Fertile Patch

Investment Log

[Fertile Patch @1lavya1]

@SridharanAnand How you identify and express behavioral aspects from your first hand experiences is inspiring

[Fertile Patch @1lavya1]

@SridharanAnand VAVE

[Fertile Patch @1lavya1]

Market crash that doesn't make one go shirtless will make them better investor

[Fertile Patch @1lavya1]

@LearningEleven Thank you for the response. I meant the ones you are subscribed to.

Just like news or driving to investment decisions?. What do you think your offering is meant to do for the subscriber?. Who would be ideal and what do they get out of it?

[Fertile Patch @1lavya1]

@rohitchauhan @rohitchauhan if one can be a certain type of investor (ex: Pulak Prasad), can't one be a certain type of poker player (plays only if hand is good)?.

[Fertile Patch @1lavya1]

@LearningEleven Honest question, what's the point in such a temperature check when one doesn't know what's in the pool? How do you interpret this data and what can it mean to you?

[Fertile Patch @1lavya1]

@naralokesh @the_hindu @naralokesh more strength to you!
if you are not already aware, there is
@DakshanaIndia
which screens for 11th and 12th from exceptional talent AND poorest of the poor. Please make the kids aware of it and ensure the potential ones apply for it.

[Fertile Patch @1lavya1]

@contrarianEPS @contrarianEPS based on the comments for this, it looks like rock bottom. Good for you!

[Fertile Patch @1lavya1]

@Ronitper @Ronitper dude, should I be retweeting this like a finfluencer? 😄

[Fertile Patch @1lavya1]

@Ronitper @Ronitper Ok, how about a thought experiment. Let's see how the following bunch (which are very close to prices at which Nalanda built stake) will do from today to mid - long term.
Advanced Enzymes, Jyothy Labs, Matrimony, Indiamart

[Fertile Patch @1lavya1]

@Dhanush99246264 @Ronitper @safiranand You are right, Amararaja from 2017. I mistook it for timeframe of others.

[Fertile Patch @1lavya1]

@unseenvalue Well, it does serve well politically!. Compete with eastern neighbor while showing western neighbor for votes, not a bad strategy I guess.

[Fertile Patch @1lavya1]

@safiranand @Ronitper Sir, shouldn't it be the very reason it is relevant to retail investors ?. If retail cannot make their time frame longer, they should work on that rather than ignoring people like Nalanda. Because kids have less attention span, doesn't mean we don't teach them about Arjuna

[Fertile Patch @1lavya1]

@Ronitper @safiranand Amara raja investment is from late 2000s, they make decent return. To me, Nalanda is one of the most clone worthy ones. Predictable, transparent and easy to understand. Like stocks, more than 90% fund managers or fintwit are useless aka "lower than cost of capital" folks.

[Fertile Patch @1lavya1]

@sahil_vi Your vote?

[Fertile Patch @1lavya1]

@safiranand Well, that depends on investment advices coming from Iran or Bill Ackman.

[Fertile Patch @1lavya1]

@SridharanAnand Just a reminder, it has been a year since the last buggy blog post. Thank you for your attention to this matter.

[Fertile Patch @1lavya1]

@SridharanAnand Shorting S&P500

[Fertile Patch @1lavya1]

@SridharanAnand The other day, world received investing advice from Iran. Given how competitive sir is, no way he wants to be left behind. War of Fiduciaries