Pulkit Agarwal

Investor, Arsenal FC and cricket fan

[Pulkit Agarwal @pulkit_iitd]

Customer obsession https://t.co/kABNDSFPoQ

[Pulkit Agarwal @pulkit_iitd]

@HiddenGemsInves That you should only look out for excellent businesses and 10 baggers (they are only visible along the way or in hindsight)

[Arsenal @Arsenal]

This belongs to all of us.

[Pulkit Agarwal @pulkit_iitd]

What will all the L/S pods do for 6 months in between

[Pulkit Agarwal @pulkit_iitd]

Software has just gone from crazily priced to slightly expensive/ fairly priced, when you factor how much fcf goes in just offsetting dilution/ true owners earnings.

[Pulkit Agarwal @pulkit_iitd]

@HiddenGemsInves Nice!

[Pulkit Agarwal @pulkit_iitd]

Are dislocations in public stocks increasing - or does it only feel like that to me?
Possible all this data + AI coupled with short termism only increasing pro momentum behavior, with no one caring about absolute valuations.

[Pulkit Agarwal @pulkit_iitd]

@GavinSBaker If it is actually the average of annual returns, then it is shameful that apollo has to resort to this in its decks

[Pulkit Agarwal @pulkit_iitd]

@SridharanAnand Just at ~2x the strike rate

[Pulkit Agarwal @pulkit_iitd]

@HiddenValueGems Understand that greg abel doesnt have buffett’s wit or charisma which makes him seem more “normal”, but if of all the people in the world buffett picked him i wouldnt doubt him going in

[Pulkit Agarwal @pulkit_iitd]

@HiddenValueGems Dont understand how people who trust buffett’s judgement so much can question greg abel’s ability, aren’t they questioning buffett’s judgement indirectly? Would buffett hand over reins to someone that wasnt as capable, or maybe capable in different ways than buffett?

[Sheel Mohnot @pitdesi]

Love Buffett’s response to “when did you know you were rich?”

Particularly the highlighted part.

[Pulkit Agarwal @pulkit_iitd]

@JonCukierwar I told him to stay away from these - though he would have been better not listening to me :)

[Pulkit Agarwal @pulkit_iitd]

Everything seems to have an extra zero in front of it these days. Signs of a bubble, or maybe i need to accumulate 10-20years of inflation in my head?

[Pulkit Agarwal @pulkit_iitd]

@JonCukierwar 100pct. I heard similar things from my barber in june 2021.

[Pulkit Agarwal @pulkit_iitd]

@SridharanAnand 😄

[Pulkit Agarwal @pulkit_iitd]

@cricbuzz @bhogleharsha I can literally fill in the words before they come out of your mouth now ( AI bot?). Please reflect, maybe take a break. Start an independent youtube channel. I say this as a i grew up listening to your commentary and what is left today is pitiful.

[Pulkit Agarwal @pulkit_iitd]

@cricbuzz @bhogleharsha @bhogleharsha hopefully you can bring back some authenticity and spine to your commentary, which ive enjoyed in the past but now is just overuse of emphasis and dropping hints rather than calling people out (see how gavaskar was harsh on pant and rohit).

[Pulkit Agarwal @pulkit_iitd]

@cricbuzz @bhogleharsha I understand your role is a delicate balance of maintaining player relationships, bcci relationships and commentating, but if you are not 100pct focused to your profession as a commentator, go work in government relations. You are ruining the game for us.

[Pulkit Agarwal @pulkit_iitd]

@SridharanAnand Haha…
tough to see indian batters not even put a fight

[Pulkit Agarwal @pulkit_iitd]

@ShashankFnF @DeHaatTM @TripathiiPankaj Nice sir!