# ![@SridharanAnand Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1521374803.png) @SridharanAnand Buggy Human

There are discussions about the IB school curriculum and entrance exams in India, with some parents questioning the value of rigorous academic preparation, such as JEE coaching, and emphasizing the importance of other skills like research, synthesis, and presentation. Some parents also share their personal experiences with switching to IGCSE or IB programs. The conversations seem to be happening in the context of a fintech event in Mumbai.

### Engagements: [------] [#](/creator/twitter::1521374803/interactions)
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### Mentions: [--] [#](/creator/twitter::1521374803/posts_active)
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### Followers: [------] [#](/creator/twitter::1521374803/followers)
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### CreatorRank: [---------] [#](/creator/twitter::1521374803/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1521374803/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [countries](/list/countries)  [technology brands](/list/technology-brands)  [social networks](/list/social-networks)  [stocks](/list/stocks)  [celebrities](/list/celebrities)  [travel destinations](/list/travel-destinations)  [us election](/list/us-election)  [currencies](/list/currencies)  [automotive brands](/list/automotive-brands) 

**Social topic influence**
[india](/topic/india), [money](/topic/money), [investment](/topic/investment), [fund manager](/topic/fund-manager), [finance](/topic/finance), [ipo](/topic/ipo), [in the](/topic/in-the), [linkedin](/topic/linkedin), [countries](/topic/countries), [pakistan](/topic/pakistan)

**Top assets mentioned**
[Alphabet Inc Class A (GOOGL)](/topic/$googl) [Quant (QNT)](/topic/quant) [Microsoft Corp. (MSFT)](/topic/microsoft) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [??Holder (BNBHOLDER)](/topic/holder) [Smog (SMOG)](/topic/smog)
### Top Social Posts
Top posts by engagements in the last [--] hours

"15 yrs back I took more meetings. Met many more chors. Had hilarious surreal interactions. Here's how one opened: "You know internet" Me: I've never been asked that "I am future of internet" Me: Skynet Now same guy same plot new name. Like Terminator sequels"  
[X Link](https://x.com/SridharanAnand/status/1442012405043585028)  2021-09-26T06:25Z 23.5K followers, [--] engagements


"This is the real deal. If investing isn't your day job don't make it your second job. Most of us day-job investors suck at it anyway. Set up some SIP index fund stuff & fuggedaboutit. Spend time on important stuff like your actual job family Test cricket naendhrangai chips. How much investing matters: 0.05% How much investing takes up your time: 99%. Unless you're a investing professional pretty much everything else is more important than spending time picking funds etc. Even watching the grass grow. How much investing matters: 0.05% How much investing takes up your time: 99%. Unless you're a"  
[X Link](https://x.com/SridharanAnand/status/1469172082109927426)  2021-12-10T05:08Z 23.6K followers, [---] engagements


"Some VC fund sends yearly update to entire mailing list with lines like we delivered outsized returns 8th year in a row we have N unicorns they worth x% of India's GDP etc. You have to contact any Madras fellow for translation but my first thought is "Annan banian size 42""  
[X Link](https://x.com/SridharanAnand/status/1479091244944936963)  2022-01-06T14:03Z 23.5K followers, [--] engagements


"Dodgy serial acquirers going nuts on easy money reminds me of a blast from the past. My latest essay is a story of an actual short-selling thesis in which I played a bit part and from which I learnt more than a bit. https://buggyhuman.substack.com/p/my-only-ever-short-thesis https://buggyhuman.substack.com/p/my-only-ever-short-thesis"  
[X Link](https://x.com/SridharanAnand/status/1487997392964431873)  2022-01-31T03:53Z 23.6K followers, [---] engagements


"@sanhelmet @MoneylifeIndia I was just amazed that Nippon Shinyaku exists"  
[X Link](https://x.com/SridharanAnand/status/1529633940499099648)  2022-05-26T01:22Z 25K followers, [--] engagements


"@abhymurarka Two and twenty"  
[X Link](https://x.com/SridharanAnand/status/1566782720524423168)  2022-09-05T13:38Z 25K followers, [--] engagements


"Harsha Bhogle says Bhuvi can bowl penultimate over without giving away any runs and taking [--] wickets. https://markets.businessinsider.com/news/stocks/paul-krugman-federal-reserve-interest-rates-economy-inflation-recession-unemployment-2022-9 https://markets.businessinsider.com/news/stocks/paul-krugman-federal-reserve-interest-rates-economy-inflation-recession-unemployment-2022-9"  
[X Link](https://x.com/SridharanAnand/status/1567367117410009089)  2022-09-07T04:20Z 23.6K followers, [--] engagements


"@promila_agarwal @passivefool Modern Portfolio Theory belongs in Classics since it's all Greek. Valuation belongs in Fantasy section. Interest rates come under public policy since Fed went nuts. Investing comes under Sales & Marketing after Masa Tiger Cathie & Chamath"  
[X Link](https://x.com/SridharanAnand/status/1570082242386612224)  2022-09-14T16:09Z 23.5K followers, [--] engagements


"I have an active fund manager joke but it's on you. I have a mutual fund joke but I will tell you in the long term. I have a mutual fund joke but I will tell you in the long term"  
[X Link](https://x.com/SridharanAnand/status/1613572433008820225)  2023-01-12T16:23Z 23.5K followers, [----] engagements


"If you're feeling embarrassed about your life think of the dude who has to tell investors that Masa's due diligence revealed fraud at his portfolio company"  
[X Link](https://x.com/SridharanAnand/status/1615906682776977408)  2023-01-19T02:59Z 23.5K followers, 16.6K engagements


"About SVB TIL - Of 30+ analysts [--] had sell rating - Moody A rating - Forbes best bank award None of these [--] will face any consequences while shareholders are toast. If you're in stocks no one has your back. You're all alone in the game. Rest r cheerleaders & commentators"  
[X Link](https://x.com/SridharanAnand/status/1634404416097796096)  2023-03-11T04:02Z 23.5K followers, 51.2K engagements


"@passivefool Like an index fund investor"  
[X Link](https://x.com/SridharanAnand/status/1649306668247785472)  2023-04-21T06:58Z 23.5K followers, [----] engagements


"@_prashantnair Shocking if true"  
[X Link](https://x.com/SridharanAnand/status/1674595461603397632)  2023-06-30T01:47Z 14.8K followers, [--] engagements


"@contrarianEPS Exclude PSUs commodities financials (which aren't valued on P/E) and median valuation of top few hundred companies is near 40PE. Apply mildly subjective filter for business/promoter quality it gets closer to 50PE. This is gravity for LT returns though anything can happen in ST"  
[X Link](https://x.com/SridharanAnand/status/1674596975969468417)  2023-06-30T01:53Z 16.8K followers, [--] engagements


"@akshayalladi Yup. And that 'truly' bit likely lurks in subconscious & ties in to our innate wiring. Will be hard to pry out by asking or surveys"  
[X Link](https://x.com/SridharanAnand/status/1677891597491650561)  2023-07-09T04:09Z 16.8K followers, [---] engagements


"@akshayalladi I found Jon Haidt's Righteous Mind useful to get a sense of how different people may be wired differently on how we weight moral factors.(Disclaimer: he makes non falsifiable claims on fuzzy stuff & might be a hack. I only like the parts of his writing that i agree with😉)"  
[X Link](https://x.com/SridharanAnand/status/1677892671732604928)  2023-07-09T04:09Z 16.8K followers, [---] engagements


"@MGSolidarity One promoter of a branded consumer business framed the balancing act as "On one hand make vs buy is a strategic decision not a financial one" "On the other hand when milk is freely available don't buy cow""  
[X Link](https://x.com/SridharanAnand/status/1678300234881826817)  2023-07-10T07:10Z 14.8K followers, [----] engagements


