Anand Batepati

I invest client money alongside my own. I believe in compounding, concentration, and seeking out exceptional investments. Tweets ≠ advice.

[Anand Batepati @batepati]

📈💰India’s infrastructure is on fire! Ready to seize the prime investment opportunity of 2025? 🇮🇳 #IndiaRising

https://t.co/2gjWJWZNdp

#India #Infrastructure #Urbanization #Growth #InvestmentOpportunity #MakeInIndia #EmergingMarkets #Investing #PrivateCredit #IndiaRising

[Anand Batepati @batepati]

@ShashiTharoor @DhruvRathee___ Same guy who quotes debt numbers and not debt-to-GDP numbers to make a false point?

[Anand Batepati @batepati]

My Nikkei interview on the Adani controversy.

https://t.co/9X06QsnSsX

#investing #india #infrastructure #adani #gfmfocus

[CNBC International @CNBCi]

Anand Batepati of GFM Focus Investing says he will not be buying Adani 'at these levels'.

[Anand Batepati @batepati]

@pbhushan1 @SECGov Really? What’s the US-listed stock ticker then? You won’t find one because there are no primary listings or ADRs.

[Anand Batepati @batepati]

Are Alibaba $BABA and Tencent $TCEHY stocks falling because they are doomed? Or does it feel like they are doomed because the price is falling?

#investing #riskmanagement #tech #China

[Anand Batepati @batepati]

Here is my CNBC interview where I share our 3-6 year bullish view on Chinese tech stocks like Tencent and Alibaba, juxtaposed against gloomy sentiment on all things China.

https://t.co/ClHZRVXfsW

#China #tech #investing #riskmanagement

[Anand Batepati @batepati]

I was on CNBC earlier today, discussing our investment views on Asian chipmakers and the Porsche spinoff.

#gfmfocus #investing #riskmanagement #fundamentals

[Anand Batepati @batepati]

My view on Buffett's sale of BYD stock $BYDDY $BYDDF was published in the Nikkei.

https://t.co/OFDoKeGv7Y

#stocks #investing #BerkshireHathaway

[Tariq Dennison 🇺🇸🇨🇭🇭🇰 @InvestingExpat]

GFM Focus CIO @batepati and I look at the recent buybacks by Tencent $TCEHY from two different angles in this latest article in @NikkeiAsia : https://t.co/aGiksK0zCE

[Anand Batepati @batepati]

My comments on Tencent $TCEHY was published in the Nikkei.

https://t.co/GGN921XXoS

#tencent #tech #china #stocks #investing

[Anand Batepati @batepati]

How to survive the 2022 bear market?
Understand, recognize and prosper from the current bad times.
https://t.co/FR2fsFzhgZ

#investing #riskmanagement #MONEY

[Anand Batepati @batepati]

First time in 2 decades EUR is worth the same as USD

[Mac10 @SuburbanDrone]

2008 revealed Madoff's mini Ponzi scheme.

Now, everyday more fraud is revealed in Crypto, orders of magnitude bigger than Madoff:
https://t.co/EyHvdMzQr7

"Everyone is withdrawing liquidity from crypto lenders"

"3AC was supposed to be the adult in the room"

Indeed.

[Anand Batepati @batepati]

My post on investing in bad times

https://t.co/UcDNaIIHEy

[Anand Batepati @batepati]

What do the US Fed rate hikes mean for investors and businesses?

#investing #riskmanagement #fed

https://t.co/KQgkgFvTrJ

[Anand Batepati @batepati]

https://t.co/PmJlmxfaR6

[Anand Batepati @batepati]

https://t.co/XSWiZJdQpj

#investing #riskmanagement #ValueInvesting #growthinvesting #WealthManagement

[Anand Batepati @batepati]

https://t.co/6EGtF6RRdh

[Anand Batepati @batepati]

4/4 Know the business' true worth, and buy when stock market gives you a bargain!

Do the work do recognize a bargain, or find an investment manager who can.

https://t.co/zwPlgw4V32

$BABA #investing

[Anand Batepati @batepati]

1/4 "Lipstick Brother", an influencer on Taobao Live, sold US$ 2 billion worth of goods in ONE DAY! That is how much Lenovo sells in a day, roughly.

Lenovo - debt laden, less profitable and slow growing, is worth US$ 13 billion in market cap today.

$BABA #investing

[Anand Batepati @batepati]

3/4 Alibaba, the mother ship, also operates TMall, Lazada, AliExpress, Alibaba b2b, Cainiao, Ant Financial, AliCloud and owns big stakes in hyper-successful startups like Meituan and Paytm.

So what is Alibaba really worth?

$BABA #investing