Darshil Chheda

Investor, Bullish on India.

[Darshil Chheda @Darshil_06]

Concerns of overheating now showing a trailer how volatile and concentrated the index actually is. Micron is set to deliver results on Wednesday. Could be an interesting week ahead

[Darshil Chheda @Darshil_06]

Been reading up on ACE lately. Management has flagged some near-term headwinds, but from a long-term investment perspective, the risk-reward looks compelling. Maybe on occasions you just get lucky.

[Finding Compounders @F_Compounders]

FYI: You’ve got higher chances of success by imitating Buffett than Elon Musk.

[Satya Nadella @satyanadella]

https://t.co/vLmiBKTtX3

[Darshil Chheda @Darshil_06]

Hoping that there is FII Buying today. Nifty up 450 points!! 🚀🚀

[Darshil Chheda @Darshil_06]

Don’t buy/sell in euphoria. You never know what Trump may do over the weekend🙂

[Darshil Chheda @Darshil_06]

India could prove to be one the best contrarian bets. All the money has been pulled away due to lack of AI opportunities in the market. One thing to keep in mind is that India has had the best ROE for past 10 years in the EM. KOSPI and TAIEX without AI stocks are net negative.

[Buggy Human @SridharanAnand]

I usually don't share anything related to a company we're a shareholder in but this is about a broader topic, not one company.
Here's a thoughtful piece on India's complex journey to indigenous tech in a domain where China is way higher on learning curve

https://t.co/p8jlAwIZnK

[Anirudh Nair @aninair2003]

Frugal Engineering will become a moat more than a constraint in the coming years for many different industries, one of them being defence. Indian startups with young minds and cost efficient productions like InsideFPV may go on to help India strengthen its defence capabilities and quite possibly even export to the world.

[Spencer Hakimian @SpencerHakimian]

🚨THE WAR IN IRAN JUST MASSIVELY ESCALATED

EUROPE HAS NOW BEEN ATTACKED

THE ONLY WAY I CAN POST THE VIDEOS WITHOUT BEING CENSORED IS ON MY INSTAGRAM

FOLLOW ME THERE

[Darshil Chheda @Darshil_06]

@skullcrusher05_ @flyspicejet @flyspicejet

[Buggy Human @SridharanAnand]

Read till the end

[Darshil Chheda @Darshil_06]

Siddhartha bhaiya in Dec “We are in a Bubble of epic proportions.”

[Darshil Chheda @Darshil_06]

Always a delight to read @pankajtibre tweets and insights. Always learning something new yet simple things which we fail to see sometimes.

[Pankaj Tibrewal @pankajtibre]

How 100-Baggers Are Really Created and how to Spot them.

2025 reminded us that markets are noisy, emotional and unpredictable.
But history shows that the biggest fortunes were not made by predicting events — they were made by owning great businesses and letting time do the heavy lifting.

They came from owning ordinary-looking businesses that quietly compounded year after year.

Take a simple example.
A company that grows its profits at 20% a year does not look exciting in any single year. But if that growth continues for 25 years, the business becomes 100 times bigger. And over time, the stock price tends to follow.

That is what we call a 100-bagger

Over the last 25 years, multiple Indian companies have delivered 100× returns.

These include names like Titan, Bajaj Finance, Pidilite, SRF, Shree Cement and TVS Motor etc. They did not become 100-baggers because of one big event. They became 100-baggers because they kept growing steadily for decades.

No hype. No frenzy. No big story.

The fascinating part is this: most of these companies never looked extraordinary in the beginning.

[Pankaj Tibrewal @pankajtibre]

How 100-Baggers Are Really Created and how to Spot them.

2025 reminded us that markets are noisy, emotional and unpredictable.
But history shows that the biggest fortunes were not made by predicting events — they were made by owning great businesses and letting time do the heavy lifting.

They came from owning ordinary-looking businesses that quietly compounded year after year.

Take a simple example.
A company that grows its profits at 20% a year does not look exciting in any single year. But if that growth continues for 25 years, the business becomes 100 times bigger. And over time, the stock price tends to follow.

That is what we call a 100-bagger

Over the last 25 years, multiple Indian companies have delivered 100× returns.

These include names like Titan, Bajaj Finance, Pidilite, SRF, Shree Cement and TVS Motor etc. They did not become 100-baggers because of one big event. They became 100-baggers because they kept growing steadily for decades.

No hype. No frenzy. No big story.

The fascinating part is this: most of these companies never looked extraordinary in the beginning.

[Morgan Housel @morganhousel]

“The reason the world felt like a better place during your childhood is because you were a child.” - Jon Stewart

[Aequitas Investments @AequitasL]

We mourn the loss of a great man, a brilliant mind – and for all of us, a beloved boss. The grief we feel today is extremely heavy, and we look to Siddhartha’s timeless perspectives, and your prayers as we navigate this dark time.

We have learnt so much from him, and we stay dedicated as ever, to his guiding principles and to the organization he built. May his soul rest in eternal peace.

Boss, you are deeply missed.

For those who wish to share their condolences or a message in remembrance, please use the link below:
https://t.co/VvThIeKgtB

[Persistence Capital @persistencecap]

Siddharth Bhaiya put up unreal numbers over a very long period of time. He also stuck true to his knitting and never shied away from telling the truth. We cannot believe that he is no more. This is a horrible way to start the year and he will be sorely missed. Our condolences to his family and to @AequitasL . RIP 😞

[Darshil Chheda @Darshil_06]

Still can’t believe the passing away of @sidd1307. He was truly one of the best fund managers out there in the game. Few people i admired and truly followed. RIP!

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Tomorrow is Warren Buffett's last day as CEO of Berkshire Hathaway.

Buffett took the stock from $19/share in 1965 to $750,000/share today, up +3,950,000%.

Congratulations to the best investor of all time.