Varun Kapoor

Plant based foodie! kindness to all sentient beings! Keen observer of financial markets. Amateur investor. Family above all!

[Varun Kapoor @vk250382]

@CapitalPmh @VOXmarkets Just had a look at the chat. Excellent stuff as always. Craneware should be taken out in my view!

[Varun Kapoor @vk250382]

@CapitalPmh @VOXmarkets Hi Paul - i had half a position in Craneware which has immediately been reduced to a third of a position due to the trading update today. I thought the business as defensive but had some concerns about the growth trajectory which seems to be playing out. what are your thoughts?

[Varun Kapoor @vk250382]

@BrianTycangco Ron Baron says spcx will be at least 4x from here!!!!!

[Varun Kapoor @vk250382]

Is Ron Baron nuts or perhaps it is me?!?! He thinks space X is at least 4x from here.

[Varun Kapoor @vk250382]

@MoS_Investing Sounds about fair value. About $8 per share so just need to wait for 95 percent decline. Waiting till $4 may provide better protection as you would be then buying $1 for 50 cents. $8 may be too high!

[Varun Kapoor @vk250382]

@SwissKnifeInv @leevalueroach Unfortunately people who think Elon can't do any wrong will be piling in and then paying the tuition fee to Mr. Market later on!

[Varun Kapoor @vk250382]

$wosg.l I am up 80 percent and my third biggest position. Let the runners win or take profit as valuation seems to be getting stretched? Thoughts welcome from anyone who has followed the name.

[Varun Kapoor @vk250382]

@ReneSellmann Structurally I think margins may be under continued pressure with users like me finding Claude to avoid paying for Duolingo max. And other Ai native apps creating pressure on them. May be totally wrong but personally Claude and others will make Duolingo's life difficult

[Varun Kapoor @vk250382]

@ReneSellmann I am a regular user of Duolingo. My user perspective is that the product is good but the competition is heating up. Firms like Jumpspeak creating noise. I asked Claude to chat with me in Spanish and correct me along the way. Game changer. May not pay for Duolingo anymore.

[Varun Kapoor @vk250382]

@ReneSellmann As a stock, the market is telling us that the business model is under threat with 80 percent drawdown. The ads quality in my experience has not been good. Random ads really. They make Duolingo max as paid service which really needs to work but success remains unproven

[Varun Kapoor @vk250382]

@pandawatch88 have followed you on x for some time. You clearly know a lot about the Chinese markets including the good and bad. I am curious what kind of Chinese equities you invest in? large caps or mid caps/small caps?

[Varun Kapoor @vk250382]

@AKWilk Think they should push more but relevant ads. I don't mind ads as I am a free user but relevant ads. Duol max seems a great product and a step in the right direction but pricing of that will be key as jumpspeak and https://t.co/i66r2OXiYu and others doing similar stuff.

[Varun Kapoor @vk250382]

@AKWilk I actually have always liked Duolingo as a product. As an investor, I think the advertising is not good. Shows me the most random ads possible compared to meta for example. Don't know why. May be just my cookies not working properly for their algo.

[Varun Kapoor @vk250382]

@muddywatersre @grok what does this mean? Explain in simple terms.

[Varun Kapoor @vk250382]

@CapitalPmh Yes, Chris mills thought £20m EBITDA would be achievable but seems like we are flattening.

[Varun Kapoor @vk250382]

Hi @CapitalPmh, we both hold Tribal. The results seemed all in line but market doesn't like it much. Do you think the outlook of flat Revenue and flat EBITDA is disappointing? I did find that a bit underwhelming but I was impressed with saas conversion of legacy license sales?

[Varun Kapoor @vk250382]

@DominicWaghorn Great reporting out of Iran. Unparalleled coverage from inside Iran. Well done!

[Varun Kapoor @vk250382]

#vty.l #vistry I am confused with the share price reaction on vistry. Yes, ceo leaving isn't great and yes they are discounting to move inventory but we are now at 4-5x EBITDA, 0.6x p/b & reducing debt. I am down 20% and it hurts but surely this isn't doing a right offering?

[Varun Kapoor @vk250382]

@ChinaliveX @grok is this correct and verified?