rohitbalakrishnan

Fund Manager @ithoughtPMS| Cricket Buff|AR Rahman Fan| Quizzer| Ex McKinsey, Elevation Capital,RARE Enterprises.

[rohitbalakrishnan @rohitkrishnan]

We are extremely happy to share that we are launching VRDDHI PMS under iThought PMS License.

[rohitbalakrishnan @rohitkrishnan]

Genius!

[rohitbalakrishnan @rohitkrishnan]

https://t.co/jrVjTF81Yh

scary world, getting scarier

[rohitbalakrishnan @rohitkrishnan]

God, family, friends , fun & service

https://t.co/Tp1Lc5fHPM via @YouTube

[rohitbalakrishnan @rohitkrishnan]

"There are going to be new disruptive IT service companies. Their business model is going to be different. They are going to price differently. Whenever you have that kind of model disruption, it usually has growing pains associated with it"

https://t.co/i1FuqASnJ2

[rohitbalakrishnan @rohitkrishnan]

🫡

[Sanjay Kumar Elangovan @sanjaylangval]

US FDA has approved Wockhardt's Zaynich (WCK 5222)!

This honestly feels like a very personal moment for me.

First US FDA approval for an Indian NCE is historic. Wockhardt is a national pride and deserves to be celebrated. Hopefully, this marks the beginning of a pharma innovation cycle in India.

Congratulations to everyone who was part of this journey!

Over and out.

- a rookie analyst from Chennai!

[rohitbalakrishnan @rohitkrishnan]

@arnav_kumar @kumarharsha2212 Congrats @arnav_kumar @kumarharsha2212

[rohitbalakrishnan @rohitkrishnan]

@simrat11exp Wow! Had to re-read this 3-4 times for it to sink in. Where did you read this, can you share the source, would be interesting to read that document too! Thanks

[rohitbalakrishnan @rohitkrishnan]

@kirandhanwada Hycross/ Xev 9E?

[rohitbalakrishnan @rohitkrishnan]

@NeelChhabra @kanodiaankit12 + volatility in the US markets makes Indian markets look like a joke.

[rohitbalakrishnan @rohitkrishnan]

@bharatbetpf You got to do what you got to do :)

[rohitbalakrishnan @rohitkrishnan]

@nbalajiv Super stuff, Balaji!

[rohitbalakrishnan @rohitkrishnan]

@swapan55 Congratulations Sir for your splendid victory. I have been an avid reader/watcher of your thoughts over the last 1.5 decades. Delighted that people like you are playing such an active role in Indian politics! Makes one hopeful. All the best!

[rohitbalakrishnan @rohitkrishnan]

@kunksed @thewrik Interesting argument. But I think the entry year for these brands is wrong in your Claude Analysis- maybe you would like to check that. McD India entry was in late 90s, Dominos was also around late 90s. Entry for Levis, Nike, Loreal, Subway also look wrong

[rohitbalakrishnan @rohitkrishnan]

@ishmohit1 @soicfinance wonderful rules!

[rohitbalakrishnan @rohitkrishnan]

@kshayjogani Would love to read your note, Akshay.

[rohitbalakrishnan @rohitkrishnan]

Extremely useful hack.

[Ashwini Damani @ashwinidamani]

I have this habit of cross comparing Cos to make a sense of valuations & trying to assess which is a better bet

These are just tidbits & not actionables but these allow you to judge biz valuation (especially who is outright expensive)

For eg look at Hatsun & United Breweries.

[rohitbalakrishnan @rohitkrishnan]

Very good read

[Nakul Sarda @nakul_sarda]

I wrote an article for financial express today. Feedback is welcome!

https://t.co/3exQgB3fdf

[rohitbalakrishnan @rohitkrishnan]

@Prashanth_Krish Oh actually I was talkin about the movie when I said I liked 2 better than 1. In terms of music album- it’s a really tight call. I have been only listening to DH1 till recently, hwvr, slowly but surely DH2 is taking over. DH2 has more texture than DH1 both as a movie and an album

[rohitbalakrishnan @rohitkrishnan]

After a long time an album has come where the songs grow on you. Totally AR Rahman like. Dhurandhur 1&2 is probably the best Indian music album since Rockstar. The baton has been officially passed.

Also what an absolute ride the movie is

In my books, Dhurandhar >> Munich

[rohitbalakrishnan @rohitkrishnan]

@Prashanth_Krish Loved second even more.