#  @Gautam__Baid Gautam Baid Gautam Baid posts on X about india, ai, stocks, investment the most. They currently have [-------] followers and [---] posts still getting attention that total [----------] engagements in the last [--] hours. ### Engagements: [----------] [#](/creator/twitter::797754225006522368/interactions)  - [--] Week [-------] +3.90% - [--] Month [-------] +384% - [--] Months [-----------] +257% - [--] Year [-----------] +6,806% ### Mentions: [--] [#](/creator/twitter::797754225006522368/posts_active)  - [--] Months [---] +518% - [--] Year [---] +187% ### Followers: [-------] [#](/creator/twitter::797754225006522368/followers)  - [--] Week [-------] +0.10% - [--] Month [-------] +0.32% - [--] Months [-------] +1.20% - [--] Year [-------] +3% ### CreatorRank: [---------] [#](/creator/twitter::797754225006522368/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [countries](/list/countries) [technology brands](/list/technology-brands) [stocks](/list/stocks) [cryptocurrencies](/list/cryptocurrencies) [travel destinations](/list/travel-destinations) [social networks](/list/social-networks) [currencies](/list/currencies) [celebrities](/list/celebrities) [events](/list/events) **Social topic influence** [india](/topic/india), [ai](/topic/ai), [stocks](/topic/stocks), [investment](/topic/investment), [market](/topic/market), [finance](/topic/finance), [money](/topic/money), [microsoft](/topic/microsoft), [in the](/topic/in-the), [the world](/topic/the-world) **Top assets mentioned** [Microsoft Corp. (MSFT)](/topic/microsoft) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Vixco (VIX)](/topic/$vix) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Costco Wholesale Corporation (COST)](/topic/costco) [ServiceNow Inc (NOW)](/topic/servicenow) ### Top Social Posts Top posts by engagements in the last [--] hours ""Experts" in 2020: June: The easy money has been made. Take profits off the table. July: The easy money has been made. Take profits off the table. August: The easy money has been made. Take profits off the table. September: The easy money has been made.Take profits off the table" [X Link](https://x.com/Gautam__Baid/status/1301690844727013376) 2020-09-04T01:17Z 155.3K followers, [---] engagements "Finished the first part of my reading series on stoicism the ancient Greek philosophy of enduring adversity with perseverance & resilience. Stoics focus on the things theycancontrol let go of everything else and turn every new obstacle into an opportunity to become better" [X Link](https://x.com/Gautam__Baid/status/1096444914638893056) 2019-02-15T16:23Z 153.8K followers, [---] engagements "Studied Adobe Salesforce Workday and ServiceNow. Great enterprise software companies with a solid long-term track record. One of them is well above the rest. Work very hard during a bear market. The fruits of your labor will pay off in a big way in the subsequent bull market" [X Link](https://x.com/Gautam__Baid/status/1245737740974477314) 2020-04-02T15:39Z 154.6K followers, [---] engagements "As a hedge fund manager if you are charging zero management fee its a very strong signal that you are prioritizing delivering the best returns for your clients over gathering AUM. It allows for a true partnership where you really are on the same side as your clients. @GSpier" [X Link](https://x.com/Gautam__Baid/status/1408092772368674820) 2021-06-24T16:00Z 154K followers, [---] engagements "Zomato's market cap is now 60% higher than that of Info Edge #BullMarkets" [X Link](https://x.com/Gautam__Baid/status/1418431396134088705) 2021-07-23T04:42Z 154.7K followers, [---] engagements "Irony just died a thousand deaths. $VXX the volatility index has been halted for volatility" [X Link](https://x.com/Gautam__Baid/status/1503749514657935360) 2022-03-15T15:06Z 154.6K followers, [---] engagements "Wishing everyone a very Happy Diwali ✨🪔 May your life shine as bright as the diyas and be filled with love peace & prosperity" [X Link](https://x.com/Gautam__Baid/status/1980299355295981599) 2025-10-20T15:45Z 153.9K followers, [----] engagements "Warren Buffett's last letter to Berkshire shareholders. https://berkshirehathaway.com/news/nov1025.pdf https://berkshirehathaway.com/news/nov1025.pdf" [X Link](https://x.com/Gautam__Baid/status/1987972041514119463) 2025-11-10T19:54Z 154K followers, 141.1K engagements "Enjoyed reading this book on the origins of the dotcom bubble and its eventual bust. History doesn't repeat but it often rhymes" [X Link](https://x.com/Gautam__Baid/status/1988973686293168605) 2025-11-13T14:14Z 154K followers, 24.2K engagements "The US national security document is a must-read for everyone. Many big implications in it for the world https://www.whitehouse.gov/wp-content/uploads/2025/12/2025-National-Security-Strategy.pdf https://www.whitehouse.gov/wp-content/uploads/2025/12/2025-National-Security-Strategy.pdf" [X Link](https://x.com/Gautam__Baid/status/1998826760646148366) 2025-12-10T18:46Z 154.3K followers, 35.3K engagements "For many sme and smallcap stocks the [----] drawdown has been similar to [----]. #HistoryRepeats #Cycles Nifty is barely 1-2% down from all time highs. But there is an absolute bloodbath in the broader market. I looked at the top [----] stocks outside the top [---] by market cap. From ATHs [---] stocks (40%) are down by more than 50% [----] stocks (65%) are down by more than 35% https://t.co/iN1LfvKlFq Nifty is barely 1-2% down from all time highs. But there is an absolute bloodbath in the broader market. I looked at the top [----] stocks outside the top [---] by market cap. From ATHs [---] stocks (40%) are" [X Link](https://x.com/Gautam__Baid/status/2002787818796663195) 2025-12-21T17:06Z 154.4K followers, 14.4K engagements "Very sad to hear about the demise of Siddhartha Bhaiya. It's a big loss for the investing community in India. May his soul rest in peace. Life is highly fragile and uncertain. Be kind and grateful every day" [X Link](https://x.com/Gautam__Baid/status/2007099760126374103) 2026-01-02T14:40Z 154.5K followers, 13.9K engagements "What a time to be alive. Video message from Federal Reserve Chair Jerome H. Powell: https://t.co/5dfrkByGyX https://t.co/O4ecNaYaGH Video message from Federal Reserve Chair Jerome H. Powell: https://t.co/5dfrkByGyX https://t.co/O4ecNaYaGH" [X Link](https://x.com/Gautam__Baid/status/2010516000085545336) 2026-01-12T00:55Z 154.7K followers, 33.9K engagements "Expecting a big-bang budget from the government wrt the economy structural reforms and boosting capital markets on 1st February. A crisis always spurs India to action. This time will be no different. And the Indian market is not positioned for such a positive rate of change. This time there is no excitement or chatter about the budget. State of Mr Market today This time there is no excitement or chatter about the budget. State of Mr Market today" [X Link](https://x.com/Gautam__Baid/status/2010752916198732137) 2026-01-12T16:37Z 154.8K followers, 41.5K engagements "We don't own enough gold. BREAKING: President Trump announces a 10% tariff on Denmark Norway Sweden France Germany the UK Netherlands and Finland beginning February 1st. This tariff will be increased to 25% beginning on June 1st. Tariffs will remain in effect until the US reaches a deal to buy https://t.co/978qAHjxao BREAKING: President Trump announces a 10% tariff on Denmark Norway Sweden France Germany the UK Netherlands and Finland beginning February 1st. This tariff will be increased to 25% beginning on June 1st. Tariffs will remain in effect until the US reaches a deal to buy" [X Link](https://x.com/Gautam__Baid/status/2012575894552944821) 2026-01-17T17:20Z 154.9K followers, 75.6K engagements "We know what happens next. Fund Managers have the lowest cash levels in history The fewest have purchased crash protection in [--] years. While asset managers are almost record-short $VIX. h/t @Callum_Thomas (shares great charts) https://t.co/NfYG6cQtLe Fund Managers have the lowest cash levels in history The fewest have purchased crash protection in [--] years. While asset managers are almost record-short $VIX. h/t @Callum_Thomas (shares great charts) https://t.co/NfYG6cQtLe" [X Link](https://x.com/Gautam__Baid/status/2013610949496676659) 2026-01-20T13:53Z 154.8K followers, 47.3K engagements "Next Xi Jinping will say If Greenland is U.S. security then Taiwan is Chinese security. 🚨BREAKING: Trump just handed Putin a script. Lavrov is now saying: If Greenland is U.S. security then Crimea is Russian security. Thats the danger of a president who talks like an imperial landlord. Every dictator on earth hears it as permission. Russia and China for https://t.co/BuzwqQBkcS 🚨BREAKING: Trump just handed Putin a script. Lavrov is now saying: If Greenland is U.S. security then Crimea is Russian security. Thats the danger of a president who talks like an imperial landlord. Every dictator on" [X Link](https://x.com/Gautam__Baid/status/2013692952191603096) 2026-01-20T19:19Z 154.9K followers, 16.3K engagements "@abhinavs168 You will enjoy my new book too: https://www.amazon.in/Making-Value-Investor-Gautam-Baid-ebook/dp/B0CHZW2WQJ/ref=mp_s_a_1_3crid=3688HTK4ISFW8&keywords=the+making+of+a+value+investor&qid=1696033329&sprefix=%2Caps%2C280&sr=8-3 https://www.amazon.in/Making-Value-Investor-Gautam-Baid-ebook/dp/B0CHZW2WQJ/ref=mp_s_a_1_3crid=3688HTK4ISFW8&keywords=the+making+of+a+value+investor&qid=1696033329&sprefix=%2Caps%2C280&sr=8-3" [X Link](https://x.com/Gautam__Baid/status/2015944614239150243) 2026-01-27T00:27Z 154.9K followers, [----] engagements "1/ "The most important finance topics don't require details. Most can be and should be summarized in a sentence or two." Sharing a thread on many such gems from @morganhousel" [X Link](https://x.com/Gautam__Baid/status/1255159299111677954) 2020-04-28T15:37Z 155.2K followers, [----] engagements "Great insights on quality investing in Terry Smith's most recent presentation. https://youtu.be/0HRgxqpYD0E https://youtu.be/0HRgxqpYD0E" [X Link](https://x.com/Gautam__Baid/status/1322772327159881728) 2020-11-01T05:27Z 155.2K followers, [---] engagements "Bajaj Finance - Last [--] years profit CAGR: 48% Last [--] years stock price CAGR: -3% Tough times for 'quality at any price' investors. https://www.screener.in/company/BAJFINANCE/consolidated/ https://www.screener.in/company/BAJFINANCE/consolidated/" [X Link](https://x.com/Gautam__Baid/status/1852567483246333996) 2024-11-02T04:24Z 155.2K followers, 119.8K engagements "Something is about to break in global financial markets. BREAKING: Japan's 30Y Government Bond Yield surges to a record 3.43% as the Bank of Japan is now considering RAISING interest rates. This comes just days after Japan finalized a $135 billion stimulus package. Japan is printing stimulus yet raising rates Something is broken. https://t.co/0MY17jCs0K BREAKING: Japan's 30Y Government Bond Yield surges to a record 3.43% as the Bank of Japan is now considering RAISING interest rates. This comes just days after Japan finalized a $135 billion stimulus package. Japan is printing stimulus yet" [X Link](https://x.com/Gautam__Baid/status/1996199416190140419) 2025-12-03T12:46Z 155.2K followers, 330.5K engagements "Legacy IT service providers could derate to single digit PE multiples driven by terminal value risk. Infosys ADR down [----] % Wipro ADR down [---] % Global IT stocks further down 2-4% With CNX IT back in India trading at a crucial support level - this week's close will be very important to watch Infosys ADR down [----] % Wipro ADR down [---] % Global IT stocks further down 2-4% With CNX IT back in India trading at a crucial support level - this week's close will be very important to watch" [X Link](https://x.com/Gautam__Baid/status/2021637767961489531) 2026-02-11T17:29Z 155.2K followers, 68.6K engagements "The quality of stocks being discussed on WhatsApp groups has fallen off a cliff recently (deep cyclicals commodities turnarounds promoters with a shady past etc). And this bull market in India is just a few months old. Discipline is going to be the key for wealth preservation" [X Link](https://x.com/Gautam__Baid/status/1683340893120495616) 2023-07-24T04:58Z 154.9K followers, 28.9K engagements "There are significant implications for humanity from the global AI arms race. https://youtu.be/5KVDDfAkRgcsi=aQyLAQMrCz4KfiiY https://youtu.be/5KVDDfAkRgcsi=aQyLAQMrCz4KfiiY" [X Link](https://x.com/Gautam__Baid/status/1947542009931018440) 2025-07-22T06:19Z 155.2K followers, 19K engagements "Here is a treat for all Warren Buffett fans. A recording of his latest interview with @BeckyQuick https://youtu.be/kCwpQ3Kzh6Usi=YlA_dm96G9QBUMWX https://youtu.be/kCwpQ3Kzh6Usi=YlA_dm96G9QBUMWX" [X Link](https://x.com/Gautam__Baid/status/2011467727039303968) 2026-01-14T15:57Z 154.9K followers, 97K engagements "For those who entered the Indian markets after [--] March [----] (the date when the 27-months-long bear market finally bottomed and where this book ends) - your lessons will bear fruit for a lifetime. Make the most of a bull market to earn. Make the most of a bear market to learn" [X Link](https://x.com/Gautam__Baid/status/2013600312678809709) 2026-01-20T13:11Z 155K followers, 16.7K engagements "You do not own enough gold. BREAKING: President Trump increases tariffs on South Korea to 25% and says the country is "not living up to its deal with the US." https://t.co/sA7B1JK6JZ BREAKING: President Trump increases tariffs on South Korea to 25% and says the country is "not living up to its deal with the US." https://t.co/sA7B1JK6JZ" [X Link](https://x.com/Gautam__Baid/status/2015946038096408911) 2026-01-27T00:32Z 154.9K followers, 34.1K engagements "A pin lies in wait for every bubble and when the two eventually meet a new wave of investors learns some very old lessons. Warren Buffett" [X Link](https://x.com/anyuser/status/2017302693203566969) 2026-01-30T18:23Z 155.2K followers, 28.7K engagements "India's economic growth is poised to accelerate from hereon. The stock market always operates on the principle of "expected future rate of change" and it will now start factoring this in many midcap & smallcap stocks which had gotten derated last year. https://youtu.be/gZwWwE90P5ssi=COwnhc-SQFp6X5kz https://youtu.be/gZwWwE90P5ssi=COwnhc-SQFp6X5kz" [X Link](https://x.com/Gautam__Baid/status/2018740374131581004) 2026-02-03T17:36Z 155.2K followers, 11.1K engagements "Investing is hard. Walmart vs Supposed to be WALMART killer (Amazon) comparison over last [--] years https://t.co/RhFoEFcurX Walmart vs Supposed to be WALMART killer (Amazon) comparison over last [--] years https://t.co/RhFoEFcurX" [X Link](https://x.com/Gautam__Baid/status/2019092973347041607) 2026-02-04T16:57Z 155.1K followers, 19.1K engagements ""Nvidia's receivables are up 770% in [--] months (Cisco's were up 140% before they collapsed). Every part of the AI stack is losing money except Nvidia - and they're the ones extending vendor financing to keep the whole thing afloat." I just learned something that should terrify every AI investor: Six major large language models were tested on real freelance work - the kind actual humans get paid to do on Upwork. Not homework. Not summaries. Real commercial tasks that generate real revenue. Building video https://t.co/FCoxXO8HtE I just learned something that should terrify every AI investor:" [X Link](https://x.com/Gautam__Baid/status/2019530812903788614) 2026-02-05T21:57Z 155.1K followers, 74.2K engagements "OpenAI Anthropic and the MAG7 will be collectively spending $1 trillion on AI infrastructure in [----]. Let that sink in" [X Link](https://x.com/Gautam__Baid/status/2019533557077811555) 2026-02-05T22:08Z 155.1K followers, 32.6K engagements "The precursor to the coming bull run in midcaps and smallcaps in India. And as is the case with the initial phase of any new bull market this one will also be met with disbelief and skepticism by most market participants who have been hurt in the preceding bear market. #Cycles Corporate Indias capex acceleration to 13.1%a six-year highsignals genuine private investment revival. With multiple sectors leading the charge & banks pivoting back to corporate lending Indias investment engine is firing on multiple cylinders simultaneously. https://t.co/nh7gezgemT Corporate Indias capex acceleration" [X Link](https://x.com/Gautam__Baid/status/2021360692494991670) 2026-02-10T23:08Z 155.2K followers, 56.5K engagements "This bill may not pass in the US Congress. But the direction of the US lawmakers is becoming increasingly clear. https://youtu.be/aBtiAbJICiEsi=b8emXBoosp5SpzPF https://youtu.be/aBtiAbJICiEsi=b8emXBoosp5SpzPF" [X Link](https://x.com/Gautam__Baid/status/2021655057541013911) 2026-02-11T18:38Z 155.2K followers, [--] engagements ""Devi Sea Foods has put its initial public offering launch on hold temporarily given the overall market conditions." IPOs are always a seller's market which are offered near peak valuations and margins. Best time to look at them is during bear markets. https://www.livemint.com/Money/f0p8Paqm4kQqpwHSLgMRRL/Shrimp-exporters-may-put-off-IPO-plans-on-trade-woes.html https://www.livemint.com/Money/f0p8Paqm4kQqpwHSLgMRRL/Shrimp-exporters-may-put-off-IPO-plans-on-trade-woes.html" [X Link](https://x.com/Gautam__Baid/status/1004023064781131777) 2018-06-05T15:32Z 148.8K followers, [--] engagements "There is a strong revival taking place in oil & gas capex after a long time. Certain ancillary companies to this industry are currently operating at less than 30% capacity utilisation and have bid for fresh orders. Both operating & financial leverage are going to be big in them https://x.com/ETNOWlive/status/1006407074467778560 #CorporateView Very remunerative orders better than what we have won in the past. Margin contribution either in line or better than average margins says Vipul Mathur MD & CEO Welspun Corp to @tanvirgill2 & @AyeshaFaridi1. @TheWelspunGroup https://t.co/qHL4o1kVfW" [X Link](https://x.com/Gautam__Baid/status/1006410849810935808) 2018-06-12T05:40Z 148.7K followers, [--] engagements "It's all about individual bottom-up stock picking. It always has and it always will be. Sure having a sector tailwind helps but that by itself is not a sufficient condition for eventual success" [X Link](https://x.com/Gautam__Baid/status/1026201574148722688) 2018-08-05T20:21Z 148.7K followers, [--] engagements "Happy to share that I was covered by U.S. News earlier today. https://money.usnews.com/investing/stock-market-news/articles/pepsico-inc-pep-stock https://money.usnews.com/investing/stock-market-news/articles/pepsico-inc-pep-stock" [X Link](https://x.com/Gautam__Baid/status/1026475643893047296) 2018-08-06T14:30Z 148.9K followers, [---] engagements "Many useful insights from @RajeevThakkar about the role of prudent diversification. https://youtu.be/UML14Nd-450 https://youtu.be/UML14Nd-450" [X Link](https://x.com/Gautam__Baid/status/1048068718641598464) 