Neil Bahal

Founder & CEO - Negen Capital Services Private Limited

[Neil Bahal @NeilBahal]

@CA_Shubham_Ko Well said bhai.

[Neil Bahal @NeilBahal]

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.

[Neil Bahal @NeilBahal]

At the end of the day, behavioural edge is probably more important than analytical edge?

[Neil Bahal @NeilBahal]

At the end of all this (whenever the light at the end of the tunnel comes), many would wonder, "why the hell didn't we get in at those valuations?"

[Neil Bahal @NeilBahal]

At the end of all this (whenever the light at the end of the tunnel comes), many would wonder, "why the hell didn't we get in at those valuations?"

[Neil Bahal @NeilBahal]

Happy Ram Navami everyone.

🙏

[Neil Bahal @NeilBahal]

@MoSalah Ynwa Mo! You're a legend.

[Neil Bahal @NeilBahal]

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.

[Neil Bahal @NeilBahal]

I only speak the truth :)

[Neil Bahal @NeilBahal]

Experienced equity investors :)

[Neil Bahal @NeilBahal]

@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 :)

[Neil Bahal @NeilBahal]

Someone shared a screenshot of a stock report made on Claude.

I cannot believe people are losing their mind over this.

🤌

[Neil Bahal @NeilBahal]

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. 🙈🙉🙊

[Neil Bahal @NeilBahal]

Humans find a way. A golden age is potentially on the cards. Not something to be scared of.

[Neil Bahal @NeilBahal]

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.

[Neil Bahal @NeilBahal]

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 🙏

[Neil Bahal @NeilBahal]

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!

[Neil Bahal @NeilBahal]

@Shras007 Hi Sharath, the next call will be in February, most likely. Would request you to email or whatsapp me for more details.

[Neil Bahal @NeilBahal]

Thanks for the great response everyone. We are closing the Google form now and we will reach out to the profiles most suitable. 🙏

[Neil Bahal @NeilBahal]

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.

https://t.co/S3XbRiy9gR