"@deepakshenoy Same crooks. Sick of never ending news cycle - Ken type guy saying they're fucked in some new way company responding with some brazen PR. I want to see "no redeeming features whatsoever entire cap table worth zero we can all go home now ok bye""  
[X Link](https://x.com/SridharanAnand/status/1678671798110416896)  2023-07-11T07:56Z 16.8K followers, [----] engagements


"So Dream11 is now Dream7.92"  
[X Link](https://x.com/SridharanAnand/status/1678940377863127043)  2023-07-12T04:31Z 16.8K followers, 277.3K engagements


"Easy to realize TA is BS. Harder part is to realize that most inputs into (what passes as) FA are also BS - finance theory beta CAPM cost of capital forecasts DCF greeks as risk. It's not BS we fall for it's sophisticated BS. Question is can we do FA without the BS bits"  
[X Link](https://x.com/anyuser/status/1678948689358774272)  2023-07-12T20:09Z [--] followers, 21.4K engagements


"@SandeepParekh @GabbbarSingh This too"  
[X Link](https://x.com/SridharanAnand/status/1679457282940366849)  2023-07-13T16:22Z 16.8K followers, [---] engagements


"Maybe Threads is huge in the Metaverse but we don't know it since no one's there"  
[X Link](https://x.com/SridharanAnand/status/1680042084479401991)  2023-07-15T02:31Z 16.8K followers, [----] engagements


"I paraphrase-"Be long term. Be rational. Have conviction to back that rationality with consequential action whether be it avoiding froth or loading up on what's good but unpopular. Distinguish between short term & long term pain" No better person to learn from than Prashant Jain"  
[X Link](https://x.com/SridharanAnand/status/1685119325030514688)  2023-07-29T02:45Z 16.8K followers, 10.2K engagements


"@DivaJain2 Amdavadi ice cream makers are generally ok - Amul Vadilal Havmor - all stay clear of the veg oil nonsense. Other cheating method is amount of air. Kwality Walls basically sells cold mildly flavoured foamy veg oil"  
[X Link](https://x.com/SridharanAnand/status/1689107672312811520)  2023-08-09T02:53Z 16.8K followers, 13.9K engagements


"Now that Elon-Zuck cage-fight is off we can focus on society's real problems such as -Ragi idli -Slim fit pants -Social studies academics being allowed to use XL -What's the deal with Sanju Samson -Psychos on WhatsApp groups -Coffee that tastes like payasam"  
[X Link](https://x.com/SridharanAnand/status/1690918074818416640)  2023-08-14T02:47Z 16.8K followers, [----] engagements


"@SmartSyncServ Investing looks easy. Investing is easy to do (anyone with laptop & internet is good to go). But investing is super hard to do well (& to even tell if one is actually doing well) This combination makes investing both professional and DIY an unholy mess"  
[X Link](https://x.com/SridharanAnand/status/1693843492672336164)  2023-08-22T04:32Z 16.8K followers, [----] engagements


"Whether stockmarket or life don't be lulled into a false sense of security . . like Prigozhin when Putin assigned him a ground-floor flat"  
[X Link](https://x.com/SridharanAnand/status/1694544659345756566)  2023-08-24T02:58Z 16.8K followers, [----] engagements


"Not content with ruining education hustle bros move onto healthcare"  
[X Link](https://x.com/SridharanAnand/status/1696794340587343897)  2023-08-30T07:57Z 16.8K followers, 14K engagements


"No but even if we did it's not as if we exported a lab-made virus"  
[X Link](https://x.com/anyuser/status/1697130398520865035)  2023-08-31T06:13Z [--] followers, 23.7K engagements


"Outside of two deadbeat vassals (Pakistan North Korea) every country in the world has a problem with China"  
[X Link](https://x.com/SridharanAnand/status/1697519378072576349)  2023-09-01T07:58Z 16.8K followers, [----] engagements


"@_prashantnair @EconomicTimes Technical point - in a business where dilution can be substantial better to show book value per share and earnings per share than book value and earnings"  
[X Link](https://x.com/SridharanAnand/status/1698565398705127581)  2023-09-04T05:15Z 16.8K followers, [----] engagements


"This leaves you optimistic about India but in the right way as Hayek outlined-like a gardener optimistic about plant growing well because ingredients are in place (soil nutrients sunlight water). It's about certainty durability & quality of growth not just rate of growth"  
[X Link](https://x.com/SridharanAnand/status/1698692029293990175)  2023-09-04T13:38Z 16.8K followers, [----] engagements


"@smitabarooah Perils of a mind numbingly boring Asia Cup"  
[X Link](https://x.com/SridharanAnand/status/1699032599841104249)  2023-09-05T12:11Z 16.8K followers, [----] engagements


"Did Minty paper fall for parody account"  
[X Link](https://x.com/SridharanAnand/status/1699268751240151281)  2023-09-06T03:50Z 16.8K followers, 46.9K engagements


"This is about odds not anecdotes. There are exceptions in the form of outlier dropouts since no rule works 100% in social world. But for overwhelming majority of 20+ million Indian kids born each year Better grades = more/better opportunities = better career trajectory. Grades Matter These two photographs are from the 1978-79 issue of my school magazine The Columban. In that era grades were not private and they were published in our school magazine. In [----] around [---] students in my batch wrote the Class [--] Board exam. The list in the https://t.co/QT4y7yakb5 Grades Matter These two"  
[X Link](https://x.com/SridharanAnand/status/1700130998158266368)  2023-09-08T12:56Z 23.6K followers, 13.1K engagements


"At reunion batchmates working in senior positions & living in California said their two worst nightmares are [--]. Getting fired at work for inadvertently using wrong pronoun or some such [--]. Their children ruining their bodies & lives due to social pressure on this gender stuff This is enabling of industrial scale genital mutilation of children without any parental control. Like its predecessor religion Marxism Wokism demands human sacrifice This is enabling of industrial scale genital mutilation of children without any parental control. Like its predecessor religion Marxism Wokism demands human"  
[X Link](https://x.com/SridharanAnand/status/1700373417122484628)  2023-09-09T04:59Z 23.5K followers, 29.7K engagements


"@SandeepParekh @BarkusMaximus You can give advance to nearby chaiwala & call yourself Angel investor"  
[X Link](https://x.com/SridharanAnand/status/1702220181299171646)  2023-09-14T07:18Z 16.8K followers, [---] engagements


"@contrarianEPS Yes. Context structure & constraints determine strategy. If clients decide start & end point (i.e. when money flows in & out) fund manager can only strive for relative returns not absolute returns. Entire framework including for valuation becomes relative"  
[X Link](https://x.com/SridharanAnand/status/1702522243446641041)  2023-09-15T03:18Z 16.8K followers, [----] engagements


""Has he come of age" - India Today cover 2074"  
[X Link](https://x.com/SridharanAnand/status/1702536891197739236)  2023-09-15T04:16Z 23.5K followers, [----] engagements


"@SubramanianKri @arvindsubraman Problem isn't ignorance of basics it's inconvenience of basics"  
[X Link](https://x.com/SridharanAnand/status/1702591686885380263)  2023-09-15T07:54Z 16.8K followers, [----] engagements


"@akshayalladi @SubramanianKri @arvindsubraman Had he shown WPI also on the graph alongside GDP deflator & CPI questions over intent would be less"  
[X Link](https://x.com/SridharanAnand/status/1702626752529600530)  2023-09-15T10:13Z 16.8K followers, [---] engagements


"Deceptive misrepresentation that falls short of outright lying is the key. Whether it's economists' innuendo on official data or sell side peddling crappy unicorn or fund manager launching new fund based on questionable back tests. Should be taught in schools as a life skill"  
[X Link](https://x.com/SridharanAnand/status/1702635194694648201)  2023-09-15T10:47Z 16.8K followers, [----] engagements