2018-10-05T04:33Z 148.8K followers, [--] engagements "Great presentation by Ramesh Damani on wealth creation in Indian equities. https://youtu.be/3-GB9aN_4fw https://youtu.be/3-GB9aN_4fw" [X Link](https://x.com/Gautam__Baid/status/1061651507613859841) 2018-11-11T16:06Z 148.7K followers, [---] engagements "Target Corp is a very good case study on how patient investors who embrace delayed gratification are able to buy into businesses whose stock prices are depressed because of their upfront investment in long-term value creating initiatives. @Sanjay__Bakshi https://youtu.be/g8JbzLWSRog https://youtu.be/g8JbzLWSRog" [X Link](https://x.com/Gautam__Baid/status/1094086220970217472) 2019-02-09T04:10Z 148.9K followers, [--] engagements "These are some of the finer aspects of the value investing discipline which one learns to appreciate with the passage of time and experience. A very insightful presentation by @Connor_Leonard. Always a pleasure to study his writings. https://drive.google.com/file/d/1jtBP745ZhpEFK-5CQgpKhr7XxYOjOVuQ/view https://drive.google.com/file/d/1jtBP745ZhpEFK-5CQgpKhr7XxYOjOVuQ/view" [X Link](https://x.com/Gautam__Baid/status/1130507946406760448) 2019-05-20T16:17Z 152.9K followers, [---] engagements "I very much enjoyed my talk and Q&A at Intel Corporation in Portland Oregon. Heartened by the enthusiasm of the 200+ Intel employees who attended in person+logged in via video. The title of the presentation: Achieving Financial Independence Through A Business Ownership Mindset" [X Link](https://x.com/Gautam__Baid/status/1137176776122048512) 2019-06-08T01:57Z 148.5K followers, [--] engagements "When you wake up to a view of the CN Tower :) #HelloCanada #Toronto" [X Link](https://x.com/Gautam__Baid/status/1203467386290102272) 2019-12-08T00:12Z 148.8K followers, [--] engagements "It's amusing to observe certain "value investors" from Twitter who frequently throw around Graham Buffett Munger and Fisher quotes discussing on WhatsApp groups about how much the Dow has sharply fallen implications of the coronavirus for the near-term market direction etc" [X Link](https://x.com/Gautam__Baid/status/1233065010202431488) 2020-02-27T16:23Z 148.8K followers, [--] engagements "No one can predict macros. The best one can do is to buy high quality businesses at fairly expensive prices in a bull market or cheaper prices in a bear market or the periodic sharp falls. Nothing more. Always be humble and intellectually honest. Resist the illusion of control" [X Link](https://x.com/Gautam__Baid/status/1233065911466151936) 2020-02-27T16:26Z 148.9K followers, [--] engagements ""Since the beginning of 2009.buybacks have added a net $4 trillion to the stock market. Contributions from all other sourcesincluding ETFs foreign buyers insurers mutual funds broker dealers pensions hedge funds and householdsnetted out to roughly zero."" [X Link](https://x.com/Gautam__Baid/status/1246997179178176513) 2020-04-06T03:04Z 148.7K followers, [--] engagements ""Fundsmiths success is underpinned by a simple investment strategy which involves taking bold bets on a small number of companies and holding them for the long term without paying attention to the vagaries of the macro economy." https://www.ft.com/content/20761c60-a62c-4ee6-91d9-7e90cc2d138e https://www.ft.com/content/20761c60-a62c-4ee6-91d9-7e90cc2d138e" [X Link](https://x.com/Gautam__Baid/status/1253434842684944386) 2020-04-23T21:25Z 148.8K followers, [---] engagements "This is why Wall Street loves companies with high revenue growth. Operating leverage visualized: https://t.co/W2wjQMVOTY Operating leverage visualized: https://t.co/W2wjQMVOTY" [X Link](https://x.com/Gautam__Baid/status/1296155215704408065) 2020-08-19T18:40Z 148.7K followers, [--] engagements "All your investments should end in one of four ways: [--]. A big profit [--]. A small profit [--]. A small loss [--]. Breakeven Our main objective as investors is to never experience a catastrophic loss. If you can just eliminate big losses from your investing you will be very successful" [X Link](https://x.com/Gautam__Baid/status/1311556650801668096) 2020-10-01T06:40Z 153.5K followers, [---] engagements ""The primary test of managerial economic performance is the achievement of a high earnings rate on equity capital employed (without undue leverage accounting gimmickry etc.) & not the achievement of consistent gains in earnings per share." Warren Buffett Berkshire [----] letter" [X Link](https://x.com/Gautam__Baid/status/1352867175464194048) 2021-01-23T06:34Z 148.7K followers, [---] engagements "Compounding is convex on the upside and concave on the downside. Positive asymmetry. Few understand this. But the day you do understand it it will change your investing perspective forever" [X Link](https://x.com/Gautam__Baid/status/1411379370069872643) 2021-07-03T17:40Z 148.7K followers, [---] engagements "This is what is called peak euphoria. A "dividend yield" mutual fund is investing in the Zomato IPO" [X Link](https://x.com/Gautam__Baid/status/1415338575269228549) 2021-07-14T15:53Z 148.9K followers, [----] engagements "Stock up 7% today. Block Deals are a great source of alpha generation in portfolios One of the patterns discussed in my presentation yesterday - "Block Deals" - is now about to play out in one of the holdings in Stellar Wealth FlexiCap Smallcase #SpecialSituations https://t.co/OKatNcZD0v One of the patterns discussed in my presentation yesterday - "Block Deals" - is now about to play out in one of the holdings in Stellar Wealth FlexiCap Smallcase #SpecialSituations https://t.co/OKatNcZD0v" [X Link](https://x.com/Gautam__Baid/status/1469222736509562882) 2021-12-10T08:29Z 148.9K followers, [---] engagements "How can a sharp hike in taxes be called a "reform" These regressive moves just accelerate the brain drain from India to developed countries. https://www.livemint.com/economy/govt-plans-reform-in-capital-gains-tax-11647282982935.html https://www.livemint.com/economy/govt-plans-reform-in-capital-gains-tax-11647282982935.html" [X Link](https://x.com/Gautam__Baid/status/1503595137410076672) 2022-03-15T04:53Z 148.8K followers, [---] engagements ""When we chase after twenty-five things at once thats when we run the risk of becoming a jack-of-all-trades but a master of none. Our society rewards excellence and specialization. You need to excel at only a few chosen skills." The Joys of Compounding" [X Link](https://x.com/Gautam__Baid/status/1677872943861321728) 2023-07-09T06:34Z 142.6K followers, 18.7K engagements "3 stages of a bull market: 1) [----] (broad-based market rally; stocks reach fair valuations) 2) 2015-2016 (narrow selective rally with intermittent sharp corrections; stock picking is handsomely rewarded) 3) [----] (euphoric blowoff top with junk stocks & microcaps going parabolic)" [X Link](https://x.com/Gautam__Baid/status/1679073022303428608) 2023-07-12T10:19Z 142.6K followers, [---] engagements "Whenever I struggle to find value in the market I patiently wait for the quarterly earnings season to begin. Usually 1-2 new promising stock ideas are identified every quarter due to blowout earnings super-bullish management commentary or a big corporate action announcement" [X Link](https://x.com/Gautam__Baid/status/1681159922572992512) 2023-07-18T04:32Z 141.4K followers, 16.7K engagements "It is becoming increasingly evident that this bull market in India is going to be led by stocks catering to the domestic economy (capex credit and consumer). Export-oriented sectors like IT pharma textiles and chemicals are going to face a tough time due to global headwinds" [X Link](https://x.com/Gautam__Baid/status/1685855469657526272) 2023-07-31T03:30Z 142.6K followers, 59.9K engagements ""Formal education will make you a living; self-education will make you a fortune." Jim Rohn" [X Link](https://x.com/Gautam__Baid/status/1688346070894399488) 2023-08-07T00:27Z 140.6K followers, 63K engagements "Enjoyed this great interview of @GSpier" [X Link](https://x.com/Gautam__Baid/status/1695597280584204583) 2023-08-27T00:41Z 140.3K followers, [----] engagements "Value investing wisdom from Howard Marks" [X Link](https://x.com/Gautam__Baid/status/1700712061540384790) 2023-09-10T03:25Z 140.9K followers, 39K engagements "Every bull market goes through [--] stages. It looks like stage [--] has ended in the Indian markets and we will now enter stage [--] in which stocks will earnings visibility will do well amid a narrow and selective rally. Bottom-up stock pickers will be rewarded" [X Link](https://x.com/Gautam__Baid/status/1701619744355283359) 2023-09-12T15:32Z 140.3K followers, 33.8K engagements "Enjoyed this conversation between @ChrisBloomstran and @WilliamGreen72" [X Link](https://x.com/Gautam__Baid/status/1703273609676915097) 2023-09-17T05:04Z 142.6K followers, 15.4K engagements "Something big is about to break in the financial markets anytime now" [X Link](https://x.com/Gautam__Baid/status/1707395036277575872) 2023-09-28T14:01Z 140.9K followers, 250.9K engagements "India is the world's fastest growing major economy" [X Link](https://x.com/Gautam__Baid/status/1707497432563499264) 2023-09-28T20:48Z 140.7K followers, 17.8K engagements "The more experience I gain in the Indian markets the more I realize the importance of investing in quality and practicing prudent diversification across sectors and risk factors while constructing a portfolio" [X Link](https://x.com/Gautam__Baid/status/1707605635276124547) 2023-09-29T03:58Z 141K followers, 21K engagements "Always a pleasure to learn from Howard Marks" [X Link](https://x.com/Gautam__Baid/status/1709578517569065461) 2023-10-04T14:37Z 141.1K followers, 28.7K engagements "Releasing worldwide on October 25th. From the publishing house that gave you The Intelligent Investor. A live account of a bear market from my investment journal and how the experience transformed my investment philosophy forever. Pre-order your copy on Amazon" [X Link](https://x.com/Gautam__Baid/status/1710511529827742049) 2023-10-07T04:25Z 140.5K followers, 354.6K engagements "@TaranGulati3 Equity investing as a whole" [X Link](https://x.com/Gautam__Baid/status/1710707861989298640) 2023-10-07T17:25Z 140.9K followers, [--] engagements "I agree. All investors (including me) get badly hurt during a brutal bear market and they all undergo tremendous mental anguish and anxiety irrespective of their stature and experience. That's what this book will demonstrate - that "The Market is the ultimate humbling machine."" [X Link](https://x.com/Gautam__Baid/status/1710719500520198258) 2023-10-07T18:11Z 140.5K followers, 15.1K engagements "Releasing worldwide on October 25th. From the publishing house that gave you The Intelligent Investor. A live account of a bear market from my investment journal and how the experience transformed my investment philosophy forever. Pre-order your copy on Amazon" [X Link](https://x.com/Gautam__Baid/status/1713005120353353839) 2023-10-14T01:33Z 140.4K followers, 25K engagements ""Our personal experiences in the market over time eventually lead us to our individual investing styles." Releasing worldwide on October 25th. Pre-order your copy on Amazon" [X Link](https://x.com/Gautam__Baid/status/1715556330553901442) 2023-10-21T02:31Z 140.1K followers, 22.6K engagements "I very much enjoyed my interview with @Clay_Finck in which we discuss the many learnings from my new book The Making of a Value Investor" [X Link](https://x.com/Gautam__Baid/status/1715883740121997457) 2023-10-22T00:12Z 140.1K followers, 72.1K engagements ""All fashionable trends lead to large losses. Don't chase the fad." Wise words from @connectgurmeet on how to navigate the current market environment" [X Link](https://x.com/Gautam__Baid/status/1716472275682132359) 2023-10-23T15:10Z 140.1K followers, 13.8K engagements "That feeling when you hold your book in your hand for the 1st time :) The publishing quality of @HarperCollinsIN is so good" [X Link](https://x.com/Gautam__Baid/status/1717775079650807977) 2023-10-27T05:27Z 140.3K followers, 18K engagements "I very much enjoyed my interview with @sakshibatra18 at @business_today" [X Link](https://x.com/Gautam__Baid/status/1721433575130812639) 2023-11-06T07:45Z 140.5K followers, 17.4K engagements "Banks outperform NBFCs during a rising interest rate environment (as their NIMs expand) while the latter outperform during a falling interest rate environment. #Cycles" [X Link](https://x.com/Gautam__Baid/status/1724720596771332369) 2023-11-15T09:26Z 140.3K followers, 21.6K engagements "My head is spinning after reading this" [X Link](https://x.com/Gautam__Baid/status/1725747159612772584) 2023-11-18T05:26Z 140.6K followers, 20.8K engagements "Here is part of the tradeoff with diversification. You must be diversified enough to survive bad times or bad luck so that skill and good process can have the chance to pay off over the long term. Joel Greenblatt #TheMakingOfAValueInvestor" [X Link](https://x.com/Gautam__Baid/status/1727175217452286291) 2023-11-22T04:00Z 140.9K followers, [----] engagements "Lots of wisdom in this pic" [X Link](https://x.com/Gautam__Baid/status/1727237313082819043) 2023-11-22T08:07Z 140.7K followers, 17.5K engagements "Develop into a lifelong self-learner through voracious reading; cultivate curiosity and strive to become a little wiser every day. RIP Charlie Munger 🙏" [X Link](https://x.com/Gautam__Baid/status/1729701390484746593) 2023-11-29T03:18Z 141.1K followers, 20.4K engagements "I had the good fortune to meet Charlie Munger in a public setting during the [----] DJCO annual meeting. As the news of his demise is sinking in I feel a deep sense of gratitude to him. Thank you for everything my teacher. You taught me how to live an honorable life. RIP 🙏" [X Link](https://x.com/Gautam__Baid/status/1729748277489271218) 2023-11-29T06:25Z 141K followers, 34K engagements "Possibly the best health insurance policy available in India as of today" [X Link](https://x.com/Gautam__Baid/status/1731157774170759214) 2023-12-03T03:45Z 141K followers, [----] engagements "Home textile exporters are poised for strong earnings growth" [X Link](https://x.com/Gautam__Baid/status/1732603385403318606) 2023-12-07T03:30Z 141.2K followers, 31.8K engagements "In a bull market: Deep value goes to value. Value goes to fair value. Fair value goes to expensive. Expensive goes to super expensive. Super expensive goes to absurdly high and ridiculously insane. #Cycles" [X Link](https://x.com/Gautam__Baid/status/1733003085990256757) 2023-12-08T05:58Z 141.2K followers, 26.7K engagements "This is what a strong broad-based bull market looks like" [X Link](https://x.com/Gautam__Baid/status/1733355721725469038) 2023-12-09T05:19Z 141.2K followers, 17.7K engagements "This is what euphoria looks like" [X Link](https://x.com/Gautam__Baid/status/1735171573223719131) 2023-12-14T05:35Z 141.4K followers, 27K engagements "Given how the stars are strongly aligning for India in multiple important aspects I won't be surprised if its stock market becomes a gigantic bubble (similar to that of Japan in the late 1980s) sometime during this decade driven by global and domestic investors euphoria" [X Link](https://x.com/Gautam__Baid/status/1735204989981929972) 2023-12-14T07:48Z 141.4K followers, 88K engagements "@KarnavatRavi Thanks Ravi. I am sure you will enjoy my new book too -" [X Link](https://x.com/anyuser/status/1751452123890319785) 2024-01-28T03:48Z [--] followers, [---] engagements "Planning is important but the most important part of every plan is to plan on the plan not going according to plan. Morgan Housel" [X Link](https://x.com/Gautam__Baid/status/1751638871085813836) 2024-01-28T16:10Z 142.6K followers, 31.9K engagements ""Don't confuse brains with a bull market." Humphrey B. Neill In case you have made money by investing in the last one year. It is because of the bull market where 92% of the stocks are up in the last one year. If you had randomly picked any stock without any fundamental or technical analysis still you had a 92% chance of making money https://t.co/ZxTgtcXyfd In case you have made money by investing in the last one year. It is because of the bull market where 92% of the stocks are up in the last one year. If you had randomly picked any stock without any fundamental or technical analysis still" [X Link](https://x.com/Gautam__Baid/status/1754333670481998269) 2024-02-05T02:38Z 142.8K followers, 13.2K engagements "MNC promoters making merry amid the bull market in India. #Whirlpool #BlockDeal: Over 24% equity worth [----] crore exchanges hands @Reematendulkar https://t.co/kHe9WpQcDF #Whirlpool #BlockDeal: Over 24% equity worth [----] crore exchanges hands @Reematendulkar https://t.co/kHe9WpQcDF" [X Link](https://x.com/Gautam__Baid/status/1759803203221160395) 2024-02-20T04:52Z 143.1K followers, 18.2K engagements ""Tell me who your heroes are and I'll tell you how youll turn out to be." Warren Buffett" [X Link](https://x.com/Gautam__Baid/status/1759963364850020712) 2024-02-20T15:28Z 143.3K followers, 43.8K engagements "There are two sets of investors in the US markets right now - those who own Nvidia and those who don't" [X Link](https://x.com/Gautam__Baid/status/1760523524492448208) 2024-02-22T04:34Z 143.2K followers, 24.1K engagements "Market is expecting a big corporate announcement very soon Disc: We hold this stock in our PMS JIO FINANCIAL Market Cap Crosses Rs [------] crores #JIO #JIOFIN #RELIANCE JIO FINANCIAL Market Cap Crosses Rs [------] crores #JIO #JIOFIN #RELIANCE" [X Link](https://x.com/Gautam__Baid/status/1760885538112901356) 2024-02-23T04:33Z 143.3K followers, 99.4K engagements "Enjoyed this insightful presentation on behavioral finance by Sanjoy Bhattacharyya. https://youtu.be/lduQPUxlH20si=Anyaw99UDe1pQdjT https://youtu.be/lduQPUxlH20si=Anyaw99UDe1pQdjT" [X Link](https://x.com/Gautam__Baid/status/1775727376581709950) 2024-04-04T03:29Z 144K followers, 26K engagements "I very much enjoyed my interview with @SurabhiUpadhyay and @sonalbhutra on @CNBCTV18News today morning. I discuss private sector banks IT services rural consumption and premiumization theme. Disc: We hold ICICI Bank and Ethos in @Compcircle Stellar PMS https://youtu.be/gAR7HnIoMOEsi=ew6PiaIaJD0rbOEe https://youtu.be/gAR7HnIoMOEsi=ew6PiaIaJD0rbOEe" [X Link](https://x.com/Gautam__Baid/status/1804042853858832654) 2024-06-21T06:45Z 145.5K followers, [----] engagements "I discussed the importance of prudent diversification in this interview with @BajajAswini. https://youtu.be/IfsPQGJLeBksi=N0lgCnNHsrSdA3tm https://youtu.be/IfsPQGJLeBksi=N0lgCnNHsrSdA3tm" [X Link](https://x.com/Gautam__Baid/status/1812172613105467897) 2024-07-13T17:09Z 146K followers, [----] engagements "I very much enjoyed my interview with @devganrajat9 on @BizTakOfficial. I talk about my expectations from the budget bull market mistakes to avoid promising investment themes pitfalls of thematic funds and