Sabutai

Investor. Interested in human follies, stories and fresh insights

[Sabutai @Sabutai4]

@ContrarianCurse Great framing! If the white collar job losses accelerate, I wonder if the gambling tendencies intensifies or dies down.

[Sabutai @Sabutai4]

@Bruce_Markets Why would HALO equity perform well in a rising discount rate environment?

[Sabutai @Sabutai4]

@__paleologo Well said!!

[Sabutai @Sabutai4]

@rainmakerspod @turtlebay_io @sidecarcap @rhunterh @themagicbakery @JSiegel88 @richiemashiko @rainmakerspod - fantastic initiative, would you mind linking to the video of the interview in the first tweet?

[Sabutai @Sabutai4]

@kevg1412 Thank you @kevg1412 ! You are the most generous soul on X :)

[Sabutai @Sabutai4]

@themagicbakery @Her_Baman It also helps that Kerala was never colonized. So, there is little bitterness tied to historical grievances like in North India

[Sabutai @Sabutai4]

@themagicbakery @Her_Baman I am from that part of India. Kerala broke out precisely because of land reform and high penetration of primary schools. A gradual bottom up process with help from both government and missionary schools.

[Sabutai @Sabutai4]

@SridharanAnand @GabbbarSingh How about George Kurien, Tharoor and KR Narayanan? It’s not just Tamil Brahms that can lay that claim

[Sabutai @Sabutai4]

@muhammadshehad2 @simonmontefiore - are these claims true?

[Sabutai @Sabutai4]

@justbrosef Great thread 👍 in hindsight, the simplest thesis worked out best

[Sabutai @Sabutai4]

@SridharanAnand Well articulated! It’s incredible how easy it is to overlook such a simple idea

[Tom Morgan @tomowenmorgan]

This year I spent about 2,000 hours exploring a single topic:

"The pursuit of wisdom."

"Wisdom" seems tightly correlated with both happiness and success. Here are 18 articles on ideas and tools I found interesting and useful.

👇

[Sabutai @Sabutai4]

@lhamtil A general problem with these “big picture” thinkers that they ignore the parts that don’t fit into their “frameworks”.

[Sabutai @Sabutai4]

@lhamtil Agree on the general point. But LSE was a dog till 2009 when Xavier took over. Today, most of the profits come from Refinitiv which is not Lindy and intact has structural challenges

[Turtle Bay @turtlebay_io]

Want to learn more about Danaher? Check out this case study book. It covers how an early Danaher manager used DBS to turn around Wiremold.

https://t.co/kQpEdkus2y

[Eric Seufert @eric_seufert]

I question these claims in Scott Galloway’s recent essay on headwinds facing digital ad platforms. TikTok is a convenient red herring, but: 1) TT growth has slowed too & Ive seen no meaningful increase in spend from existing advertisers, 2) TT absolutely is impacted by ATT (1/X)

[Cedric Chin @ejames_c]

The latest Commoncog post (Focus is Saying No To Good Ideas) was on the front page of Hacker News for most of yesterday.

This is a short thread on related ideas I’ve been thinking about that didn’t make it into the essay.

https://t.co/HQWkr4Op3k

[The Red Deer @the_red_deer]

A bunch of credit market interviews this week:

[Robert @LacertaXG1]

I seldom post excerpts without commentary, but here are two excerpts without commentary from Fed Up, by Colin Lancaster (ex head of macro at Citadel and Balyasny).

A portrait of the people at the top of the game: