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@skhetpal Avatar @skhetpal Sahil Khetpal

Sahil Khetpal posts on X about investment, stocks, $nflx, ipo the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

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Followers: XXXXXX #

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Social Influence #

Social category influence finance stocks currencies technology brands cryptocurrencies vc firms

Social topic influence investment, stocks, $nflx, ipo, $2b, nvda, longterm, bliss, the only, toys

Top assets mentioned Netflix Inc (NFLX) Walton (WTC) AppFolio, Inc. Class A (APPF) Berkshire Hathaway Inc. (BRK.A) Roper Technologies Inc (ROP) Restaurant Brands International Inc. (QSR) Mattel, Inc. (MAT) Berry Global Group, Inc. (BERY) Elevance Health Inc (ELV) Brookfield Corporation (BN) Dollar Tree Inc (DLTR)

Top Social Posts #

Top posts by engagements in the last XX hours

"Per @theTIKR in Q2 their biggest moves were buying a X% position in NVDA (first owned since Q223) and reducing SNAP and NFLX. Overall SRS success shows the power of combining exceptional fundamental research with strategic activism and long-term holding periods"
X Link @skhetpal 2025-10-11T13:17Z 22.4K followers, 2061 engagements

"He started with $50000 which he grew from $2000 through stock investing during college. This seed capital remains the only capital IGSB has ever had. In 1974 Reece hired Tim Bliss. Despite initial setbacks he put up huge returns betting on FedEx Toys R Us and Williams-Sonoma:"
X Link @skhetpal 2025-10-04T15:06Z 22.4K followers, 4231 engagements

"Richard White co-founded WiseTech Global for $75K in 1994 after teaching himself programming. XX years later WiseTech is worth $35B AUD delivering 2500%+ returns since its 2016 IPO by revolutionizing global logistics software. Here's how $WTC became the OS for global trade:"
X Link @skhetpal 2025-06-21T15:34Z 22.4K followers, 11.9K engagements

"AppFolio was another one of IGSBs biggest wins. They backed it from Series A through the IPO and kept buying afterward. Since its 2015 IPO APPF has delivered a XX% IRR. Its software helps property managers run everything is easy to use and is very hard to switch from"
X Link @skhetpal 2025-10-04T15:06Z 22.4K followers, 2938 engagements

"Karthik joined Tiger Global Management within just months of launch and became a Partner. After X years at Tiger he launched SRS in 2006. SRS is named after his father whom he sadly lost when he was just XX years old"
X Link @skhetpal 2025-10-11T13:17Z 22.4K followers, 3011 engagements

"Reece thinks qualitative insight is the most valuable investment edge and he spends a lot of time interviewing customers and competitors to gain conviction in the moat and value prop. This along with the founders fanatical focus and talent led him to invest in Tegus so early"
X Link @skhetpal 2025-10-04T15:06Z 22.4K followers, 3046 engagements

"What sets him apart is his willingness to take on extreme concentration in companies he sees as deeply undervalued and work constructively with management to unlock value. The best example of this was his investment in Avis Budget Group (CAR)"
X Link @skhetpal 2025-10-11T13:17Z 22.4K followers, 2445 engagements

"Roper Technologies is a serial acquirer that outperformed Berkshire Hathaway over 20+ years by buying software so boring that customers forget they pay for it. Here's how $ROP built its own version of Constellation Software's playbook:"
X Link @skhetpal 2025-07-05T14:24Z 22.4K followers, 72.3K engagements

"They own these stocks in their current portfolio (@thetikr): Restaurant Brands International ($QSR) Mattel ($MAT) Berry Global Group ($BERY) Dollar Tree ($DLTR) SAP ($SAPG) Brookfield ($BN) Prairiesky Royalty ($PSK) Fairfax ($FFH) Alfa Laval ($ALFA) Elevance Health ($ELV)"
X Link @skhetpal 2023-09-09T15:40Z 22.4K followers, 4603 engagements

"SRS Investment Management founded by Karthik Ramakrishna is a unique hedge fund worth studying. Its 15-year investment with Avis Budget Group a 50%+ position for the fund at the peak turned the company around and made Karthik $2B personally. Lets dive in"
X Link @skhetpal 2025-10-11T13:17Z 22.4K followers, 42K engagements

"Reece formed his investing philosophy at UCSB where his professor would hand him S-1 filings every two weeks teaching him to identify quality businesses before they went public. He founded IGSB (Investment Group of Santa Barbara) in 1968 after graduating from Stanford"
X Link @skhetpal 2025-10-04T15:06Z 22.4K followers, 3915 engagements

"Thanks for reading If you enjoyed this it would mean a lot if you liked & reposted the first post (linked below). Previously I was a hedge fund investor and am now CEO at TIKR. Follow me @skhetpal for more breakdowns of top investors & stocks"
X Link @skhetpal 2025-10-11T13:22Z 22.4K followers, 3612 engagements

"Besides their big bet on Avis they also own XX other stocks with a particular focus on tech. NFLX is another huge bet at XX% of the portfolio which theyve owned since 2014 Avis and NFLX are both up 6x+. Their third-largest position META theyve owned since 2016 (3x+)"
X Link @skhetpal 2025-10-11T13:17Z 22.4K followers, 2120 engagements

"SRS concentration has helped it to outperform returning XXXX% annually between 2007 and the start of 2024 vs. the S&P 500s 10.2%. Its long-only fund has done better compounding at XXXX% since inception in October 2015 through 2024 vs. XXXX% for the MSCI"
X Link @skhetpal 2025-10-11T13:17Z 22.4K followers, 1975 engagements