more. https://youtu.be/fSTVdXXoaAcsi=cccaJvpy0Gsm6eeY https://youtu.be/fSTVdXXoaAcsi=cccaJvpy0Gsm6eeY" [X Link](https://x.com/Gautam__Baid/status/1814149980036251681) 2024-07-19T04:07Z 146.1K followers, [----] engagements "Significant volatility is just around the corner driven by new regulations to rein in the euphoria. #Budget2024" [X Link](https://x.com/Gautam__Baid/status/1814721371693318636) 2024-07-20T17:57Z 146.2K followers, 53.3K engagements "The increase in LTCG is a howler. Why penalise long-term non-speculative investments This government will keep milking the honest taxpayers more with each passing year. Eventually STCG will start getting taxed at the marginal rate in future. It's a question of when not if. If history is any guide expect further negative announcements from this government tomorrow related to the stock market. If history is any guide expect further negative announcements from this government tomorrow related to the stock market" [X Link](https://x.com/Gautam__Baid/status/1815758258545770623) 2024-07-23T14:37Z 146.2K followers, 32.5K engagements ""All past declines look like an opportunity all future declines look like a risk." Morgan Housel" [X Link](https://x.com/Gautam__Baid/status/1819427706053783850) 2024-08-02T17:39Z 146.5K followers, 22.5K engagements "VIX is anticipating some big bankruptcy announcements. Markets move first. The news follows later. BREAKING: The volatility index $VIX is now trading above [--] a level only seen [--] previous times in history. The only [--] times the $VIX has traded above [--] were the [----] Pandemic and [----] Financial Crisis. This puts the $VIX up a whopping 550% from its July [----] lows. As a https://t.co/qH6oVJDXzz BREAKING: The volatility index $VIX is now trading above [--] a level only seen [--] previous times in history. The only [--] times the $VIX has traded above [--] were the [----] Pandemic and [----] Financial Crisis." [X Link](https://x.com/Gautam__Baid/status/1820440454707462154) 2024-08-05T12:43Z 146.6K followers, 113.9K engagements "So much noise to contend with as a fund manager in today's times. The behavioral edge is truly the most important one for investors in the social media dominated world" [X Link](https://x.com/Gautam__Baid/status/1822660846826246375) 2024-08-11T15:46Z 148.7K followers, 21.1K engagements "Paying my respects to the driving force of the world markets on my birthday :)" [X Link](https://x.com/Gautam__Baid/status/1824526323483648079) 2024-08-16T19:19Z 148.7K followers, 24.6K engagements "The most dangerous thing is to buy something at the peak of its popularity. At that point all favourable facts and opinions are already factored into its price and no new buyers are left to emerge. Howard Marks" [X Link](https://x.com/Gautam__Baid/status/1827475921940394280) 2024-08-24T22:39Z 148.7K followers, 24.1K engagements "Enjoyed reading this primer on special situation investing. An effective way to generate alpha when broader markets become expensive" [X Link](https://x.com/Gautam__Baid/status/1830639737952210980) 2024-09-02T16:11Z 148.7K followers, 72.6K engagements "Expect a plethora of such scams to come to light after this bull market ends. Nothing new. Human nature keeps oscillating between extreme greed (in bull markets) and extreme fear (in bear markets). A [--] year old youngster Swapnil Das was able to rake in a mind-boggling [----] Cr from gullible public by the simple modus operandi of posing with foreign cars appearing on F2F RIGI & promising 30% return in [--] days from stock market trading & investment https://t.co/0j2mGrgm5x https://t.co/r9fkVDJ4cf A [--] year old youngster Swapnil Das was able to rake in a mind-boggling [----] Cr from gullible public" [X Link](https://x.com/Gautam__Baid/status/1832098821255356653) 2024-09-06T16:49Z 148.6K followers, [----] engagements "@gshyam4 You will enjoy my new book too: https://www.amazon.in/Making-Value-Investor-Gautam-Baid-ebook/dp/B0CHZW2WQJ/ref=mp_s_a_1_3crid=3688HTK4ISFW8&keywords=the+making+of+a+value+investor&qid=1696033329&sprefix=%2Caps%2C280&sr=8-3 https://www.amazon.in/Making-Value-Investor-Gautam-Baid-ebook/dp/B0CHZW2WQJ/ref=mp_s_a_1_3crid=3688HTK4ISFW8&keywords=the+making+of+a+value+investor&qid=1696033329&sprefix=%2Caps%2C280&sr=8-3" [X Link](https://x.com/Gautam__Baid/status/1833561713179767081) 2024-09-10T17:42Z 148.7K followers, [--] engagements "The Making of a Value Investor has become the #1 most gifted book in business and finance on @amazonIN. I thank my readers for their love and support. @chokhani_manish @utpalsheth" [X Link](https://x.com/Gautam__Baid/status/1833566480681652642) 2024-09-10T18:01Z 148.7K followers, [----] engagements "Finished reading this masterpiece on probabilistic thinking and effective decision making" [X Link](https://x.com/Gautam__Baid/status/1834615129293369363) 2024-09-13T15:28Z 148.7K followers, 413.6K engagements "The wealth management industry in India has a very long runway for growth. https://youtu.be/wQL5B7G9-Wksi=qwUmX3MOLCzbUH7A https://youtu.be/wQL5B7G9-Wksi=qwUmX3MOLCzbUH7A" [X Link](https://x.com/Gautam__Baid/status/1848786914385830316) 2024-10-22T18:02Z 153.7K followers, 20.8K engagements "The bull case for gold in one chart. The U.S. National Debt has increased by $473 BILLION over the last three weeks. It now stands at $35.8 TRILLION. https://t.co/CwmOKFZmbH The U.S. National Debt has increased by $473 BILLION over the last three weeks. It now stands at $35.8 TRILLION. https://t.co/CwmOKFZmbH" [X Link](https://x.com/Gautam__Baid/status/1849283597917724951) 2024-10-24T02:55Z 153.7K followers, [----] engagements "Time to revisit many vital lessons from the brutal bear market that took place in small cap and mid cap stocks in India from January [----] to March [----]. Feels like early [----] now Feels like early [----] now" [X Link](https://x.com/Gautam__Baid/status/1856878106054742358) 2024-11-14T01:53Z 149.3K followers, 15.1K engagements "Source: The Joys of Compounding Compound interest over [---] years. 🔥 https://t.co/8rum9zbOqJ Compound interest over [---] years. 🔥 https://t.co/8rum9zbOqJ" [X Link](https://x.com/Gautam__Baid/status/1858260190115586292) 2024-11-17T21:25Z 149.1K followers, 11.5K engagements "The geopolitical risks for global markets have never been this high in a long time. https://youtu.be/kFYEi4Uspuksi=N-xK2FjV1sifAE7X https://youtu.be/kFYEi4Uspuksi=N-xK2FjV1sifAE7X" [X Link](https://x.com/Gautam__Baid/status/1858577044482752615) 2024-11-18T18:24Z 149.2K followers, [----] engagements "Enjoyed this highly engaging documentary on the panic of [----] which led to the creation of the Federal Reserve. The production values are simply top-notch https://youtu.be/dP5Aa0mfyjMsi=XkMU3p2rCc2Orjeq https://youtu.be/dP5Aa0mfyjMsi=XkMU3p2rCc2Orjeq" [X Link](https://x.com/Gautam__Baid/status/1859064433537933325) 2024-11-20T02:41Z 149.5K followers, 21.2K engagements "Good insights from @connectgurmeet in this interview. #BigMarketVoices Complete Circle & CIO CDMO IT US : @_anujsinghal @AEHarshada @connectgurmeet https://t.co/C2dE4HD49U #BigMarketVoices Complete Circle & CIO CDMO IT US : @_anujsinghal @AEHarshada @connectgurmeet https://t.co/C2dE4HD49U" [X Link](https://x.com/Gautam__Baid/status/1867442856085889356) 2024-12-13T05:34Z 149.7K followers, 11.6K engagements "I very much enjoyed my interview with @Quartr_App. https://quartr.com/insights/investment-strategy/lessons-from-gautam-baid-mastering-simplicity-and-compounding https://quartr.com/insights/investment-strategy/lessons-from-gautam-baid-mastering-simplicity-and-compounding" [X Link](https://x.com/Gautam__Baid/status/1867610395705311288) 2024-12-13T16:39Z 149.8K followers, [----] engagements "AI boom is leading to many decadal investment themes. https://www.bloomberg.com/news/features/2024-12-13/ai-wants-more-data-more-chips-more-power-more-water-more-everythingsrnd=homepage-americas&embedded-checkout=true https://www.bloomberg.com/news/features/2024-12-13/ai-wants-more-data-more-chips-more-power-more-water-more-everythingsrnd=homepage-americas&embedded-checkout=true" [X Link](https://x.com/Gautam__Baid/status/1867613980660809962) 2024-12-13T16:54Z 149.8K followers, 10.4K engagements "Source: The Making of a Value Investor Great management teams always find a way to expand their TAM. $AMZN https://t.co/2bs6DqfL4U Great management teams always find a way to expand their TAM. $AMZN https://t.co/2bs6DqfL4U" [X Link](https://x.com/Gautam__Baid/status/1871372091368648847) 2024-12-24T01:47Z 149.9K followers, 17.4K engagements "#TheJoysOfCompounding A 20-year-old has the potential to become a millionaire in retirement by investing $187 a month. They only contribute $90000. The other $910000 is from compound interest. Wild. (Assuming a 10% annual return) https://t.co/vBzU3G9p9e A 20-year-old has the potential to become a millionaire in retirement by investing $187 a month. They only contribute $90000. The other $910000 is from compound interest. Wild. (Assuming a 10% annual return) https://t.co/vBzU3G9p9e" [X Link](https://x.com/Gautam__Baid/status/1874650931784253628) 2025-01-02T02:56Z 150.1K followers, [----] engagements "#CompoundingGoodHabits The most reliable way to change your life. https://t.co/AhVlh7Gw6Z The most reliable way to change your life. https://t.co/AhVlh7Gw6Z" [X Link](https://x.com/Gautam__Baid/status/1875023269247799297) 2025-01-03T03:35Z 150.1K followers, [----] engagements "Many great insights on value investing in this interview. https://youtu.be/zlzL1DVsbdssi=JN-eFjPFV6uQa_Ss https://youtu.be/zlzL1DVsbdssi=JN-eFjPFV6uQa_Ss" [X Link](https://x.com/Gautam__Baid/status/1877053110339694685) 2025-01-08T18:01Z 150.4K followers, [----] engagements "Massive tariffs around the corner. Global volatility is about to surge. For far too long we have relied on taxing our Great People using the Internal Revenue Service (IRS). Through soft and pathetically weak Trade agreements the American Economy has delivered growth and prosperity to the Worldwhile taxing ourselves. It is time for that to change. For far too long we have relied on taxing our Great People using the Internal Revenue Service (IRS). Through soft and pathetically weak Trade agreements the American Economy has delivered growth and prosperity to the Worldwhile taxing ourselves. It" [X Link](https://x.com/Gautam__Baid/status/1879383681086951712) 2025-01-15T04:22Z 150.4K followers, [----] engagements "I very much enjoyed my interview with @Reematendulkar and @VivekIyer72 on @CNBCTV18Live. https://youtu.be/SZckIP_XByAsi=unfgE8NsdtWa5KzR https://youtu.be/SZckIP_XByAsi=unfgE8NsdtWa5KzR" [X Link](https://x.com/Gautam__Baid/status/1879542077949882513) 2025-01-15T14:52Z 150.4K followers, [----] engagements "Always a pleasure listening to Howard Marks. https://youtu.be/iDUMwsNe4qcsi=Sx35ofQo_sQeH3Ro https://youtu.be/iDUMwsNe4qcsi=Sx35ofQo_sQeH3Ro" [X Link](https://x.com/Gautam__Baid/status/1880880371266691577) 2025-01-19T07:30Z 150.5K followers, [----] engagements "Sunk cost fallacy at play. If you don't enjoy a book stop reading it. If you don't enjoy your job prepare your exit. If you don't enjoy the company of someone just say no. People waste so much time either because they feel guilty for cutting their losses or because they're scared of being disliked. If you don't enjoy a book stop reading it. If you don't enjoy your job prepare your exit. If you don't enjoy the company of someone just say no. People waste so much time either because they feel guilty for cutting their losses or because they're scared of being disliked" [X Link](https://x.com/Gautam__Baid/status/1881579392243318976) 2025-01-21T05:47Z 150.5K followers, [----] engagements "Timeless wisdom from the legendary duo thoughtfully curated by @TSOH_Investing" [X Link](https://x.com/Gautam__Baid/status/1882455612732379495) 2025-01-23T15:49Z 150.6K followers, 25.9K engagements "You get one life. Play your own game. https://fs.blog/comparing-yourself-others/ https://fs.blog/comparing-yourself-others/" [X Link](https://x.com/Gautam__Baid/status/1883325958968815924) 2025-01-26T01:27Z 150.6K followers, [----] engagements "A must-read thread for everyone. Bookmark It DeepSeek has barely made an impact and now we're already facing the next wave of disruption. The speed at which things are changing is insanetoo much too soon too fast but let's talk about the whole situation and How it affects Indian Market and Economy 1/n https://t.co/Z931Xax1Qr Bookmark It DeepSeek has barely made an impact and now we're already facing the next wave of disruption. The speed at which things are changing is insanetoo much too soon too fast but let's talk about the whole situation and How it affects Indian Market and Economy 1/n" [X Link](https://x.com/Gautam__Baid/status/1883387805436678337) 2025-01-26T05:33Z 150.6K followers, 17.3K engagements "The most dangerous thing is to buy something at the peak of its popularity. At that point all favourable facts and opinions are already factored into its price and no new buyers are left to emerge. Howard Marks" [X Link](https://x.com/Gautam__Baid/status/1884028583246742002) 2025-01-27T23:59Z 150.7K followers, 13.2K engagements "This market and the current reactions/remarks/behavior of its participants bear an uncanny resemblance to history" [X Link](https://x.com/Gautam__Baid/status/1889179282443842035) 2025-02-11T05:06Z 151.3K followers, 16.4K engagements "A journal entry from [----] during the bear market in India then. Investors who entered the market after March [----] will relate to these feelings in the current times. Volatility in emotions is the only constant in markets. "My morale is low. I could manage myself with reasonable calm when poor quality stocks were crashing but now that good quality stocks have also started falling hard I don't know what action to take. " https://t.co/SwIdqwRyRI "My morale is low. I could manage myself with reasonable calm when poor quality stocks were crashing but now that good quality stocks have also started" [X Link](https://x.com/Gautam__Baid/status/1896597770607427964) 2025-03-03T16:25Z 151.2K followers, [----] engagements "Investing simplified by my colleague @connectgurmeet. Enjoyed this interview. https://youtu.be/8qR92L4acWwsi=0Tu6FsL5jznoZ_RY https://youtu.be/8qR92L4acWwsi=0Tu6FsL5jznoZ_RY" [X Link](https://x.com/Gautam__Baid/status/1900215138910691784) 2025-03-13T15:59Z 151.5K followers, 21.3K engagements "Trump 1.0: Focused on the stock market Trump 2.0: Focused on the bond market" [X Link](https://x.com/Gautam__Baid/status/1903291647732928771) 2025-03-22T03:44Z 151.5K followers, 11.5K engagements "The global economic order changed completely yesterday. We are now living in unprecedented times. Many events that will unfold from hereon will leave us in shock and awe. Buckle up" [X Link](https://x.com/Gautam__Baid/status/1907906086893662676) 2025-04-03T21:20Z 151.8K followers, 18.1K engagements "Trump 1.0: Wall Street is my report card Trump 2.0: Main Street is my report card https://youtu.be/zLnX1SQfgJIsi=8lRYb_S8JkwKOAfJ https://youtu.be/zLnX1SQfgJIsi=8lRYb_S8JkwKOAfJ" [X Link](https://x.com/Gautam__Baid/status/1908288486999794003) 2025-04-04T22:40Z 151.8K followers, [----] engagements "Expect many regional banks in the US to go bust over the next [--] year. #Stagflation" [X Link](https://x.com/Gautam__Baid/status/1908921822050996639) 2025-04-06T16:36Z 151.9K followers, 35K engagements "Looks like Warren Buffett's legendary investment journey will be possibly culminating with the largest value buy of his lifetime" [X Link](https://x.com/Gautam__Baid/status/1909006370625507458) 2025-04-06T22:12Z 152.7K followers, 35.7K engagements "India is poised to outperform amidst the global turbulence. https://www.bloomberg.com/news/articles/2025-04-13/global-funds-tout-india-markets-as-haven-in-trump-s-tariff-chaos https://www.bloomberg.com/news/articles/2025-04-13/global-funds-tout-india-markets-as-haven-in-trump-s-tariff-chaos" [X Link](https://x.com/Gautam__Baid/status/1911248529084817739) 2025-04-13T02:42Z 151.9K followers, [----] engagements "This time the safe-haven buying is not taking place in the US dollar or US treasuries. It is occurring in GOLD. #TheNeutralReserveCurrency" [X Link](https://x.com/Gautam__Baid/status/1912189558969544713) 2025-04-15T17:01Z 151.9K followers, 16.1K engagements "The Joys of Compounding has been shortlisted in the Berkshire Hathaway selection this year in Omaha #BRK2025" [X Link](https://x.com/Gautam__Baid/status/1918032407925801271) 2025-05-01T19:58Z 152.4K followers, 185.4K engagements "Possibly the biggest turnout at Berkshire in many years. The energy in the air is simply electrifying #BRK2025" [X Link](https://x.com/Gautam__Baid/status/1918665516052611564) 2025-05-03T13:54Z 152.5K followers, 129.4K engagements "A standing ovation for the great Warren Buffett by 40000+ people here in the arena. That my friends is the greatest wealth one can accumulate over a lifetime - "heartfelt respect and admiration". #BRK2025 #CompoundingGoodwill" [X Link](https://x.com/Gautam__Baid/status/1918733470823522369) 2025-05-03T18:24Z 152.5K followers, 266.3K engagements "Investing is hard. Being a fund manager is harder. Delivering good outcomes across time horizons consistently enough and in a manner where clients can stay the course with some semblance of peace That calls for so many skills that go well beyond equity research as an activity Delivering good outcomes across time horizons consistently enough and in a manner where clients can stay the course with some semblance of peace That calls for so many skills that go well beyond equity research as an activity" [X Link](https://x.com/Gautam__Baid/status/1926158850727587977) 2025-05-24T06:10Z 152.5K followers, 12.1K engagements "You must be diversified enough to survive bad times or bad luck so that skill and good process can have the chance to pay off over the long term. Joel Greenblatt" [X Link](https://x.com/Gautam__Baid/status/1943170469164912821) 2025-07-10T04:48Z 153.1K followers, 13.7K engagements "After Canada UAE India Singapore Brazil Netherlands Germany and France The Joys of Compounding is now a #1 best seller in Australia I thank my readers for their love and support. The Joys of Compounding is now a #1 best seller in France - the 8th country in which it has achieved this milestone. I thank all my readers around the world for their love and support. https://t.co/tghZB53GIq The Joys of Compounding is now a #1 best seller in France - the 8th country in which it has achieved this milestone. I thank all my readers around the world for their love and support. https://t.co/tghZB53GIq" [X Link](https://x.com/Gautam__Baid/status/1957528004617527364) 2025-08-18T19:40Z 153.5K followers, 23.7K engagements "As the fed moves to flexible inflation targeting investors' exposure to real assets/hard assets will significantly increase going forward. Fun fact: In the US markets