Aditya K

Turning pages.

[Aditya K @NotesToAditya]

Who benefited over the last 2-3 years?

[Aditya K @NotesToAditya]

A lot of Investing is “gut-feeling”.

While reading IndiaMART’s con-calls one thing I noticed was them outsourcing the getting customers part to some 3rd party.

I knew how incentives drive outcome and I made a note saying “this will impact the company in a few quarters”

Then, in Q3FY24, the management acknowledged this same thing.

Always remember (or rather, never forget) incentives rule the world.

[Aditya K @NotesToAditya]

@aryanistweeting If you’re not having fun, what even is the need for money.

But, if you’re having fun, even then what is the need for money.

Money beyond a point is moot. You’ve got one life, have fun.

But, in the process if you make money, good.

[Aditya K @NotesToAditya]

They’ve shared the transcript in just a day.

I’m yet to see anyone who shares transcripts in less than 24 hours.

[Aditya K @NotesToAditya]

One red flag I feel is when the management is too confident on con calls.

For Coforge, I feel that.

I still don’t know if it’s confidence or something else.

@EquityValueIn your opinion on this?

[Aditya K @NotesToAditya]

No risk, no Porsche.

[Aditya K @NotesToAditya]

My thoughts on IndiaMART; A detailed article will follow.

Link: https://t.co/RSpnu71wdY

Trying to wean myself off from Twitter Premium so, please read it on Substack

[Nassim Nicholas Taleb @nntaleb]

The problem isn’t that AI is intelligent. It isn’t. The problem is that too many adults (but not all) are at once mechanistic, imitative, unimaginative, stupid, formulaic, influenceable, & gullible, arrogant beyond their skill set, & too expensive to maintain.

[Aditya K @NotesToAditya]

Watch first two minutes of this video, tell me what you understand in the way of culture of the organization.

https://t.co/GqCfBZSSM7

[Aditya K @NotesToAditya]

@QTRResearch

[Aditya K @NotesToAditya]

@Options_Juggler It’s 10.13% right now.

[Aditya K @NotesToAditya]

@Options_Juggler It’s 1.77x right now. As I don’t do Forward anything… So, will wait for an opportune time.

[Aditya K @NotesToAditya]

@IndexBihar Will call you once I decide. I had dislocated my shoulder so resting it a bit.

[Aditya K @NotesToAditya]

@EquityValueIn Thanks.

Doing a bit of research on the company. You’ve done a commendable job on them.

[Aditya K @NotesToAditya]

One red flag I feel is when the management is too confident on con calls.

For Coforge, I feel that.

I still don’t know if it’s confidence or something else.

@EquityValueIn your opinion on this?

[Aditya K @NotesToAditya]

@kred420 😅

[Aditya K @NotesToAditya]

Since 2014, INR has lost 34% of its value.