Squad

[Philiposeur @sujithphilip]

@SatavahanasIN @grok where is this picture from ?

[Squad @lingams]

@AltayCapital Any rotation trade you are keen on. I mean rotate lower quality to higher quality. My stocks are also getting clobbered. So I'm eyeing to upgrade the quality of the portfolio. For ex, rotating into Itochu. Fwd multiple of 12.5 pe. 92% of it's portfolio companies made money ly

[Squad @lingams]

@govro12 @3100 Np.

[Squad @lingams]

@govro12 at what price would you buy Aeroedge $7409 now. I have been following this company closely but missed the boat completely. Now it is correcting but I feel it is still on the expensive side. Would like to cross check how you are valuing this. Thanks

[Squad @lingams]

@govro12 @3100 Will do and share over the weekend

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@Puyangan5 What do you think is the growth in the last 5 years ?

[Squad @lingams]

@DaBao_ Still like it ? It ran up before I could build the full position. Sitting on sidelines

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@Jasonphilip8 Serious question, can't the government hospitals do these kinds of surgeries. If not, is the expertise not available or the equipment

[Squad @lingams]

Anyone buying $9145 Being holdings. Brutal drawdown. @AltayCapital @DaBao_ @MikeFritzell

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@tskrishnan K. V. Subrahmanya Aiyer (1933): He later published the flawless, definitive academic translation used by historians today.

[Squad @lingams]

@tskrishnan You are known for omitting truths that you don't like. I generally check all AI and cross reference to get to the real facts. Sharing here
Pandit S. M. Natesa Sastri & Dr. James Burgess (1886): They published the first full reading in Archaeological Survey of Southern India...

[Squad @lingams]

@BerkelKip @InvestInJapan NOF corp. Not cheap cheap. But good value I think. Defence is growing and not priced to reflect it.

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@BerkelKip @atelicinvest Any chance you own Cybozu .

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@SouthernValue95 GitHub copilot has become the standard for enterprises that are not purely software companies. It is a requirement to use AI now and in the goals

[Squad @lingams]

@SouthernValue95 Fyi, on that plan they give 300 credits per month. And each model has varying multipliers per token. For ex, opus 4.7 is 15 times per token std price. Where Chatgpt 5.4 is 1 times. There are many at 3 times. Some very old models are just std price. Std price not disclosed

[Squad @lingams]

@IndianTintin_ @sharma_kal12855 My god. Auto-pilot.your hatred towards DMK makes you lie so blatently. Shame on you .

[Squad @lingams]

@Blinklebloop IMO,This has more legs to run.

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@JapanDeepValue1 Never looked at this. Worth looking ? Thanks

[Squad @lingams]

@JapanDeepValue1 Half basket size . After a long time, I just bought it in March assuming I can build it into full position over a few months. Average price 3900. Now I'm absolutely hating it going parabolic :)

[Squad @lingams]

@TwainsMustache @HFI_Research Are you a buyer here? I exited this position completely recently with good profit. My belief is that oil is not easy for retailers anymore as one needs more nuance to understand. I learn from you people and your previous tweet about elevated oil price for sometime is tempting