Ajit Alkondon

🇺🇸Husband, dad of 4, and lifelong student of things. B.S. Mech Engr, money nerd. 📚 🇺🇸

[Ajit Alkondon @TooAjit2Quit]

@BeardedInvestor Uninvestable is an absurd moniker for SaaS. That term is reserved for international stocks in countries with unstable geopolitical futures, not SaaS

[Ajit Alkondon @TooAjit2Quit]

@GPAIndiana He never put the burger down. That was her first mistake.

[Ajit Alkondon @TooAjit2Quit]

@davidmarcus @BeardedInvestor

[Ajit Alkondon @TooAjit2Quit]

@BeardedInvestor CORE holding

[Ajit Alkondon @TooAjit2Quit]

@StockSavvyShay @BeardedInvestor

[Ajit Alkondon @TooAjit2Quit]

@joecarlsonshow @sweatystartup @BeardedInvestor

[Ajit Alkondon @TooAjit2Quit]

@BillAckman @Uber @BeardedInvestor

[Ajit Alkondon @TooAjit2Quit]

@joecarlsonshow @BeardedInvestor

[Ajit Alkondon @TooAjit2Quit]

@joecarlsonshow you're right about the mystique part but it's still nice to hear his thoughts on current investments

[Sahil Bloom @SahilBloom]

Your entire life will change when you realize that working out completely rewires your brain. It creates evidence that you have the power to take an action and achieve a desired outcome. That has ripple effects into every area of life.

[Qualtrim @qualtrim]

Duolingo’s monetization is remarkable.

Just 11.5M paid users (9% of MAUs) drive 84.5% of all revenue.

This conversion efficiency is rare.

$DUOL

[Ajit Alkondon @TooAjit2Quit]

@DivesTech @beardedinvestor

[Ajit Alkondon @TooAjit2Quit]

@beardedinvestor $AMZN has a cyclical investment pattern, which leads the stock to advance in sudden step functions. Once the current cycle matures, Free Cash Flow (FCF) can surge, and the stock will follow suit. AMZN is a "never sell" proposition.

[Ajit Alkondon @TooAjit2Quit]

@qualtrim @beardedinvestor

[Ajit Alkondon @TooAjit2Quit]

@beardedinvestor the problem with this 13F view is that it doesn't include his international holdings. 38% of PIF is Reysas, 23.5% is HCC. FYI

[Ajit Alkondon @TooAjit2Quit]

@beardedinvestor i think about him every quarter. obviously, he must know something about the Chinese market that westerners don't 🤔

[Ajit Alkondon @TooAjit2Quit]

@DataDInvesting Apple IPhone 13 Pro Max, mic needs to be turned on

[Ajit Alkondon @TooAjit2Quit]

@DataDInvesting long $DUOL before the recent dip and doubled down after.

[Ajit Alkondon @TooAjit2Quit]

@DataDInvesting Now, Duolingo has stepped in, leveraging their teaching expertise to create truly compelling chess courses featuring Oscar. My kids absolutely love it, and they also use the platform for Spanish and Music.