Rev⬆️14% to 659Cr .⭐️PAT⬆️18% to 57Cr.⭐️EPS⬆️18% to 21.85. 14% topline and 18% bottomline growth
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Samhi Q1'26 ER. Big jumps in profitability / PAT +350% despite modest revenue growth of 10%
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$RNW . ReNew, is preparing to list in India after previously being listed on Nasdaq. The company’s latest buyout offer is ~$3.2B (₹27,000Cr) as of Jul'25. This valuation is based on the consortium’s increased offer price of $8/share.
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Oman’s Hydrom unveils fiscal incentives to boost green hydrogen . → 90% reduction in land fees during the development stage, with relief during FEED.→ Significant reductions in base royalties in the early years of production.→ Corporate Tax exemptions for up to 10 years.
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- SECI is conducting 13 reverse auctions for long-term green NH3 supply targeting 724 ktpa across fertilizer producers.- Each buyer is a domestic fertilizer plant, ensuring real demand. - Supply is being awarded via reverse auctions, with winning bids already fairly competitive
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- SECI is conducting 13 reverse auctions for long-term green NH3 supply targeting 724 ktpa across fertilizer producers. - Each buyer is a domestic fertilizer plant, ensuring real demand. - Supply is being awarded via reverse auctions, with winning bids already fairly competitive
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Hit when the opportunity is prime and the target is weak at the weak point! . Perplexity is providing a solution which the regulator asked for.
reuters.com
Perplexity AI made a $34.5 billion unsolicited all-cash offer for Alphabet's Chrome browser on Tuesday, a bid far above its own valuation as the startup reaches for the browser's billions of users...
$GOOGL #Perplexity.
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