pojo

[pojo @modopj]

Markets extrapolate good earnings to perpetuity.

Markets extrapolate bad earnings to perpetuity.

[pojo @modopj]

The market can remain irrational longer than you can stay solvent

[pojo @modopj]

When we put portfolios to work, it’s about probability of getting the maximum amount of them right

[pojo @modopj]

Admire the work of @rajshamani, with the podcast of Mallya. I’d say the podcast was masterclass of Marketing, corporate finance, the noise of Indian media.

[pojo @modopj]

Tried neurogum, reminds me of something I’ve had in China. Real good stuff.

[pojo @modopj]

In a recent podcast @kevinmuir said,
Trump is making macros great again.
Couldn’t agree more!

[pojo @modopj]

@deepakshenoy Left a bystander but amazing to see how Thyssenkrupp and Rheinmetall doubled in less than 2 months

[pojo @modopj]

In the past month I’ve encountered @deepakshenoy saying “German defense company” on 4 different occasions
1. At zero1 fest,
2. News broadcast interview,
3. A global investing event hosted by mint,
4. His recent podcast
A brief mention about submarines,
What a beautiful rally

[pojo @modopj]

Innocence == ignorance

[pojo @modopj]

I love the smell of fire crackers

[pojo @modopj]

post card from guangzhou

[pojo @modopj]

China has to be the most underrated travel destination

[pojo @modopj]

I don’t take people who wear cargo pants seriously

[pojo @modopj]

I can walk you through a DCF model easily than walking my dad through Apple ID sign up process

[pojo @modopj]

Bought an audio book
Only to realise it was Ukrainian when I played it

[pojo @modopj]

She said “ I left my breath which I never knew I was holding”

He smiled

[pojo @modopj]

Girls soul left the chat when she saw her vape blinking

[pojo @modopj]

How hard can it get

[pojo @modopj]

It’s been a year
It ends here