Sprott Inc is the only listed pure-play on precious metals and critical minerals. https://youtu.be/oomlwRqRsQUsi=4srlzyxRVZZ0Dgeg https://youtu.be/oomlwRqRsQUsi=4srlzyxRVZZ0Dgeg" [X Link](https://x.com/Gautam__Baid/status/1958937514204631513) 2025-08-22T17:01Z 153.5K followers, [----] engagements "Here is part of the tradeoff with diversification. You must be diversified enough to survive bad times or bad luck so that skill and good process can have the chance to pay off over the long term. Joel Greenblatt" [X Link](https://x.com/Gautam__Baid/status/1969079000694747218) 2025-09-19T16:39Z 153.7K followers, 10.7K engagements "De-dollarisation among BRIC nations in full swing. https://www.business-standard.com/economy/news/russian-oil-traders-ask-indian-buyers-to-pay-in-yuan-amid-strong-china-ties-125100800070_1.html https://www.business-standard.com/economy/news/russian-oil-traders-ask-indian-buyers-to-pay-in-yuan-amid-strong-china-ties-125100800070_1.html" [X Link](https://x.com/Gautam__Baid/status/1976129462161777070) 2025-10-09T03:35Z 153.8K followers, [----] engagements "Yes affordable housing finance stocks are expected to do well- but market cap equal to PE ratio (even after discounting JM Financial news)" [X Link](https://x.com/Gautam__Baid/status/844762431893123077) 2017-03-23T04:07Z 148.7K followers, [--] engagements "Just came across this @_anujsinghal @ShereenBhan @Latha_Venkatesh @Nigel__DSouza @varinder_bansal @ekta_batra @Reematendulkar @_soniashenoy https://x.com/SteveKopack/status/853993152243527682 https://x.com/SteveKopack/status/853993152243527682" [X Link](https://x.com/Gautam__Baid/status/854157996766617600) 2017-04-18T02:21Z 148.8K followers, [--] engagements "It is becoming more and more probable with each passing day that affordable housing finance could well be the leader of this bull market https://x.com/YatinMota/status/855270402020458497 Sources: Bain Capital front runner to buy 10-15% stake in Aspire Home A unit of @MotilalOswalLtd @MrMotilalOswal https://x.com/YatinMota/status/855270402020458497 Sources: Bain Capital front runner to buy 10-15% stake in Aspire Home A unit of @MotilalOswalLtd @MrMotilalOswal" [X Link](https://x.com/Gautam__Baid/status/855271767350190081) 2017-04-21T04:07Z 148.7K followers, [--] engagements "You know a bull market is in full force when one of your recent microcap "bets" hits [--] consecutive upper circuits #DistinguishLuckFromSkill" [X Link](https://x.com/Gautam__Baid/status/856877310783500288) 2017-04-25T14:27Z 148.7K followers, [--] engagements "Documentaries like these are a great source of vicarious learning for investors especially during a bull market https://youtu.be/t8e8Aq3Ss0o https://youtu.be/t8e8Aq3Ss0o" [X Link](https://x.com/Gautam__Baid/status/876570986488905728) 2017-06-18T22:43Z 148.7K followers, [--] engagements "Very true. But the CANSLIM method really works wonders in a bull market like the one underway in India currently #FundamentalMomentum https://x.com/cowboyInSH/status/883735035504762884 https://x.com/cowboyInSH/status/883735035504762884" [X Link](https://x.com/Gautam__Baid/status/883764549479833600) 2017-07-08T19:07Z 148.7K followers, [--] engagements "Similarly NBFCs HFCs specialty chemicals and road infra stocks may be the big themes of the ongoing bull market in India https://x.com/Jitendra1929/status/885513002476339200 Stock selection from the book " A zebra in lion country" https://t.co/5ofLUOdQoA https://x.com/Jitendra1929/status/885513002476339200 Stock selection from the book " A zebra in lion country" https://t.co/5ofLUOdQoA" [X Link](https://x.com/Gautam__Baid/status/885514726691622912) 2017-07-13T15:02Z 148.7K followers, [--] engagements "The India bull market has a long way to go. https://x.com/Geetu_Moza/status/890823882956918784 India Then & Now #equities #stocks #economy #mutualfunds https://t.co/ts1NtjdQyP https://x.com/Geetu_Moza/status/890823882956918784 India Then & Now #equities #stocks #economy #mutualfunds https://t.co/ts1NtjdQyP" [X Link](https://x.com/Gautam__Baid/status/890828050157273088) 2017-07-28T06:55Z 148.7K followers, [--] engagements "You know that you are in the midst of a raging bull market when [--] of your last [--] investments in the last [--] months go up more than 100% #Luck" [X Link](https://x.com/Gautam__Baid/status/893117716491517952) 2017-08-03T14:33Z 148.7K followers, [--] engagements "The bull market sector leaders are the ones which rebound the fastest at the first signs of recovery #NBFCs #HFCs #HighEarningsGrowthRates" [X Link](https://x.com/Gautam__Baid/status/895897026163908610) 2017-08-11T06:37Z 148.5K followers, [--] engagements "Fully agree with Ruchir Sharma that this is a very healthy bull market in India where only high quality is rewarded http://www.moneycontrol.com/news/business/markets-business/ruchir-sharma-hails-indias-cleanest-bull-market-what-should-investors-do-2358903.html http://www.moneycontrol.com/news/business/markets-business/ruchir-sharma-hails-indias-cleanest-bull-market-what-should-investors-do-2358903.html" [X Link](https://x.com/Gautam__Baid/status/897144310298165249) 2017-08-14T17:14Z 148.7K followers, [--] engagements "Balance sheet financial leverage by itself is not an adequate measure of risk in a company. #ExistenceOfMultipleSourcesOfRisk" [X Link](https://x.com/Gautam__Baid/status/901663443798724608) 2017-08-27T04:31Z 148.7K followers, [--] engagements "Just like Gravita I expect strong y-o-y growth in Pondy Oxides' quarterly earnings (due later today) as well driven by strong lead prices. https://x.com/blitzkreigm/status/903518371617980416 https://t.co/veJrNiyMls Pondy Oxides: Secondary Lead Mfg #Bhavcopy https://x.com/blitzkreigm/status/903518371617980416 https://t.co/veJrNiyMls Pondy Oxides: Secondary Lead Mfg #Bhavcopy" [X Link](https://x.com/Gautam__Baid/status/904508825012625408) 2017-09-04T00:58Z 148.9K followers, [--] engagements "The cultural and political level of a nation can be discerned by it's interest rate. The more advanced the nation the lower the loan rate" [X Link](https://x.com/Gautam__Baid/status/904952031613411329) 2017-09-05T06:19Z 148.7K followers, [--] engagements "A multi-year fundamentals-driven bull market in the graphite electrodes industry worldwide is underway.Make the most of this big opportunity https://x.com/_nirajshah/status/908150471164121088 Spotlight @BloombergQuint HEG Jefferies on HEG Target price - [----] Expects earnings CAGR of over 100% FY18-FY20 https://t.co/eSH3z9EW56 https://x.com/_nirajshah/status/908150471164121088 Spotlight @BloombergQuint HEG Jefferies on HEG Target price - [----] Expects earnings CAGR of over 100% FY18-FY20 https://t.co/eSH3z9EW56" [X Link](https://x.com/Gautam__Baid/status/908152062638096385) 2017-09-14T02:14Z 148.9K followers, [--] engagements "Signs of the current times in a bull market https://x.com/shraddha_babla/status/908457064707608577 Wow Indiabulls Ventures over HDFC Bank Indiabulls Housing and Bajaj Finance https://t.co/C79SOgKUZI https://x.com/shraddha_babla/status/908457064707608577 Wow Indiabulls Ventures over HDFC Bank Indiabulls Housing and Bajaj Finance https://t.co/C79SOgKUZI" [X Link](https://x.com/Gautam__Baid/status/908551715628081158) 2017-09-15T04:43Z 148.7K followers, [--] engagements "This is one of the clearest & most obvious signals that NBFCs are going to be the bull market sector leader in India http://www.bseindia.com/xml-data/corpfiling/AttachLive/f7807935-16a9-4616-9305-add2421c0ac9.pdf http://www.bseindia.com/xml-data/corpfiling/AttachLive/f7807935-16a9-4616-9305-add2421c0ac9.pdf" [X Link](https://x.com/Gautam__Baid/status/908739637568446465) 2017-09-15T17:09Z 148.7K followers, [--] engagements "It is just dumb luck in a liquidity driven bull market.When the market will correct these stocks will fall the hardest.Do your proper study https://x.com/manoj1977/status/915415107143946241 @Gautam__Baid Whichever scrip u invest in shootsup immediately whether it is gravita or Goa carbon .can u advice on some scrip or sector to invest for LT https://x.com/manoj1977/status/915415107143946241 @Gautam__Baid Whichever scrip u invest in shootsup immediately whether it is gravita or Goa carbon .can u advice on some scrip or sector to invest for LT" [X Link](https://x.com/Gautam__Baid/status/915440203623424000) 2017-10-04T04:55Z 148.9K followers, [--] engagements "Wise & timely words of caution. Participate in this bull market but in a responsible & controlled manner.Always do your study before buying https://x.com/shyamsek/status/917648192249905152 This is a podcast recording from my talk "Has value investing lost its way" https://t.co/mVzzjFmumN Do listen and share your thoughts. https://x.com/shyamsek/status/917648192249905152 This is a podcast recording from my talk "Has value investing lost its way" https://t.co/mVzzjFmumN Do listen and share your thoughts" [X Link](https://x.com/Gautam__Baid/status/917920392534097921) 2017-10-11T01:10Z 148.7K followers, [--] engagements ""The foundation of success in life is good health: that is the substratum fortune; it is also the basis of happiness." - P. T. Barnum" [X Link](https://x.com/Gautam__Baid/status/921146121346412544) 2017-10-19T22:48Z 148.7K followers, [--] engagements "Very timely post from my friend Vishal. We are just lucky to be in the middle of a bull market so participate in it in a responsible manner https://x.com/safalniveshak/status/926332071798116352 Inspired by tweets from @morganhousel then @Sanjay__Bakshi my latest post - Of Free Brains and Effortless Money https://t.co/eriPGMqFTn https://x.com/safalniveshak/status/926332071798116352 Inspired by tweets from @morganhousel then @Sanjay__Bakshi my latest post - Of Free Brains and Effortless Money https://t.co/eriPGMqFTn" [X Link](https://x.com/Gautam__Baid/status/926482534686326784) 2017-11-03T16:13Z 148.8K followers, [--] engagements "Once a small cap company starts showing consistent growth markets start looking at it differently & give it a higher multiple #EmergingMoat" [X Link](https://x.com/Gautam__Baid/status/927949477683400704) 2017-11-07T17:22Z 148.7K followers, [--] engagements "2 additional points to note from the fine print - 1) The effective tax rate as well as Trade receivables as a % of sales have gone up because of increased contribution from the Indian government business 2) Board has approved a 15% dividend payout policy https://x.com/Gautam__Baid/status/928619755811905536 https://x.com/Gautam__Baid/status/928619755811905536" [X Link](https://x.com/Gautam__Baid/status/928651385171730432) 2017-11-09T15:51Z 148.7K followers, [--] engagements "Many individuals act out of greed & fear of missing out during a bull market and end up hurriedly buying highly risky stocks without putting in the hard work & necessary research & due diligence.Subsequently those are the very ones to lose the most during the ensuing bear market. https://x.com/sandipsabharwal/status/929340409620316162 Aurobindo Pharma on a Debt of Rs [----] Cr "SHOWS" an interest cost of just Rs [--] Cr per quarter. They say their borrowing cost is 1.6%. US Govt borrows at 2.3%. Its crazy. Its a deadly balance sheet. https://x.com/sandipsabharwal/status/929340409620316162" [X Link](https://x.com/Gautam__Baid/status/929462152972218368) 2017-11-11T21:33Z 148.7K followers, [--] engagements "Along with this individual investors also do not have any market cap or sector weighting restrictions. Use these big structural advantages to your maximum benefit in a thriving entrepreneurial country like India where there are so many dynamic young companies to invest in https://x.com/dmuthuk/status/930698023889440768 Individual investors have permanent capital enabling them to take really long term view. Institutions have no such luxury. https://x.com/dmuthuk/status/930698023889440768 Individual investors have permanent capital enabling them to take really long term view. Institutions have" [X Link](https://x.com/Gautam__Baid/status/930699622749786112) 2017-11-15T07:30Z 148.9K followers, [--] engagements "This is so true. Don't let rising stock prices in a bull market trick you into believing that you have suddenly become more smart. Maintain humility and keep constantly learning from the wisdom of experienced investors who have actually experienced multiple market cycles. https://x.com/prajeshm/status/924637547942129664 Important to nudge ourselves I am not on the side of the professionals and then keep doing things which can push us towards professionals https://t.co/C5dRi5drv3 https://x.com/prajeshm/status/924637547942129664 Important to nudge ourselves I am not on the side of the" [X Link](https://x.com/Gautam__Baid/status/930892349718142976) 2017-11-15T20:16Z 148.7K followers, [--] engagements "4) ESOPs given to newly inducted senior management team 5) Declaration of first ever dividend in the company's history in FY17 6)This fully secured lending business at the cusp of exponential growth is available at a market cap of 340cr & at less than 2x "trailing" Price to book https://x.com/Gautam__Baid/status/931546906064330752 2) CSL used to borrow from Kotak at 16% initially now it has recently borrowed from SBI at sub 10%=Big margin expansion 3) The management did not recklessly chase growth to boost reported profits rather it displayed prudence by cutting back on its lending post" [X Link](https://x.com/Gautam__Baid/status/931546964319072256) 2017-11-17T15:37Z 148.7K followers, [--] engagements "I fully agree.In factI would personally attribute more than half of my existing returns to the current bull market & liquidity rather than personal skill. The key to achieving financial freedom is to dream BIG during a bull market & simultaneously resist paying absurd valuations https://x.com/jinushah/status/951676584817143808 @Gautam__Baid Congrats Gautam how ever in this bull mkt u have many people to accompany in this delightful feeling https://x.com/jinushah/status/951676584817143808 @Gautam__Baid Congrats Gautam how ever in this bull mkt u have many people to accompany in this delightful" [X Link](https://x.com/Gautam__Baid/status/951867269029621762) 2018-01-12T17:23Z 148.8K followers, [--] engagements "I generally do not comment on politicians but this is a pathetic & highly irresponsible statement by @adhia03 that capital gains accrue "without any effort".This man is insulting the hard work & sacrifices of the dedicated equity investor. @FinMinIndia @arunjaitley @narendramodi https://x.com/nagpalharesh/status/959664094231060481 Sebi please look into salaries of Fund Managers They are Earning so much without any effort .:) https://t.co/rwoLet4kL3 https://x.com/nagpalharesh/status/959664094231060481 Sebi please look into salaries of Fund Managers They are Earning so much without any effort" [X Link](https://x.com/Gautam__Baid/status/959680709139972096) 2018-02-03T06:51Z 148.7K followers, [---] engagements "And the entertainment begins- "Park your money in safe bets like IT & Pharma" "Have a small place for gold in your overall asset allocation" "It is time to increase your allocation to fixed income" (after stocks have become cheaper) "Has the global tide turned for the worse" https://x.com/Gautam__Baid/status/960741226650546176 The next couple of days are going to be very entertaining. Many "experts" are going to proclaim - "I told you so" "this was a correction waiting to happen" "stay away from stocks right now" "sell all your small cap & mid cap stocks" irrespective of valuations ;)" [X Link](https://x.com/Gautam__Baid/status/960920128517939200) 2018-02-06T16:56Z 148.7K followers, [--] engagements "The final discount rate to use in valuation of any business is the culmination of the current risk free rate the riskiness of the business that the company operates in and the level of risk averseness of equity market participants at a given point in time" [X Link](https://x.com/Gautam__Baid/status/963145259856281600) 2018-02-12T20:18Z 148.7K followers, [--] engagements "After reading this 1960's classic by John Brooks I can now truly appreciate why @BillGates calls it his favorite business book of all time. History doesn't repeat itself but it often rhymes. The first chapter in the book titled "Market Fluctuations" is simply outstanding" [X Link](https://x.com/Gautam__Baid/status/965080569678712832) 2018-02-18T04:28Z 148.8K followers, [---] engagements "This is a common occurrence every year - bond yields spike up in February-March (because of liquidity crunch caused due to technical reasons like advance tax etc) and then start cooling off from April-May. Markets get jittery about interest rates and smart investors capitalise. https://x.com/ToshniwalEquity/status/974928700285190145 Relief for PSU Banks [--] year bond yield has been on downward trajectory for last fortnight & last week saw biggest weekly fall since [--] June [--] Further credit growth at Rs [--] lakh cr during fornight ending [--] Mar [--] also bodes well @Iamsamirarora @1shankarsharma" [X Link](https://x.com/Gautam__Baid/status/975051570055270401) 2018-03-17T16:49Z 148.7K followers, [--] engagements "Expect a lot of fun & entertainment today with business media screaming out loud all day long- "End of globalization" "Trade wars" "Is this the end of the bull market" "We have seen the top for 2018" "Stay away from the markets till the outlook becomes clear/Wait till April"" [X Link](https://x.com/Gautam__Baid/status/977014927327051776) 2018-03-23T02:51Z 148.9K followers, [---] engagements ""Only when the tide goes out do you discover who's been swimming naked" - Warren Buffett Investors make money off the income statement but survive off the balance sheet & cash flow. When a company reports profit but bleeds cash - Always follow the cash. https://www.bseindia.com/xml-data/corpfiling/AttachLive/64d56205-b56e-4a21-b5cc-565148e5edd0.pdf https://www.bseindia.com/xml-data/corpfiling/AttachLive/64d56205-b56e-4a21-b5cc-565148e5edd0.pdf" [X Link](https://x.com/Gautam__Baid/status/986271190963535872) 2018-04-17T15:52Z 148.7K followers, [--] engagements "Since early [----] I had been working on implementing the most partner-centric structure for my India equity fund in the US. Warren Buffett's feedback greatly helped. I am very pleased with the fund's final structure. It's a big day. Seeking your wishes http://www.stellarwealthindia.com http://www.stellarwealthindia.com" [X Link](https://x.com/anyuser/status/1534912882533486592) 2022-06-09T14:58Z 155.2K followers, [----] engagements "Gulf funds warming up for India" [X Link](https://x.com/anyuser/status/2023554767818219909) 2026-02-17T00:27Z 47.7K followers, [----] engagements "Last [--] mths hav been nothing short or' brutal' indices mask the pain. It was covid type cut but prolonged over over a yr. Those who maintained calm accumulated quality set to change their orbit in next 18-mths. Some will even break free into financial freedom. #Breakoutsahead" [X