"@Hardwired9903 People with real jobs are more optimistic than ever perhaps too cheery even. Only commentary crowd is grumpy"  
[X Link](https://x.com/SridharanAnand/status/1702894377604198469)  2023-09-16T03:57Z 16.8K followers, [---] engagements


"@akshayalladi Businesses also buffer price shocks since no company's channel can survive violent up & down price changes. They take margin hits to smoothen price pass through partly causing WPI CPI divergence & confusing a few on GDP deflators"  
[X Link](https://x.com/SridharanAnand/status/1702930268884197781)  2023-09-16T06:19Z 16.8K followers, [--] engagements


"If you stop eating living indoors & going anywhere you'll have a shit ton of money left"  
[X Link](https://x.com/SridharanAnand/status/1702953585494139284)  2023-09-16T07:52Z 16.8K followers, [--] engagements


"'Elites' including everyone on Twitter don't get him at all. 'Plebs' totally get him. Which is kinda the point of it all"  
[X Link](https://x.com/SridharanAnand/status/1703621712871293154)  2023-09-18T04:07Z 14.8K followers, 13.7K engagements


"India's biggest blow to Canada since Ontario Teachers Pension Plan invested in Snapdeal India expels Canadian diplomat in reciprocal move Read @ANI Story https://t.co/G19I7NfsOw #Canada #India #Indiacanadarelations https://t.co/YrfEphbsbQ India expels Canadian diplomat in reciprocal move Read @ANI Story https://t.co/G19I7NfsOw #Canada #India #Indiacanadarelations https://t.co/YrfEphbsbQ"  
[X Link](https://x.com/SridharanAnand/status/1704013610375143442)  2023-09-19T06:04Z 23.5K followers, 162.6K engagements


"To resolve confusion on this topic here's a handy [--] matrix on how to treat international assassinations"  
[X Link](https://x.com/SridharanAnand/status/1704701500172148770)  2023-09-21T03:38Z 15K followers, [----] engagements


"For the Nth time stop passing off Jason Zweig's annotations as Benjamin Graham's quotes. I'm an admirer of @jasonzweigwsj but if you can't tell his writing from Graham's you haven't really understood Graham"  
[X Link](https://x.com/SridharanAnand/status/1704838948852465884)  2023-09-21T12:44Z 16.8K followers, 10.9K engagements


"Graham's language is formal and precise. It's not merely about semantics but about how he thought about investing. He is as cautious in his choice of words as in his choice of investments. If a quote sounds colloquial it isn't Graham. Here's how he writes on the same topic "  
[X Link](https://x.com/SridharanAnand/status/1704842100423233613)  2023-09-21T12:56Z 16.8K followers, [----] engagements


"@SubramanianKri Here's the framework for determining acceptability of cross border assassinations"  
[X Link](https://x.com/SridharanAnand/status/1705026152455459250)  2023-09-22T01:08Z 16.8K followers, [----] engagements


"Adding 'credible allegations' to my list of pet oxymorons that include diet khakra crypto investing and IPO research. Shared credible allegations Allegations should have been investigated by Canada when u reach the stage of evidence then share with the country you accuse of criminal activity on your soil. Instead you took punitive action of expelling a diplomat based on allegations. Shared credible allegations Allegations should have been investigated by Canada when u reach the stage of evidence then share with the country you accuse of criminal activity on your soil. Instead you took"  
[X Link](https://x.com/SridharanAnand/status/1705424564178870493)  2023-09-23T03:31Z 23.5K followers, 22.5K engagements


"In a country where wrong grammar is a hate crime"  
[X Link](https://x.com/SridharanAnand/status/1705821073143701814)  2023-09-24T05:46Z 16.8K followers, [--] engagements


"Median active fund lagging index is as certain as spotting Rajiv Shukla at a cricket event"  
[X Link](https://x.com/SridharanAnand/status/1706666862829068417)  2023-09-26T13:47Z 16.8K followers, [----] engagements


"Years back a sell-side guy was pitching investing themes. After telling him I'm not a thematic investor I told him the only theme he could convince me to invest behind was 'Urban congestion' although we couldn't figure out any reliable beneficiaries of the same"  
[X Link](https://x.com/SridharanAnand/status/1707220718923198856)  2023-09-28T02:28Z 16.8K followers, 12K engagements


"@chandrarsrikant @debanganaghosh4 Massive cribs from companies on how dysfunctional & unproductive it is vs WFO"  
[X Link](https://x.com/SridharanAnand/status/1707753110159167678)  2023-09-29T13:44Z 23.4K followers, [----] engagements


"Neutral media & journalistic integrity are on my list of favorite oxymorons. Right up there with Canadian Intelligence United Nations moderate Syrian rebels and home office"  
[X Link](https://x.com/SridharanAnand/status/1707950104613916870)  2023-09-30T02:46Z 16.8K followers, 12.2K engagements


"Boomer advice: If you're relatively early in career & care about a fulfilling career get back to office full time asap. Ya ya traffic & all that. Life's tough no one owes you anything. Employers are nice within limits but won't foot the tab for infra failings. You will"  
[X Link](https://x.com/SridharanAnand/status/1708004011499245906)  2023-09-30T06:21Z 16.8K followers, 60.9K engagements


"75 years after independence if the brightest idea you can come up with is caste census"  
[X Link](https://x.com/SridharanAnand/status/1708116660048261283)  2023-09-30T13:48Z 16.8K followers, [----] engagements


"Book context & Twit context are v different. Examples taken in books r seen as B-school case studies. Examples in Twit r seen as investment reco & talking one book. In book emphasis remains on general thought process. In Twit emphasis is on name being discussed. Caution advised"  
[X Link](https://x.com/SridharanAnand/status/1708827393270616075)  2023-10-02T12:52Z 16.8K followers, 20.8K engagements


"Which is why Pulak took names in book but I don't discuss portfolio companies in essays & in public domain. Excerpts from book are shared with good intentions but need to be viewed with caution since intent with which specific illustration was used can get lost in new context"  
[X Link](https://x.com/SridharanAnand/status/1708828467952017743)  2023-10-02T12:57Z 16.8K followers, [----] engagements


"I havent followed macro shacro but what happened to all those fellows plotting [--] squiggly lines & saying inverted something death cross recession guaranteed nahi toh free & all that"  
[X Link](https://x.com/SridharanAnand/status/1709758867549167703)  2023-10-05T02:34Z 16.8K followers, 10.1K engagements


"@SandeepParekh I dunno man but I name that dino Suzy after his favourite stock. You tried sending out an ape signal into the sky"  
[X Link](https://x.com/SridharanAnand/status/1709791446897758485)  2023-10-05T04:43Z 16.8K followers, [---] engagements


"@DivaJain2 JAUH is the most dangerously demented political idea in living memory"  
[X Link](https://x.com/SridharanAnand/status/1710123133301051898)  2023-10-06T02:41Z 16.8K followers, [---] engagements


"Sell-side firm is arranging test drives of Harley X440 for its fund manager clients. Mid-life crisis portfolio"  
[X Link](https://x.com/SridharanAnand/status/1710151542592913707)  2023-10-06T04:34Z 16.8K followers, 10.3K engagements


"I'd take back every wisecrack on KL Rahul but I don't want to jinx his form. Will wait till end of World Cup"  
[X Link](https://x.com/SridharanAnand/status/1711066829303808373)  2023-10-08T17:11Z 16.8K followers, 11.5K engagements


"This is getting out of hand"  
[X Link](https://x.com/SridharanAnand/status/1711672164729102685)  2023-10-10T09:17Z 25.4K followers, 517.9K engagements


