The book "Capital Returns" offers a powerful framework for investing successfully. In this thread, I explain the capital cycle, Marathon's core investment framework, and four main key takeaways. Let's dive in!

Folks applied for Bajaj Housing Finance IPO.

So True.

The real tax is society forcing otherwise productive people to pay attention to politics.

Yes, the size of the opportunity is huge, but it requires double-digit sustainable growth in the economy and, most importantly, in per capita income for the next two decades.

at times this opportunity size might be misleading, remember more than 80 Cr population is fed free food by GOI, it is always better to check penetration with eligible population

On the one hand, banks are struggling to get deposits; on the other hand, the equity market is flooded with liquidity. You just add the stock to your watch list to study, and within a few days, it'll be up by 30-40%. Interesting times |

Looking at people's greed for easy and quick returns, it is a golden time for fraudsters 😄

Looks like the promoters are Modi ji's fans 😀

"Wall Street never changes, the pockets change, the suckers change, the stocks change, but Wall Street never changes, because human nature never changes" - Jesse Livermore.

Good decision by government.

Simple things cannot be copied. Our minds by nature like complex ideas. And mind always want to engaged with something, it is difficult in case of Simple stuffs. True for life - True for Investing.

Can AI beat Rajeev Thakkar, Chirag Setalvad, Sankaran Naren, Gopal Agrawal and other fund managers? moneycontrol.com/news/business/…

WhatsApp status of folks who got the allotment of Bajaj Housing Finance shares in IPO.

Dangerous time to get in and the best time to get out from cyclical stocks: Peak margins, High ROCE & ROE, high optimism and people are ready to buy stock at any price. #EQTlearnings

Which book impressed you recently?