Gaurav Mahidhar

I play the feather in Forrest Gump.

[Gaurav Mahidhar @TheStoicG]

@amol_sri1 Oh nice! Wear in good health! I was trying to get a Hanhart 417 ES but unfortunately they don't accept Indian credit cards for watches sold in the UK. Was planning to get it delivered to a friend there! Crazy import taxes man!

[Gaurav Mahidhar @TheStoicG]

@goodreads Immune by Philipp Dettmer

[Gaurav Mahidhar @TheStoicG]

@amol_sri1 Yeah! Aware of this channel but we need more. Way more. Maybe something like https://t.co/VyttrBZmuZ

[Gaurav Mahidhar @TheStoicG]

@RaminNasibov 10/10

[Gaurav Mahidhar @TheStoicG]

@AI_Feb21 @unseenvalue @AdityaKhemka5 Given the history and the present status how should one look at a company like Hikal? Long term gross margin improvement says alot about the underlying business but such dismal execution isn’t getting them anywhere. Any takes?

[Gaurav Mahidhar @TheStoicG]

@ishmohit1 Have been one of the OG subscribers. Know the biggest multibagger that I ever got? Was not any stock idea or anything of that sort... it was a lifetime membership of SOIC. I paid pennies for something that was invaluable. Super proud of what you've built and accomplished man!

[Gaurav Mahidhar @TheStoicG]

@saaaanjjjuuu Project Butter? Remember anyone? 4.1 jellybean was like a whole new world!

[Gaurav Mahidhar @TheStoicG]

@amol_sri1 Where from are you getting the CW? They don't sell in India i guess??

[Gaurav Mahidhar @TheStoicG]

@ActusDei https://t.co/f0kbchMfX1

[Gaurav Mahidhar @TheStoicG]

Count me as an admirer @ActusDei and diversification is great I agree but....

getting out of India now will be equivalent to flogging a dead cat. Adding Nasdaq at the peak of the dot com bubble as a diversification exercise would have harmed the portfolio.

[Gaurav Mahidhar @TheStoicG]

Calling tops/bottoms is impossible but it is easier to gauge relative valuations in a historical context. Allocating to something beaten down that can also help you diversify is true blue value investing in its truest sense. 5 Star meals @ udupi prices remember?

[Gaurav Mahidhar @TheStoicG]

Count me as an admirer @ActusDei and diversification is great I agree but....

getting out of India now will be equivalent to flogging a dead cat. Adding Nasdaq at the peak of the dot com bubble as a diversification exercise would have harmed the portfolio.

[Neil Borate @ActusDei]

Am I? The madness was how limited our discourse was for decades! The same tired midcap, smallcap, xyz theme floating around in the same limited pool. Guys, we are 3% of the world. Open the window & look out!

[Gaurav Mahidhar @TheStoicG]

@ishmohit1 Sleepy to active. That's what we want.

[Gaurav Mahidhar @TheStoicG]

This war can go down in the history books to be as significant as the fall of the Berlin Wall. Feels like the process of conversion from being a unipolar to a multipolar world, now stands complete.

[Gaurav Mahidhar @TheStoicG]

@Prakashplutus Battered and bruised. Bad stock in a great sector. If things turn it'll run like a horse. Very good valuations.

[Gaurav Mahidhar @TheStoicG]

@amol_sri1 @virajmehta16 Tried my luck. Wanted to get an oyster ended up getting a Tudor instead. The system is really frustrating.

[Gaurav Mahidhar @TheStoicG]

If you can make a theocratic regime look reasonable, you sure aren't fit to lead the free world anymore. The world is acting like a soon to be marinated headless chicken. As said by someone great.... Chaos is ladder.

[Gaurav Mahidhar @TheStoicG]

The world has to move on from concepts like China plus one to World minus US. If the glue that held everyone together isn't there anymore we might just need some new sort of glue.

[Gaurav Mahidhar @TheStoicG]

People whine as if the two teams bat on different pitches with the opposition being asked to bat with plastic bats. Grow up man!

The west needs to learn how to cede and take losses gracefully.