"When my own zoke circles back to me on WhatsApp without attribution "  
[X Link](https://x.com/SridharanAnand/status/1711969511505613210)  2023-10-11T04:58Z 16.8K followers, [----] engagements


"@IndiaSpeaksPR Zelensky to announce that oil has been discovered in Ukraine"  
[X Link](https://x.com/SridharanAnand/status/1712784023485890988)  2023-10-13T10:55Z 16.8K followers, [---] engagements


"My article "Do We Really Get The Sheer Scale Of Brutality And Barbarity Unleashed By Hamas Terrorists On Israel""  
[X Link](https://x.com/SridharanAnand/status/1713063546559369479)  2023-10-14T05:25Z 14.8K followers, 18.3K engagements


"Few months back I had given him the whole spiel on educational excellence as our family's foundational values & route to a good life - [------] people world's toughest exam top 0.5% CGPA the whole jingbang. He presciently replied "But you don't seem that bright" I confidently point out mistake in Kiddo's maths homework. Closer inspection reveals he's done it right & I'm the one who made mistake. Life will never be the same again. I confidently point out mistake in Kiddo's maths homework. Closer inspection reveals he's done it right & I'm the one who made mistake. Life will never be the same"  
[X Link](https://x.com/SridharanAnand/status/1713065439989776544)  2023-10-14T05:33Z 23.6K followers, 30.6K engagements


"A big part of Rohit Sharma's appeal apart from kutti little things like genius batting & captaincy is that a dude with a dad bod can do all this that too while sporting the mildly annoyed look of someone whose Swiggy rider reached the wrong gate"  
[X Link](https://x.com/SridharanAnand/status/1713401633760288941)  2023-10-15T03:49Z 16.8K followers, 37.9K engagements


"@IndiaSpeaksPR No Duckworth Lewis sheets handed out in Chepauk we work it out in our head"  
[X Link](https://x.com/SridharanAnand/status/1713715832927481863)  2023-10-16T00:37Z 14.8K followers, [----] engagements


"If concern is black money in elections electoral bonds are not the problem (except for dimwit columnists). At 2500cr/yr they're 5% of what's truly spent on all elections across India. Municipal tenders & real estate approvals in [--] metro yield (way) more 'party funds' than this"  
[X Link](https://x.com/SridharanAnand/status/1713749860246069343)  2023-10-16T02:53Z 16.8K followers, 14.5K engagements


"Anyone studying EPC & infra companies knows that bulk of corruption is local not central. More local it gets worse it is. Dirtiest sectors - public works real estate - are 100% local govt domain. Google 'Jalayagnam' to know how regional scams make 2500cr/yr look like peanuts"  
[X Link](https://x.com/SridharanAnand/status/1713751527351779547)  2023-10-16T02:59Z 14.8K followers, [----] engagements


"Electoral bonds are white money tax paid electronically transferred between KYC-authenticated bank accounts. Every donor's identity is known merely not publicly revealed (for sound reasons). As the only clean source of election funding they're part of solution not problem"  
[X Link](https://x.com/SridharanAnand/status/1713752808892015029)  2023-10-16T03:04Z 14.8K followers, 10.1K engagements


"Oldco with 10-year cagr of 29% delivered with cash to spare: "We have delivered stable performance across financial and operating parameters over the years". Shitty Newco with neither history nor prospects of profitability: "I'm the GOAT whattay business 10x from here""  
[X Link](https://x.com/SridharanAnand/status/1713787348721238020)  2023-10-16T05:21Z 23.5K followers, 11.9K engagements


"@promila_agarwal @IIMAhmedabad In the olden days there was no garba on campus. Had to go into the city"  
[X Link](https://x.com/SridharanAnand/status/1713810685564452900)  2023-10-16T06:54Z 14.8K followers, [----] engagements


"@BarkusMaximus That may take [---] characters but 80/20 it rotates across achari do pyaza moroccan pasta pizza mexican green wave peppy paneer 4-cheese paneer & capsicum. Medium thin crust over personal new hand-tossed crust on days when I want to maximize topping to crust ratio"  
[X Link](https://x.com/SridharanAnand/status/1713813220610187697)  2023-10-16T07:04Z 16.8K followers, [---] engagements


"@WBuffeneger @soodstuti Admitting to liking Dominos pizza is like admitting to liking Chetan Bhagat's books. It's unfashionable & mildly embarrassing even if true"  
[X Link](https://x.com/SridharanAnand/status/1713888786923299313)  2023-10-16T12:05Z 16.8K followers, [--] engagements


"Hamas bombed a Palestinian hospital. Zelensky fired a missile into a NATO country. US destroyed Western Europe's energy pipeline. 🤔"  
[X Link](https://x.com/SridharanAnand/status/1714479221773406682)  2023-10-18T03:11Z 14.8K followers, [----] engagements


"@varadhar1 Cautiously optimistic"  
[X Link](https://x.com/SridharanAnand/status/1714559426684735900)  2023-10-18T08:29Z 23.6K followers, [---] engagements


"TIL that 'Outperform' and 'Buy' are different"  
[X Link](https://x.com/SridharanAnand/status/1714835978060202386)  2023-10-19T02:48Z 14.8K followers, [----] engagements


"@LarissaFernand @InvestmentBook1 @gquotesforlife @ramamoorthy_h Investing with eyes wide open means internalizing: [--]. 80% of active funds lag index (SPIVA scorecard) [--]. Investor returns lag fund returns (bad timing behaviour gap Dalbar study) [--] & [--] are related as active fund investors r more likely to chase hot hand than passive SIPpers"  
[X Link](https://x.com/SridharanAnand/status/1715236038258438271)  2023-10-20T05:18Z 16.8K followers, [----] engagements


"@LarissaFernand @InvestmentBook1 @gquotesforlife @ramamoorthy_h Above [--] points are backed by history & evidence. Any intellectually honest person active fund manager or otherwise would make these points. Any responsible professional should tell this to clients. What client does with this info is up to him but at least it's eyes wide open"  
[X Link](https://x.com/SridharanAnand/status/1715237049849012335)  2023-10-20T05:22Z 16.8K followers, [----] engagements


"@LarissaFernand @InvestmentBook1 @gquotesforlife @ramamoorthy_h For a part-time investor who finds it hard if not impossible to tell in advance which active fund manager will fall in that 'exceptional' 20% best odds lie in routing entire equity allocation via systematic investment in low-cost passive index funds monthly via direct plan"  
[X Link](https://x.com/SridharanAnand/status/1715238521076617677)  2023-10-20T05:28Z 16.8K followers, [---] engagements


"There are politicians who've looted so much they own land the size of a European country all without coming anywhere near getting caught. Must be seriously embarrassing to go down over a dog trinkets and lax password sharing"  
[X Link](https://x.com/SridharanAnand/status/1715636685256749308)  2023-10-21T07:50Z 16.8K followers, 11.4K engagements


"We go there to write code treat patients run companies pay taxes obey law. At worst some of us trade derivatives. We're not out on streets rioting calling for genocide driving trucks into crowds. So they've to find fake crimes to smear us with like with that Cisco guy"  
[X Link](https://x.com/SridharanAnand/status/1715913826002993624)  2023-10-22T02:11Z 14.8K followers, 40.9K engagements


"Few hundred Israelis mostly women & children have spent [--] days in Hamas captivity. An ordeal beyond what words can describe for them & families. Has any leader from that part of the world unambiguously called for safe return of all of them as step-one in where we go from here"  
[X Link](https://x.com/SridharanAnand/status/1715917434601836688)  2023-10-22T02:26Z 14.8K followers, 15.5K engagements


