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@yeshasparamesh "Youre telling me that $AKZA sold one of their divisions at 25x EV/EBITDA and used it to buy back debt and shares of their parent company at 11x EV/EBITDA and youre bearish"
X Link @yeshasparamesh 2025-10-09T01:23Z XX followers, XX engagements

"Its probably foolish not to buy any of the high beta momentum stonks - but having lived through post 2021 drawdown in my growth and momentum heavy portfolio Id rather stick to a more disciplined investing strategy. $AKZA is one of those interesting special situations. 1/5"
X Link @yeshasparamesh 2025-10-09T01:19Z XX followers, XX engagements

"@JoeRetail2 Knox Lane theyre a VC fund that led their $225m growth equity raise in 2021. John Bailey who runs the fund is on the board of directors so its an insider buy"
X Link @yeshasparamesh 2025-10-06T17:12Z XX followers, XX engagements