Susmit Patodia

Always having fun. Tap Dancing to everywhere

[Susmit Patodia @SusmitPat]

Equal Opportunities create unequal outcomes. Unequal opportunities create equal outcomes!

[Susmit Patodia @SusmitPat]

This amazing chart from @coatuemgmt - Picture is indeed worth a thousand words

[Susmit Patodia @SusmitPat]

Someone’s Capex is someone else’s current Revenues and Earnings. Capex is typically finite and then the revenue and earnings for the counterparty will start to decline

Hyper scalers and Mag 7 capes feeding into the 100 USD Bn + profit numbers of Samsung etc.

Buy cyclicals and capex reliant companies when Price to Book is low and Price to Earnings is high, not the other way round

The PEAK OIL THEORY of 2007 lead to similar explosion of profits and market cap representation that we are today seeing with SEMIs and everything else AI.

[Susmit Patodia @SusmitPat]

Someone’s Capex is someone else’s current Revenues and Earnings. Capex is typically finite and then the revenue and earnings for the counterparty will start to decline

Hyper scalers and Mag 7 capes feeding into the 100 USD Bn + profit numbers of Samsung etc.

Buy cyclicals and capex reliant companies when Price to Book is low and Price to Earnings is high, not the other way round

The PEAK OIL THEORY of 2007 lead to similar explosion of profits and market cap representation that we are today seeing with SEMIs and everything else AI.

[pms bazaar @PmsBazaar]

Join us for a Fire-side Chat on “𝐁𝐫𝐞𝐚𝐤𝐢𝐧𝐠 𝐭𝐡𝐞 𝐂𝐨𝐦𝐩𝐥𝐞𝐱𝐢𝐭𝐲 : 𝐇𝐨𝐰 𝐒𝐦𝐚𝐫𝐭 𝐈𝐧𝐯𝐞𝐬𝐭𝐨𝐫𝐬 𝐒𝐡𝐨𝐮𝐥𝐝 𝐀𝐩𝐩𝐫𝐨𝐚𝐜𝐡 𝐅𝐮𝐧𝐝 𝐒𝐞𝐥𝐞𝐜𝐭𝐢𝐨𝐧” at the 𝐁𝐞𝐧𝐠𝐚𝐥𝐮𝐫𝐮 𝐏𝐌𝐒& 𝐀𝐈𝐅 𝐂𝐨𝐧𝐜𝐥𝐚𝐯𝐞 𝟐𝟎𝟐𝟔.

𝐃𝐚𝐭𝐞: 09 May, 2026
𝐒𝐞𝐬𝐬𝐢𝐨𝐧 𝐓𝐢𝐦𝐞: 01:05 PM – 01:30 PM
𝐕𝐞𝐧𝐮𝐞: Taj MG Road, Bengaluru

𝐒𝐩𝐞𝐚𝐤𝐞𝐫𝐬:
𝐌𝐫. 𝐒𝐚𝐧𝐝𝐞𝐞𝐩 𝐉𝐞𝐭𝐡𝐰𝐚𝐧𝐢, Co-Founder, 𝐃𝐞𝐳𝐞𝐫𝐯
𝐌𝐫. 𝐒𝐮𝐬𝐦𝐢𝐭 𝐏𝐚𝐭𝐨𝐝𝐢𝐚, Group Head of Business & New Initiatives, 𝐃𝐞𝐳𝐞𝐫𝐯
𝐌𝐨𝐝𝐞𝐫𝐚𝐭𝐨𝐫: 𝐌𝐫. 𝐑 𝐏𝐚𝐥𝐥𝐚𝐯𝐚𝐫𝐚𝐣𝐚𝐧, Founder - Director, 𝐏𝐌𝐒 𝐁𝐚𝐳𝐚𝐚𝐫

𝐀𝐛𝐨𝐮𝐭 𝐭𝐡𝐞 𝐒𝐞𝐬𝐬𝐢𝐨𝐧:
Fund selection today looks simple on the surface, but as you go deeper, the number of choices, data points, and market noise make it increasingly complex. This fireside chat focuses on making fund selection more informed, more disciplined, and ultimately more effective.