"@SandeepParekh I mistook that slide for Palestine flag"  
[X Link](https://x.com/SridharanAnand/status/1716295425466999229)  2023-10-23T03:28Z 14.8K followers, [----] engagements


"Hyphenated match going well so far"  
[X Link](https://x.com/SridharanAnand/status/1716450658751316457)  2023-10-23T13:45Z 14.8K followers, [----] engagements


"30 Rock is so underrated"  
[X Link](https://x.com/SridharanAnand/status/1716820550415470873)  2023-10-24T14:14Z 14.8K followers, [----] engagements


"I hope South Africa losing to Netherlands is their dhrishti pottu"  
[X Link](https://x.com/SridharanAnand/status/1717156422801322208)  2023-10-25T12:29Z 14.8K followers, [----] engagements


"Charm of watching Sri Lanka since childhood is that saying their names aloud makes you feel like you're in a period film- Samarawickrama Theekshana Dhananjaya. The day Lankans fall for new age name trend - Zivaan Ahyaan other derivatives of inert gases - TRPs will drop"  
[X Link](https://x.com/SridharanAnand/status/1717535095857336655)  2023-10-26T13:34Z 14.8K followers, [----] engagements


"Only question about IPO research (an oxymoron) is whether it belongs in fiction section or fantasy section. Replugging some century old wisdom on the topic"  
[X Link](https://x.com/SridharanAnand/status/1717712748329439335)  2023-10-27T01:20Z 14.8K followers, [----] engagements


"@cnishant1 @uptickr @deepakshenoy EPS can keep doubling every decade. Valuation can't. It's a peculiar decade & valuation trend will more likely mean revert than persist although no one knows exact timing. Eventually business compounding (incl dividends/buyback) will account for majority of investment returns"  
[X Link](https://x.com/SridharanAnand/status/1717889548493930665)  2023-10-27T13:02Z 14.8K followers, [---] engagements


"It's [--] weeks post 9/11. But with pro Al Qaeda rallies in West no condemnation at univs tearing up flowers laid for victims UN Secy General contextualizing flying planes into buildings calls for ceasefire against Al Qaeda demand for pictorial proof of dead under rubble "  
[X Link](https://x.com/SridharanAnand/status/1718086450762395656)  2023-10-28T02:05Z 14.8K followers, [----] engagements


"@Tushar15_ @prasannavishy With rampant misuse of police for vendetta by state govts anonimity makes evident sense. Before electoral bonds election funding was 0% white money. With EB we're likely at 5% white money hopefully inching upwards. If donors r made public we'll be back at 0%"  
[X Link](https://x.com/SridharanAnand/status/1718945888335515873)  2023-10-30T11:00Z 14.8K followers, [----] engagements


"Perfect pacing for world cup - One intense India match with full emotional investment to point of breakdown. Followed by a few matches where I don't give a damn who wins. Can just enjoy good cricket by both teams. Having recovered get back to screaming at TV again"  
[X Link](https://x.com/SridharanAnand/status/1718956726794465509)  2023-10-30T11:43Z 14.8K followers, [----] engagements


"@SandeepParekh It's either Amrit Kaal or Margin Kaal"  
[X Link](https://x.com/SridharanAnand/status/1719207363922563542)  2023-10-31T04:19Z 14.8K followers, 20.9K engagements


"Monisha beta "Energy Transition Platform" bolo "Infra Developer" is too middle-class"  
[X Link](https://x.com/SridharanAnand/status/1719590409436041362)  2023-11-01T05:41Z 14.8K followers, 13.6K engagements


"I always wondered who the hell needed this warning on a cheese slice. Then I saw Ivy league grads over past few weeks"  
[X Link](https://x.com/SridharanAnand/status/1719891223266091209)  2023-11-02T01:36Z 14.8K followers, 13.8K engagements


"Customary message this time of the year: If you use all of the following every day of the year - split a/c shower bath temperature controlled personal transport - Shut the f&*k up about someone with none of the above celebrating one day of the year with firecrackers"  
[X Link](https://x.com/SridharanAnand/status/1719918275964834166)  2023-11-02T03:24Z 14.8K followers, 30.3K engagements


"Breaking news: Kejriwal petitions SC to have his ED visit rescheduled to overlap with Afghanistan-Netherlands match instead"  
[X Link](https://x.com/SridharanAnand/status/1719934659088339249)  2023-11-02T04:29Z 14.8K followers, [----] engagements


"@thekaipullai Promoters directly focusing on stockmarkets is unhealthy. Focus on winning in cosmetic market or whatever real-world market you operate in. Stock market will follow at least over the long run. Focus on stock market you'll win in neither real-world market nor stock market"  
[X Link](https://x.com/SridharanAnand/status/1720279668249563549)  2023-11-03T03:20Z 14.8K followers, [----] engagements


"Thank a farmer"  
[X Link](https://x.com/SridharanAnand/status/1720289970324185368)  2023-11-03T04:01Z 14.8K followers, 12.5K engagements


"Now that AAP is full-stack in the smog value chain narrative seems to have shifted to "Oh no one knows what drives weather complex systems & all that"  
[X Link](https://x.com/SridharanAnand/status/1720298663702921670)  2023-11-03T04:35Z 14.8K followers, [----] engagements


"After the worst terror attack of all time victim gets [--] weeks to go after terrorists before western politico-media complex starts haranguing victim & worse portraying victim as oppressor. [--] weeks despite ultra influential Jewish lobby. In similar place India will get [--] days"  
[X Link](https://x.com/SridharanAnand/status/1720659023429824940)  2023-11-04T04:27Z 14.8K followers, 27.8K engagements


"I'm thinking of select disclosure of my weight. One of the digits is 7"  
[X Link](https://x.com/SridharanAnand/status/1720715037097246734)  2023-11-04T08:10Z 14.8K followers, 31.4K engagements


"Quant analysts declared India as winner of match after the toss"  
[X Link](https://x.com/SridharanAnand/status/1721077009932034440)  2023-11-05T08:08Z 14.8K followers, [----] engagements


"Can we just watch India batsmen vs India bowlers"  
[X Link](https://x.com/SridharanAnand/status/1721167468268523862)  2023-11-05T14:07Z 14.8K followers, 54.8K engagements


"Secretary Blinken: We expect Bangladesh to follow rules-based international order Bangladesh:"  
[X Link](https://x.com/SridharanAnand/status/1721511151928799419)  2023-11-06T12:53Z 14.8K followers, 18.2K engagements


"Regional brands tend to have marketing that is more grounded & relatable. They're free of the woke rootless brand managers and ad execs that plague pan-India brands into ads with either joyless zombies or virtue-signallling weasels. Mindset is Mambalam not Madison"  
[X Link](https://x.com/SridharanAnand/status/1721734906307379376)  2023-11-07T03:42Z 14.8K followers, 21.7K engagements


"@deepsekharc @chandrarsrikant @anandlunia Jockey earned 53% return on capital in FY04 at a scale of 63cr revenue. Returned entire IPO amount raised (50cr) back to shareholders as dividend in 4-odd years after IPO. In 6th year after IPO annual dividend crossed IPO amount raised. Small difference. (Disc: konjam biased)"  
[X Link](https://x.com/SridharanAnand/status/1721777485312868622)  2023-11-07T06:31Z 14.8K followers, [----] engagements


"Path breaking entrepreneur who's built $20 billion business: "Work hard" Dhanda soru columnist who's built [--] Lego toy: "Noooo. While I'm at it here's some Linkedin level BS on work smart not hard""  
[X Link](https://x.com/SridharanAnand/status/1722206463614181813)  2023-11-08T10:56Z 14.8K followers, 33.9K engagements


