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# ![@dmuthuk Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::375369317.png) @dmuthuk Muthukrishnan Dhandapani

D. Muthukrishnan, now known as Muthukrishnan Dhandapani, has recently changed his name for official and personal records. He has also been sharing insights on investing, including the importance of valuations, risk assessment, and being market-cap agnostic. Additionally, he has been discussing various companies and sectors, providing updates on his investment approach and philosophy.

### Engagements: XXXXXX [#](/creator/twitter::375369317/interactions)
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### Mentions: XX [#](/creator/twitter::375369317/posts_active)
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### Followers: XXXXXXX [#](/creator/twitter::375369317/followers)
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### CreatorRank: XXXXXXX [#](/creator/twitter::375369317/influencer_rank)
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### Social Influence

**Social category influence**
[finance](/list/finance)  #5880 [stocks](/list/stocks)  [countries](/list/countries)  [social networks](/list/social-networks)  [technology brands](/list/technology-brands)  [automotive brands](/list/automotive-brands) 

**Social topic influence**
[business](/topic/business), [stocks](/topic/stocks), [money](/topic/money) #2207, [the world](/topic/the-world), [if you](/topic/if-you), [investment](/topic/investment) #1555, [future](/topic/future), [pe ratio](/topic/pe-ratio) #14, [apple](/topic/apple), [bank](/topic/bank)

**Top accounts mentioned or mentioned by**
[@narendramodi](/creator/undefined) [@amitshah](/creator/undefined) [@annamalaik](/creator/undefined) [@nsitharaman](/creator/undefined) [@jpnadda](/creator/undefined) [@blsanthosh](/creator/undefined) [@updateschennai](/creator/undefined) [@elonmusk](/creator/undefined) [@guidancetn](/creator/undefined) [@nareshbahrain](/creator/undefined) [@nitingadkari](/creator/undefined) [@sumitresearch](/creator/undefined) [@blitzkreigm](/creator/undefined) [@gabbbarsingh](/creator/undefined) [@drsjaishankar](/creator/undefined) [@justintrudeau](/creator/undefined) [@shamikaravi](/creator/undefined) [@bjp4india](/creator/undefined) [@rishibagree](/creator/undefined) [@bcci](/creator/undefined)

**Top assets mentioned**
[Costco Wholesale Corporation (COST)](/topic/costco)
### Top Social Posts
Top posts by engagements in the last XX hours

"China+ X : Tamil Nadu leads. Tamil Nadu will soon be among the top footwear manufacturing cluster in the world. Investments in pipeline : Hong Fu - Rs.1000 crores (20000 Jobs) Pou Chen - Rs.2302 crores (20000 Jobs) Freetrend - Rs.1000 crores (15000 Jobs) JR One -Rs.5000 crores (50000 Jobs) Feng Tay - Rs.1000 Crs (10000 Jobs) Total of around XXX lakh jobs from from above X factories alone. All these firms will be making shoes for brands like Nike Adidas Puma Crocs Prada etc Factories coming up in largely backward areas like Perambalur Ariyalur Tindivanam & even Ranipet. Development and"  
[X Link](https://x.com/dmuthuk/status/1844746225297334552)  2024-10-11T14:25Z 567.4K followers, 51.9K engagements


"The biggest edge any investor can have is the willingness to buy only when the price is stupidly low relative to any reasonable calculation of value. Everything else is commentary. The cheaper you buy the higher your return the lower your risk and the less you have to be right about the future. The more expensive you buy the lower your return higher your risk and the more perfect the future has to be. I have spent forty years trying to drive that single point home because it is the only point that really matters. - Peter Lynch"  
[X Link](https://x.com/dmuthuk/status/1994625017737613702)  2025-11-29T04:30Z 567.4K followers, 23K engagements


"If you're a direct stock picker get heavily into details. Trumps next target is pharma more so Indian pharma. For example Dr Reddys have XX% of it's revenue exposed to US. Whereas for Mankind Pharma it is mere 3%. I'm not suggesting you to buy or sell any stock. This example is given to understand American dependency for a business. In general in current scenario it is better if a company is less dependent on America for it's survival and growth"  
[X Link](https://x.com/dmuthuk/status/1969268329832726873)  2025-09-20T05:12Z 567.4K followers, 109.8K engagements


"There are many reasons I stopped talking about stocks I own from beginning of this year. I lost count of how many would have thanked me for buying ITC around Rs.160 to Rs.180. They are getting dividend yield more than fixed deposits. Capital appreciation has been decent. Though I never recommended anyone to buy ITC my repeated mention of positives at that valuations made people buy. The more I got appreciated more I started fearing. What if I've genuinely believed and spoken about positives of Gensol Engineering How much other people money would have been wiped out Also a stock like ITC or"  
[X Link](https://x.com/dmuthuk/status/1990702276764397839)  2025-11-18T08:43Z 567.4K followers, 32.6K engagements