Link](https://x.com/anyuser/status/2023609256466059559) 2026-02-17T04:03Z 47.7K followers, [----] engagements "This is a masterclass in strategic positioning. India isnt just hosting an AI summit. Its auctioning the future. $72 billion in infrastructure commitments over [--] days is more than capital deployment. Its market anchoring. Microsoft Google Amazon and Adani-Google are buying influence over distribution adoption and mindshare for the next half-billion users. The tax holiday until [----] isnt generosity. It is a signal: build here scale here and lock in decades of leverage. Combine that with a billion internet users and [---] million weekly ChatGPT users and you see why India is not a passive" [X Link](https://x.com/anyuser/status/2023271500594254056) 2026-02-16T05:41Z [----] followers, [----] engagements "RT @aakashgupta: $72 billion in AI infrastructure commitments to India in the last [--] days. Microsoft: $17.5B. Google: $15B. Amazon: $35B" [X Link](https://x.com/anyuser/status/2023271697529397666) 2026-02-16T05:42Z 155.2K followers, [---] engagements "$72 billion in AI infrastructure commitments to India in the last [--] days. Microsoft: $17.5B. Google: $15B. Amazon: $35B. Adani-Google joint venture: $5B. Indias own IndiaAI Mission: $1.2B for [-----] subsidized GPUs. And the government sweetened the deal further: zero taxes on cloud computing profits through [----]. Thats [--] years of tax-free AI revenue for any hyperscaler that builds there. The math tells you what this summit actually is. India has [---] million weekly ChatGPT users the worlds largest student AI user base and over a billion internet users. OpenAI made ChatGPT free for Indian" [X Link](https://x.com/anyuser/status/2023268924763373776) 2026-02-16T05:31Z 179.4K followers, 66K engagements "Bringing the world together to discuss AI Starting today India hosts the AI Impact Summit at Bharat Mandapam in Delhi. I warmly welcome world leaders captains of industry innovators policymakers researchers and tech enthusiasts from across the world for this Summit. The theme of the Summit is Sarvajana Hitaya Sarvajana Sukhaya or welfare for all happiness for all reflecting our shared commitment to harnessing Artificial Intelligence for human-centric progress" [X Link](https://x.com/anyuser/status/2023238502302015808) 2026-02-16T03:30Z 106.2M followers, 15.1M engagements "A very insightful read for understanding the current market environment. Periods like a bear market are not just phases of correction they are invaluable teachers that build discipline patience and perspective for long-term investors" [X Link](https://x.com/anyuser/status/2023226299737841732) 2026-02-16T02:41Z [---] followers, [----] engagements "RT @InvestingCanons: Peter Lynch: If you own a Costco WalMart or Nvidia that offsets your mistakes. Youre terrific in this business i" [X Link](https://x.com/anyuser/status/2023145758271111502) 2026-02-15T21:21Z 155.2K followers, [--] engagements "Peter Lynch: If you own a Costco WalMart or Nvidia that offsets your mistakes. Youre terrific in this business if youre right six and a half times out of ten. Thats a great score" [X Link](https://x.com/anyuser/status/2023043866157588689) 2026-02-15T14:36Z 115.3K followers, 93.5K engagements ""Software is moving at internet speed. Infrastructure is moving at civil engineering speed." Were making a fairly large error. People look at AI scaling curves and assume the physical world scales the same way behind them . It cant . You can 10x compute in a few years. You cant 10x copper supply . You cant spin up refining capacity or grid infrastructure with a Were making a fairly large error. People look at AI scaling curves and assume the physical world scales the same way behind them . It cant . You can 10x compute in a few years. You cant 10x copper supply . You cant spin up refining" [X Link](https://x.com/anyuser/status/2023057439483220013) 2026-02-15T15:30Z 155.2K followers, 15.6K engagements "Were making a fairly large error. People look at AI scaling curves and assume the physical world scales the same way behind them . It cant . You can 10x compute in a few years. You cant 10x copper supply . You cant spin up refining capacity or grid infrastructure with a model update. AI doesnt mine ore. It doesnt refine gallium. It doesnt install transformers. It doesnt compress a ten-year permitting cycle into a product sprint. Every data center is basically a giant industrial object sitting on power plants transmission lines substations cooling systems fabs and metals that come out of" [X Link](https://x.com/anyuser/status/2022733797759107404) 2026-02-14T18:04Z 18.9K followers, 95.4K engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@Gautam__Baid Gautam Baid
Gautam Baid posts on X about india, ai, stocks, investment the most. They currently have [-------] followers and [---] posts still getting attention that total [----------] engagements in the last [--] hours.
Engagements: [----------] #
- [--] Week [-------] +3.90%
- [--] Month [-------] +384%
- [--] Months [-----------] +257%
- [--] Year [-----------] +6,806%
Mentions: [--] #
- [--] Months [---] +518%
- [--] Year [---] +187%
Followers: [-------] #
- [--] Week [-------] +0.10%
- [--] Month [-------] +0.32%
- [--] Months [-------] +1.20%
- [--] Year [-------] +3%
CreatorRank: [---------] #
Social Influence
Social category influence finance countries technology brands stocks cryptocurrencies travel destinations social networks currencies celebrities events
Social topic influence india, ai, stocks, investment, market, finance, money, microsoft, in the, the world
Top assets mentioned Microsoft Corp. (MSFT) Alphabet Inc Class A (GOOGL) Vixco (VIX) Amazon.com, Inc. (AMZN) Costco Wholesale Corporation (COST) ServiceNow Inc (NOW)
Top Social Posts
Top posts by engagements in the last [--] hours
""Experts" in 2020: June: The easy money has been made. Take profits off the table. July: The easy money has been made. Take profits off the table. August: The easy money has been made. Take profits off the table. September: The easy money has been made.Take profits off the table"
X Link 2020-09-04T01:17Z 155.3K followers, [---] engagements
"Finished the first part of my reading series on stoicism the ancient Greek philosophy of enduring adversity with perseverance & resilience. Stoics focus on the things theycancontrol let go of everything else and turn every new obstacle into an opportunity to become better"
X Link 2019-02-15T16:23Z 153.8K followers, [---] engagements
"Studied Adobe Salesforce Workday and ServiceNow. Great enterprise software companies with a solid long-term track record. One of them is well above the rest. Work very hard during a bear market. The fruits of your labor will pay off in a big way in the subsequent bull market"
X Link 2020-04-02T15:39Z 154.6K followers, [---] engagements
"As a hedge fund manager if you are charging zero management fee its a very strong signal that you are prioritizing delivering the best returns for your clients over gathering AUM. It allows for a true partnership where you really are on the same side as your clients. @GSpier"
X Link 2021-06-24T16:00Z 154K followers, [---] engagements
"Zomato's market cap is now 60% higher than that of Info Edge #BullMarkets"
X Link 2021-07-23T04:42Z 154.7K followers, [---] engagements
"Irony just died a thousand deaths. $VXX the volatility index has been halted for volatility"
X Link 2022-03-15T15:06Z 154.6K followers, [---] engagements
"Wishing everyone a very Happy Diwali ✨🪔 May your life shine as bright as the diyas and be filled with love peace & prosperity"
X Link 2025-10-20T15:45Z 153.9K followers, [----] engagements
"Warren Buffett's last letter to Berkshire shareholders. https://berkshirehathaway.com/news/nov1025.pdf https://berkshirehathaway.com/news/nov1025.pdf"
X Link 2025-11-10T19:54Z 154K followers, 141.1K engagements
"Enjoyed reading this book on the origins of the dotcom bubble and its eventual bust. History doesn't repeat but it often rhymes"
X Link 2025-11-13T14:14Z 154K followers, 24.2K engagements
"The US national security document is a must-read for everyone. Many big implications in it for the world https://www.whitehouse.gov/wp-content/uploads/2025/12/2025-National-Security-Strategy.pdf https://www.whitehouse.gov/wp-content/uploads/2025/12/2025-National-Security-Strategy.pdf"
X Link 2025-12-10T18:46Z 154.3K followers, 35.3K engagements
"For many sme and smallcap stocks the [----] drawdown has been similar to [----]. #HistoryRepeats #Cycles Nifty is barely 1-2% down from all time highs. But there is an absolute bloodbath in the broader market. I looked at the top [----] stocks outside the top [---] by market cap. From ATHs [---] stocks (40%) are down by more than 50% [----] stocks (65%) are down by more than 35% https://t.co/iN1LfvKlFq Nifty is barely 1-2% down from all time highs. But there is an absolute bloodbath in the broader market. I looked at the top [----] stocks outside the top [---] by market cap. From ATHs [---] stocks (40%) are"
X Link 2025-12-21T17:06Z 154.4K followers, 14.4K engagements
"Very sad to hear about the demise of Siddhartha Bhaiya. It's a big loss for the investing community in India. May his soul rest in peace. Life is highly fragile and uncertain. Be kind and grateful every day"
X Link 2026-01-02T14:40Z 154.5K followers, 13.9K engagements
"What a time to be alive. Video message from Federal Reserve Chair Jerome H. Powell: https://t.co/5dfrkByGyX https://t.co/O4ecNaYaGH Video message from Federal Reserve Chair Jerome H. Powell: https://t.co/5dfrkByGyX https://t.co/O4ecNaYaGH"
X Link 2026-01-12T00:55Z 154.7K followers, 33.9K engagements
"Expecting a big-bang budget from the government wrt the economy structural reforms and boosting capital markets on 1st February. A crisis always spurs India to action. This time will be no different. And the Indian market is not positioned for such a positive rate of change. This time there is no excitement or chatter about the budget. State of Mr Market today This time there is no excitement or chatter about the budget. State of Mr Market today"
X Link 2026-01-12T16:37Z 154.8K followers, 41.5K engagements
"We don't own enough gold. BREAKING: President Trump announces a 10% tariff on Denmark Norway Sweden France Germany the UK Netherlands and Finland beginning February 1st. This tariff will be increased to 25% beginning on June 1st. Tariffs will remain in effect until the US reaches a deal to buy https://t.co/978qAHjxao BREAKING: President Trump announces a 10% tariff on Denmark Norway Sweden France Germany the UK Netherlands and Finland beginning February 1st. This tariff will be increased to 25% beginning on June 1st. Tariffs will remain in effect until the US reaches a deal to buy"
X Link 2026-01-17T17:20Z 154.9K followers, 75.6K engagements
"We know what happens next. Fund Managers have the lowest cash levels in history The fewest have purchased crash protection in [--] years. While asset managers are almost record-short $VIX. h/t @Callum_Thomas (shares great charts) https://t.co/NfYG6cQtLe Fund Managers have the lowest cash levels in history The fewest have purchased crash protection in [--] years. While asset managers are almost record-short $VIX. h/t @Callum_Thomas (shares great charts) https://t.co/NfYG6cQtLe"
X Link 2026-01-20T13:53Z 154.8K followers, 47.3K engagements
"Next Xi Jinping will say If Greenland is U.S. security then Taiwan is Chinese security. 🚨BREAKING: Trump just handed Putin a script. Lavrov is now saying: If Greenland is U.S. security then Crimea is Russian security. Thats the danger of a president who talks like an imperial landlord. Every dictator on earth hears it as permission. Russia and China for https://t.co/BuzwqQBkcS 🚨BREAKING: Trump just handed Putin a script. Lavrov is now saying: If Greenland is U.S. security then Crimea is Russian security. Thats the danger of a president who talks like an imperial landlord. Every dictator on"
X Link 2026-01-20T19:19Z 154.9K followers, 16.3K engagements
"@abhinavs168 You will enjoy my new book too: https://www.amazon.in/Making-Value-Investor-Gautam-Baid-ebook/dp/B0CHZW2WQJ/ref=mp_s_a_1_3crid=3688HTK4ISFW8&keywords=the+making+of+a+value+investor&qid=1696033329&sprefix=%2Caps%2C280&sr=8-3 https://www.amazon.in/Making-Value-Investor-Gautam-Baid-ebook/dp/B0CHZW2WQJ/ref=mp_s_a_1_3crid=3688HTK4ISFW8&keywords=the+making+of+a+value+investor&qid=1696033329&sprefix=%2Caps%2C280&sr=8-3"
X Link 2026-01-27T00:27Z 154.9K followers, [----] engagements
"1/ "The most important finance topics don't require details. Most can be and should be summarized in a sentence or two." Sharing a thread on many such gems from @morganhousel"
X Link 2020-04-28T15:37Z 155.2K followers, [----] engagements
"Great insights on quality investing in Terry Smith's most recent presentation. https://youtu.be/0HRgxqpYD0E https://youtu.be/0HRgxqpYD0E"
X Link 2020-11-01T05:27Z 155.2K followers, [---] engagements
"Bajaj Finance - Last [--] years profit CAGR: 48% Last [--] years stock price CAGR: -3% Tough times for 'quality at any price' investors. https://www.screener.in/company/BAJFINANCE/consolidated/ https://www.screener.in/company/BAJFINANCE/consolidated/"
X Link 2024-11-02T04:24Z 155.2K followers, 119.8K engagements
"Something is about to break in global financial markets. BREAKING: Japan's 30Y Government Bond Yield surges to a record 3.43% as the Bank of Japan is now considering RAISING interest rates. This comes just days after Japan finalized a $135 billion stimulus package. Japan is printing stimulus yet raising rates Something is broken. https://t.co/0MY17jCs0K BREAKING: Japan's 30Y Government Bond Yield surges to a record 3.43% as the Bank of Japan is now considering RAISING interest rates. This comes just days after Japan finalized a $135 billion stimulus package. Japan is printing stimulus yet"
X Link 2025-12-03T12:46Z 155.2K followers, 330.5K engagements
"Legacy IT service providers could derate to single digit PE multiples driven by terminal value risk. Infosys ADR down [----] % Wipro ADR down [---] % Global IT stocks further down 2-4% With CNX IT back in India trading at a crucial support level - this week's close will be very important to watch Infosys ADR down [----] % Wipro ADR down [---] % Global IT stocks further down 2-4% With CNX IT back in India trading at a crucial support level - this week's close will be very important to watch"
X Link 2026-02-11T17:29Z 155.2K followers, 68.6K engagements
"The quality of stocks being discussed on WhatsApp groups has fallen off a cliff recently (deep cyclicals commodities turnarounds promoters with a shady past etc). And this bull market in India is just a few months old. Discipline is going to be the key for wealth preservation"
X Link 2023-07-24T04:58Z 154.9K followers, 28.9K engagements
"There are significant implications for humanity from the global AI arms race. https://youtu.be/5KVDDfAkRgcsi=aQyLAQMrCz4KfiiY https://youtu.be/5KVDDfAkRgcsi=aQyLAQMrCz4KfiiY"
X Link 2025-07-22T06:19Z 155.2K followers, 19K engagements
"Here is a treat for all Warren Buffett fans. A recording of his latest interview with @BeckyQuick https://youtu.be/kCwpQ3Kzh6Usi=YlA_dm96G9QBUMWX https://youtu.be/kCwpQ3Kzh6Usi=YlA_dm96G9QBUMWX"
X Link 2026-01-14T15:57Z 154.9K followers, 97K engagements
"For those who entered the Indian markets after [--] March [----] (the date when the 27-months-long bear market finally bottomed and where this book ends) - your lessons will bear fruit for a lifetime. Make the most of a bull market to earn. Make the most of a bear market to learn"
X Link 2026-01-20T13:11Z 155K followers, 16.7K engagements
"You do not own enough gold. BREAKING: President Trump increases tariffs on South Korea to 25% and says the country is "not living up to its deal with the US." https://t.co/sA7B1JK6JZ BREAKING: President Trump increases tariffs on South Korea to 25% and says the country is "not living up to its deal with the US." https://t.co/sA7B1JK6JZ"
X Link 2026-01-27T00:32Z 154.9K followers, 34.1K engagements
"A pin lies in wait for every bubble and when the two eventually meet a new wave of investors learns some very old lessons. Warren Buffett"
X Link 2026-01-30T18:23Z 155.2K followers, 28.7K engagements
"India's economic growth is poised to accelerate from hereon. The stock market always operates on the principle of "expected future rate of change" and it will now start factoring this in many midcap & smallcap stocks which had gotten derated last year. https://youtu.be/gZwWwE90P5ssi=COwnhc-SQFp6X5kz https://youtu.be/gZwWwE90P5ssi=COwnhc-SQFp6X5kz"
X Link 2026-02-03T17:36Z 155.2K followers, 11.1K engagements
"Investing is hard. Walmart vs Supposed to be WALMART killer (Amazon) comparison over last [--] years https://t.co/RhFoEFcurX Walmart vs Supposed to be WALMART killer (Amazon) comparison over last [--] years https://t.co/RhFoEFcurX"
X Link 2026-02-04T16:57Z 155.1K followers, 19.1K engagements
""Nvidia's receivables are up 770% in [--] months (Cisco's were up 140% before they collapsed). Every part of the AI stack is losing money except Nvidia - and they're the ones extending vendor financing to keep the whole thing afloat." I just learned something that should terrify every AI investor: Six major large language models were tested on real freelance work - the kind actual humans get paid to do on Upwork. Not homework. Not summaries. Real commercial tasks that generate real revenue. Building video https://t.co/FCoxXO8HtE I just learned something that should terrify every AI investor:"
X Link 2026-02-05T21:57Z 155.1K followers, 74.2K engagements
"OpenAI Anthropic and the MAG7 will be collectively spending $1 trillion on AI infrastructure in [----]. Let that sink in"
X Link 2026-02-05T22:08Z 155.1K followers, 32.6K engagements
"The precursor to the coming bull run in midcaps and smallcaps in India. And as is the case with the initial phase of any new bull market this one will also be met with disbelief and skepticism by most market participants who have been hurt in the preceding bear market. #Cycles Corporate Indias capex acceleration to 13.1%a six-year highsignals genuine private investment revival. With multiple sectors leading the charge & banks pivoting back to corporate lending Indias investment engine is firing on multiple cylinders simultaneously. https://t.co/nh7gezgemT Corporate Indias capex acceleration"
X Link 2026-02-10T23:08Z 155.2K followers, 56.5K engagements
"This bill may not pass in the US Congress. But the direction of the US lawmakers is becoming increasingly clear. https://youtu.be/aBtiAbJICiEsi=b8emXBoosp5SpzPF https://youtu.be/aBtiAbJICiEsi=b8emXBoosp5SpzPF"
X Link 2026-02-11T18:38Z 155.2K followers, [--] engagements
