Pulak Prasad (founder Nalanda Capital - AUM $5 Billion)
In September 2023, he wrote this remarkable 4 pager on ‘What Darwin can teach you about Investing’
It has potential to change your perspective on Investing for a lifetime, just as it changed mine.
Incredible 👏🏻
A massive healthcare opportunity is unfolding globally
GLP-1 drugs for diabetes & weight loss are growing fast
With India’s semaglutide patent expired on 20 Mar'26, generics are coming
Interestingly, some small 🇮🇳 suppliers in the ecosystem cud benefit big over the next cycle
Your iPhone has been stolen. The thief turned it off. Find My shows “Offline.”
Your data, your photos, your mobile banking—it’s all in his hands.
But if you’ve set up these three things beforehand, the thief is just holding an $880 piece of metal that can’t be touched.
Here Ridham Desai is talking exactly I keep saying...
Every stock is different. You have to pick them on its merits.
You can't use same yardstick for all stocks...
I have written this so many times!!
Glad to see Guruji’s teachings shared in @equitybyaadi Investor conference, 2025 is reaching mass retailers that will help them in their investing journey.
@vishal_susheel Kaynes may perform good in next 2 years . Lot of capex and growth - only need to track about excution .osat and semiconductor will drive growth this time . Majority will come back when prices starting reversing from low .
@samisosa1234 Kaynes has given guidance for usd 1 billion in fy28 and once revenue from semiconductor and OSAT comes . Looking at future , feels it’s cheap and long way to go and considering this dip as as opportunity to accumulate