@qcapital2020 I think that highlights that 1) sometimes people running the business themselves might be grappling with the same debate as others given the pace of disruption 2) even if mgmt teams are right - the market may not always care / agree.
@qcapital2020 Adobe reported that they bought back $12B of stock / 6% of shares out during their 4Q25 earnings ($7B in 4Q25 alone at avg price of $340) - stock trades at $275 today.
@realEstateTrent Hi, been following you for a long time and appreciate how passionate you are about your work. What’s the best way for a prospective investor to get in touch?
“My goal is to always be the best fund manager in the country, whether I achieve it or not is a different thing.” - Siddharth Bhaiya
Siddharth was sharp, talented , at the top of his game, never minced his words and always kind to everyone around him.
The industry has truly lost a gem. Gone way too soon. Condolences to his family , may he Rest in eternal peace. 🙏
Video courtesy @CNBCTV18News podcast last year
“My goal is to always be the best fund manager in the country, whether I achieve it or not is a different thing.” - Siddharth Bhaiya
Siddharth was sharp, talented , at the top of his game, never minced his words and always kind to everyone around him.
The industry has truly lost a gem. Gone way too soon. Condolences to his family , may he Rest in eternal peace. 🙏
Video courtesy @CNBCTV18News podcast last year
@ipo_mantra I think it would be worth elaborating on what you found so outstanding. You have ~300k followers who value your opinion and would love to understand your differentiated perspective on a company who 15x+ ed their losses.
@dmuthuk If you borrow 1cr, it's your headache. If you borrow 1000cr it's the bank's headache. If you borrow 150,000cr it's the nation's headache.
Game of brinksmanship where Adani derives confidence from the fact that letting Adani defaulting ends badly for banks and economy as well.
@FredericoFelli1@Molson_Hart I conveyed my message in a respectful manner and @Molson_Hart also seems to have received my response in a constructive way. Stop with the drama.