""If you pay XX times earnings for a company that grows XX% a year you need almost XX years of that growth just to break even on your original investment. The P/E ratio of any company thats fairly priced will equal its growth rate. Anything higher and youre paying for hope." - Peter Lynch"  
[X Link](https://x.com/dmuthuk/status/1991885702636937544)  2025-11-21T15:05Z 567.4K followers, 121.1K engagements


"Didn't get hurt leave alone badly hurt. Expect for a few I've made decent returns in many of the picks. Results were coming doesn't means what I was doing was right. Many months of introspection changed my approach. Unlike before my equity asset allocation is less. But confident of making more than before even with this allocation. Time will answer whether I'm right and what I've is confidence or overconfidence"  
[X Link](https://x.com/dmuthuk/status/1992078083835486455)  2025-11-22T03:50Z 567.4K followers, 26.5K engagements


"I don't own Accelya. I don't buy if there is no significant earnings growth"  
[X Link](https://x.com/dmuthuk/status/1993477847328211046)  2025-11-26T00:32Z 567.4K followers, 8536 engagements


""The very best stocks are those that trade at half their growth rate or less. A 15-percent grower selling at XX times earnings is overpriced; a 30-percent grower selling at XX times earnings is a bargain. When the price-earnings ratio is the same as the earnings growth rate the stock is fairly valued. The price you pay determines your rate of return more than anything else. You can lose money on the greatest company in the world if you pay too much for it. No company is so wonderful that it cant become a bad investment if the price is too high." - Peter Lynch"  
[X Link](https://x.com/dmuthuk/status/1994223827954581897)  2025-11-28T01:56Z 567.4K followers, 23.9K engagements


""Carefully consider the price-earnings ratio. If the stock is grossly overpriced even if everything else goes right you wont make any money. Ive seen it happen over and over againpeople buy a terrific company at XX or XX times earnings and five years later the earnings have doubled but the stock is still selling at XX times earnings and theyve made nothing. Meanwhile somebody else bought a so-so company at X times earnings the earnings doubled the p/e went to XX and they made XXX percent. The cheaper you buy a stock relative to its earnings the higher your potential return." - Peter Lynch"  
[X Link](https://x.com/dmuthuk/status/1994316328472334496)  2025-11-28T08:03Z 567.4K followers, 18.9K engagements


"Just an example: Bajaj Finance is a high pedigree company and a huge wealth creator. Even I held it for a brief period before change of my current investment philosophy luckily doubling my money because I bought it at a multiyear bottom. Bajaj Housing Finance IPO was a big euphoria. It was almost trading close to X PB. Even now it is not cheaply valued at around X PB. The stock has fallen by XX% from last year's high. Bajaj Housing Finance is an excellent business. But what matters to us as investors is the price we pay. Data source: @EquityInsightss"  
[X Link](https://x.com/dmuthuk/status/1995784690910040163)  2025-12-02T09:18Z 567.4K followers, 99.7K engagements


"Turnarounds are cheap only as long as market is skeptical. When markets gets convinced rerating would be swift and would not wait till full development occurs. As Howard Marks says the most interesting and challenging thing he do is to find out what is reflected in price"  
[X Link](https://x.com/dmuthuk/status/1995882031230976090)  2025-12-02T15:45Z 567.4K followers, 10.5K engagements


"Interesting data sharing by @SumitResearch. Indian IT companies which are heavily reliant on US as a percentage of their revenue: X. Sagility XXX% 2.Birlasoft XX% 3.Mphasis XX% 4.Persistent XX% 5.LTIMindtree XX% 6.Zensar Tech XX% 7.HCL Tech XX% 8.FSL XX% 9.Wipro XX% 10.Infosys XX% 11.L&T Tech XX% XX. Tech Mahindra XX% 13.TCS XX% 14.Coforge 50%"  
[X Link](https://x.com/dmuthuk/status/1969298225275552092)  2025-09-20T07:10Z 567.4K followers, 400.9K engagements


"Not arrogance. But with reasonable confidence I can say I got a grip on direct stock picking only this year. Not that I was dumb before. But it was very less of skill and predominantly luck. To buy a HDFC Bank Pidilite Titan Nestle and so on is a no brainer. But it is market which labeled these stocks as quality and gave a huge PE rerating. I feel that I would make sizeable wealth in next XX years with my new found understanding. I rarely analysed stocks earlier like I do now. Working hard to find as many asymmetric bets as possible. Well diversified into XX stocks now. As I said earlier my"  
[X Link](https://x.com/dmuthuk/status/1990374361212264763)  2025-11-17T11:00Z 567.4K followers, 150.7K engagements


