Chor kabhi nahi ban sakte Mor 🦚

It's so kind of some Promoters to reluctantly dilute their equity just so that they can enable entry for 'marquee' investors 🫣

True integrity lies in the courage to prioritize ethics over profit! Very few entrepreneurs can do that, Nithin Kamath is one of them.

Hinderberg report put a brake on the debt fueled expansion of Adani; in fact, it catalyzed massive deleveraging of the group that holds critical pieces of India's infrastructure! In hindsight, Hinderberg did a favor to India and its people...

Link to 2Point2 Capital's Q2 FY24 Investor Update - bit.ly/2Point2Capital… In this update, we talk about Optimism in investing and the Stockdale Paradox.

Someone tell him that 50 PE is verrrrryyyyy cheap for a consumer company in India! 😝

Link to 2Point2 Capital's Q4 FY24 Investor Update - bit.ly/2Point2Capital… In this update, we talk about 'The Ones That Got Away' - stocks that became multi-baggers after we sold them.

Link to 2Point2 Capital's Q1 FY25 Investor Update - bit.ly/2Point2Capital… In this update, we talk about Base Rate Neglect and Absurd Valuations in the Indian stock market.

I bought an apartment for end use in September 2020, right at the peak of Covid, at what most would call a mouth-watering price by Mumbai standards. But my returns? They're hovering below the GOI's fairy-tale 'generally in the region of 12-16%' return benchmark🙁

Link to 2Point2 Capital's Q2 FY25 Investor Update - bit.ly/2Point2Capital… In this update, we talk about The Invisible Tax Burden on equity investors in India.

Link to 2Point2 Capital's Q3 FY25 Investor Update - bit.ly/2Point2Capital… In this update, we talk about 'The Growth Mirage: Why high-growth sectors may not yield high returns'.

Companies until last week: "We're a fast growing data center company!" This week: "Data center? What data center? We're a... uh... luxury real estate company only' 😂😂 #DeepSeek

Link to 2Point2 Capital's Q4 FY25 Investor Update - bit.ly/2Point2Capital… In this update, we talk about 'The Barrage of Bullish Influence' that investors face.

Link to 2Point2 Capital's Q1 FY26 Investor Update - bit.ly/2Point2Capital… In this update, we talk about the Importance of Knowing Our Boundaries in Investing.

Link to 2Point2 Capital's Q2 FY26 Investor Update - bit.ly/2Point2Capital… In this update, we talk about the need for a vibrant short-selling market in India.

Link to 2Point2 Capital's Q3 FY26 Investor Update - bit.ly/2Point2Capital… In this update, we talk about the rise of second-order pricing constructs.