Rayan

Investor | Musician

[Rayan @Maple_Economist]

@9onecapital Have added some of my thoughts in your substack comments!

[Rayan @Maple_Economist]

@9onecapital My friend your supply math is meaningfully off. You have assumed HNG capacity went off the market. Once you revisit that - your thesis on margins, WC and pricing these assets may change :)

[Rayan @Maple_Economist]

One cannot compare the current slow-down to any specific black swan event of the past. We could keep deliberating over where the NIFTY will be based on macro events. Although this time there is no one event dictating momentum and there are too many moving parts to make sense of.

[Rayan @Maple_Economist]

Welcome to the "Division Bell". There seems to be clear cut divide in global markets probing investors to not think on a macro consensus basis but on a company specific level.

[Rayan @Maple_Economist]

The experience of blogging for credibility's sake has never been something that I have been privy to. Although being anonymous somehow opens up a few rough-edged facets in my mind...