"Summarising what I wrote on my new investing approach: Not arrogance. But with reasonable confidence I can say I got a grip on direct stock picking only this year. Not that I was dumb before. But it was very less of skill and predominantly luck. To buy a HDFC Bank Pidilite Titan Nestle and so on is a no brainer. But it is market which labeled these stocks as quality and gave a huge PE rerating. I feel that I would make sizeable wealth in next XX years with my new found understanding. I rarely analysed stocks earlier like I do now. Working hard to find as many asymmetric bets as possible. Well"  
[X Link](https://x.com/dmuthuk/status/1990426471882711327)  2025-11-17T14:27Z 567.4K followers, 30.9K engagements


"In yesterday's tweet though I didn't name mentioned about one of my portfolio stocks as follows: "There is one company which the market knows is coming out of all previous problems in a sector with huge tailwind with a PE of say just X marketcap not even half of it's sales and PEG is unbelievable number like say 0.05." I've a sizeable quantity of this stock. Just saw about a very positive development about the company in exchange notifications. In all probability my personal view is the stock would start rerating and become a multibagger in next few years. I wouldn't have bought these kind of"  
[X Link](https://x.com/dmuthuk/status/1993690834760519875)  2025-11-26T14:38Z 567.4K followers, 81.3K engagements


"If you look at the earnings and the p/e ratio together you can save yourself a lot of grief. A company can be growing at XX or XX percent a year but if the p/e is XX or XX youre paying for the next ten years of growth in advance. The stock has already discounted all the good news. One little hiccup and youre dead. But the same company growing 2530 percent a year selling at XX or XX times earnings is a totally different story. Thats the kind of situation where you can make five or ten times your money. - Peter Lynch"  
[X Link](https://x.com/dmuthuk/status/1993122237122330724)  2025-11-25T00:59Z 567.4K followers, 56.1K engagements


"You know something. Titan and United Spirits created good wealth for me. Astral and Havells did not. Market doesn't follow any single predictable rule consistently"  
[X Link](https://x.com/dmuthuk/status/1993481308782387701)  2025-11-26T00:45Z 567.4K followers, 25.7K engagements


"I sold it few years ago. Times change. Investment philosophies change. Earnings growth and valuations are now non negotiable"  
[X Link](https://x.com/dmuthuk/status/1993513606324072682)  2025-11-26T02:54Z 567.4K followers, 9716 engagements


"I can give you the best company in the world growing XX% a year forever with a wide moat. If you pay XXX times earnings for it I guarantee you will lose money over a long enough period. Valuation is not a detail. It is the entire game." - Nassim Nicholas Taleb"  
[X Link](https://x.com/dmuthuk/status/1993582121659871611)  2025-11-26T07:26Z 567.4K followers, 16.7K engagements


"Usually multibaggers happen only if there is PE rerating along with earnings growth. So low PE becomes significant in wealth creation through stocks. If PE is very high wealth can even be destroyed despite earnings growth due to PE compression. Last decade most of the investors return that too for quality stocks mainly came from PE rerating. Peter Lynch has given many examples where he made money in stocks purely through PE rerating. He would buy stocks for X or X PE. Earnings would be growing at XX% to 15%. Stock would become X or X bagger just by PE getting rerated to low double digits."  
[X Link](https://x.com/dmuthuk/status/1995838999097999484)  2025-12-02T12:54Z 567.4K followers, 26.2K engagements


"The entire financial industry is built around selling you the idea that you need to predict the future. The truth is that you only need to predict one thing: that the price you are paying today is low enough to survive any future you can imagine. When that condition is satisfied the future stops mattering. You have transferred the burden of prediction from yourself to the seller who accepted your ridiculously low bid. - Nassim Nicholas Taleb"  
[X Link](https://x.com/dmuthuk/status/1995849542747725996)  2025-12-02T13:36Z 567.4K followers, 13.8K engagements


"There is lot of difference emotionally between a stock falling by XX% or 20%. No end to new highs in bull markets. No end to new lows in bear markets. A XX% fall can be emotionally devastating. XX% fall would be a manageable pain. Overpaying not only destroys your wealth but your entire psyche. In many different perspectives how much you pay is what ultimately matters"  
[X Link](https://x.com/dmuthuk/status/1996148906196172875)  2025-12-03T09:26Z 567.4K followers, 18.7K engagements


