Aniket / ABN Capital
@aniket_abncap
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Entrepreneur & Investor in Indian public markets | Girl Dad | CA and Columbia MBA| Mumbai
Mumbai
Joined January 2010
A household with a strong balance sheet can survive a financial blow. One with a weak balance sheet can be wiped out with illness/ emergency in a quarter too.
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We told a candidate to do a case study on Marvell They got so bearish that they backed out of the entire process "The industry is too cyclical and dynamic" "built on a pillar of sand" Tbh kinda based this kid recognized a shitco immediately with 0 experience in semis $MRVL
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Are hedge-fund traders happier than the rest of us? Not according to Dave Popple, a therapist to the biggest funds. But they're ahead of others in understanding that deep satisfaction comes from building a closeness w/ family. “They prioritize their relationships at levels not
wsj.com
Dave Popple is tasked with finding who can cut it for hypercompetitive multimanager funds.
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Excellent episode with @CliffordAsness . One nugget that stood out - as an investor, you get to do a 'high five' only once - and that is when you retire. Humility and long-term discipline is the only way to win & if you forget it, the markets will find a way to make you
NEW ODD LOTS: It’s been 10 years of Odd Lots and in that time markets have gotten stupider @tracyalloway and I talk to the one and only @CliffordAsness about why he thinks markets are getting less efficient and more ridiculous over time.
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Tried something small today. I asked my Lenskart B glasses to explain the book I was holding… and they did. Then they quietly recommended another one I might enjoy. No phone, no screen — just B. It’s early, and we’re learning every day. But moments like this make me feel that
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The US economy is the most dynamic theater of innovation in the world. The US economy:
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Multiple restaurants in New York City have found a way around paying the minimum wage They are hiring virtual cashiers from the Philippines via zoom calls and only have to pay them $3.25 per hour The locations doing this still ask for 18% tips on orders Sansan Chicken, Sansan
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Buffett‘s negotiating style This is a conversation between Buffett and Jack Ringwald on the purchase of National Indemnity
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Met someone yesterday who didn't have any idea what his net worth or corpus or whatever the fuck was and he didn't care. That's when I realised that true rich or wealthy is when math and numbers really stop making a difference in your life. Price, cost, value, is truly not a
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My dad is an economist. On the highway he will never change lanes no matter how much faster the other lane is moving, insisting that the drivers in front of him have already exploited any possible speed arbitrage opportunities.
Apparently, only 16% of people check Uber and Lyft. I'm very surprised! Every time I do, I'm shocked by the amount of price dispersion..
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One year later, the staggering energy shortfall to power the AI revolution rises from 36GW to 44GW. At $60BN per GW, this is $2.5 Trillion in grid funding needed and EXCLUDES the $2 Trillion needed to build the actual data centers (source Morgan Stanley).
Wow: "In 2025-28, we project ~57 gigawatts (GW) of US data center power demand, and we quantify available power capacity to serve this demand as: near-term grid access of ~12-15 GW, plus ~6 GW of data centers under construction, resulting in a ~36 GW shortfall of US power
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Thoughts on all the AI spending and financing |
linkedin.com
The sheer size of AI capex spend is now running into the trillions of dollars, large enough that even the most profitable companies in the world are resorting to off balance sheet financial jugglery...
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"What does success mean to you?" Someone recently asked. I said, “If you’d asked me 30 years ago, my answer would’ve been very different.” In my 20s — it was starting a family. 30s — providing for them. 40s — giving my kids the best education. 50s — seeing them build good
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Ford CEO Jim Farley in new interview: "I was very humbled when we took apart the first @Tesla Model 3. When we took it apart, it was shocking what we found." Farley said Ford's Mustang Mach-E had around 1.6km more electrical wiring than the Tesla, adding extra weight to the car
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💯 It is already reflected in redevelopment societies squeezing developers wonderfully
The Biggest Legalized Scam of Real Estate: Sale Agreement It has only two themes 1) Reponsibilities of buyer 2) Power of builder Reading it, one is confused who is the client & who is the vendor It will change. But builders should do it themselves Its an idea whose time has come
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$AMD guidance from their Analyst Day 80% CAGR in DC related revenue for next 3-5 years
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All that hyperscale capex is flowing into industrials... Jefferies recapping the season thus far:
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WSJ covers the 3 mega-AI financing schemes thus far: -Meta–Blue Owl “Hyperion” (Beignet Investor): $30B hybrid of PE + bond + leaseback (24 yrs, 6.6%, A+). Blue Owl = 80% stake; Meta retains 20%, rents facility (4yr terms so not a long-term liability on BS), and guarantees
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