Venugopal PSV

long only. deferred gratification. ideas. investing.purpose.

[Venugopal PSV @venupsv]

Investors get tools first and skill later. The IIMM - individual investor maturity model

https://t.co/GiwC5E1yWV

[Venugopal PSV @venupsv]

What you highlight a bit mixed. here is a 4 quadrant view (help-hinder;input-output). 3a and 1a are understood. 3a is priced in. 1a is also priced in (ongoing). degeneration to 4a to be played out. 2a and 2b is a question of time (adoption,value, business case). https://t.co/fdQ00H184v

[Venugopal PSV @venupsv]

@safalniveshak Mr. Munger !

[Venugopal PSV @venupsv]

@ETNOWlive Lower provisions in red color triangle ?

[Venugopal PSV @venupsv]

@SarangSood Reads like a Anti-fragile list 😀

[Venugopal PSV @venupsv]

@Polymarket RWA - Real World Animals (on chain) 🐄

[Venugopal PSV @venupsv]

@DoctorLFC Panorama of a protest.

[Venugopal PSV @venupsv]

@JamesMelville Skyfall

[Venugopal PSV @venupsv]

@CNBCTV18Live @madeehamedia No one forgot how you held the country to ransom. Sit down @IndiGo6E

[Venugopal PSV @venupsv]

@ajayrotti Jiska airport, uska airline - will then birth a SAO category - standalone airline operator (like we have in health insurance) along with AAO (Airline and airport operator) ?

[Venugopal PSV @venupsv]

@InvestorOfJAMMU Jiska airport, uska airline - will then birth a SAO category - standalone airline operator (like we have in health insurance) along with AAO (Airline and airport operator) ?

[Venugopal PSV @venupsv]

@AimInvestments What if this is a rear view mirror view and windshield view could be different ?

[Venugopal PSV @venupsv]

@TantriPrasanna @chokhani_manish - Sir for your views also. You have long held that INR should appreciate.

[Venugopal PSV @venupsv]

@readswithravi Naval Ravikant: “Networking is overrated… Go do something great and your network will instantly emerge.”

[Venugopal PSV @venupsv]

@CNBCTV18News Jiska airport, Uska Airline - could be one way to summarize the policy ?😀

[Venugopal PSV @venupsv]

@business Jiska airport, Uska Airline - could be one way to summarize the policy ?😀

[Venugopal PSV @venupsv]

@CNBCTV18Live @madeehamedia @shivanibazaz Jiska airport, Uska Airline - could be one way to summarize the policy ?😀

[Venugopal PSV @venupsv]

@ETNOWlive Jiska airport, Uska Airline - could be one way to summarize the policy ?😀

[Venugopal PSV @venupsv]

@connectgurmeet a. Golden goose fable at play (Aesop)
b. Cake re-distribution vs creation - early pivot pays near term to Govt
c. Underestimating power of wealth effect and its 2nd order effects in risk taking etc.
d. Cob webs in thinking (LT gains occur from no effort).

[Venugopal PSV @venupsv]

@EquityValueIn @vijayshekhar Especially in the context of WB/BRK selling out in a loss on this one.

[Venugopal PSV @venupsv]

@aniket_abncap Mr. Munger explains this well, with efficiency in mills.