"Passport renewal under Tatkal: In 955am at Passport seva Kendra out 1025am. 4-stage document check form filling approval process done in [--] minutes. The dangerous clowns who are trying to take us back to 80s India don't realize how far behind we've left that India"  
[X Link](https://x.com/SridharanAnand/status/1722843741176688781)  2023-11-10T05:08Z 14.9K followers, 38.7K engagements


"@coolfunnytshirt First address to newly independent country made in language of occupier"  
[X Link](https://x.com/SridharanAnand/status/1724424664477245807)  2023-11-14T13:50Z 14.9K followers, [----] engagements


"Apart from good health & loving family humans need - to belong to a community a tribe if you will beyond just blood relations - a moral code deeply internalized beyond just paying taxes & not breaking law - a purpose personal or professional beyond just clocking in & out"  
[X Link](https://x.com/SridharanAnand/status/1725020817090601313)  2023-11-16T05:19Z 14.9K followers, 12.6K engagements


"@GabbbarSingh I gave up on Irodov early making what turned out to be a sound judgment call & life lesson - that a small increase in capability isn't worth a large dent in self-confidence"  
[X Link](https://x.com/SridharanAnand/status/1725367857209278753)  2023-11-17T04:18Z 14.9K followers, [----] engagements


"@IndiaSpeaksPR Neville Roy Singham on both sides of the trade"  
[X Link](https://x.com/SridharanAnand/status/1725519856769069465)  2023-11-17T14:22Z 15K followers, [----] engagements


"@deepakshenoy Gold isn't an investment at all"  
[X Link](https://x.com/SridharanAnand/status/1725764647587098763)  2023-11-18T06:35Z 14.9K followers, [----] engagements


"On the plus side school reopens today"  
[X Link](https://x.com/SridharanAnand/status/1726412539544862936)  2023-11-20T01:29Z 14.9K followers, [----] engagements


"Hopefully this will halt AI in its tracks with AI becoming like Outlook - updates will be offered mildly apologetically with option to revert to previous version"  
[X Link](https://x.com/SridharanAnand/status/1726534708685849029)  2023-11-20T09:35Z 14.9K followers, [----] engagements


"@IndiaSpeaksPR Overrated sweet"  
[X Link](https://x.com/SridharanAnand/status/1726768847854645314)  2023-11-21T01:05Z 14.9K followers, [----] engagements


"@deepakmnadiger Bad for current account deficit"  
[X Link](https://x.com/SridharanAnand/status/1727170969909780794)  2023-11-22T03:43Z 14.9K followers, [--] engagements


"@contrarianEPS The ape the myth the legend @passivefool is missed"  
[X Link](https://x.com/SridharanAnand/status/1729337466560356384)  2023-11-28T03:12Z 15K followers, [----] engagements


"So many unanswered questions. What was before big bang Is there a God Who the hell eats sour cream n onion flavour chips in India"  
[X Link](https://x.com/SridharanAnand/status/1729343553392775660)  2023-11-28T03:36Z 15K followers, 29K engagements


"Shockingly high preference for abominable chips. That too from seemingly normal people not some fringe weirdo cult like men with center parting. Shaken to the core. Need to revisit some basic axioms about humanity"  
[X Link](https://x.com/SridharanAnand/status/1729371128634687510)  2023-11-28T05:26Z 15K followers, [----] engagements


"Spies must be so bugged. In movies they get cool names like Tiger and Pathaan. In real life some babu comes up with CC-1"  
[X Link](https://x.com/SridharanAnand/status/1730037280000422358)  2023-11-30T01:33Z 15K followers, [----] engagements


"I was there at every one of Kiddo's football games in his first year of playing for school team"  
[X Link](https://x.com/SridharanAnand/status/1730559844925546769)  2023-12-01T12:09Z 15K followers, [----] engagements


"Finance taught in univs is dangerous nonsense"  
[X Link](https://x.com/SridharanAnand/status/1731138430992867733)  2023-12-03T02:28Z 15K followers, [----] engagements


"I'm late to this & this isn't the topic of the day but WTF is Animal"  
[X Link](https://x.com/SridharanAnand/status/1731155947794641218)  2023-12-03T03:38Z 15K followers, [----] engagements


"@SandeepParekh Election coverage like Fast & Furious movies is best watched on mute"  
[X Link](https://x.com/SridharanAnand/status/1731175681453949364)  2023-12-03T04:57Z 15K followers, [----] engagements


"@ajayrotti Naturally you me @akshayalladi etc get to call ourselves liberals now apart from being more discerning cricket fans. Full on max sense of superiority mode. We can look at @SandeepParekh like an NYT columnist looking at a hillbilly in a MAGA hat"  
[X Link](https://x.com/SridharanAnand/status/1731186828525572259)  2023-12-03T05:41Z 15K followers, [---] engagements


"Dimwit hippies: "South Indians so cool ya so cerebral so discerning in their choices" Actual South Indians who know how their politics works: "Ever wonder where RGV gets inspiration for his movies""  
[X Link](https://x.com/SridharanAnand/status/1731470709682323758)  2023-12-04T00:29Z 15K followers, [----] engagements


"@IndiaSpeaksPR Amit bhai: "Good work boys. Let's take a break before starting our general election campaign." Senthil Kumar: "Hold my TASMAC beer""  
[X Link](https://x.com/SridharanAnand/status/1731999259346833457)  2023-12-05T11:29Z 15K followers, [---] engagements


"Gemini did Sundar name you after the actor or the flyover"  
[X Link](https://x.com/SridharanAnand/status/1732449678288187745)  2023-12-06T17:19Z 15K followers, 29.2K engagements


"For parents who grew up middle class now putting kids through IB school Archie's isn't a Netflix movie it's our worst nightmare"  
[X Link](https://x.com/SridharanAnand/status/1733080261745578043)  2023-12-08T11:05Z 15K followers, 25.8K engagements


"@IndiaSpeaksPR I'm mainly worried for luxury retail"  
[X Link](https://x.com/SridharanAnand/status/1733103900020850920)  2023-12-08T12:39Z 14.8K followers, [---] engagements


"@GabbbarSingh I had written an entire series on IB school admission chronicles on Facebook (back when people were actually on it). Need to dig it out"  
[X Link](https://x.com/SridharanAnand/status/1733414117216784489)  2023-12-09T09:11Z 15K followers, [----] engagements


"@aparanjape Had he done SIP in index fund he'd have [---] crore #crossovertweet"  
[X Link](https://x.com/SridharanAnand/status/1734180953759924489)  2023-12-11T11:58Z 15.1K followers, [---] engagements


"India's control of inflation over the past decade is an unprecedented achievement in light of our economic history all the more since we also maintained 7% growth (outside of exogenous Covid/lockdown shock). Government & RBI don't get enough credit for this"  
[X Link](https://x.com/SridharanAnand/status/1734768111847366853)  2023-12-13T02:52Z 15.2K followers, 89.5K engagements


"Every time I see SKY do gun batting it just hurts"  
[X Link](https://x.com/SridharanAnand/status/1735330064294937001)  2023-12-14T16:05Z 15.1K followers, [----] engagements


"@stocks_in Yup"  
[X Link](https://x.com/SridharanAnand/status/1735330543326384376)  2023-12-14T16:06Z 16.8K followers, [---] engagements


"Maybe another round of setup-punchline with "Market's so hot .". Market's so hot . Raghuram Rajan covered his shorts"  
[X Link](https://x.com/SridharanAnand/status/1735518558006739378)  2023-12-15T04:34Z 15.1K followers, [----] engagements


"Market's so hot . Kaushik Basu's cabwala is only giving him stock tips"  
[X Link](https://x.com/SridharanAnand/status/1735525592559165667)  2023-12-15T05:02Z 16.8K followers, [----] engagements


