iPhone X+1 stopped being significantly better than iPhone X few years back, GPT seemed to have hit same barrier atleast for now.

RT @YiTayML: Almost everyone great / relevant in AI was at google brain or deepmind at one point (or still are). 😆.

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If one can control urge to earn short term returns, lot of good opportunities lying from 3-5 year perspective which somehow get missed in lot of screeners that everyone runs.

Another textile business with good quality management is dumped by the markets. Co. has factories in place outside India to cater to US demand insulating them from any tariff nautanki :D.

🙏🙏🙏.

GPT- 5 launch has made me more optimistic on Google's share price :D.

RT @rasbt: @deedydas I feel like everyone is sleeping on Gemini. Maybe because it doesn’t have the same flashiness (no pun intended) becaus….

Most good exporters have levers to pull or ability to design new ways to overcome tariffs. Entrepreneurship ingenuity always wins.

One of the investing mental model I have been following is not to invest in a business which already is doing high margins unless I see growth accelerating or starting valuations cheap. There is higher chance of margins coming down than going up further. Usually such businesses.

I am visiting my own substacks to revise on the businesses :D .Feels quite good to see some breadth of repository building up at

RT @sjs_day1: It’s so exciting that the future of software will likely not involve configuring dozens of screens for months or clicking a m….

They all see opportunity now. Written about PDS here

RT @SpencerHakimian: *SWISS PRESIDENT SET TO LEAVE DC WITHOUT REACHING TARIFF DEAL. Rolex and Patek prices to infinity.

Revisited the watchlist and found a smallcap which everyone loved for their business model and entrepreneur few months back, but no one is caring much anymore. The stock has potential to be 10x in 5 years now :).

I journal market sentiments and my emotional state. 2-3 weeks ago, I wrote "Bullish" in market sentiments and my state as being optimistic but cautious of valuations. This week, in my emotional state, I could not shy away from writing "Optimistic and finding more of good.

We had several opportunities throughout the series to bury England but we always kept them in the game and paid the price for it.

RT @simrat11exp: Problem is England is confident they can won from any position and India is confident they can lose from any position. Bod….

Tatva Chintan.May'23 - FY24 Guidance -> 20-30%, Actual FY24 -> -7%.May'24 - FY25 Guidance -> 35-40%, Actual FY25 -> -2%.May'25 - FY26 Guidance > 25%, Actual FY26 -> ?. While co. is trying to do more business in specialty chemicals segment by commercialising more intermediates,.

As soon as bad numbers start coming in, investors evaporate from concalls, concall length decreases from 1hr+ to below 40-50 min :).

Pokarna.Current price expectation - No growth business.Underlying management's efforts - New Kreos and Chromia lines coming in FY27 that can add 500 Cr business to current numbers. Even with margin hit due to tariffs, business potential to growth remains. Any reversal on.