ardashir dubash

Love Bach

[ardashir dubash @ArdashirD]

@oguzerkan When did Minger ever talk about charts?

[ardashir dubash @ArdashirD]

@randgroup Market size is a fraction, many contraindications that are often not tolerable. To get to 16bn in 9 years requires massive label expansion. Even then small.

[ardashir dubash @ArdashirD]

@CompoundingLab Your exit multiple is low

[ardashir dubash @ArdashirD]

@Stonefoxcapital Net cash is less than that. Closer to 20bn.

[ardashir dubash @ArdashirD]

@CorneliaLake Huge SBC. High penetration, lower growth

[ardashir dubash @ArdashirD]

@RihardJarc Operating cash flow less capex is ….? Agree it is cheapish though

[ardashir dubash @ArdashirD]

@EquityValueIn Small numbers in total as per last balance sheet

[ardashir dubash @ArdashirD]

@LeifInvests Everyone has been saying this for 18 months and you behave like it is some great discovery

[ardashir dubash @ArdashirD]

This is the entire bear case on UBER

[ardashir dubash @ArdashirD]

@PRamanathan Your math is wrong. Citi did a 20 to 1 reverse split

[ardashir dubash @ArdashirD]

@michaeljburry Google is a Warren position. What exactly are you worried about. Not much of a track record either way as yet

[ardashir dubash @ArdashirD]

@Gini_220 1881

[Bloomberg @business]

Follow Bloomberg India on WhatsApp for exclusive content and analysis on what billionaires, businesses and markets are doing. https://t.co/sXfYQcFdkq

[ardashir dubash @ArdashirD]

@stephen_wolfram My deepest condolences.

[ardashir dubash @ArdashirD]

@ReneSellmann You post too much. Fatigue occurs

[ardashir dubash @ArdashirD]

@itsjacksworld How

[ardashir dubash @ArdashirD]

@TrueOnX Garbage

[ardashir dubash @ArdashirD]

@CapexAndChill Excuses for rather single minded and ultimately poor stock picking where ROIC was overutillized

[ardashir dubash @ArdashirD]

@RickyTheGuido Probably nonsense