Top Tweets for #fmf32
Here is the Top Down checklist of my MICROCAP GURU @iancassel that I used while shortlisting this idea last year,Sharing for you all.
I call it the #TSSU🍀
4 aspects:
1. Tailwind
2. Scarcity
3. Story
4. Undiscovered
Trust me forget the NAME, focus on the PROCESS ✅
#FMF32
COURAGE is the willingness to take the RISK when you know the odds .
~ Daniel Kahneman
#FMF32
Out of 10 people in the world , 3 are expected to be in INDIA .
Imagine the TAM .
In fact it hit me hard as I witnessed this phenomenon in my own house . That’s what led me to RESEARCH this sector in 2023 .
#FMF32
For the last few years I have admired the B Model & Product Market Fit that Royal Enfield offered to INDIA .
Have always wondered what will the NEXT Co. that’s
✅B2C
✅Massive Adoption ( forced)
✅Nascent
✅Tailwind
✅VC entering now
#FMF32 ticked boxes. Let’s see 🤞🏻
This looks like is one of my BEST picks of 2023 .
PE has re-rated like how : 18 to 34 ⚡️
#FMF32
Out of 10 people in the world , 3 are expected to be in INDIA .
Imagine the TAM .
In fact it hit me hard as I witnessed this phenomenon in my own house . That’s what led me to RESEARCH this sector in 2023 .
#FMF32
I have no shame in admitting that i CLONE .
The hard work done by TPG & TEMASEK + MY Research + Owner Operator =
CONVICTION.
#FMF32
Out of 10 people in the world , 3 are expected to be in INDIA .
Imagine the TAM .
In fact it hit me hard as I witnessed this phenomenon in my own house . That’s what led me to RESEARCH this sector in 2023 .
#FMF32
What am I doing with my DIVIDEND of 2023 ?
- 1/3 is going towards BUYING #FMF31 & #FMF32💥
- 1/3 is going towards AVERAGING DOWN some of my presently battered Holding Co.⚡️#Contrarian
- 1/3 is going towards Travel with Wifey 😎
#Dividend #PassiveIncome #DDS #LifeHacks
I always fail to catch the BOTTOM😅 & I am always OK with that !
Stanford bet !
#FMF32
This morning I spent 2 hours studying a CHINESE BILLIONAIRE.
Who was BANKRUPT at 37 & is BILLIONAIRE ($10 BN+) in 2023 !
I am now clear about my #FMF32 👀.
Strange: How stories from across the Border gave me CONVINCTION.
#Journaling
P.S : Bounced the idea with wife, she ✅
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