""I bought McDonalds at XX times earnings in the early 1970s thought it was the greatest company ever.Made almost nothing for a decade. I bought it again later at XX times earnings made XX times my money. Same company different price totally different result. That taught me everything I needed to know about valuation. - Peter Lynch"  
[X Link](https://x.com/dmuthuk/status/1998641388205060579)  2025-12-10T06:30Z 567.4K followers, 30.1K engagements


"Ive had my share of disasters where I loved the company but overpaid. Avon Products in the 1970s great company huge growth I paid XX times earnings. It went nowhere for a decade. I learned the hard way: you can be right about the story and still lose your shirt if the price is wrong. The margin of safety has to come from the price not the story. - Peter Lynch"  
[X Link](https://x.com/dmuthuk/status/1998643326627574175)  2025-12-10T06:37Z 567.4K followers, 5088 engagements


"Charlie and I sleep well because we only buy when the price is substantially below our conservative estimate of value. That margin of safety is our protection against the unknown and the unknowable. No matter how much we like a business how strong its moat or how honest its management if the price does not provide that cushion we pass. The world is full of attractive businesses; it is rarely full of attractive prices. - Warren Buffett"  
[X Link](https://x.com/dmuthuk/status/1995336744561233981)  2025-12-01T03:38Z 567.4K followers, 46.5K engagements


"I thought investing was very easy. All it was needed is to own dozen wonderful companies like Nestle Proctor and Gamble HDFC Bank Pidilite Titan and so on. I was naive. But market made fun of me by rewarding my naivity. All the above companies are still wonderful companies. But what matters to you as an investor is at what valuations you buy and at valuations you sell. Wealth is not the function of only business performance. It's more of how much you paid for it"  
[X Link](https://x.com/dmuthuk/status/1995876138187718664)  2025-12-02T15:22Z 567.4K followers, 66.1K engagements


"Warren and I have never made an investment without a substantial margin of safety. Not once. We do not buy with the idea that the business will grow into the valuation in five or ten years. We buy only when the price is so low that almost anything plausible that can happen will still give us a good result. That is why our batting average is so high and why our biggest mistakes have still made money. The world can take away your margin of safety in a heartbeat by bidding prices to the moon. When that happens we do nothing. Doing nothing is a legitimate investment activity when prices are"  
[X Link](https://x.com/dmuthuk/status/1996384615272210632)  2025-12-04T01:02Z 567.4K followers, 24.8K engagements


"Apple is the best business Ive ever seen. Its better than Sees better than Coca-Cola better than anything. And we still waited until it sold at roughly ten times earnings in 2016 before we bought a dimes worth. Why Because no business is so good that it overcomes the poisonous effect of a silly purchase price. Ten times earnings with that balance sheet and that moat gave us an obscene margin of safety. At thirty-five times earnings today were happy to own but were not buying another share. - Charlie Munger"  
[X Link](https://x.com/dmuthuk/status/1996450681927184889)  2025-12-04T05:25Z 567.4K followers, 73.2K engagements


"Coca-Cola is one of the greatest businesses in the world. We love it. We own a lot of it. But when it was selling at XX times earnings in 1998 with everyone predicting endless growth we didnt buy a single share. Why Because at that price there was no margin of safety at all. You were betting that everything had to go exactly right forever. One little hiccup and you lost half your money. Thats not investing thats gambling on perfection. The mathematics are brutal. The higher the price you pay the lower your future return always no exceptions. - Charlie Munger"  
[X Link](https://x.com/dmuthuk/status/1996455814983512238)  2025-12-04T05:45Z 567.4K followers, 56.4K engagements


"The reason weve had such a good record is very simple: we have never paid anything remotely close to a full price for anything. Never. If you look at every single big winner weve ever had Sees Candy Apple Costco Berkshire itself BYD whatever we bought it when the price was a fraction of conservative intrinsic value. Not XX% of value not XX% of value a fraction. Thats the whole secret. Everything else is commentary. The investment world now thinks thats quaint. They think you can pay XX times earnings XX times sales whatever because its a wonderful business. Thats how you go broke slowly and"  
[X Link](https://x.com/dmuthuk/status/1996463519609295008)  2025-12-04T06:16Z 567.4K followers, 14.8K engagements


"If you exclude cash on books Berkshire bought Apple at X PE"  
[X Link](https://x.com/dmuthuk/status/1996465272488869941)  2025-12-04T06:23Z 567.4K followers, 50.1K engagements


"Absolutely. It's one of the indicators"  
[X Link](https://x.com/dmuthuk/status/1996471523637633391)  2025-12-04T06:47Z 567.4K followers, 15.8K engagements


