Saket Arya

Building a permanent-capital holding company. Renevik is the engine, solar plants the fuel, VIKAS the intelligence. Own good businesses. Reinvest the cash.

[Saket Arya @AryaSaket]

I am not a SEBI-registered adviser. What I post on companies is one fact from a public filing, with its page and date. It is for learning, not advice. I may own shares in companies I mention. Check the source before you act.

[Saket Arya @AryaSaket]

An industrial solar plant is a 25-year asset. At Renevik we own, build and oversee them, and VIKAS, our proprietary intelligence platform, reads every one every day. Own your power.

[Saket Arya @AryaSaket]

#NewProfilePic

[Saket Arya @AryaSaket]

@vijayshekhar @Paytm Remove all non-core products. They are just a distraction for the company and for the user.

[Saket Arya @AryaSaket]

I feel I am gradually progressing to understand value investing better. My findings this year:

1. NH
2. INDIAMART
3. NKE
4. BABA
5. JD
6. BIDU

Happy New Year!

#BuyLikeBuffett

[Saket Arya @AryaSaket]

💥 “Some are already calling this a crash!” 😝

These are just the first signs of something BIG on the horizon… #StayTuned

[Saket Arya @AryaSaket]

@volkswagenindia @VW @VWGroup

I will never buy a car from your entire group again. We have a Tiguan in Goa, India & the product & service are terrible.

The franchisee and the service centre at Goa have one of the most terrible service and client management practices.

[Saket Arya @AryaSaket]

Global Market is going crash very hard & very soon. Brace yourself. Currently sitting at about 14% cash. Increasing cash by 3% approx every month.

Indian markets shouldn’t take very long to bounce back. My personal belief. Maybe 6 months to a year or so.

[Saket Arya @AryaSaket]

We need an option to disable reels & shorts on apps like @instagram & @YouTube.

@narendramodi can India enforce it to save its public from disorientation & give power of choice back to its citizens?

[Saket Arya @AryaSaket]

Increasing indications of an inevitable correction in the global market…

Have been building cash in portfolio since 2 months.. currently at 15%. Will increase every month going forward.

Quite excited about taking some positions aggressively as opportunity presents itself.

[Saket Arya @AryaSaket]

@niraj_shah are you tracking the company, Narayana health hospitals? If yes, can you share your views?

[Saket Arya @AryaSaket]

@niraj_shah Do you track Narayana Health Hospitals (Narayana Hrudayalaya Ltd)? If yes, can you please help me with your observations & long term view for the same?

Thank You.

[Saket Arya @AryaSaket]

How do I find a Lead Talent Acquisition Manager for my business?

[Saket Arya @AryaSaket]

I think it’s a good opportunity to Top Up in Paytm..

[Saket Arya @AryaSaket]

Many parts of the Indian society is repaidly turning into barbarians by the day.

It makes me feel this is a result of loss in rightful understanding of Religion to some extent.

[Saket Arya @AryaSaket]

Its time to build dry powder for next few quarters.. At least till election results are out & digested along with indications of reduction in interest rates .. We may get a good opportunity to pick at a better value then.

[Saket Arya @AryaSaket]

@SawyerMerritt @Tesla @elonmusk Will this have an impact on the bottom line of Tasla or are you passing on cost reduction to capture market share?

I wish it’s the later as a Tesla shareholder.

[Saket Arya @AryaSaket]

Wait for it.

Every great company has to face the test of time & has rainy days.

Always remember Rule no. 1.

#BuyLikeBuffet
#TheMungerWay

[Gary Black @garyblack00]

In a rising rate environment, a concentrated portfolio of lower P/E growth names will likely perform better than a concentrated portfolio of higher P/E growth names. As int rates head lower, the opposite is likely true.

[Saket Arya @AryaSaket]

@aditya_kondawar Wait for it.

Every great company has to face the test of time & has rainy days.

#BuyLikeBuffet
#TheMungerWay