atim kabra

Over 30 yrs in financial markets, focus on entrepreneurship, private equity and structured transactions. India, USA, Singapore

[atim kabra @atimkabra]

@Airtel is a disaster. If you want seamless servide try someone else in @gurgaon. I bought top end combo package on July 2nd. DTH is still missing, OTT same. They internally canceled DTH and want double the money to install as an addon. Keep calling customer service ( sic!)

[atim kabra @atimkabra]

@MattooShashank Thanks. Reinforces @ Self reliance is a necessity. Every nation calibrates policy to serve their own objectives. In India, clear policy is spurring a robust industry response. Besides, our pricing & capable products shld open a global mkt for ‘Made in India’ defense solutions

[atim kabra @atimkabra]

Think Different... and change the world

[Jim O'Shaughnessy @jposhaughnessy]

Framing, by a master

H/T @SahilBloom

[atim kabra @atimkabra]

@BKartRed @sanjaynath @AshishFafadia @arpiit @BlumeVentures @Shrijaagrawal @SajidFazalbhoy @urConstellation Karthik: you and Sanjay have together been a great team and have delivered on your vision. Congratulations and look forward to further milestones. All d best

[atim kabra @atimkabra]

Dividends empower investors & shift decision on use of cash to owners from managers. Collective wisdom of masses to be harnessed for efficient allocation of capital & prevent adventurism. AT&T, a classic example of cash being misutilized by mgt resulting in value destruction

[atim kabra @atimkabra]

@ssrseven7 There are mathematical patterns underlying the complexities, simplifying the complex

[atim kabra @atimkabra]

Changing Index compositions reflect what creates value. Tech and data is the new gold

[First Global @firstglobalsec]

The two tech booms in two columns ... HUGE differences in Fundamentals & Valuation between the 2000 and 2020 booms.

#RiskManagement #GlobalDiversification

[atim kabra @atimkabra]

#Retailers responding with new ways of doing business in light of the Covid #pandemic. Distancing, change in displays, new ways of folding, self invoicing, etc. @pandora steam cleans each jewellery

How r u seeing retailers respond...??

[atim kabra @atimkabra]

Paul Laurence Dunbar makes me wonder WHY????
We wear the mask that grins and lies
It hides our cheeks and shades our eyes
This debt we pay to human guile
With torn and bleeding hearts we smile,
And mouth with myriad subtleties.

[atim kabra @atimkabra]

‘Of the 750 odd currencies since 1700, only about 20% remain and all of them are devalued’ @RayDalio #Currency #risk is under appreciated due to its episodic nature and long curvature. Macro as an interplay of #interest rates #inflation #Currency captures all

[atim kabra @atimkabra]

@indian_stockss No one knows the correct & real Book Value Post Covid. With normal NPA recognition norms out of the window, stay away from banks. What you see is maybe not there. Mkt is crowd sourced wisdom & expected adjusted BV. @savijain @amitmantri @TheOfficialSBI

[atim kabra @atimkabra]

@savijain @savijain heartbreaking. India is losing its backbone-Bharat-which made India what it is today. A relook at resource allocation & spend on education, healthcare, Public Distri system is urgent. Return of enterprising migrants not too bad 4 Bharat maybe

[atim kabra @atimkabra]

@Iamsamirarora @Iamsamirarora , I think he said he is not sure of the impact of the second wave that’s expected soon plus he expects some fundamental changes in the traditional cash spitting sectors he invests in. Prefers to wait it out..& yes, seems to be validating correct entry points theory

[atim kabra @atimkabra]

Pick your preferred shape of recovery curve : L, V, W, Nike Swoosh, U actually pick any alphabet u like.. Good thing is that eventually there shall be a recovery. But it’s also the truth that in the long run we are all dead. @Nouriel https://t.co/mhyO6krzCY

[atim kabra @atimkabra]

@1shankarsharma @EconomicTimes @ETNOWlive @1shankarsharma you and @devinamehra give it as you see it. I remembering candid discussions over wine in Singapore. You, @rab9604 and Devina are a must read for me on Twitter daily. Not many can claim to be truly & brutally honest with their opinions. Stay that way always 🍻🥂

[atim kabra @atimkabra]

Investors need evidence over opinion. Subjectivity out of risk and process assessment is critical & VALUATION benchmark cld be v useful.
https://t.co/2CxDyARpcZ 👍🏽 for potential investors and companies. https://t.co/zZLqycnlZk
#TABSSCORE #VC #accounting #investing #startups

[atim kabra @atimkabra]

@somanij Rupee is not a reserve currency. Repercussions if indiscriminate printing. Use oil price collapse bonanza to fund infra projects;Semi subsidized low cost housing projects; MNREGA driven rural roads, water projects @PMOIndia @nsitharaman @narendramodi

[atim kabra @atimkabra]

Issue 100 yr bonds, use zero interest/negative rates situation, push infra building projects all over USA. 26.5m seeking unemployment benefits in 5 weeks!! Need jobs & dignity not dole. @realDonaldTrump @JoeBiden @BernieSanders @seanhannity

[atim kabra @atimkabra]

#Italy will give one port to #china on a 99 yr lease in exchange for paying off debt. Like #SriLanka like #pakistan & problem solved. Swap #debt for #infrastructure is d new geo political game. Imagine Chinese subs & navy in #European backyard

[jeroen blokland @jsblokland]

Keeping an eye on #Italy. 10-year bond #yield up to 2.18%!

[atim kabra @atimkabra]

It’s impunity & absence of options except print more & more till d inflection point when folks refuse to value worthless IOUs backed by #FederalReserve. Till then nothing stops the Fed from printing more & more. Expect payback time a few years down d road

[Luke Gromen @LukeGromen]

It took ~5 years for the BOJ's balance sheet to go from 20% to 30% of GDP. The Fed did it in 6 weeks.

Chart via @Schuldensuehner