Arci Capital IFSC

Arci Capital IFSC - Overseas investment vehicle structure via GIFT City, India.

[Raj Mehta @mehtaraj99]

This narrative feels overdone. I’m buying durable software compounders being mis-priced in a sentiment unwind.

AI has merit. But durable, integrated software with real moats doesn’t disappear overnight.

[Raj Mehta @mehtaraj99]

Watching how things transpire geo-politically, currencies, trade, war, etc. As an investor, this can be a time where lots of opportunity can be found, but at the same time staying cognizant of different assets is vital. Inspired by @RayDalio’s study on changing world orders.

[Arci Capital IFSC @arcicapital]

Silver hasn’t been acting like a defensive metal lately. It is behaving like a sentiment expression.

Big jumps, quick pullbacks.

When silver trades like this, it’s usually not about the metal. It’s about how fragile and stretched risk appetite is across markets.

[Arci Capital IFSC @arcicapital]

@ManuInvests #autonomous vehicles won’t break #Uber, they strengthen it.

Uber doesn’t need to build the tech. It owns demand, logistics, and the global marketplace. As AVs scale, Uber becomes the default distribution layer.

Same playbook. New supply. Uber still wins.

[Arci Capital IFSC @arcicapital]

Bullish on #Uber: it is the strongest source of global ride demand + expanding delivery network + AV integration as a profitability lever, not a threat.

Network effects > hardware wars.

@ManuInvests' piece summarizes this well

https://t.co/vEPO5r2zQM

[Arci Capital IFSC @arcicapital]

@ManuInvests #Uber has quietly crossed its hardest milestone. Growth continues, but operating leverage is now the story. Margins are expanding, profits are scaling, and cash flow is real. Valuation still reflects growth, while the business looks increasingly mature.

[Arci Capital IFSC @arcicapital]

Salesforce stock is down more than 37% from its peak. Some interesting charts. #CRM #Salesforce