Amit Dangi

CA | Equity lover & Value longterm Investor | learner |

[Lumida Wealth Management @LumidaWealth]

If AI is a tool the market is small. If AI replaces workers the ceiling is $25 trillion in global employee expenses.

And since AI is cheaper than humans the actual ceiling is lower than that.

You can't value these companies without answering that question first.

[Lumida Wealth Management @LumidaWealth]

Private credit gets no upside if AI works and full downside if it doesn't.

Lending to risky businesses without equity upside has always been a bad trade.

If you're the lender of last resort it means you're lending too cheap.

[Harsh Goenka @hvgoenka]

5 big lessons from successful billion-dollar companies:

1. Spot the big trend
2. If you want extraordinary results, you can’t think like everyone else
3. Focus on return on capital and return on time
4. Standardization enables scale
5. High debt is a recipe for disaster

[Amit Dangi @amitdangi01]

This is a big Achievement for India #ProudIndian

[anand mahindra @anandmahindra]

Part of Cricketing history.

Not just IPL History

I hope and pray he will have the ability to absorb this moment without being overwhelmed by it.

And then, set his sights even higher.

👏🏽👏🏽👏🏽

[My Value Picks @myvaluepicks]

Mr. Nemish Shah – India’s Quiet Genius of Investing

Rakesh Jhunjhunwala admired both R.K. Damani and Nemish Shah. While Damani taught him trading, he once said: “Nemish Shah is the best stock market analyst India has ever seen—and ever will.” 🧵
@chokhani_manish

[Joy Bhattacharjya @joybhattacharj]

He could speak 8 languages and they said he could recite all 37 of Shakespeare's plays from memory. An award winning playwright, and one of Mrinal Sen and Satyajit Ray's favourite actors. A man not scared to go to jail for his political convictions
Also one of India's finest comic actors in films like Gol Maal, Rang Birangi and Hirak Rajar Deshe
Utpal Dutt was born on this day in 1929 .....

[Amit Dangi @amitdangi01]

The mindset of a contrarian investor – Anthony Bolton https://t.co/kQdarhln9i via @YouTube

[Amit Dangi @amitdangi01]

For most investors: 99% of good investing is doing nothing, the other 1% is how you behave when the world is going crazy

[Elon Musk @elonmusk]

India counted 640 million votes in 1 day.

California is still counting votes 🤦‍♂️

[Sheetal @sheetalbytheway]

Once every two years the market falls 10%.

[Amit Dangi @amitdangi01]

New age #investor #investing

[anand mahindra @anandmahindra]

And THAT is how to be an Indian sporting Hero….

[Harsh Goenka @hvgoenka]

A little long but some great lessons on leadership by Dada!

[Harsh Goenka @hvgoenka]

When you buy a luxury product, are you paying for a well crafted product or for ‘snob’ value? Eye opening story on how luxury brands prey on your insecurities!

[Rajiv Mehta @rajivmehta19]

The President walked to the family of Capt(Dr) Anshuman Singh, Kirti Chakra(posthumous),to present the award, rather than the other way around...a noble gesture indeed

Jai Hind

[Nigel D'Souza @Nigel__DSouza]

This is a must watch!

Great compilation of Charlie’s wit and wisdom 👏

https://t.co/6ftjMjZ1Px

[Harsh Goenka @hvgoenka]

Indians now own more properties in London than the English! Talk about a plot twist: from the British Raj to the Indian Raj in Britain 🇮🇳🇬🇧. Who knew that the Indian empire would strike back with real estate?

[Uday Kotak @udaykotak]

US is 26% of world GDP and 65% of market cap. It also reflects US companies’ share in global GDP. Indian companies can take larger share of world GDP and attract global capital while nurturing Indian savers. That will enable our market cap being larger than our GDP sustainably.