Aprameya

AI Research,
Investor and Speculator.

[Aprameya @aprameyap1]

@pvaal2 @hamsanandi यस्य नास्ति स्वयं प्रज्ञा शास्त्रं तस्य करोति किम् । लोचनाभ्यां विहीनस्य दर्पणः किं करिष्यति ॥
:)

[Aprameya @aprameyap1]

@SahilKapoor @SahilKapoor I think you will appreciate reading this sir.
https://t.co/yTvUCNyZEj

[Aprameya @aprameyap1]

@SahilKapoor Negative Skew vs Positive Skew, the trick isn't choosing either, it's owning both.
Very important to have the patience to let each one play it's own timescale. This is one of the reasons why Buffett is a genius.

[Aprameya @aprameyap1]

@investingidiocy Ever since I've followed you and read your work, I've been on the path of becoming a "good" trader. Excited for the new book!

[Aprameya @aprameyap1]

@0xBADB01E https://t.co/DZDaUc8krg

[Aprameya @aprameyap1]

@BhallaBhatia Here you go: https://t.co/BQfIfPt98o

[Aprameya @aprameyap1]

I've started writing on my portfolio companies:

My latest writeup on Time Technoplast and why I think the market is still anchoring the business to legacy packaging economics despite improving margins, collapsing debt, and rising composite mix.

https://t.co/yhWtd9Yb0c

[Aprameya @aprameyap1]

@SahilKapoor What are some beaten down sectors today? Apart from IT and Private Banks.

[Aprameya @aprameyap1]

Since Q4 results are out for Time Technoplast, I write my detailed analysis on the company.
Read here:
https://t.co/94hVUR0dUu

[Aprameya @aprameyap1]

Analysing some US companies as well that I find interesting.
Atmus Filtration is a spin off from Cummins, it trades a relatively attractive valuation and has the right revenue drivers. Read more here:
https://t.co/ZsfhpNtQUd

[Aprameya @aprameyap1]

@BhallaBhatia The management targets 35% of revenue from VAP by FY28. That would increase the composites revenue share to 40+%. In any case, they would need EBITDA margins to go up by at least 60-80 bps from current levels.

I'll write a more detailed report after their Q4 results.

[Aprameya @aprameyap1]

As Windlas Biotech announces it's FY26 results today, I write about why the market might be mispricing it.
Buyback. Complex generics. Formulation IP. Exports compounding fast.

Full breakdown: https://t.co/Q2sNujV3bs

[Aprameya @aprameyap1]

In this write up, I write based on the insights of Buffett's 2007 letter and @mjmauboussin article on competitive advantage period.

Are moats becoming fragile?
If yes, how do we find great businesses?
https://t.co/W1vWExXiLb

[Aprameya @aprameyap1]

@BaluGorade Now in investing, more time is spent on optimizing tax more than optimizing returns.

[Aprameya @aprameyap1]

@aridutilh Great photos man!

[Aprameya @aprameyap1]

Goldman also resonating with my thoughts on this subject.
https://t.co/inB9Y871zB
https://t.co/zr0ZWyEf6N

[Aprameya @aprameyap1]

The AI Infrastructure Trap

https://t.co/J6l9AQLffW

[Aprameya @aprameyap1]

@negligible_cap I first started noticing this back in mid 2025, the lag can create a cascade of sorts. Wrote a piece on this very thing recently:
https://t.co/inB9Y871zB

[Aprameya @aprameyap1]

The AI Infrastructure Trap

https://t.co/J6l9AQLffW

[Aprameya @aprameyap1]

@flexifinHQ Absolutely correct

[Aprameya @aprameyap1]

@flexifinHQ Yes, I think in the long run that is the most likely case. But the revenue from the end users also have to come, which would require tangible use cases (which are coming up slowly).

[Aprameya @aprameyap1]

@evrgn11112231 https://t.co/tCeEttncDP