Arpan Khanal

The Artist

[Arpan Khanal @arpankh228]

"Its all relative! "

[Arpan Khanal @arpankh228]

Legend

[Dhaval (Investment Books) @InvestmentBook1]

David Swensen managed Yale's endowment for 36 year

He turned $1B into $40B

16.1% annualized returns over 20 years — no other endowment came close

He also left behind a reading list that explains exactly how he thought about money🧵

[Fundoo Professor @Sanjay__Bakshi]

https://t.co/JGsnEXIi3l

Looking forward to doing this again. New cases. Expanded course. Bigger venue. @FLAMEUniversity

[Ronit Pereira @CAronitpereira]

“I bought Balkrishna Industries at Rs.100 crore Market cap. We sold it at 1,200 crores market cap in 2 years. Today it is trading at 50,000 Crores market cap.”

“We bought at 1 PE with 40% ROE. But we were kids to understand power of compounding.”

- Ramdeo Agarwal

[The Investing for Beginners Podcast @IFB_podcast]

“Someone's sitting in the shade today because someone planted a tree a long time ago.” - Warren Buffett

[David Senra @FoundersPodcast]

Bernard Arnault’s advice to himself:

[Arpan Khanal @arpankh228]

Get a glimpse into one-of-a-kind investing workshops led by @Sanjay__Bakshi , a legendary figure in value investing, currently an adjunct professor at @FLAMEUniversity .

Q&A session video releasing this week.

#investing #Nepal #StockMarket #Economics
https://t.co/K6YwbuE3cu

[Arpan Khanal @arpankh228]

2 weeks ago, we had the privilege of hosting @Sanjay__Bakshi for a 2.5-day Behavioral Economics Workshop in #Nepal. Many of us had learned from his blog for years, and now to learn from him in person was truly special.
One of a kind!
We’re deeply grateful, Sir! 🙏

[Arpan Khanal @arpankh228]

2 weeks ago, we had the privilege of hosting @Sanjay__Bakshi for a 2.5-day Behavioral Economics Workshop in #Nepal. Many of us had learned from his blog for years, and now to learn from him in person was truly special.
One of a kind!
We’re deeply grateful, Sir! 🙏

[Arpan Khanal @arpankh228]

Annual ritual: #BerkshireHathaway AGM 2025.
At 94 years of age, Warren #Buffett is as sharp as ever!
So much learning!

#ValueInvesting #Nepal

[Arpan Khanal @arpankh228]

@safiranand @anujoker @Sanjay__Bakshi Truly, a gem of a person. A wonderful human being.

[Arpan Khanal @arpankh228]

Heartfelt gratitude to Prof. @Sanjay__Bakshi for conducting a brilliant workshop for Value Investing Society Nepal. A masterclass in Behavioral Economics, rich with centuries of wisdom. Humbled.
Thank you, Sir, for this powerful push forward for our Society. Grateful to you 🙏

[Fundoo Professor @Sanjay__Bakshi]

I had a wonderful time spending three days with fifty value investors in Nepal and learned much about Nepali businesses and their stock market, which they described as illiquid and highly manipulated—similar to the Indian market in the early 1990s. They also displayed a hunger to learn from India and its value investors.

[Fundoo Professor @Sanjay__Bakshi]

Teaching in a friendly, foreign, neighbour country.

[Arpan Khanal @arpankh228]

For Value Investors in #Nepal
#Investment

[Nassim Nicholas Taleb @nntaleb]

An example of survivorship bias: you tend to ask ChatGPT questions about things outside your specialty; it infers your personality based on questions you ask not those you don't ask.

[Vijay Kedia @VijayKedia1]

Don't miss IPO of unicorn "P P waterballs", coming soon.

[Morgan Housel @morganhousel]

Read more history and fewer forecasts.

[Jon Erlichman @JonErlichman]

Google bought YouTube for $1.65 billion.

In the first half of this year, YouTube has generated $17 billion in revenue.

[Fundoo Professor @Sanjay__Bakshi]

Some more examples that I share with students. Doing the DuPont analysis in the head makes sense as one encounters various business models as a customer. For example, margins and capital turns in fine dining vs. fast food. Or the economics of a low-cost carrier working hard towards faster turnarounds vs a full-service airline.

[Jon Erlichman @JonErlichman]

“To be successful at anything, you don't have to be special. You just have to be what most people aren't…consistent, determined and willing to work for it. No shortcuts."

~ Tom Brady

[Arpan Khanal @arpankh228]

Nepal

[Intrinsic Compounding @soicfinance]

Why do investors get overexcited when company announces a Bonus or a share split?