I deeply feel that investors should do factory visits regularly.
After a few visits, just the factory gate manners will give clues on what could be expected inside and what is gas and what narrative is real.
A structural decline of Oil dependency is no longer just a theory. A potential super cycle in the offing towards Electrification, Electric Vehicles, Green Hydrogen etc.
Energy transition is potentially a defining macro trend for the next decade and beyond.
@chiragchhajer@burmaburmaindia Hi Chirag, Negen Capital is privileged to back Burma Burma. Your discipline on unit economics and execution makes it easy for us to be patient capital :)
Yesterday, a research firm posted a 2028 simulation of a deeply integrated AI world and the US stock market fell drastically.
I went through the report.
My honest take, it doesn't even qualify as a movie script. I'm really surprised that the mkt fell like that. πππ
In 1900, 'App developer' wasn't a job profile. As technology developed, industries vanished, new roles and industries emerged.
Yes, job losses will happen in current structure, but new roles like AI output auditor and bunch more new job profiles will emerge. Don't stress.
Too much in shock to hear about Siddhartha Bhaiya. I can definitely say he was one of the top minds. Respected by all.
I'm just too shaken to hear about this.
Om Shanti π
My new year's thought. The real problem, even for the best of investors is 'Good times complacency'.
Everyone's got their process which works excellent when mind's completely focused. But in excellent and easy times, even the best of the best make investments which don't tick all boxes. Just this should be monitored and good, long term CAGR will be made by most patient, decent investors.
Let's do our best. Let's go, India!
Hi folks, I am looking for a couple of Ninja level research analysts with a keen interest in Special Situations.
Must breathe Demergers, Open offers, Delistings etc.
Personality must include insane work ethics, extreme curiosity, hours of non stop reading ability.
*You will work directly with me.
*Please don't message here or DM me. Kindly fill the Google form below and we will reach out to you.
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