Satish Eshwar

Late Starter.
CopyDOG of mental model (!Cat)
Stocks,MFs,Startup,BioMimicry,Sustainability,CyberSecurity, Birding,Design,Systems,Process, Nature & Life itself 😘

[Elon Musk @elonmusk]

I’ve been warning about this for years

[Satish Eshwar @sat_esh]

@unseenvalue will keep reading and write to make notes , will keep context in beginning, Thank you!

[Satish Eshwar @sat_esh]

Absence & Presence
2 compelling narratives...
#trend
#state
#thought
#dailywisdom

[Satish Eshwar @sat_esh]

What if the Universe is a worm of unseen proportions...

#scifi #cosmos #ThoughtForTheDay #universe #physics #milkyway

[Satish Eshwar @sat_esh]

@unseenvalue also when the real leadership signals either show up or weak fragile setup breaks?

[Satish Eshwar @sat_esh]

Sajal Sir

[Satish Eshwar @sat_esh]

In the END...
What Matters ??
END Matters.

#Growth #MindsetShift #end

[Satish Eshwar @sat_esh]

@unseenvalue - small attempt to make simpler frames.

[Satish Eshwar @sat_esh]

Saturday Mornings!!

[Satish Eshwar @sat_esh]

https://t.co/W9PqdLd2tR

[Satish Eshwar @sat_esh]

Investor said - No Risk , No Reward
Hiker said - No Risk, No Story
Juggler shared - No Risk, No Safety

Last One just changed my Outlook!
#juggler #hiker #investor

[Antifragile Thinking @unseenvalue]

Good thinking, and it has the elements of common sense, which is becoming increasingly uncommon in a digital dopamine-driven world.

If the downside is ~50, it suggests that a large intraday or permanent drawdown is not what I anticipate. This is more likely in companies where earnings power is expected to improve over time, and these companies should not be the current darlings. There should be either neutral sentiment or mildly negative perception around them, for whatever reasons.

This 50 bucks vs 5000 bucks framework would also qualify those stocks where the underlying system is just entering the initial phase of an earnings explosion, one that should survive uncertainty and have a balance sheet robust enough to stand the test of time over the next 8 to 12 years (10Y with ~20% variance, as I mentioned initially).

[Satish Eshwar @sat_esh]

@unseenvalue Sajal Sir, Understood- number was not the range it was a metaphor on when/what 50 could actually relate to. I need to read more on substack and only then I might know this or I might find different one using same lens. 🙏

[Satish Eshwar @sat_esh]

@unseenvalue if I dont know anything at this time. I will start reviewing names which are: 1.50-100 range
2.If any of those name had a TCE mention in ongoing basis
3.look at balance sheet to check (not sure)
4. look at all lenses in case, dots connect
plan, not sure if it will work 😊

[Satish Eshwar @sat_esh]

@unseenvalue True testament of success for Teacher, when disciples learn and implement them