""Devi Sea Foods has put its initial public offering launch on hold temporarily given the overall market conditions." IPOs are always a seller's market which are offered near peak valuations and margins. Best time to look at them is during bear markets. https://www.livemint.com/Money/f0p8Paqm4kQqpwHSLgMRRL/Shrimp-exporters-may-put-off-IPO-plans-on-trade-woes.html https://www.livemint.com/Money/f0p8Paqm4kQqpwHSLgMRRL/Shrimp-exporters-may-put-off-IPO-plans-on-trade-woes.html"
X Link 2018-06-05T15:32Z 148.8K followers, [--] engagements
"There is a strong revival taking place in oil & gas capex after a long time. Certain ancillary companies to this industry are currently operating at less than 30% capacity utilisation and have bid for fresh orders. Both operating & financial leverage are going to be big in them https://x.com/ETNOWlive/status/1006407074467778560 #CorporateView Very remunerative orders better than what we have won in the past. Margin contribution either in line or better than average margins says Vipul Mathur MD & CEO Welspun Corp to @tanvirgill2 & @AyeshaFaridi1. @TheWelspunGroup https://t.co/qHL4o1kVfW"
X Link 2018-06-12T05:40Z 148.7K followers, [--] engagements
"It's all about individual bottom-up stock picking. It always has and it always will be. Sure having a sector tailwind helps but that by itself is not a sufficient condition for eventual success"
X Link 2018-08-05T20:21Z 148.7K followers, [--] engagements
"Happy to share that I was covered by U.S. News earlier today. https://money.usnews.com/investing/stock-market-news/articles/pepsico-inc-pep-stock https://money.usnews.com/investing/stock-market-news/articles/pepsico-inc-pep-stock"
X Link 2018-08-06T14:30Z 148.9K followers, [---] engagements
"Many useful insights from @RajeevThakkar about the role of prudent diversification. https://youtu.be/UML14Nd-450 https://youtu.be/UML14Nd-450"
X Link 2018-10-05T04:33Z 148.8K followers, [--] engagements
"Great presentation by Ramesh Damani on wealth creation in Indian equities. https://youtu.be/3-GB9aN_4fw https://youtu.be/3-GB9aN_4fw"
X Link 2018-11-11T16:06Z 148.7K followers, [---] engagements
"Target Corp is a very good case study on how patient investors who embrace delayed gratification are able to buy into businesses whose stock prices are depressed because of their upfront investment in long-term value creating initiatives. @Sanjay__Bakshi https://youtu.be/g8JbzLWSRog https://youtu.be/g8JbzLWSRog"
X Link 2019-02-09T04:10Z 148.9K followers, [--] engagements
"These are some of the finer aspects of the value investing discipline which one learns to appreciate with the passage of time and experience. A very insightful presentation by @Connor_Leonard. Always a pleasure to study his writings. https://drive.google.com/file/d/1jtBP745ZhpEFK-5CQgpKhr7XxYOjOVuQ/view https://drive.google.com/file/d/1jtBP745ZhpEFK-5CQgpKhr7XxYOjOVuQ/view"
X Link 2019-05-20T16:17Z 152.9K followers, [---] engagements
"I very much enjoyed my talk and Q&A at Intel Corporation in Portland Oregon. Heartened by the enthusiasm of the 200+ Intel employees who attended in person+logged in via video. The title of the presentation: Achieving Financial Independence Through A Business Ownership Mindset"
X Link 2019-06-08T01:57Z 148.5K followers, [--] engagements
"When you wake up to a view of the CN Tower :) #HelloCanada #Toronto"
X Link 2019-12-08T00:12Z 148.8K followers, [--] engagements
"It's amusing to observe certain "value investors" from Twitter who frequently throw around Graham Buffett Munger and Fisher quotes discussing on WhatsApp groups about how much the Dow has sharply fallen implications of the coronavirus for the near-term market direction etc"
X Link 2020-02-27T16:23Z 148.8K followers, [--] engagements
"No one can predict macros. The best one can do is to buy high quality businesses at fairly expensive prices in a bull market or cheaper prices in a bear market or the periodic sharp falls. Nothing more. Always be humble and intellectually honest. Resist the illusion of control"
X Link 2020-02-27T16:26Z 148.9K followers, [--] engagements
""Since the beginning of 2009.buybacks have added a net $4 trillion to the stock market. Contributions from all other sourcesincluding ETFs foreign buyers insurers mutual funds broker dealers pensions hedge funds and householdsnetted out to roughly zero.""
X Link 2020-04-06T03:04Z 148.7K followers, [--] engagements
""Fundsmiths success is underpinned by a simple investment strategy which involves taking bold bets on a small number of companies and holding them for the long term without paying attention to the vagaries of the macro economy." https://www.ft.com/content/20761c60-a62c-4ee6-91d9-7e90cc2d138e https://www.ft.com/content/20761c60-a62c-4ee6-91d9-7e90cc2d138e"
X Link 2020-04-23T21:25Z 148.8K followers, [---] engagements
"This is why Wall Street loves companies with high revenue growth. Operating leverage visualized: https://t.co/W2wjQMVOTY Operating leverage visualized: https://t.co/W2wjQMVOTY"
X Link 2020-08-19T18:40Z 148.7K followers, [--] engagements
"All your investments should end in one of four ways: [--]. A big profit [--]. A small profit [--]. A small loss [--]. Breakeven Our main objective as investors is to never experience a catastrophic loss. If you can just eliminate big losses from your investing you will be very successful"
X Link 2020-10-01T06:40Z 153.5K followers, [---] engagements
""The primary test of managerial economic performance is the achievement of a high earnings rate on equity capital employed (without undue leverage accounting gimmickry etc.) & not the achievement of consistent gains in earnings per share." Warren Buffett Berkshire [----] letter"
X Link 2021-01-23T06:34Z 148.7K followers, [---] engagements
"Compounding is convex on the upside and concave on the downside. Positive asymmetry. Few understand this. But the day you do understand it it will change your investing perspective forever"
X Link 2021-07-03T17:40Z 148.7K followers, [---] engagements
"This is what is called peak euphoria. A "dividend yield" mutual fund is investing in the Zomato IPO"
X Link 2021-07-14T15:53Z 148.9K followers, [----] engagements
"Stock up 7% today. Block Deals are a great source of alpha generation in portfolios One of the patterns discussed in my presentation yesterday - "Block Deals" - is now about to play out in one of the holdings in Stellar Wealth FlexiCap Smallcase #SpecialSituations https://t.co/OKatNcZD0v One of the patterns discussed in my presentation yesterday - "Block Deals" - is now about to play out in one of the holdings in Stellar Wealth FlexiCap Smallcase #SpecialSituations https://t.co/OKatNcZD0v"
X Link 2021-12-10T08:29Z 148.9K followers, [---] engagements
"How can a sharp hike in taxes be called a "reform" These regressive moves just accelerate the brain drain from India to developed countries. https://www.livemint.com/economy/govt-plans-reform-in-capital-gains-tax-11647282982935.html https://www.livemint.com/economy/govt-plans-reform-in-capital-gains-tax-11647282982935.html"
X Link 2022-03-15T04:53Z 148.8K followers, [---] engagements
""When we chase after twenty-five things at once thats when we run the risk of becoming a jack-of-all-trades but a master of none. Our society rewards excellence and specialization. You need to excel at only a few chosen skills." The Joys of Compounding"
X Link 2023-07-09T06:34Z 142.6K followers, 18.7K engagements
"3 stages of a bull market: 1) [----] (broad-based market rally; stocks reach fair valuations) 2) 2015-2016 (narrow selective rally with intermittent sharp corrections; stock picking is handsomely rewarded) 3) [----] (euphoric blowoff top with junk stocks & microcaps going parabolic)"
X Link 2023-07-12T10:19Z 142.6K followers, [---] engagements
"Whenever I struggle to find value in the market I patiently wait for the quarterly earnings season to begin. Usually 1-2 new promising stock ideas are identified every quarter due to blowout earnings super-bullish management commentary or a big corporate action announcement"
X Link 2023-07-18T04:32Z 141.4K followers, 16.7K engagements
"It is becoming increasingly evident that this bull market in India is going to be led by stocks catering to the domestic economy (capex credit and consumer). Export-oriented sectors like IT pharma textiles and chemicals are going to face a tough time due to global headwinds"
X Link 2023-07-31T03:30Z 142.6K followers, 59.9K engagements
""Formal education will make you a living; self-education will make you a fortune." Jim Rohn"
X Link 2023-08-07T00:27Z 140.6K followers, 63K engagements
"Enjoyed this great interview of @GSpier"
X Link 2023-08-27T00:41Z 140.3K followers, [----] engagements
"Value investing wisdom from Howard Marks"
X Link 2023-09-10T03:25Z 140.9K followers, 39K engagements
"Every bull market goes through [--] stages. It looks like stage [--] has ended in the Indian markets and we will now enter stage [--] in which stocks will earnings visibility will do well amid a narrow and selective rally. Bottom-up stock pickers will be rewarded"
X Link 2023-09-12T15:32Z 140.3K followers, 33.8K engagements
"Enjoyed this conversation between @ChrisBloomstran and @WilliamGreen72"
X Link 2023-09-17T05:04Z 142.6K followers, 15.4K engagements
"Something big is about to break in the financial markets anytime now"
X Link 2023-09-28T14:01Z 140.9K followers, 250.9K engagements
"India is the world's fastest growing major economy"
X Link 2023-09-28T20:48Z 140.7K followers, 17.8K engagements
"The more experience I gain in the Indian markets the more I realize the importance of investing in quality and practicing prudent diversification across sectors and risk factors while constructing a portfolio"
X Link 2023-09-29T03:58Z 141K followers, 21K engagements
"Always a pleasure to learn from Howard Marks"
X Link 2023-10-04T14:37Z 141.1K followers, 28.7K engagements
"Releasing worldwide on October 25th. From the publishing house that gave you The Intelligent Investor. A live account of a bear market from my investment journal and how the experience transformed my investment philosophy forever. Pre-order your copy on Amazon"
X Link 2023-10-07T04:25Z 140.5K followers, 354.6K engagements
"@TaranGulati3 Equity investing as a whole"
X Link 2023-10-07T17:25Z 140.9K followers, [--] engagements
"I agree. All investors (including me) get badly hurt during a brutal bear market and they all undergo tremendous mental anguish and anxiety irrespective of their stature and experience. That's what this book will demonstrate - that "The Market is the ultimate humbling machine.""
X Link 2023-10-07T18:11Z 140.5K followers, 15.1K engagements
"Releasing worldwide on October 25th. From the publishing house that gave you The Intelligent Investor. A live account of a bear market from my investment journal and how the experience transformed my investment philosophy forever. Pre-order your copy on Amazon"
X Link 2023-10-14T01:33Z 140.4K followers, 25K engagements
""Our personal experiences in the market over time eventually lead us to our individual investing styles." Releasing worldwide on October 25th. Pre-order your copy on Amazon"
X Link 2023-10-21T02:31Z 140.1K followers, 22.6K engagements
"I very much enjoyed my interview with @Clay_Finck in which we discuss the many learnings from my new book The Making of a Value Investor"
X Link 2023-10-22T00:12Z 140.1K followers, 72.1K engagements
""All fashionable trends lead to large losses. Don't chase the fad." Wise words from @connectgurmeet on how to navigate the current market environment"
X Link 2023-10-23T15:10Z 140.1K followers, 13.8K engagements
"That feeling when you hold your book in your hand for the 1st time :) The publishing quality of @HarperCollinsIN is so good"
X Link 2023-10-27T05:27Z 140.3K followers, 18K engagements
"I very much enjoyed my interview with @sakshibatra18 at @business_today"
X Link 2023-11-06T07:45Z 140.5K followers, 17.4K engagements
"Banks outperform NBFCs during a rising interest rate environment (as their NIMs expand) while the latter outperform during a falling interest rate environment. #Cycles"
X Link 2023-11-15T09:26Z 140.3K followers, 21.6K engagements
"My head is spinning after reading this"
X Link 2023-11-18T05:26Z 140.6K followers, 20.8K engagements
"Here is part of the tradeoff with diversification. You must be diversified enough to survive bad times or bad luck so that skill and good process can have the chance to pay off over the long term. Joel Greenblatt #TheMakingOfAValueInvestor"
X Link 2023-11-22T04:00Z 140.9K followers, [----] engagements
"Lots of wisdom in this pic"
X Link 2023-11-22T08:07Z 140.7K followers, 17.5K engagements
"Develop into a lifelong self-learner through voracious reading; cultivate curiosity and strive to become a little wiser every day. RIP Charlie Munger 🙏"
X Link 2023-11-29T03:18Z 141.1K followers, 20.4K engagements
"I had the good fortune to meet Charlie Munger in a public setting during the [----] DJCO annual meeting. As the news of his demise is sinking in I feel a deep sense of gratitude to him. Thank you for everything my teacher. You taught me how to live an honorable life. RIP 🙏"
X Link 2023-11-29T06:25Z 141K followers, 34K engagements
"Possibly the best health insurance policy available in India as of today"
X Link 2023-12-03T03:45Z 141K followers, [----] engagements
"Home textile exporters are poised for strong earnings growth"
X Link 2023-12-07T03:30Z 141.2K followers, 31.8K engagements
"In a bull market: Deep value goes to value. Value goes to fair value. Fair value goes to expensive. Expensive goes to super expensive. Super expensive goes to absurdly high and ridiculously insane. #Cycles"
X Link 2023-12-08T05:58Z 141.2K followers, 26.7K engagements
"This is what a strong broad-based bull market looks like"
X Link 2023-12-09T05:19Z 141.2K followers, 17.7K engagements
"This is what euphoria looks like"
X Link 2023-12-14T05:35Z 141.4K followers, 27K engagements
"Given how the stars are strongly aligning for India in multiple important aspects I won't be surprised if its stock market becomes a gigantic bubble (similar to that of Japan in the late 1980s) sometime during this decade driven by global and domestic investors euphoria"
X Link 2023-12-14T07:48Z 141.4K followers, 88K engagements
"@KarnavatRavi Thanks Ravi. I am sure you will enjoy my new book too -"
X Link 2024-01-28T03:48Z [--] followers, [---] engagements
"Planning is important but the most important part of every plan is to plan on the plan not going according to plan. Morgan Housel"
X Link 2024-01-28T16:10Z 142.6K followers, 31.9K engagements
""Don't confuse brains with a bull market." Humphrey B. Neill In case you have made money by investing in the last one year. It is because of the bull market where 92% of the stocks are up in the last one year. If you had randomly picked any stock without any fundamental or technical analysis still you had a 92% chance of making money https://t.co/ZxTgtcXyfd In case you have made money by investing in the last one year. It is because of the bull market where 92% of the stocks are up in the last one year. If you had randomly picked any stock without any fundamental or technical analysis still"
X Link 2024-02-05T02:38Z 142.8K followers, 13.2K engagements
"MNC promoters making merry amid the bull market in India. #Whirlpool #BlockDeal: Over 24% equity worth [----] crore exchanges hands @Reematendulkar https://t.co/kHe9WpQcDF #Whirlpool #BlockDeal: Over 24% equity worth [----] crore exchanges hands @Reematendulkar https://t.co/kHe9WpQcDF"
X Link 2024-02-20T04:52Z 143.1K followers, 18.2K engagements
""Tell me who your heroes are and I'll tell you how youll turn out to be." Warren Buffett"
X Link 2024-02-20T15:28Z 143.3K followers, 43.8K engagements
"There are two sets of investors in the US markets right now - those who own Nvidia and those who don't"
X Link 2024-02-22T04:34Z 143.2K followers, 24.1K engagements
"Market is expecting a big corporate announcement very soon Disc: We hold this stock in our PMS JIO FINANCIAL Market Cap Crosses Rs [------] crores #JIO #JIOFIN #RELIANCE JIO FINANCIAL Market Cap Crosses Rs [------] crores #JIO #JIOFIN #RELIANCE"
X Link 2024-02-23T04:33Z 143.3K followers, 99.4K engagements
"Enjoyed this insightful presentation on behavioral finance by Sanjoy Bhattacharyya. https://youtu.be/lduQPUxlH20si=Anyaw99UDe1pQdjT https://youtu.be/lduQPUxlH20si=Anyaw99UDe1pQdjT"
X Link 2024-04-04T03:29Z 144K followers, 26K engagements
"I very much enjoyed my interview with @SurabhiUpadhyay and @sonalbhutra on @CNBCTV18News today morning. I discuss private sector banks IT services rural consumption and premiumization theme. Disc: We hold ICICI Bank and Ethos in @Compcircle Stellar PMS https://youtu.be/gAR7HnIoMOEsi=ew6PiaIaJD0rbOEe https://youtu.be/gAR7HnIoMOEsi=ew6PiaIaJD0rbOEe"
X Link 2024-06-21T06:45Z 145.5K followers, [----] engagements
"I discussed the importance of prudent diversification in this interview with @BajajAswini. https://youtu.be/IfsPQGJLeBksi=N0lgCnNHsrSdA3tm https://youtu.be/IfsPQGJLeBksi=N0lgCnNHsrSdA3tm"
X Link 2024-07-13T17:09Z 146K followers, [----] engagements
"I very much enjoyed my interview with @devganrajat9 on @BizTakOfficial. I talk about my expectations from the budget bull market mistakes to avoid promising investment themes pitfalls of thematic funds and more. https://youtu.be/fSTVdXXoaAcsi=cccaJvpy0Gsm6eeY https://youtu.be/fSTVdXXoaAcsi=cccaJvpy0Gsm6eeY"
X Link 2024-07-19T04:07Z 146.1K followers, [----] engagements
"Significant volatility is just around the corner driven by new regulations to rein in the euphoria. #Budget2024"
X Link 2024-07-20T17:57Z 146.2K followers, 53.3K engagements
"The increase in LTCG is a howler. Why penalise long-term non-speculative investments This government will keep milking the honest taxpayers more with each passing year. Eventually STCG will start getting taxed at the marginal rate in future. It's a question of when not if. If history is any guide expect further negative announcements from this government tomorrow related to the stock market. If history is any guide expect further negative announcements from this government tomorrow related to the stock market"
X Link 2024-07-23T14:37Z 146.2K followers, 32.5K engagements
""All past declines look like an opportunity all future declines look like a risk." Morgan Housel"
X Link 2024-08-02T17:39Z 146.5K followers, 22.5K engagements
"VIX is anticipating some big bankruptcy announcements. Markets move first. The news follows later. BREAKING: The volatility index $VIX is now trading above [--] a level only seen [--] previous times in history. The only [--] times the $VIX has traded above [--] were the [----] Pandemic and [----] Financial Crisis. This puts the $VIX up a whopping 550% from its July [----] lows. As a https://t.co/qH6oVJDXzz BREAKING: The volatility index $VIX is now trading above [--] a level only seen [--] previous times in history. The only [--] times the $VIX has traded above [--] were the [----] Pandemic and [----] Financial Crisis."
