Rohit K

Equity Analyst at Generation Investment Mgmt. (ex Credit Suisse, CLSA). NUS MBA| Production Engineer| CFA. Views are personal and not to be taken seriously.

[Rohit K @RohittVK]

@ActusDei good piece, and a good indicator sentiment is nearing its worst. This too shall pass.

[Rohit K @RohittVK]

@latha_venkatesh absolutely stupid to report on Sat - sends a very wrong signal. Just do it on a weekday post market. An entire industry would be working the entire Sat it seems.

[Rohit K @RohittVK]

@EquityValueIn this is a truly fantastic management - very well handled call amid such disruption. That fact is they have been major growth driver for most players and source the best quality business for them, versus other channels.

[Rohit K @RohittVK]

@surjitbhalla would be good to have this analysis PPP basis - that is a better measure of progress. The dollar being very strong in recent years clouds analysis in current $.

[Rohit K @RohittVK]

@latha_venkatesh if these figures are to be trusted, they are insanely good in the shitty global backdrop we have had, esp beyond the US.

[Rohit K @RohittVK]

@CoachDanGo Full of genuine gratitude towards everything

[Rohit K @RohittVK]

@yatinmota you cannot ignore the fact that the stock had moved up the very day his candidature was announced - that should be the starting point. Also judge him by improved capital allocation, pick up in India volume growth and improvement in ROCEs.

[Rohit K @RohittVK]

@Theonenameddamn Communicated with clarity

[Rohit K @RohittVK]

@ppfasmf yup - Rajeev writes with clarity and simplicity that's rare.

[Rohit K @RohittVK]

@dhwaninanavati they most definitely do

[Deadly Law @DeadlyLaw]

The level of petty corruption in our trial courts is staggering.

Pay the sristedar to get your report processed.

Pay someone to move your file from the record room to the courtroom.

Pay the peshkar if you want a short date.

Pay the stenographer if you want your judgment typed on time.

People often blame only judges. But corruption in the justice system isn't always judge-centric. A court functions through an entire ecosystem. If the judge is honest but the registry, court staff, stenographer, peshkar, or peons are corrupt, the litigant still experiences a corrupt court.

Judicial reform cannot stop at the Bench. It has to reach every desk inside the courtroom.

[Rohit K @RohittVK]

@damnang2 is the market is saying Google is misallocating capital with all this capex, it will eventually come to bite those who are benefitting from the spending right now.

[Rohit K @RohittVK]

@kothariabhishek <3 yrs is too small a window to judge. Also those like ITC paying dividend should be judged basis total returns and not just price appreciation.

[Rohit K @RohittVK]

@Reematendulkar Capital misallocation to put it more simply driven by FOMO. That's what the market is saying.

[Rohit K @RohittVK]

@DrJStrategy the fun starts when memory prices start to roll off - this will happen at some point..

[Rohit K @RohittVK]

@KevInvestingYT if that is the case, there is 'an awful lot' to go

[Rohit K @RohittVK]

@hamids Because Hynix has HBM leadership with 60% share versus Microns 20%, and has a 70% wallet share with Nvidia. And HBM is the only enduring profit pool in memory.

[Rohit K @RohittVK]

@Reematendulkar India's earnings quality is substantially 'better' i.e. less cyclical, more granular and durable, and with a 'sustainable' ROE. Korea looks cheap but with highly concentrated and cyclical earnings.

[Rohit K @RohittVK]

@SemiAnalysis_ The less understood point is that this less volume uplift driven and substantially pricing driven - on normalised trend pricing on DRAM and NAND, numbers fall back to to the mid teens range (which will happen after all players double capacity by 2030).

[Rohit K @RohittVK]

@wallstengine contracts have been signed in all supply squeezes in the past, and invariably do not hold when the tied turns. Its not a new thing - and time will if this time is different. Also once supply eases, customers wont be signing such sweet deals.