Pratik Banthia

Learn-Unlearn-Relearn | Passionate about long-term investing

[Arjunn Kandath @ArjunnKandath]

Philip Fisher wrote the greatest growth investing framework ever built and his 15 filters are still very relevant but it was written for a world that no longer functions the way he describes
I read Common Stocks and Uncommon Profits and analysing one specific company through this framework helped me see things with a different lens

Here’s what Fisher got right, where his filters break, and how I’m thinking about it differently.

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[Pratik Banthia @pb_97]

@AI_Feb21 Fermi325 Investment Advisers @ChaitanyaKekre

[Pratik Banthia @pb_97]

Would like to know your thoughts on this.
Link to @Oaktree memo https://t.co/fQX8l9MGzN

[Pratik Banthia @pb_97]

@HowardMarksBook went from 'is AI a bubble?' to 'can the world adapt?' in two months.
Here's what changed:

[Pratik Banthia @pb_97]

TL;DR
- We're at Level 3 — autonomous, not assisted
- AI is better than most investors on data
- Human edge = novelty, judgment, skin in game
- Don't go all-in. Don't stay all-out
- It moves faster than we can adapt

[Pratik Banthia @pb_97]

11/

If you found this useful, pls retweet.

I plan to do similar insights on under-researched companies so follow for more.

Comment if you have any further questions or DM to discuss.

Note: for educational purpose only, not investment advice.
#tatasierra #divgitts

[Pratik Banthia @pb_97]

Divgi TTS: From IPO Euphoria → Asset Indigestion → The Road to Improving ROE

🧵👇

[Pratik Banthia @pb_97]

10/

Key monitorables for investors:
• Exports > 20% consistently
• New AT/DCT orders
• Deployment of the cash pile (US plant or acquisition)
• EV utilisation >30% in H2 FY26
If these inflect, Divgi moves from Asset Indigestion → Operating Leverage Explosion.