X Link 2024-08-05T12:43Z 146.6K followers, 113.9K engagements
"So much noise to contend with as a fund manager in today's times. The behavioral edge is truly the most important one for investors in the social media dominated world"
X Link 2024-08-11T15:46Z 148.7K followers, 21.1K engagements
"Paying my respects to the driving force of the world markets on my birthday :)"
X Link 2024-08-16T19:19Z 148.7K followers, 24.6K engagements
"The most dangerous thing is to buy something at the peak of its popularity. At that point all favourable facts and opinions are already factored into its price and no new buyers are left to emerge. Howard Marks"
X Link 2024-08-24T22:39Z 148.7K followers, 24.1K engagements
"Enjoyed reading this primer on special situation investing. An effective way to generate alpha when broader markets become expensive"
X Link 2024-09-02T16:11Z 148.7K followers, 72.6K engagements
"Expect a plethora of such scams to come to light after this bull market ends. Nothing new. Human nature keeps oscillating between extreme greed (in bull markets) and extreme fear (in bear markets). A [--] year old youngster Swapnil Das was able to rake in a mind-boggling [----] Cr from gullible public by the simple modus operandi of posing with foreign cars appearing on F2F RIGI & promising 30% return in [--] days from stock market trading & investment https://t.co/0j2mGrgm5x https://t.co/r9fkVDJ4cf A [--] year old youngster Swapnil Das was able to rake in a mind-boggling [----] Cr from gullible public"
X Link 2024-09-06T16:49Z 148.6K followers, [----] engagements
"@gshyam4 You will enjoy my new book too: https://www.amazon.in/Making-Value-Investor-Gautam-Baid-ebook/dp/B0CHZW2WQJ/ref=mp_s_a_1_3crid=3688HTK4ISFW8&keywords=the+making+of+a+value+investor&qid=1696033329&sprefix=%2Caps%2C280&sr=8-3 https://www.amazon.in/Making-Value-Investor-Gautam-Baid-ebook/dp/B0CHZW2WQJ/ref=mp_s_a_1_3crid=3688HTK4ISFW8&keywords=the+making+of+a+value+investor&qid=1696033329&sprefix=%2Caps%2C280&sr=8-3"
X Link 2024-09-10T17:42Z 148.7K followers, [--] engagements
"The Making of a Value Investor has become the #1 most gifted book in business and finance on @amazonIN. I thank my readers for their love and support. @chokhani_manish @utpalsheth"
X Link 2024-09-10T18:01Z 148.7K followers, [----] engagements
"Finished reading this masterpiece on probabilistic thinking and effective decision making"
X Link 2024-09-13T15:28Z 148.7K followers, 413.6K engagements
"The wealth management industry in India has a very long runway for growth. https://youtu.be/wQL5B7G9-Wksi=qwUmX3MOLCzbUH7A https://youtu.be/wQL5B7G9-Wksi=qwUmX3MOLCzbUH7A"
X Link 2024-10-22T18:02Z 153.7K followers, 20.8K engagements
"The bull case for gold in one chart. The U.S. National Debt has increased by $473 BILLION over the last three weeks. It now stands at $35.8 TRILLION. https://t.co/CwmOKFZmbH The U.S. National Debt has increased by $473 BILLION over the last three weeks. It now stands at $35.8 TRILLION. https://t.co/CwmOKFZmbH"
X Link 2024-10-24T02:55Z 153.7K followers, [----] engagements
"Time to revisit many vital lessons from the brutal bear market that took place in small cap and mid cap stocks in India from January [----] to March [----]. Feels like early [----] now Feels like early [----] now"
X Link 2024-11-14T01:53Z 149.3K followers, 15.1K engagements
"Source: The Joys of Compounding Compound interest over [---] years. 🔥 https://t.co/8rum9zbOqJ Compound interest over [---] years. 🔥 https://t.co/8rum9zbOqJ"
X Link 2024-11-17T21:25Z 149.1K followers, 11.5K engagements
"The geopolitical risks for global markets have never been this high in a long time. https://youtu.be/kFYEi4Uspuksi=N-xK2FjV1sifAE7X https://youtu.be/kFYEi4Uspuksi=N-xK2FjV1sifAE7X"
X Link 2024-11-18T18:24Z 149.2K followers, [----] engagements
"Enjoyed this highly engaging documentary on the panic of [----] which led to the creation of the Federal Reserve. The production values are simply top-notch https://youtu.be/dP5Aa0mfyjMsi=XkMU3p2rCc2Orjeq https://youtu.be/dP5Aa0mfyjMsi=XkMU3p2rCc2Orjeq"
X Link 2024-11-20T02:41Z 149.5K followers, 21.2K engagements
"Good insights from @connectgurmeet in this interview. #BigMarketVoices Complete Circle & CIO CDMO IT US : @_anujsinghal @AEHarshada @connectgurmeet https://t.co/C2dE4HD49U #BigMarketVoices Complete Circle & CIO CDMO IT US : @_anujsinghal @AEHarshada @connectgurmeet https://t.co/C2dE4HD49U"
X Link 2024-12-13T05:34Z 149.7K followers, 11.6K engagements
"I very much enjoyed my interview with @Quartr_App. https://quartr.com/insights/investment-strategy/lessons-from-gautam-baid-mastering-simplicity-and-compounding https://quartr.com/insights/investment-strategy/lessons-from-gautam-baid-mastering-simplicity-and-compounding"
X Link 2024-12-13T16:39Z 149.8K followers, [----] engagements
"AI boom is leading to many decadal investment themes. https://www.bloomberg.com/news/features/2024-12-13/ai-wants-more-data-more-chips-more-power-more-water-more-everythingsrnd=homepage-americas&embedded-checkout=true https://www.bloomberg.com/news/features/2024-12-13/ai-wants-more-data-more-chips-more-power-more-water-more-everythingsrnd=homepage-americas&embedded-checkout=true"
X Link 2024-12-13T16:54Z 149.8K followers, 10.4K engagements
"Source: The Making of a Value Investor Great management teams always find a way to expand their TAM. $AMZN https://t.co/2bs6DqfL4U Great management teams always find a way to expand their TAM. $AMZN https://t.co/2bs6DqfL4U"
X Link 2024-12-24T01:47Z 149.9K followers, 17.4K engagements
"#TheJoysOfCompounding A 20-year-old has the potential to become a millionaire in retirement by investing $187 a month. They only contribute $90000. The other $910000 is from compound interest. Wild. (Assuming a 10% annual return) https://t.co/vBzU3G9p9e A 20-year-old has the potential to become a millionaire in retirement by investing $187 a month. They only contribute $90000. The other $910000 is from compound interest. Wild. (Assuming a 10% annual return) https://t.co/vBzU3G9p9e"
X Link 2025-01-02T02:56Z 150.1K followers, [----] engagements
"#CompoundingGoodHabits The most reliable way to change your life. https://t.co/AhVlh7Gw6Z The most reliable way to change your life. https://t.co/AhVlh7Gw6Z"
X Link 2025-01-03T03:35Z 150.1K followers, [----] engagements
"Many great insights on value investing in this interview. https://youtu.be/zlzL1DVsbdssi=JN-eFjPFV6uQa_Ss https://youtu.be/zlzL1DVsbdssi=JN-eFjPFV6uQa_Ss"
X Link 2025-01-08T18:01Z 150.4K followers, [----] engagements
"Massive tariffs around the corner. Global volatility is about to surge. For far too long we have relied on taxing our Great People using the Internal Revenue Service (IRS). Through soft and pathetically weak Trade agreements the American Economy has delivered growth and prosperity to the Worldwhile taxing ourselves. It is time for that to change. For far too long we have relied on taxing our Great People using the Internal Revenue Service (IRS). Through soft and pathetically weak Trade agreements the American Economy has delivered growth and prosperity to the Worldwhile taxing ourselves. It"
X Link 2025-01-15T04:22Z 150.4K followers, [----] engagements
"I very much enjoyed my interview with @Reematendulkar and @VivekIyer72 on @CNBCTV18Live. https://youtu.be/SZckIP_XByAsi=unfgE8NsdtWa5KzR https://youtu.be/SZckIP_XByAsi=unfgE8NsdtWa5KzR"
X Link 2025-01-15T14:52Z 150.4K followers, [----] engagements
"Always a pleasure listening to Howard Marks. https://youtu.be/iDUMwsNe4qcsi=Sx35ofQo_sQeH3Ro https://youtu.be/iDUMwsNe4qcsi=Sx35ofQo_sQeH3Ro"
X Link 2025-01-19T07:30Z 150.5K followers, [----] engagements
"Sunk cost fallacy at play. If you don't enjoy a book stop reading it. If you don't enjoy your job prepare your exit. If you don't enjoy the company of someone just say no. People waste so much time either because they feel guilty for cutting their losses or because they're scared of being disliked. If you don't enjoy a book stop reading it. If you don't enjoy your job prepare your exit. If you don't enjoy the company of someone just say no. People waste so much time either because they feel guilty for cutting their losses or because they're scared of being disliked"
X Link 2025-01-21T05:47Z 150.5K followers, [----] engagements
"Timeless wisdom from the legendary duo thoughtfully curated by @TSOH_Investing"
X Link 2025-01-23T15:49Z 150.6K followers, 25.9K engagements
"You get one life. Play your own game. https://fs.blog/comparing-yourself-others/ https://fs.blog/comparing-yourself-others/"
X Link 2025-01-26T01:27Z 150.6K followers, [----] engagements
"A must-read thread for everyone. Bookmark It DeepSeek has barely made an impact and now we're already facing the next wave of disruption. The speed at which things are changing is insanetoo much too soon too fast but let's talk about the whole situation and How it affects Indian Market and Economy 1/n https://t.co/Z931Xax1Qr Bookmark It DeepSeek has barely made an impact and now we're already facing the next wave of disruption. The speed at which things are changing is insanetoo much too soon too fast but let's talk about the whole situation and How it affects Indian Market and Economy 1/n"
X Link 2025-01-26T05:33Z 150.6K followers, 17.3K engagements
"The most dangerous thing is to buy something at the peak of its popularity. At that point all favourable facts and opinions are already factored into its price and no new buyers are left to emerge. Howard Marks"
X Link 2025-01-27T23:59Z 150.7K followers, 13.2K engagements
"This market and the current reactions/remarks/behavior of its participants bear an uncanny resemblance to history"
X Link 2025-02-11T05:06Z 151.3K followers, 16.4K engagements
"A journal entry from [----] during the bear market in India then. Investors who entered the market after March [----] will relate to these feelings in the current times. Volatility in emotions is the only constant in markets. "My morale is low. I could manage myself with reasonable calm when poor quality stocks were crashing but now that good quality stocks have also started falling hard I don't know what action to take. " https://t.co/SwIdqwRyRI "My morale is low. I could manage myself with reasonable calm when poor quality stocks were crashing but now that good quality stocks have also started"
X Link 2025-03-03T16:25Z 151.2K followers, [----] engagements
"Investing simplified by my colleague @connectgurmeet. Enjoyed this interview. https://youtu.be/8qR92L4acWwsi=0Tu6FsL5jznoZ_RY https://youtu.be/8qR92L4acWwsi=0Tu6FsL5jznoZ_RY"
X Link 2025-03-13T15:59Z 151.5K followers, 21.3K engagements
"Trump 1.0: Focused on the stock market Trump 2.0: Focused on the bond market"
X Link 2025-03-22T03:44Z 151.5K followers, 11.5K engagements
"The global economic order changed completely yesterday. We are now living in unprecedented times. Many events that will unfold from hereon will leave us in shock and awe. Buckle up"
X Link 2025-04-03T21:20Z 151.8K followers, 18.1K engagements
"Trump 1.0: Wall Street is my report card Trump 2.0: Main Street is my report card https://youtu.be/zLnX1SQfgJIsi=8lRYb_S8JkwKOAfJ https://youtu.be/zLnX1SQfgJIsi=8lRYb_S8JkwKOAfJ"
X Link 2025-04-04T22:40Z 151.8K followers, [----] engagements
"Expect many regional banks in the US to go bust over the next [--] year. #Stagflation"
X Link 2025-04-06T16:36Z 151.9K followers, 35K engagements
"Looks like Warren Buffett's legendary investment journey will be possibly culminating with the largest value buy of his lifetime"
X Link 2025-04-06T22:12Z 152.7K followers, 35.7K engagements
"India is poised to outperform amidst the global turbulence. https://www.bloomberg.com/news/articles/2025-04-13/global-funds-tout-india-markets-as-haven-in-trump-s-tariff-chaos https://www.bloomberg.com/news/articles/2025-04-13/global-funds-tout-india-markets-as-haven-in-trump-s-tariff-chaos"
X Link 2025-04-13T02:42Z 151.9K followers, [----] engagements
"This time the safe-haven buying is not taking place in the US dollar or US treasuries. It is occurring in GOLD. #TheNeutralReserveCurrency"
X Link 2025-04-15T17:01Z 151.9K followers, 16.1K engagements
"The Joys of Compounding has been shortlisted in the Berkshire Hathaway selection this year in Omaha #BRK2025"
X Link 2025-05-01T19:58Z 152.4K followers, 185.4K engagements
"Possibly the biggest turnout at Berkshire in many years. The energy in the air is simply electrifying #BRK2025"
X Link 2025-05-03T13:54Z 152.5K followers, 129.4K engagements
"A standing ovation for the great Warren Buffett by 40000+ people here in the arena. That my friends is the greatest wealth one can accumulate over a lifetime - "heartfelt respect and admiration". #BRK2025 #CompoundingGoodwill"
X Link 2025-05-03T18:24Z 152.5K followers, 266.3K engagements
"Investing is hard. Being a fund manager is harder. Delivering good outcomes across time horizons consistently enough and in a manner where clients can stay the course with some semblance of peace That calls for so many skills that go well beyond equity research as an activity Delivering good outcomes across time horizons consistently enough and in a manner where clients can stay the course with some semblance of peace That calls for so many skills that go well beyond equity research as an activity"
X Link 2025-05-24T06:10Z 152.5K followers, 12.1K engagements
"You must be diversified enough to survive bad times or bad luck so that skill and good process can have the chance to pay off over the long term. Joel Greenblatt"
X Link 2025-07-10T04:48Z 153.1K followers, 13.7K engagements
"After Canada UAE India Singapore Brazil Netherlands Germany and France The Joys of Compounding is now a #1 best seller in Australia I thank my readers for their love and support. The Joys of Compounding is now a #1 best seller in France - the 8th country in which it has achieved this milestone. I thank all my readers around the world for their love and support. https://t.co/tghZB53GIq The Joys of Compounding is now a #1 best seller in France - the 8th country in which it has achieved this milestone. I thank all my readers around the world for their love and support. https://t.co/tghZB53GIq"
X Link 2025-08-18T19:40Z 153.5K followers, 23.7K engagements
"As the fed moves to flexible inflation targeting investors' exposure to real assets/hard assets will significantly increase going forward. Fun fact: In the US markets Sprott Inc is the only listed pure-play on precious metals and critical minerals. https://youtu.be/oomlwRqRsQUsi=4srlzyxRVZZ0Dgeg https://youtu.be/oomlwRqRsQUsi=4srlzyxRVZZ0Dgeg"
X Link 2025-08-22T17:01Z 153.5K followers, [----] engagements
"Here is part of the tradeoff with diversification. You must be diversified enough to survive bad times or bad luck so that skill and good process can have the chance to pay off over the long term. Joel Greenblatt"
X Link 2025-09-19T16:39Z 153.7K followers, 10.7K engagements
"De-dollarisation among BRIC nations in full swing. https://www.business-standard.com/economy/news/russian-oil-traders-ask-indian-buyers-to-pay-in-yuan-amid-strong-china-ties-125100800070_1.html https://www.business-standard.com/economy/news/russian-oil-traders-ask-indian-buyers-to-pay-in-yuan-amid-strong-china-ties-125100800070_1.html"
X Link 2025-10-09T03:35Z 153.8K followers, [----] engagements
"Yes affordable housing finance stocks are expected to do well- but market cap equal to PE ratio (even after discounting JM Financial news)"
X Link 2017-03-23T04:07Z 148.7K followers, [--] engagements
"Just came across this @_anujsinghal @ShereenBhan @Latha_Venkatesh @Nigel__DSouza @varinder_bansal @ekta_batra @Reematendulkar @_soniashenoy https://x.com/SteveKopack/status/853993152243527682 https://x.com/SteveKopack/status/853993152243527682"
X Link 2017-04-18T02:21Z 148.8K followers, [--] engagements
"It is becoming more and more probable with each passing day that affordable housing finance could well be the leader of this bull market https://x.com/YatinMota/status/855270402020458497 Sources: Bain Capital front runner to buy 10-15% stake in Aspire Home A unit of @MotilalOswalLtd @MrMotilalOswal https://x.com/YatinMota/status/855270402020458497 Sources: Bain Capital front runner to buy 10-15% stake in Aspire Home A unit of @MotilalOswalLtd @MrMotilalOswal"
X Link 2017-04-21T04:07Z 148.7K followers, [--] engagements
"You know a bull market is in full force when one of your recent microcap "bets" hits [--] consecutive upper circuits #DistinguishLuckFromSkill"
X Link 2017-04-25T14:27Z 148.7K followers, [--] engagements
"Documentaries like these are a great source of vicarious learning for investors especially during a bull market https://youtu.be/t8e8Aq3Ss0o https://youtu.be/t8e8Aq3Ss0o"
X Link 2017-06-18T22:43Z 148.7K followers, [--] engagements
"Very true. But the CANSLIM method really works wonders in a bull market like the one underway in India currently #FundamentalMomentum https://x.com/cowboyInSH/status/883735035504762884 https://x.com/cowboyInSH/status/883735035504762884"
X Link 2017-07-08T19:07Z 148.7K followers, [--] engagements
"Similarly NBFCs HFCs specialty chemicals and road infra stocks may be the big themes of the ongoing bull market in India https://x.com/Jitendra1929/status/885513002476339200 Stock selection from the book " A zebra in lion country" https://t.co/5ofLUOdQoA https://x.com/Jitendra1929/status/885513002476339200 Stock selection from the book " A zebra in lion country" https://t.co/5ofLUOdQoA"
X Link 2017-07-13T15:02Z 148.7K followers, [--] engagements
