Aditya

Tweets mainly on Cricket, Technology, Current Affairs, Tennis, Movies, Real Estate, and @WeAreHyderabad

[Aditya @forwardshortleg]

To people who keep saying IPL is fixed, please stop watching cricket altogether. The same players take part in International Cricket.

[Aditya @forwardshortleg]

@rubicon59 It's dead again...

[Aditya @forwardshortleg]

@TheMarket_Monk Where did you get the earnings numbers from. Don't see anything on their website.

[Aditya @forwardshortleg]

@RHouseResearch SBC would be insanely high, I would say FTE annual comp might be closer to 2-3M - probably more after they do the new 900B round. Some data points - new offers only. https://t.co/LMiRA4HTqT That would change some calculations here.

[Aditya @forwardshortleg]

@P_Remarks Genuine question on WIX. The Dutch auction tender offer expires in April 1. Is that artificially inflating the stock and it'll crash down to reality after April 1? What's your take on it?

[Aditya @forwardshortleg]

@P_Remarks @Crussian17 As a bagholder on all 3 of these, think Base44 revenue acceleration is helping WIX.

Sure buybacks will help but they only go so far. I'd rather have gtlb do more buybacks. Atleast it can be stable kind of like mndy, only down 7% in the last month. Gtlb down 21%..

[BCCI @BCCI]

A legacy to be proud of 🇮🇳

#TeamIndia currently reign as champions in all these ICC events 👇👏

[Aditya @forwardshortleg]

@rubicon59 @skowihx Do you plan to add or wait and watch? 🤔

[Aditya @forwardshortleg]

@Bprew7 Looking to add? 🤔 This drop doesn't make any sense

[Aditya @forwardshortleg]

@akramsrazor @dalibali2 Numbers were elite. What's the reasoning for the drop? 🤔

[Aditya @forwardshortleg]

@RagingVentures When does the full post-IPO lock-up happen? Would be interested then.

Figma and other IPOs are a case in point to avoid until the post-IPO lock expiry is complete.

[Aditya @forwardshortleg]

@blondesnmoney does the ceo owning the bank not concern you? https://t.co/rdgMGKNopK

[Aditya @forwardshortleg]

@rubicon59 people playing games will want to buy stuff at the same level as downloading other games?

That is not as clear to me.

ad dollars for D2C moving from meta to app at scale will only happen if they perform close to meta levels.

[Aditya @forwardshortleg]

@dalibali2 Time to write the substack!

[Aditya @forwardshortleg]

@dalibali2 New shitco index (the time is right), when to use options, how to think about SBC, technical indicators on charts

[Aditya @forwardshortleg]

@UltimateTrad8r Same. I'm in at 168. Let's see

[Aditya @forwardshortleg]

@ContrarianCurse Hopefully it gets bought out above 55

[Aditya @forwardshortleg]

@gauravsabnis The icc rights deal that's being renegotiated right now was signed in Aug 2022. At that time ICC was led Greg Barclay. Obviously bcci called the shots but it's an ICC deal, fewer India matches. Till we see weakness in bcci home deals - especially IPL, I wouldn't say plateauing

[Aditya @forwardshortleg]

@gauravsabnis Icc rights have very few India matches. They definitely overpaid.

The ipl rights and team valuations are going up and to the right. RCB's sale will establish a new benchmark, that's the financial reality.

Both aren't the same imo. IPL every match you have India stars playing.