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

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

Deedy I feel like everyone is sleeping on Gemini. Maybe because it doesn’t have the same flashiness (no pun intended) because it’s from a big boring corp, but I wouldn’t be surprised if it takes a solid lead in the upcoming months.

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

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

🙏🙏🙏

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

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.

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

Lol Tim Southee is bowling coach of England.

Is new CEO at Aarti Industries more focused on ROIC than relentless capex co. has done in last few years?

Lot of investors in India have become used to companies delivering 20-25% sales growth. This leads them to believe that a company growing topline by 10-15% but deleveraging heavily cannot produce great returns. Sales growth is important but not the only driver of share price

Arman's concall is probably one of the best from the industry highlighting stress in the system and not giving false hopes. Tells about kind of credit practices that are there on ground and how much people are willing to repay.

The locomotives of early 1800s

Always good to be sea side for newer thoughts on

Paytm has 80,000 Cr market cap. I am still figuring out, what is the business model of Paytm??

In 1950s companies in US used to have "tronics" in the name and stock prices used to skyrocket as everyone wanted to buy electronics boom. It is so similar to modern day AI era and previous dot com era.