"The India bull market has a long way to go. https://x.com/Geetu_Moza/status/890823882956918784 India Then & Now #equities #stocks #economy #mutualfunds https://t.co/ts1NtjdQyP https://x.com/Geetu_Moza/status/890823882956918784 India Then & Now #equities #stocks #economy #mutualfunds https://t.co/ts1NtjdQyP"
X Link 2017-07-28T06:55Z 148.7K followers, [--] engagements
"You know that you are in the midst of a raging bull market when [--] of your last [--] investments in the last [--] months go up more than 100% #Luck"
X Link 2017-08-03T14:33Z 148.7K followers, [--] engagements
"The bull market sector leaders are the ones which rebound the fastest at the first signs of recovery #NBFCs #HFCs #HighEarningsGrowthRates"
X Link 2017-08-11T06:37Z 148.5K followers, [--] engagements
"Fully agree with Ruchir Sharma that this is a very healthy bull market in India where only high quality is rewarded http://www.moneycontrol.com/news/business/markets-business/ruchir-sharma-hails-indias-cleanest-bull-market-what-should-investors-do-2358903.html http://www.moneycontrol.com/news/business/markets-business/ruchir-sharma-hails-indias-cleanest-bull-market-what-should-investors-do-2358903.html"
X Link 2017-08-14T17:14Z 148.7K followers, [--] engagements
"Balance sheet financial leverage by itself is not an adequate measure of risk in a company. #ExistenceOfMultipleSourcesOfRisk"
X Link 2017-08-27T04:31Z 148.7K followers, [--] engagements
"Just like Gravita I expect strong y-o-y growth in Pondy Oxides' quarterly earnings (due later today) as well driven by strong lead prices. https://x.com/blitzkreigm/status/903518371617980416 https://t.co/veJrNiyMls Pondy Oxides: Secondary Lead Mfg #Bhavcopy https://x.com/blitzkreigm/status/903518371617980416 https://t.co/veJrNiyMls Pondy Oxides: Secondary Lead Mfg #Bhavcopy"
X Link 2017-09-04T00:58Z 148.9K followers, [--] engagements
"The cultural and political level of a nation can be discerned by it's interest rate. The more advanced the nation the lower the loan rate"
X Link 2017-09-05T06:19Z 148.7K followers, [--] engagements
"A multi-year fundamentals-driven bull market in the graphite electrodes industry worldwide is underway.Make the most of this big opportunity https://x.com/_nirajshah/status/908150471164121088 Spotlight @BloombergQuint HEG Jefferies on HEG Target price - [----] Expects earnings CAGR of over 100% FY18-FY20 https://t.co/eSH3z9EW56 https://x.com/_nirajshah/status/908150471164121088 Spotlight @BloombergQuint HEG Jefferies on HEG Target price - [----] Expects earnings CAGR of over 100% FY18-FY20 https://t.co/eSH3z9EW56"
X Link 2017-09-14T02:14Z 148.9K followers, [--] engagements
"Signs of the current times in a bull market https://x.com/shraddha_babla/status/908457064707608577 Wow Indiabulls Ventures over HDFC Bank Indiabulls Housing and Bajaj Finance https://t.co/C79SOgKUZI https://x.com/shraddha_babla/status/908457064707608577 Wow Indiabulls Ventures over HDFC Bank Indiabulls Housing and Bajaj Finance https://t.co/C79SOgKUZI"
X Link 2017-09-15T04:43Z 148.7K followers, [--] engagements
"This is one of the clearest & most obvious signals that NBFCs are going to be the bull market sector leader in India http://www.bseindia.com/xml-data/corpfiling/AttachLive/f7807935-16a9-4616-9305-add2421c0ac9.pdf http://www.bseindia.com/xml-data/corpfiling/AttachLive/f7807935-16a9-4616-9305-add2421c0ac9.pdf"
X Link 2017-09-15T17:09Z 148.7K followers, [--] engagements
"It is just dumb luck in a liquidity driven bull market.When the market will correct these stocks will fall the hardest.Do your proper study https://x.com/manoj1977/status/915415107143946241 @Gautam__Baid Whichever scrip u invest in shootsup immediately whether it is gravita or Goa carbon .can u advice on some scrip or sector to invest for LT https://x.com/manoj1977/status/915415107143946241 @Gautam__Baid Whichever scrip u invest in shootsup immediately whether it is gravita or Goa carbon .can u advice on some scrip or sector to invest for LT"
X Link 2017-10-04T04:55Z 148.9K followers, [--] engagements
"Wise & timely words of caution. Participate in this bull market but in a responsible & controlled manner.Always do your study before buying https://x.com/shyamsek/status/917648192249905152 This is a podcast recording from my talk "Has value investing lost its way" https://t.co/mVzzjFmumN Do listen and share your thoughts. https://x.com/shyamsek/status/917648192249905152 This is a podcast recording from my talk "Has value investing lost its way" https://t.co/mVzzjFmumN Do listen and share your thoughts"
X Link 2017-10-11T01:10Z 148.7K followers, [--] engagements
""The foundation of success in life is good health: that is the substratum fortune; it is also the basis of happiness." - P. T. Barnum"
X Link 2017-10-19T22:48Z 148.7K followers, [--] engagements
"Very timely post from my friend Vishal. We are just lucky to be in the middle of a bull market so participate in it in a responsible manner https://x.com/safalniveshak/status/926332071798116352 Inspired by tweets from @morganhousel then @Sanjay__Bakshi my latest post - Of Free Brains and Effortless Money https://t.co/eriPGMqFTn https://x.com/safalniveshak/status/926332071798116352 Inspired by tweets from @morganhousel then @Sanjay__Bakshi my latest post - Of Free Brains and Effortless Money https://t.co/eriPGMqFTn"
X Link 2017-11-03T16:13Z 148.8K followers, [--] engagements
"Once a small cap company starts showing consistent growth markets start looking at it differently & give it a higher multiple #EmergingMoat"
X Link 2017-11-07T17:22Z 148.7K followers, [--] engagements
"2 additional points to note from the fine print - 1) The effective tax rate as well as Trade receivables as a % of sales have gone up because of increased contribution from the Indian government business 2) Board has approved a 15% dividend payout policy https://x.com/Gautam__Baid/status/928619755811905536 https://x.com/Gautam__Baid/status/928619755811905536"
X Link 2017-11-09T15:51Z 148.7K followers, [--] engagements
"Many individuals act out of greed & fear of missing out during a bull market and end up hurriedly buying highly risky stocks without putting in the hard work & necessary research & due diligence.Subsequently those are the very ones to lose the most during the ensuing bear market. https://x.com/sandipsabharwal/status/929340409620316162 Aurobindo Pharma on a Debt of Rs [----] Cr "SHOWS" an interest cost of just Rs [--] Cr per quarter. They say their borrowing cost is 1.6%. US Govt borrows at 2.3%. Its crazy. Its a deadly balance sheet. https://x.com/sandipsabharwal/status/929340409620316162"
X Link 2017-11-11T21:33Z 148.7K followers, [--] engagements
"Along with this individual investors also do not have any market cap or sector weighting restrictions. Use these big structural advantages to your maximum benefit in a thriving entrepreneurial country like India where there are so many dynamic young companies to invest in https://x.com/dmuthuk/status/930698023889440768 Individual investors have permanent capital enabling them to take really long term view. Institutions have no such luxury. https://x.com/dmuthuk/status/930698023889440768 Individual investors have permanent capital enabling them to take really long term view. Institutions have"
X Link 2017-11-15T07:30Z 148.9K followers, [--] engagements
"This is so true. Don't let rising stock prices in a bull market trick you into believing that you have suddenly become more smart. Maintain humility and keep constantly learning from the wisdom of experienced investors who have actually experienced multiple market cycles. https://x.com/prajeshm/status/924637547942129664 Important to nudge ourselves I am not on the side of the professionals and then keep doing things which can push us towards professionals https://t.co/C5dRi5drv3 https://x.com/prajeshm/status/924637547942129664 Important to nudge ourselves I am not on the side of the"
X Link 2017-11-15T20:16Z 148.7K followers, [--] engagements
"4) ESOPs given to newly inducted senior management team 5) Declaration of first ever dividend in the company's history in FY17 6)This fully secured lending business at the cusp of exponential growth is available at a market cap of 340cr & at less than 2x "trailing" Price to book https://x.com/Gautam__Baid/status/931546906064330752 2) CSL used to borrow from Kotak at 16% initially now it has recently borrowed from SBI at sub 10%=Big margin expansion 3) The management did not recklessly chase growth to boost reported profits rather it displayed prudence by cutting back on its lending post"
X Link 2017-11-17T15:37Z 148.7K followers, [--] engagements
"I fully agree.In factI would personally attribute more than half of my existing returns to the current bull market & liquidity rather than personal skill. The key to achieving financial freedom is to dream BIG during a bull market & simultaneously resist paying absurd valuations https://x.com/jinushah/status/951676584817143808 @Gautam__Baid Congrats Gautam how ever in this bull mkt u have many people to accompany in this delightful feeling https://x.com/jinushah/status/951676584817143808 @Gautam__Baid Congrats Gautam how ever in this bull mkt u have many people to accompany in this delightful"
X Link 2018-01-12T17:23Z 148.8K followers, [--] engagements
"I generally do not comment on politicians but this is a pathetic & highly irresponsible statement by @adhia03 that capital gains accrue "without any effort".This man is insulting the hard work & sacrifices of the dedicated equity investor. @FinMinIndia @arunjaitley @narendramodi https://x.com/nagpalharesh/status/959664094231060481 Sebi please look into salaries of Fund Managers They are Earning so much without any effort .:) https://t.co/rwoLet4kL3 https://x.com/nagpalharesh/status/959664094231060481 Sebi please look into salaries of Fund Managers They are Earning so much without any effort"
X Link 2018-02-03T06:51Z 148.7K followers, [---] engagements
"And the entertainment begins- "Park your money in safe bets like IT & Pharma" "Have a small place for gold in your overall asset allocation" "It is time to increase your allocation to fixed income" (after stocks have become cheaper) "Has the global tide turned for the worse" https://x.com/Gautam__Baid/status/960741226650546176 The next couple of days are going to be very entertaining. Many "experts" are going to proclaim - "I told you so" "this was a correction waiting to happen" "stay away from stocks right now" "sell all your small cap & mid cap stocks" irrespective of valuations ;)"
X Link 2018-02-06T16:56Z 148.7K followers, [--] engagements
"The final discount rate to use in valuation of any business is the culmination of the current risk free rate the riskiness of the business that the company operates in and the level of risk averseness of equity market participants at a given point in time"
X Link 2018-02-12T20:18Z 148.7K followers, [--] engagements
"After reading this 1960's classic by John Brooks I can now truly appreciate why @BillGates calls it his favorite business book of all time. History doesn't repeat itself but it often rhymes. The first chapter in the book titled "Market Fluctuations" is simply outstanding"
X Link 2018-02-18T04:28Z 148.8K followers, [---] engagements
"This is a common occurrence every year - bond yields spike up in February-March (because of liquidity crunch caused due to technical reasons like advance tax etc) and then start cooling off from April-May. Markets get jittery about interest rates and smart investors capitalise. https://x.com/ToshniwalEquity/status/974928700285190145 Relief for PSU Banks [--] year bond yield has been on downward trajectory for last fortnight & last week saw biggest weekly fall since [--] June [--] Further credit growth at Rs [--] lakh cr during fornight ending [--] Mar [--] also bodes well @Iamsamirarora @1shankarsharma"
X Link 2018-03-17T16:49Z 148.7K followers, [--] engagements
"Expect a lot of fun & entertainment today with business media screaming out loud all day long- "End of globalization" "Trade wars" "Is this the end of the bull market" "We have seen the top for 2018" "Stay away from the markets till the outlook becomes clear/Wait till April""
X Link 2018-03-23T02:51Z 148.9K followers, [---] engagements
""Only when the tide goes out do you discover who's been swimming naked" - Warren Buffett Investors make money off the income statement but survive off the balance sheet & cash flow. When a company reports profit but bleeds cash - Always follow the cash. https://www.bseindia.com/xml-data/corpfiling/AttachLive/64d56205-b56e-4a21-b5cc-565148e5edd0.pdf https://www.bseindia.com/xml-data/corpfiling/AttachLive/64d56205-b56e-4a21-b5cc-565148e5edd0.pdf"
X Link 2018-04-17T15:52Z 148.7K followers, [--] engagements
"Since early [----] I had been working on implementing the most partner-centric structure for my India equity fund in the US. Warren Buffett's feedback greatly helped. I am very pleased with the fund's final structure. It's a big day. Seeking your wishes http://www.stellarwealthindia.com http://www.stellarwealthindia.com"
X Link 2022-06-09T14:58Z 155.2K followers, [----] engagements
"Gulf funds warming up for India"
X Link 2026-02-17T00:27Z 47.7K followers, [----] engagements
"Last [--] mths hav been nothing short or' brutal' indices mask the pain. It was covid type cut but prolonged over over a yr. Those who maintained calm accumulated quality set to change their orbit in next 18-mths. Some will even break free into financial freedom. #Breakoutsahead"
X Link 2026-02-17T04:03Z 47.7K followers, [----] engagements
"This is a masterclass in strategic positioning. India isnt just hosting an AI summit. Its auctioning the future. $72 billion in infrastructure commitments over [--] days is more than capital deployment. Its market anchoring. Microsoft Google Amazon and Adani-Google are buying influence over distribution adoption and mindshare for the next half-billion users. The tax holiday until [----] isnt generosity. It is a signal: build here scale here and lock in decades of leverage. Combine that with a billion internet users and [---] million weekly ChatGPT users and you see why India is not a passive"
X Link 2026-02-16T05:41Z [----] followers, [----] engagements
"RT @aakashgupta: $72 billion in AI infrastructure commitments to India in the last [--] days. Microsoft: $17.5B. Google: $15B. Amazon: $35B"
X Link 2026-02-16T05:42Z 155.2K followers, [---] engagements
"$72 billion in AI infrastructure commitments to India in the last [--] days. Microsoft: $17.5B. Google: $15B. Amazon: $35B. Adani-Google joint venture: $5B. Indias own IndiaAI Mission: $1.2B for [-----] subsidized GPUs. And the government sweetened the deal further: zero taxes on cloud computing profits through [----]. Thats [--] years of tax-free AI revenue for any hyperscaler that builds there. The math tells you what this summit actually is. India has [---] million weekly ChatGPT users the worlds largest student AI user base and over a billion internet users. OpenAI made ChatGPT free for Indian"
X Link 2026-02-16T05:31Z 179.4K followers, 66K engagements
"Bringing the world together to discuss AI Starting today India hosts the AI Impact Summit at Bharat Mandapam in Delhi. I warmly welcome world leaders captains of industry innovators policymakers researchers and tech enthusiasts from across the world for this Summit. The theme of the Summit is Sarvajana Hitaya Sarvajana Sukhaya or welfare for all happiness for all reflecting our shared commitment to harnessing Artificial Intelligence for human-centric progress"
X Link 2026-02-16T03:30Z 106.2M followers, 15.1M engagements
"A very insightful read for understanding the current market environment. Periods like a bear market are not just phases of correction they are invaluable teachers that build discipline patience and perspective for long-term investors"
X Link 2026-02-16T02:41Z [---] followers, [----] engagements
"RT @InvestingCanons: Peter Lynch: If you own a Costco WalMart or Nvidia that offsets your mistakes. Youre terrific in this business i"
X Link 2026-02-15T21:21Z 155.2K followers, [--] engagements
"Peter Lynch: If you own a Costco WalMart or Nvidia that offsets your mistakes. Youre terrific in this business if youre right six and a half times out of ten. Thats a great score"
X Link 2026-02-15T14:36Z 115.3K followers, 93.5K engagements
""Software is moving at internet speed. Infrastructure is moving at civil engineering speed." Were making a fairly large error. People look at AI scaling curves and assume the physical world scales the same way behind them . It cant . You can 10x compute in a few years. You cant 10x copper supply . You cant spin up refining capacity or grid infrastructure with a Were making a fairly large error. People look at AI scaling curves and assume the physical world scales the same way behind them . It cant . You can 10x compute in a few years. You cant 10x copper supply . You cant spin up refining"
X Link 2026-02-15T15:30Z 155.2K followers, 15.6K engagements
"Were making a fairly large error. People look at AI scaling curves and assume the physical world scales the same way behind them . It cant . You can 10x compute in a few years. You cant 10x copper supply . You cant spin up refining capacity or grid infrastructure with a model update. AI doesnt mine ore. It doesnt refine gallium. It doesnt install transformers. It doesnt compress a ten-year permitting cycle into a product sprint. Every data center is basically a giant industrial object sitting on power plants transmission lines substations cooling systems fabs and metals that come out of"
X Link 2026-02-14T18:04Z 18.9K followers, 95.4K engagements
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