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[@skhetpal](/creator/twitter/skhetpal)
"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](https://x.com/skhetpal/status/1977000655442325915) [@skhetpal](/creator/x/skhetpal) 2025-10-11T13:17Z 22.5K followers, 42.4K 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](https://x.com/skhetpal/status/1941503347766571182) [@skhetpal](/creator/x/skhetpal) 2025-07-05T14:24Z 22.4K followers, 72.4K engagements


"They have several key criteria for investment: -High sustainable ROE (20%+ minimum) -Strong competitive moats/franchises -Quality management teams -Trading at discounts to intrinsic value -Global scope - they only follow high-ROE companies worldwide"  
[X Link](https://x.com/skhetpal/status/1955641943821803836) [@skhetpal](/creator/x/skhetpal) 2025-08-13T14:45Z 22.5K followers, 3188 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](https://x.com/skhetpal/status/1977000657639874721) [@skhetpal](/creator/x/skhetpal) 2025-10-11T13:17Z 22.5K followers, 3223 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](https://x.com/skhetpal/status/1977000659154297194) [@skhetpal](/creator/x/skhetpal) 2025-10-11T13:17Z 22.4K followers, 2452 engagements


"Fundsmith founded by Terry Smith has compounded at XXXX% annually by following three rules. Lets dive into their investment process study their X rules and take a look at their top stocks today"  
[X Link](https://x.com/skhetpal/status/1979563230541516817) [@skhetpal](/creator/x/skhetpal) 2025-10-18T15:00Z 22.4K followers, 2110 engagements


"He designed Fundsmith to be different: transparent fees (1% + X% performance fee) concentrated positions low turnover and a relentless focus on quality. Their X rules: buy good companies don't overpay do nothing. Sounds simple but requires immense discipline to execute"  
[X Link](https://x.com/skhetpal/status/1979563234488148182) [@skhetpal](/creator/x/skhetpal) 2025-10-18T15:00Z 22.4K followers, XX engagements


"Good companies in their opinion share these characteristics: - High return on capital employed (ROCE) businesses with durable economics - Moats that are hard to replicate - Low leverage requirements - Strong reinvestment runways - Resilient to disruption"  
[X Link](https://x.com/skhetpal/status/1979563235918401951) [@skhetpal](/creator/x/skhetpal) 2025-10-18T15:00Z 22.4K followers, XX engagements


"When they do find a business they like they concentrate in it and hold for the long-term. Fundsmith typically holds only 20-30 stocks and its annual turnover is typically under XX% versus 80%+ for the average fund. Despite this concentration they have only had one down year"  
[X Link](https://x.com/skhetpal/status/1979563243682041912) [@skhetpal](/creator/x/skhetpal) 2025-10-18T15:00Z 22.4K followers, XX engagements


"One of their best ideas was $IDXX a veterinary diagnostics company. It has all they look for: high margins recurring revenue from consumables limited competition resilient demand (people love their pets) and exceptional ROCE. Since buying in Q1 2015 it's been a 20%+ IRR"  
[X Link](https://x.com/skhetpal/status/1979563245930422472) [@skhetpal](/creator/x/skhetpal) 2025-10-18T15:00Z 22.4K followers, XX engagements


"Per @theTIKR their top positions today include Microsoft Philip Morris Stryker Visa ADP and LOreal which theyve owned since inception. Recently theyve added to Intuit and Zoetis and started a small position in Vertiv"  
[X Link](https://x.com/skhetpal/status/1979563249168265444) [@skhetpal](/creator/x/skhetpal) 2025-10-18T15:00Z 22.4K followers, XXX 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](https://x.com/skhetpal/status/1979563438956564829) [@skhetpal](/creator/x/skhetpal) 2025-10-18T15:01Z 22.4K followers, 1140 engagements