Gordon

Shepherding illiquid assets by day, liquid assets by night. Personal views. 🇮🇳

[Gordon @gordonmax]

0/ A compilation of all (well most) #threads I have posted on #FinTwit in no particular order. I will keep adding new threads I post on this main thread and pin it to my profile. No reccos implied or otherwise. Share & discuss if you find it useful ...

[Gordon @gordonmax]

@kapil_tandon “Two sectors doing well in a World War” is just the kind of armchair analysis that has become mainstream these days. Ppl who don’t realise that if it rains everyone will get wet!

[Gordon @gordonmax]

Soon one will need a phone to read a newspaper 😕

[Shyam Sekhar @shyamsek]

When you need to put a statutory advertisement and still don't want people to see your results. We keep inventing new ways all the time !

[Gordon @gordonmax]

Nobody has the skill to catch a bottom, but everyone regrets that they didn’t sell at the top.

[Gordon @gordonmax]

Can’t stop them. Poor risk / return. If how I think is how I trade, will junk this idea and look for the next one

[Ben Calusinski @BCalusinski]

BlackRock Quant Interview Question

How you answer reveals how you think, and how you think determines how you trade

Interested to see some of your answers👇

[Gordon @gordonmax]

History will be kind to you Dr Singh! … Go well, sir!

[Sanjeev Bikhchandani @sbikh]

Ramu Damodaran posted this anecdote about Dr. Manmohan Singh in a St. Stephen’s College Alumni Whatsapp Group. With Ramu’s permission I am posting it here

“My first meeting with Dr MMS was in July ‘91, the day I joined Prime Minister Narasimha Rao’s office. The devaluations of the rupee had taken place a few days earlier.
He came to the PM’s Race Course Road office and walked straight into his room from the car. On the way out he detoured to come to my room. He had a small envelope in his hand which he gave me saying “please make sure this is credited to PM’s Relief Fund.”
I opened the envelope after he left to find a cheque for a huge amount I cannot now precisely remember . With it a note saying “Representing the difference in rupee value of my assets abroad consequent upon devaluation.””

There are huge lessons in this story for all founders, start ups, investors, managers, business leaders and others around integrity, probity, good governance, resolving conflict of interest, not profiting from inside information etc. etc.

Thank you Dr. Manmohan Singh.

Thank you Ramu_Damodaran for this story.

@Ramu_Damodaran

[Gordon @gordonmax]

EPFO has the best cyber security - because even users cannot log in easily with their UAN and password. Various sections of the site are dysfunctional and 100 OTPs later you get logged out randomly. Hacker will need to be a Buddha to crack

[Gordon @gordonmax]

Defining success!

[Gordon @gordonmax]

Wow! Time flies!!
#MyXAnniversary

[Gordon @gordonmax]

@sahil_vi Journey of man. Saw a long time ago but worth watching again

[Gordon @gordonmax]

@_kirand You picked your watchlist well :)

[Gordon @gordonmax]

Technology disruption!

[Gordon @gordonmax]

#Nadal

[Gordon @gordonmax]

Apparently this happened! …

[Economy of Pakistan @Pakistanomy]

A PIA flight left Toronto for Karachi 2 hours and 56 minutes earlier than scheduled, leaving all passengers behind.

At first, when someone shared the post, we considered it fake, but the flight details confirm the story.

The traveler was right: What kind of airline does that?😂

[Gordon @gordonmax]

Interesting data point - 75% of new investors haven’t seen a bear market
h/t: @sumitkedia

[MATT GRAY @matt_gray_]

This is what great writing looks like:

[Gordon @gordonmax]

Khemani makes a good case, but one thing I have learnt over 20y is that when it rains “everyone” - no matter how well you manage the macro - gets wet. Even if rains somewhere else in the world

[Sekhar @LearningEleven]

Most are directly or indirectly worried about deep correction in the markets. Vikas Khemani shares wonderful insights, on why it may not be the case, with data points!

Credits: @SunriseFinanci2

[Gaurav Kalra @gauravkalra75]

ashwin now has as many test hundreds as dhoni
#INDvBAN

[Gordon @gordonmax]

@gdalmiathinks He used to be the head chef at Masque, Mumbai. Guess I have to now visit Naar!

[Gordon @gordonmax]

Strong case for a dislike button, but that way how will you make a business out of outrage?

[Elon Musk @elonmusk]

The 𝕏 algorithm assumes that if you interact with content, you want to see more of that content.

One of the strongest signals is if you forward 𝕏 posts to friends, it assumes you like that content a lot, because it takes effort to forward.

Unfortunately, if the actual reason you forwarded the content to friends was because you were outraged by it, we are currently not smart enough to realize that.