Arth Siddhant

Investing • Business • Mental Models
Building wealth through common sense.

[Arth Siddhant @arthsiddhanth]

@EquityInsightss Not sure if this is related, but sharing anyway.

[R @AlphaWizarDD]

“In 2008, we tried 4 times to get 20% of Satyam Computers $1 Billion cash in our liquid fund, but they refused.”

“We got suspicious, never bought the stock and finally when the fraud came out, we were so happy”

“So in India, if you have a situation where Cash is greater than the Market cap, you have to doubt it and do a lot of stewardship.”

- S. Naren

[Gautam Baid @Gautam__Baid]

The future catalyst for sharp cuts in hyperscaler capex. Microsoft may well be the first one to announce it after its stock falls further from here.

[Arth Siddhant @arthsiddhanth]

@darshanvmehta1 https://t.co/sbQupW2y3z

@Iamsamirarora
@heliosMF

[Kalpen Parekh @KalpenParekh]

Go to original sources - to learn

[Arth Siddhant @arthsiddhanth]

A sincere thanks to @riteshmjn and @NeerajCNBC for consistently sharing experience and deep insights with us. Conversations like these help us connect the dots and think more clearly.
Infographic is based on the in-depth discussion.
Full yt Link:
https://t.co/R3EcS72XUE

[Ritesh Jain @riteshmjn]

In my recent conversation with Neeraj Bajpai, we discussed the macroeconomic forces influencing today's markets, including:

• The concept of "Rolling Bubbles" and how capital rotates across asset classes.

• Why AI is a transformative technology, but why investors should distinguish between productivity gains and market narratives.

• The relationship between bond yields, global liquidity, the US Dollar Index and gold.

• Why the cost of capital is becoming increasingly important for businesses and investors.

• How liquidity conditions and fixed income markets can influence equities, gold and other asset classes.

• Why long-term investors should focus on structural trends rather than short-term market movements.

The discussion is intended to provide a macro framework for understanding current market conditions and the factors that may shape the investment landscape going forward.

Watch the full discussion here: https://t.co/UJRd9AK9Cw

[Ritesh Jain @riteshmjn]

In my recent conversation with Neeraj Bajpai, we discussed the macroeconomic forces influencing today's markets, including:

• The concept of "Rolling Bubbles" and how capital rotates across asset classes.

• Why AI is a transformative technology, but why investors should distinguish between productivity gains and market narratives.

• The relationship between bond yields, global liquidity, the US Dollar Index and gold.

• Why the cost of capital is becoming increasingly important for businesses and investors.

• How liquidity conditions and fixed income markets can influence equities, gold and other asset classes.

• Why long-term investors should focus on structural trends rather than short-term market movements.

The discussion is intended to provide a macro framework for understanding current market conditions and the factors that may shape the investment landscape going forward.

Watch the full discussion here: https://t.co/UJRd9AK9Cw

[Arth Siddhant @arthsiddhanth]

Mohnish Pabrai said it best — "Investing rewards those happy watching paint dry."

https://t.co/akDG66LbzW

[Arth Siddhant @arthsiddhanth]

Howard Marks, The Most Important Thing:
Buy $10→sell $11. Buy $24→sell $25. Buy $39→sell $40.
Three "wins." $3 profit.
The stock went $10→$40 — a $30 move, sitting there untouched.
Still unlearning the habit of confusing activity with progress.

#arthsiddhant

[Arth Siddhant @arthsiddhanth]

"In the short run, the market is a voting machine, but in the long run, it is a weighing machine."

— Benjamin Graham

[Tar ⚡ @itsTarH]

the worst habit you can develop in investing is to find reasons behind daily price movements

[Arth Siddhant @arthsiddhanth]

“In my whole life, I have known no wise people (over a broad subject matter area) who didn’t read all the time — none, zero.”

- Charlie T. MUNGER

[Warren Buffett Believes @BarrenWuffett1]

Warren Buffett believes "If you want to be successful, make reading a habit."

[Arth Siddhant @arthsiddhanth]

https://t.co/btu4OEs3eg

[Arth Siddhant @arthsiddhanth]

🚨 The hardest truth in investing (and life):

'Being too far ahead of your time is indistinguishable from being wrong.'

You buy the asset at a screaming discount. Everyone calls you crazy. The price keeps falling. You look stupid… until suddenly you don’t.
(1/N)

[Arth Siddhant @arthsiddhanth]

Patience separates the legends from the crowd.
Warren Buffett-style wisdom that hits different in 2026.
Share your own experiences here.

What’s something you believed in early that people thought was crazy?

#ArthSiddhant
#ValueInvesting
#WarrenBuffett
#HowardMarks

[Arth Siddhant @arthsiddhanth]

https://t.co/16ExyrDmQp

[Arth Siddhant @arthsiddhanth]

Great company ✅ Great investment ❌

This AC is proof that quality alone isn't enough.

Even the best machine fails when installed wrong. Even the best business disappoints when bought at the wrong price.
That's investing in one picture.
#arthsiddhant
#charliemunger
#investing

[Arth Siddhant @arthsiddhanth]

https://t.co/dJbfBnMPPr

[Arth Siddhant @arthsiddhanth]

The first rule of investing: avoid losers.

Every bubble, every scam, every bad investment leaves behind one lesson: Wealth is built as much by what you avoid as by what you buy.

Welcome aboard.

Follow for signal over noise.

#Investing

#CharlieMunger

#ArthSiddhant