"@deepakshenoy Money was invested spread out over [--] years 2011-2015. Let's say median [----]. Plus some money realized (and returned) was pre [----]. Effective holding period is sub-10 years not likely to be [--]. Gross IRR likely higher. Drag between gross & net could be higher than 3% though"  
[X Link](https://x.com/SridharanAnand/status/1735661060320096565)  2023-12-15T14:00Z 15.1K followers, [----] engagements


"@deepakshenoy Blume's IRR is straightforward. Once that 0.9x is liquidated & returned full & final decimal point figure will be there. Trickier question is what reference should it be compared against how should that ref be calculated. Reference needn't only be through public market lens"  
[X Link](https://x.com/SridharanAnand/status/1735713013318160513)  2023-12-15T17:26Z 15.1K followers, [----] engagements


"@jaivardhan88 @upadhyay_harsh1 @MSA04_ Does balance sheet reveal how much Mensa spent in acquiring these revenues"  
[X Link](https://x.com/SridharanAnand/status/1735850212453953768)  2023-12-16T02:31Z 15.1K followers, [--] engagements


"Fund manager when asked why he massively lags index"  
[X Link](https://x.com/SridharanAnand/status/1735943819840147613)  2023-12-16T08:43Z 15.2K followers, 14.2K engagements


"Twitter in essence is crowdsourced Seinfeld. It's a show about nothing but if you're selective some decent humour bubbles up"  
[X Link](https://x.com/SridharanAnand/status/1736922822042403312)  2023-12-19T01:34Z 15.2K followers, [----] engagements


"The serious takes are across the board quite insufferable. Less cringey that Linkedin. Less verbose shallow & pretentious than op-eds. But too bitter & trite nevertheless. No sarcasm no follow is the way to go here"  
[X Link](https://x.com/SridharanAnand/status/1736926651886579814)  2023-12-19T01:49Z 15.2K followers, [----] engagements


"Investing like loading a dishwasher is a deeply solitary activity. Anyone else trying to help will annoy you muck it up & make you redo it from scratch. Even if dishes come out clean it's painful to watch and doubly painful to see the wrong method still result in clean dishes"  
[X Link](https://x.com/SridharanAnand/status/1736988384793374944)  2023-12-19T05:54Z 15.2K followers, 12.7K engagements


"I'm a day late on Festivus but it's never too late to air grievances. Most annoying pests of the year are dudes who overdosed on Outlive & are bio hacking their way to [---] while telling all about it to trespassers. I hope they choke on a gulab Jamun. Few runner ups to follow"  
[X Link](https://x.com/SridharanAnand/status/1738806879810412682)  2023-12-24T06:20Z 16.8K followers, 31.1K engagements


"Runner up pest of the year: Gold bugs. Ya ya gold got to [----]. Finally same level as in [----] or something what an achievement. Never seen so much fuss over a damn rock"  
[X Link](https://x.com/SridharanAnand/status/1738807355805159686)  2023-12-24T06:22Z 15.2K followers, [----] engagements


"Honorable mention: natsec geopolitics defence intl relations all in all azhaguraja experts weighing on every global spat while not being able to tell Armenia from Azerbaijan. Kind of people if they worked for a hedge fund would go broke from shorting natgas once a year"  
[X Link](https://x.com/SridharanAnand/status/1738808196293349836)  2023-12-24T06:25Z 15.2K followers, [----] engagements


"VCs are bad in all years but especially painful to see gyan on governance day-one free cash flow while portfolio is full of crooks who fudged accounts shafted poor customers went on acquisition sprees & had no pretence of business model basic decency or common sense"  
[X Link](https://x.com/SridharanAnand/status/1738817025588539600)  2023-12-24T07:00Z 16.8K followers, [----] engagements


"Before you make fun of a kid for believing in Santa just remember many believe in DCF"  
[X Link](https://x.com/SridharanAnand/status/1739174273707900968)  2023-12-25T06:40Z 14.8K followers, 81.2K engagements


"After few years in investing it was clear that 99.99% of media discourse on investing & markets is dangerous nonsense. No reason it was different in other domains. Only parts of media I take seriously are interviews/articles of credible practitioners. Rest are setups for jokes. From an amazing Michael Crichton talk: Media carries with it a credibility that is totally undeserved. You have all experienced this in what I call the Murray Gell-Mann Amnesia effect. (I refer to it by this name because I once discussed it with Murray Gell-Mann and by From an amazing Michael Crichton talk: Media"  
[X Link](https://x.com/SridharanAnand/status/1739430260922605888)  2023-12-25T23:37Z 16.8K followers, 12.9K engagements


"Before you make fun of a kid for believing in Santa just remember many believe covid arose because a pangolin and a bat were up to mischief"  
[X Link](https://x.com/SridharanAnand/status/1739434525493727450)  2023-12-25T23:54Z 16.8K followers, [----] engagements


"Lovely week in Singapore. More crowded than first day first show of Rajini movie across Sentosa Universal Studios Orchard. Most interestingly neither SQ nor Sentosa service staff wore masks. Govt must've nudged- covid & all ok but if you spook tourists we're all screwed"  
[X Link](https://x.com/SridharanAnand/status/1739466890643153240)  2023-12-26T02:03Z 16.8K followers, [----] engagements


"@GabbbarSingh We did the kids itinerary - Universal Studios Adventure Cove Water Park Luge & Cable Car. These seemed same as I remember them"  
[X Link](https://x.com/SridharanAnand/status/1739474048688468039)  2023-12-26T02:31Z 15.1K followers, [---] engagements


"Of course every Singapore visit reminds me that Kinokuniya is the best book shop in the world"  
[X Link](https://x.com/SridharanAnand/status/1739474780850389203)  2023-12-26T02:34Z 14.8K followers, [----] engagements


"Fund manager explaining business model of unicorn whose IPO he subscribed to out of FOMO This🤡 who probably can't even spell philosophy goes abroad & spews such rubbish to ignorant young wokes & comes back feeling like Einstein 🤦♂ https://t.co/9VRNWRty6N This🤡 who probably can't even spell philosophy goes abroad & spews such rubbish to ignorant young wokes & comes back feeling like Einstein 🤦♂ https://t.co/9VRNWRty6N"  
[X Link](https://x.com/SridharanAnand/status/1739844102500291066)  2023-12-27T03:02Z 16.8K followers, 13.6K engagements


"@promila_agarwal WTF is clat"  
[X Link](https://x.com/SridharanAnand/status/1739938789026410529)  2023-12-27T09:18Z 16.8K followers, [---] engagements


"@BarkusMaximus @promila_agarwal Back in my PE days I interacted with lawyers on customary due diligence charade. Pleasant overworked generally competent bunch. Tended to take sarcastic comments literally while reviewing legal docs. That was mildly annoying like being stuck behind a CNG Wagon R on an upslope"  
[X Link](https://x.com/SridharanAnand/status/1739951274710413780)  2023-12-27T10:08Z 16.8K followers, [--] engagements


"Remarkable achievement given extent of prior rot. You should've seen the crooks & clowns who had earlier bribed their way to coal-block PPA land bank etc. All of them scammed bank loans & siphoned money off it to even fork up their equity contribution. Thats how long it takes to clean the financial system if you have the right intent. The upwards and downwards trajectory narrates to us thousands of unstated stories without reading anything except this chart. https://t.co/iFer5V3QFU Thats how long it takes to clean the financial system if you have the right intent. The upwards and downwards"  
[X Link](https://x.com/SridharanAnand/status/1740222514050318797)  2023-12-28T04:05Z 14.8K followers, 28.3K engagements


"@skwigglylines Not my favourite asset class but these look nice"  
[X Link](https://x.com/SridharanAnand/status/1740271705845834071)  2023-12-28T07:21Z 16.8K followers, [---] engagements


