anil varma

Value Investor

[anil varma @anilvarmas]

@waitmaya 31

[anil varma @anilvarmas]

@CNBC Buying opportunity

[zerohedge @zerohedge]

China is now leading the AI arms race after spending a tenth what the US did

[anil varma @anilvarmas]

@NDTVProfitIndia @1shankarsharma @alexandermats Don’t interview people who don’t have a portfolio track record.

[Muthukrishnan Dhandapani @dmuthuk]

Akash Prakash is an investor with a very balanced view. His thoughts on current situation in India is sobering.

[anil varma @anilvarmas]

@dmuthuk Until US midterms happen trump won’t stop the war.

[anil varma @anilvarmas]

@connectgurmeet If AI bubble bursts then we will all look like heros. But yes still we need innovation to beat the world.

[anil varma @anilvarmas]

@Raw_Combat_ Wife worried about bad guys 😁

[anil varma @anilvarmas]

@dmuthuk Amazing. That’s a lot of different sport. Looks like super talented kid. Wish him a super bright future.

[anil varma @anilvarmas]

@connectgurmeet So true 👌👌

[anil varma @anilvarmas]

@dmuthuk Feel it’s all a big drama. US and Israel are always together.

[anil varma @anilvarmas]

@dmuthuk Pakistan has all funny problems 😂

[anil varma @anilvarmas]

@dmuthuk He is negotiating with himself 😂

[anil varma @anilvarmas]

@dmuthuk If judicial system is fast and strict then India has a great future.

[anil varma @anilvarmas]

@connectgurmeet And along with SIP if we add lump sum when market corrects more than 15% then we can also get 15% cagr

[anil varma @anilvarmas]

@VijayKedia1 Yes sir it would be amazing if India owns intellectual property and the whole world uses it.

[anil varma @anilvarmas]

@VijayKedia1 Wow!! Superb pic sir. Bollywood vibes 👌👌

[anil varma @anilvarmas]

@dmuthuk That last sentence sounds very powerful 😀

[anil varma @anilvarmas]

@dmuthuk It’s super hard to find this type in today’s times I think. Maybe he is referring to companies during his time in his fund from 1982, 1991.

[Muthukrishnan Dhandapani @dmuthuk]

"We’ve always been very skeptical of 'Financial Engineering.' When you see a company that is constantly doing complex debt restructurings, spin-offs, and 'creative' accounting, you should walk away. They are trying to manufacture 'value' on paper because they can't create it in the real world.

Real value comes from selling a product or service for more than it costs to produce, year after year. If the valuation is based on the cleverness of the CFO rather than the strength of the business, it’s a house of cards." - Charlie Munger