Varun Khattar

Engineer , Investor, Vipassana

[Varun Khattar @khattar28]

@realroseceline What is your opinion on debt that wing and Dpz have taken primarily to buyback stock are they leaving business vulnerable in long term ?

[Varun Khattar @khattar28]

@bkaellner Brad I think we should make an etf which has 2 percent postion of every stock Mohnish buys and then never sell

[Varun Khattar @khattar28]

@leevalueroach Well you never lose job for buying IBM or investing in apple lol

[Varun Khattar @khattar28]

@realroseceline Agree on simple business disagree on businesses that use leverage to buy back and increase EPS in short term. Both DPZ and Wing are examples of that . The models price everything will be great but what if inflation/recession comes in that 3.5% (WBS) might have issues

[Varun Khattar @khattar28]

@BillBrewsterTBB They just need to put their head down and continue to buyback while algos do what they like

[Varun Khattar @khattar28]

@michaeljburry Specifically if Albirds goes up 600 %in a day that should be a flag . But again party can last way longer

[Varun Khattar @khattar28]

@EconstratPB 2007 was similar

[Varun Khattar @khattar28]

@fkronawitter1 What’s interesting in today’s price action is oil is still above 100

[Varun Khattar @khattar28]

@EconstratPB I like your first principle approach in most case people make it too complicated. They have 100 variables .

[Varun Khattar @khattar28]

@fkronawitter1 @WarrenPies Florian we are looking for your thoughts on this week

[Varun Khattar @khattar28]

@fkronawitter1 This is hard now if we don’t put Iran has leverage and if we do markets will not be happy . Both scenarios don’t look good

[Varun Khattar @khattar28]

@Iamsamirarora @_anishaj Samir ji most people don’t understand innovators dilemma, cash flow might look good today but competition will come for these system integrators in future

[Varun Khattar @khattar28]

@InvestLikeBest House of Nomura is a fantastic book and your pod just gets better by that day thanks .

[Varun Khattar @khattar28]

@Jason Jason make $MTN great again

[Varun Khattar @khattar28]

@pmarca Or everything is just mimetic desire

[Varun Khattar @khattar28]

@fkronawitter1 Not only the chart but then also you have a conflict which might prolong (which I think is contrarian), plus add to that you can't turn on more production overnight like software

[Varun Khattar @khattar28]

@fkronawitter1 I think your reference is the book Halo effect in which the author says the same thing no one knows anything and the world is full of people who bs

[Varun Khattar @khattar28]

@michaeljburry Michael if everything in the market is correlated and leverage just amplifies it , then what will save this market in 2022/2023 it was AI which got us out is there some other catalyst or we are looking at years of sideways market now

[Varun Khattar @khattar28]

@Iamsamirarora Samir thanks I got the book yesterday from now I understand how most people bs and no one knows anything . Thanks again

[Varun Khattar @khattar28]

@michaeljburry Let it get screwed again stock will crash all spending will be crashed and then buy again and do another easy double . There are very few capital allocators like Buffett who can sit and do nothing at times