Vijay Shilpiekandula

Operator turned Investor, 14 patents Erdos #4. MIT PhD on systems co-design. Harvard MBA. Value Investors Club member. Opinions r my own. Not investment advice

[Paul Enright @pmje73]

There has been a lot of ink on what it takes to be great as an analyst. My 2c on this is all sectors require different things.  Highly technical sectors like systems and semis require an understanding of the technology first and the cycle second because everyone will see the cycle but not everyone will understand the technology shifts underlying the cycle meaning the error rate on the tech is almost always higher than the error rate on the cycle. Lower technical sectors like financials and materials require an understanding of the cycle first and the product second for the opposite reason. The products are relatively easy to understand but timing the cycles that tend to be shorter than big technology cycles is much harder. I could go on with other examples and different vectors. The only thing that translates across all sectors imo is being able to identify what the most important thing is before everyone else decides it’s the most important thing.

[Vijay Shilpiekandula @thinklongrun]

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[Vijay Shilpiekandula @thinklongrun]

@seekinggarp Congrats! Always look fwd to your writeups!

[Vijay Shilpiekandula @thinklongrun]

@TarunAmasa @OpenAI Congrats! would love to try it out

[Vijay Shilpiekandula @thinklongrun]

@wolfejosh When grad school warned us NP-hard problems would fry our brains, who knew they'd actually save them?

[Vijay Shilpiekandula @thinklongrun]

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[Vijay Shilpiekandula @thinklongrun]

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[Vijay Shilpiekandula @thinklongrun]

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[Vijay Shilpiekandula @thinklongrun]

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[Vijay Shilpiekandula @thinklongrun]

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[Vijay Shilpiekandula @thinklongrun]

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[Vijay Shilpiekandula @thinklongrun]

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[Vijay Shilpiekandula @thinklongrun]

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[Vijay Shilpiekandula @thinklongrun]

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[Vijay Shilpiekandula @thinklongrun]

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[Vijay Shilpiekandula @thinklongrun]

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[Vijay Shilpiekandula @thinklongrun]

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[Vijay Shilpiekandula @thinklongrun]

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[Vijay Shilpiekandula @thinklongrun]

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