""If you remember one thing from me today remember this: the single most important sentence in investing is price is what you pay value is what you get. Everything else flows from that. Pay too much and even the best business in the world will be a mediocre investment or worse. Pay very little and even a mediocre business can be a wonderful investment. The world will try to seduce you into forgetting that sentence. It will show you beautiful charts exciting stories fast growth visionary founders all at insane prices. Your job is to keep saying no until the price is so low that its almost"  
[X Link](https://x.com/dmuthuk/status/1997117444461330769)  2025-12-06T01:34Z 567.4K followers, 21.2K engagements


"Waste Management went from XX cents to $XX from 1971 to 1987 a hundred-bagger in garbage trucks. A hundred times your money collecting trash while the hot money chased Apple and Genentech. If that doesnt prove multibaggers can come from the dullest business on earth nothing does. - Peter Lynch"  
[X Link](https://x.com/dmuthuk/status/1997239370588594416)  2025-12-06T09:39Z 567.4K followers, 51.1K engagements


"I am sick and tired of this worship of high-priced growth stocks. Paying XX times earnings for a company growing XX% a year is not investingits a greater-fool game dressed up in spreadsheets. We have never in XX years bought a single share of anything at a price that did not give us an enormous margin of safety. Not once. And we never will. Well keep buying dollar bills at 3040 cents when the world occasionally goes crazy and hands them to us. That is the entire game. - Charlie Munger"  
[X Link](https://x.com/dmuthuk/status/1997569275222274214)  2025-12-07T07:30Z 567.4K followers, 47.8K engagements


""The core of all my work on risk can be reduced to a single sentence: the price you pay determines ninety-nine percent of your future return distribution in a world of fat tails. When you overpay you are no longer investing; you are signing a contract that obliges the future to be kind to you forever. But the future is a sadistic bastard who specializes in breaking promises. A stock bought at X normalized earnings can fall XX % and you still make money over time; the same stock bought at XX falls XX % and you are permanently impaired. The entire edifice of modern portfolio theory collapses"  
[X Link](https://x.com/dmuthuk/status/1997845957086687423)  2025-12-08T01:49Z 567.4K followers, 15K engagements


"The day you buy a stock write down why you bought it and tape it to your monitor. When you feel the urge to sell because its up XXX% or down XX% read that note. If the reason is still true do nothing. Nine times out of ten youll save yourself from the worst mistake an investor can makeselling a great company too soon. - Peter Lynch"  
[X Link](https://x.com/dmuthuk/status/1997895725544567106)  2025-12-08T05:07Z 567.4K followers, 32.1K engagements


"The entire investing industry is built on the illusion that you can eliminate risk by being smart. The truth is you eliminate risk by being cheap. Smartness runs out exactly when the black swan arrives. Cheapness survives the black swan and gets richer from it. I have watched PhDs with 200-IQ models blow up while cigar-butt pickers in Omaha compound at XX % for sixty years. The scoreboard does not lie. - Nassim Nicholas Taleb"  
[X Link](https://x.com/dmuthuk/status/1997943761649979702)  2025-12-08T08:18Z 567.4K followers, 19.7K engagements


""When you pay XXX times earnings you're confessing that you know the future with godlike certainty. But gods don't exist and certainty is for fools. Demand a margin so wide that even your worst fears leave you standing. That's not conservatism; that's the only rational response to uncertainty. The market rewards those who fear ruin more than they chase glory." - Nassim Nicholas Taleb"  
[X Link](https://x.com/dmuthuk/status/1998209274925953147)  2025-12-09T01:53Z 567.4K followers, 14.4K engagements


"@Market_heretic @contrarianEPS @nntaleb Verified with Grok: This quote appears to be a near-verbatim synthesis from Nassim Nicholas Taleb's interview with Barry Ritholtz on the Masters in Business podcast (Bloomberg May XX 2018)"  
[X Link](https://x.com/dmuthuk/status/1998649315317957060)  2025-12-10T07:01Z 567.4K followers, XX engagements


"The below screenshot belongs to @DamaniAshok shared by @kushkatakia. I remember reading in a financial newspaper how attractive it is to buy Kwality Walls after demerger from HUL. I don't know. May be or may be not. I want to share this as an example of mispricing or market inefficiency. Vadilal Industries is trading at X times sales. Kwality Walls valuation is XX times sales. It's upto each one to infer what they want. All I want to point out is markets are frequently inefficient and mispricings are not uncommon"  
[X Link](https://x.com/dmuthuk/status/1998666009058648360)  2025-12-10T08:08Z 567.4K followers, 4215 engagements