Hurry! Seats are closing tomorrow!
𝐁𝐨𝐨𝐤 𝐍𝐨𝐰: https://t.co/RSq9ZWtGRZ

Don’t miss this insightful session and meaningful networking opportunity.

#Conclave2026 #bengaluruevents #pms #aif #pmsbazaar

[Susmit Patodia @SusmitPat]

Cheap is more important than outcome :)

[Susmit Patodia @SusmitPat]

@neharedy Your tokens are intact!

[Susmit Patodia @SusmitPat]

@neharedy This is a viral worthy campaign

[Susmit Patodia @SusmitPat]

I have been a firm believer that civic sense of a society has a positive correlation to economic growth. The issue is that it moves at a glacial speed but when it shows up, it’s BIG
Voter turnouts in West Bengal and TN are a great marker in this journey

[Susmit Patodia @SusmitPat]

This is not going to end well

Two headlines
1. Taiwan Market Cap now greater UK’s. Taiwan GDP is a quarter of UK!
2. Trader leverage at 25 year high with USD 13 Bn

TSMC market cap is USD 2 Tn, total Taiwan at USD 4 Tn

[Susmit Patodia @SusmitPat]

The Meg Ryan and Cage picturisation made the song immortal.

[Goo Goo Dolls @googoodolls]

Happy 28th birthday to “Iris” !!!!
Thank you for making this song your own ❤️

[Susmit Patodia @SusmitPat]

The concept of Base Rate is probably one of the most under-rated wealth creation hacks in the world

@mjmauboussin

[Susmit Patodia @SusmitPat]

This hit too close and is too real.

For Alam

One of our dearest seniors from IIM B left us and the notice is never enough. Every such passing leaves us sad and importantly raises - Have we done enough for the ones we leave behind

Our small effort in raising awareness for all our friends. A multi-part series. Register here - https://t.co/JkBZLiKqWx

[Susmit Patodia @SusmitPat]

We need the good omen again

Plate and Spoon coming together :)

[Dezerv @DezervHQ]

In this episode of Portfolio Breakdown, we reviewed a Chennai couple targeting ₹7Cr in 6 years. They need ~10% returns, but with 80% in debt funds, their portfolio is earning just 3.14% IRR. See if you're making the same mistake!

Watch full breakdown: https://t.co/A48SiDWCWv

[Susmit Patodia @SusmitPat]

New Technology Impact

Careers destroyed first, Jobs get taken second

PEs contract first, Earnings do down later

[Susmit Patodia @SusmitPat]

@banglani Sir Sir - Salt is lined on the brim not mixed with a spoon. So some diction improvement with a lot of accent

[Susmit Patodia @SusmitPat]

This portfolio breakdown episode was special - Our framework of ASAR, Our retirement calculator and the portfolio overlap tool that we use.

https://t.co/5fAURoRplI

[Susmit Patodia @SusmitPat]

Will this age well!?

When a lot of money starts chasing very few things or one thing, chances of future returns start diminishing.

But ….. :(

Dec 2024 Net Inflows - India MF
Sectoral Funds - INR 22,000 Cr
Multi Asset Funds - INR 3,800 Cr
Gold ETF - INR 885 Cr

Dec 2025 Net Inflows - India MF
Sectoral Funds - INR 11,033 Cr
Multi Asset Funds - INR 8,900 Cr
Gold ETF - INR 11,850 Cr

[Susmit Patodia @SusmitPat]

AI - All we need is attention
Humans - All we want is attention

[Susmit Patodia @SusmitPat]

2026 - A perfect 10
If the 1 goes for a walk, it will come back

Stay Optimistic

[Susmit Patodia @SusmitPat]

Best performing asset of 2026. Know anyone who bought this as well ;) !

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Venezuela's Caracas Stock Exchange ends the day nearly +17% higher as markets react to the US capturing President Maduro.