Kartik 📟

🇮🇳🕉️🔱🪢⚽️🏏💹

[Kartik 📟 @MetaBarca]

@MagicalXavi Off

[sea 🇦🇷🇪🇸 @neverlie]

Japan XI for the game against Tunisia

[Prabhakar Kudva @prabhakarkudva]

Market Notes - June 2026

I cover:
1. Indian Markets
2. New Cycle?
3. How to play the cycle?
4. Private Capex
5. Nifty vs Rest
6. Going Global
7. Earnings Digest

Link: https://t.co/0ubkQYosjK

[OGi 🐐 @BCNOgi]

This shameless perennial fucking loser trying to gaslight us into thinking that what we've seen with our own two eyes for the past 7 (SEVEN) years isn't real lmfaooooo.
Btw next time mention my name you big fat fucking pussy. We can meet anywhere you want @DeJongFrenkie21

[Kartik 📟 @MetaBarca]

@espn 🧿

[ESPN @espn]

Spain were in the midst of a 294 minute scoreless streak in the World Cup, the team's longest in its World Cup history.

Up came Lamine Yamal starting in his first-ever World Cup match to end the streak for his country 🙏

[hana 🇧🇦🇩🇪 @may_equinox]

it's kinda funny when football players fall down and start rolling around but no one gaf so after like seven seconds of larping they just get up like nothing happened

[蒲生氏郷 @1U8Z8rj7mJ54264]

@nocontextfooty

[Pop Base @PopBase]

Lamine Yamal has scored his first World Cup goal.

[Selección Argentina in English @AFASeleccionEN]

𝐇𝐚𝐩𝐩𝐲 𝐅𝐚𝐭𝐡𝐞𝐫'𝐬 𝐃𝐚𝐲 ❤️

[Prabhakar Kudva @prabhakarkudva]

Outperformance is often found at the extremes.

Your watchlist at any point should have stocks with:

1. Strongest Relative strength
2. Weakest Relative strength

This should get you almost 80-90% covered in terms of potential opportunities.

[Intrinsic Compounding @soicfinance]

Interesting data from Spotify Subscriber base from Rest of the world in CY20 constituted 13% of the overall subscriber base which is now over 18% in CY24 which indicates to be a real underlying beneficiary of Premiumisation , Rising per capita Income & Disposable Income .

[Equity Insights Elite @EquityInsightss]

A lot of companies are now coming out with FY30/31 outlooks

Recently, we have seen detailed long term roadmaps from:

Nykaa
Aequs
Coforge
BlueStone
Shyam Metalics
& many more

This trend should continue going forward

For investors, this is useful because it gives a sense of management ambition & the size of the opportunity

But the real work is not just reading these PPTs, real work is tracking execution every year.

[Compounding Quality @QCompounding]

“We mostly just sit around reading, thinking and waiting.” – Stanley Druckenmiller

[ValueEquity @EquityValueIn]

Perception change is a very strong driver of incremental returns

Commodity , low margin bad cycle when shifts to incremental capex into higher margin business , reducing cyclicality and EPS accretive growth

This re rating of perception usually helps re price the base multiple of the business , which when added to earnings growth can really give returns that are in multiples

I give lots of attention to perception mapping , can the boring theme become a story , it matters

[Kartik 📟 @MetaBarca]

@Barca_Buzz ??

[🎟️ @damien_rmcf]

Frame another shirt kid 😭😭😭

[Investment Wisdom @InvestingCanons]

“The important thing is to keep playing, to play against weak opponents, and to play for big stakes.”

— Warren Buffett

[Investment Wisdom @InvestingCanons]

Peter Lynch: “You have to be looking for new companies and look at the balance sheet.

If you can add 5 and 5 and get reasonably close to 10, you should be able to look at a balance sheet and say: here are 2 depressed companies, they’ve gone from $50 to $3 dollars.

One company’s got $300 million in cash and no debt. One’s got $300 million in debt and no cash.

Which one are you gonna buy? Not too hard.”

Keep it simple.