Rohit Dharnidharka 🇦🇺🇮🇳

Learning the art of value investing.

[Sridhar Sivaram @srisiv1]

Why FII’s r selling : Some data :

PAT expected for the current year :
Samsung : $250 bn
SK Hynix: $150 bn
TSMC : $ 100 bn

India Inc. : $200 bn

[Rohit Dharnidharka 🇦🇺🇮🇳 @RD_Compounding]

@InvestSpecial @bhidesubodh1

[Destination Investing @bhidesubodh1]

My latest writeup (Stack link in bio)

TL:DR version here:

1) 🧵 Most moats aren’t worth a damn. That’s what Buffett said at the 1995 Berkshire meeting — and it’s as true today as it was then.

2) Most businesses are ordinary. They sell stuff in a brutal, competitive world.

[Rohit Dharnidharka 🇦🇺🇮🇳 @RD_Compounding]

@BrettKPG @CostaVerdeCap Hi Brett, hope you are well. Any update on when the results will be announced?

[Rohit Dharnidharka 🇦🇺🇮🇳 @RD_Compounding]

@MyntraSupport @myntra @jagograhakjago - the level of pain and trauma you cause to your customers is very unfortunate. You are using my money for your benefit. Why can’t you initiate instant cancellation and process refund. You are spoiling Walmart’s image.

[Rohit Dharnidharka 🇦🇺🇮🇳 @RD_Compounding]

Using @myntra has been a horrible and traumatic exp. Ord never gets delivered on time as per the OG delivery schedule. Call centre staff are like trained chat bots who give std replies to any Q you as a customer ask. When asked abt an update on the complaint they had no update.

[Rohit Dharnidharka 🇦🇺🇮🇳 @RD_Compounding]

@MyntraSupport @jagograhakjago @MyntraSupport @myntra @jagograhakjago - this morning I get a call from Myntra & I’m being told there is no update on my order. I asked for order cancellation & refund. The staff says tht an update on order cancellation ‘ll given by 24th Nov. why it takes so long to cancel order?

[Rohit Dharnidharka 🇦🇺🇮🇳 @RD_Compounding]

@MyntraSupport @jagograhakjago

[Rohit Dharnidharka 🇦🇺🇮🇳 @RD_Compounding]

@MyntraSupport Your DM mentioned that the support will contact today with an update between 9am to 9pm. @jagograhakjago - false promises and commitments from @myntra @MyntraSupport.

[Rohit Dharnidharka 🇦🇺🇮🇳 @RD_Compounding]

@MyntraSupport Have not heard from anyone at @MyntraSupport . This is absurd

[Rohit Dharnidharka 🇦🇺🇮🇳 @RD_Compounding]

@MyntraSupport Sent details via DM

[Tiny Taikun @Tinytaikun]

A Stock is Ownership in a Business #BenGraham

[Rohit Dharnidharka 🇦🇺🇮🇳 @RD_Compounding]

@AusCG_Mumbai @TourismAus One of the best of world is Australian land and waters!!

[Rohit Dharnidharka 🇦🇺🇮🇳 @RD_Compounding]

Phenomenal growth by #caplinpoint and solid numbers out for FY25. With new products continue to be in the pipeline and consistent growth in US and entering in additional geographies, future looks good. Do your own research, this is not an advice.
Source: Latest results

[Destination Investing @bhidesubodh1]

$NRP Q1 2025 Results:
NPAT $39M (Annualised ~$160M)
FCF $35M (Annualised ~140M)

Market Cap ~1.3B so the yield is around 10%. Not the worst, but just have to wait for the big bucks until the cycle turns!

Mgmt says that debt repayment will be completed next year. ⏳

[Vishal Khandelwal @safalniveshak]

Who are you competing with?

#investing #life

[Rohit Dharnidharka 🇦🇺🇮🇳 @RD_Compounding]

@adamkhootrader This is so true @adamkhootrader

[Koyfin @KoyfinCharts]

Bill Ackman's Pershing Square released an investor update that covered commentary on markets and Pershing's holdings.

Here are 8 interesting slides:

1) The 10 largest companies in the S&P 500 index trade at 27x earnings, compared to 20x for the other 490 companies

[Rohit Dharnidharka 🇦🇺🇮🇳 @RD_Compounding]

@elonmusk offering to buy Open AI for $97.4bn. $BABA ADR market cap $259bn.

[Finding Compounders @F_Compounders]

There is only one boss : The customer