"Favourite bonding moments with my 9YO are when he's reading some arbit book walks over to share some weird & gross joke that he liked and I'm the only other person at home who found it as funny"  
[X Link](https://x.com/SridharanAnand/status/1741296983673913709)  2023-12-31T03:15Z 14.8K followers, [----] engagements


"@Sanjay__Bakshi You have to update your pic on the brochure though"  
[X Link](https://x.com/anyuser/status/1741316842940166422)  2023-12-31T04:34Z [--] followers, [----] engagements


"@skwigglylines @mihir_patki @ankushd14 WTF"  
[X Link](https://x.com/SridharanAnand/status/1741353873908838421)  2023-12-31T07:01Z 16.8K followers, [---] engagements


"Whenever you see a "2024 Strategy" or "2024 What to expect" sell-side report delete without reading. You're welcome"  
[X Link](https://x.com/SridharanAnand/status/1742038241186836968)  2024-01-02T04:20Z 16.8K followers, 16.7K engagements


"Saving humanity from 'content moderation' of Vijaya Yoel Jack and fellow Wokiyas deserves a Nobel Peace Prize. I should pay for a blue tick as an insignificant yet symbolic token of appreciation. Elon Musks X now worth 71% less than when billionaire bought it as Twitter https://t.co/TBk4FdokXZ https://t.co/hHKDl4DQ1s Elon Musks X now worth 71% less than when billionaire bought it as Twitter https://t.co/TBk4FdokXZ https://t.co/hHKDl4DQ1s"  
[X Link](https://x.com/SridharanAnand/status/1742380916797067594)  2024-01-03T03:02Z 15K followers, [----] engagements


"To whoever is sending emails to former NDTV journos offering Harvard President job "Stop it's not funny""  
[X Link](https://x.com/SridharanAnand/status/1742479368406892732)  2024-01-03T09:33Z 16.8K followers, [----] engagements


"One more - whenever you see a report titled "Quarterly earnings preview" delete without reading. You're welcome. Whenever you see a "2024 Strategy" or "2024 What to expect" sell-side report delete without reading. You're welcome. Whenever you see a "2024 Strategy" or "2024 What to expect" sell-side report delete without reading. You're welcome"  
[X Link](https://x.com/SridharanAnand/status/1742740591803318332)  2024-01-04T02:51Z 14.8K followers, [----] engagements


"@DivaJain2 Have to figure a way to mute all proteinazis"  
[X Link](https://x.com/SridharanAnand/status/1742756451389415814)  2024-01-04T03:54Z 15K followers, [----] engagements


"Swiggy Instamart order came with a free cloth bag courtesy some dubious 3-in-1 multi asset allocation fund that combines equity debt & gold. We can all go home now"  
[X Link](https://x.com/SridharanAnand/status/1742829214888308826)  2024-01-04T08:43Z 18.1K followers, [----] engagements


"Did you know how 'stone' came to be used as a measure of weight Whenever a pesky little shitfluencer told them they're overweight because their idli-poha breakfast doesn't have enough protein they'd hit him on the head with a 6kg stone"  
[X Link](https://x.com/SridharanAnand/status/1743099567027917186)  2024-01-05T02:38Z 16.8K followers, 13.7K engagements


"Fund manager who went overweight PSUs few years back New Zealand natives' speech in parliament https://t.co/OkmYNm58Ke New Zealand natives' speech in parliament https://t.co/OkmYNm58Ke"  
[X Link](https://x.com/SridharanAnand/status/1743296810314334586)  2024-01-05T15:42Z 14.8K followers, 25.1K engagements


"So we maintained the tradition of setting an island on fire before Ram returns to Ayodhya"  
[X Link](https://x.com/SridharanAnand/status/1744206216815858105)  2024-01-08T03:55Z 17.6K followers, 1.4M engagements


"@SandeepParekh So I exist"  
[X Link](https://x.com/SridharanAnand/status/1744335390105096519)  2024-01-08T12:28Z 16.8K followers, [----] engagements


"After my last zoke blew up the mood "  
[X Link](https://x.com/SridharanAnand/status/1744536873379541462)  2024-01-09T01:49Z 16.8K followers, 11K engagements


"@IndiaSpeaksPR This may come across mildly racist but there's an entire segment that should be banned from using the phrase "I've done the math""  
[X Link](https://x.com/SridharanAnand/status/1744572137594102160)  2024-01-09T04:09Z 16.8K followers, [---] engagements


"Fun fact: Also Guinness record for largest ever gathering of 70-year olds massive just massive rally organized by youth wing of the communist party of india ahead of upcoming natl election https://t.co/vZrMwppkfY massive just massive rally organized by youth wing of the communist party of india ahead of upcoming natl election https://t.co/vZrMwppkfY"  
[X Link](https://x.com/SridharanAnand/status/1744964049840873521)  2024-01-10T06:07Z 16.8K followers, 11K engagements


"@promila_agarwal I've added bullet-point to CV"  
[X Link](https://x.com/SridharanAnand/status/1745048516194611594)  2024-01-10T11:42Z 16.8K followers, [---] engagements


"Island on fire: check Bridge over sea: check (later today) Am assuming unknown gunmen will shortly bonk Dawood since we're recreating the original Diwali so authentically. So we maintained the tradition of setting an island on fire before Ram returns to Ayodhya So we maintained the tradition of setting an island on fire before Ram returns to Ayodhya"  
[X Link](https://x.com/SridharanAnand/status/1745645866990645618)  2024-01-12T03:16Z 16.8K followers, 61.9K engagements


"The only intelligent way to think about markets is in terms of valuations. Everything else in popular discourse - levels trends targets - is a dangerous distraction from the fact that starting valuations are the prime driver of long run returns. Few charts on extent of re-rating seen as we go down the curve over a [--] year period. fy20-24 has seen strong earnings across the board (for various reasons) however multiple expansion has explained 50-70% of aggregate marketcap gains in small and micro cap segment. https://t.co/F24BVc9krh Few charts on extent of re-rating seen as we go down the curve"  
[X Link](https://x.com/SridharanAnand/status/1746002182934241336)  2024-01-13T02:52Z 16.8K followers, 19.6K engagements


"@SandeepParekh I liked both tweets. Do not succumb to tyranny of either-or have it all. For more life gyan subscribe to my Gurugram channel "  
[X Link](https://x.com/SridharanAnand/status/1746392454667079866)  2024-01-14T04:43Z 16.8K followers, [---] engagements


"@SandeepParekh @promila_agarwal In her defence she's a social studies prof"  
[X Link](https://x.com/SridharanAnand/status/1746394621071274151)  2024-01-14T04:51Z 16.8K followers, [---] engagements


"@GabbbarSingh Hoka Clifton (I think latest version is 9)"  
[X Link](https://x.com/SridharanAnand/status/1746468068480688544)  2024-01-14T09:43Z 16.8K followers, 36.1K engagements


"Founder of AI startup referring to 14th VC trying to pile onto Series B Maharashtra CM Eknath Shinde says "I have no knowledge of Milind Deora joining Shiv Sena. He is welcome if he wants to join the party." https://t.co/Td7duQReQ6 Maharashtra CM Eknath Shinde says "I have no knowledge of Milind Deora joining Shiv Sena. He is welcome if he wants to join the party." https://t.co/Td7duQReQ6"  
[X Link](https://x.com/SridharanAnand/status/1746496901900579033)  2024-01-14T11:38Z 15.1K followers, 10.6K engagements


"After a while I wrote a longform essay: on how to stay sane amidst frenzy of quarterly earnings & separate signal-from-noise from a long-term investor's perspective. Here's essay-summary (I elaborate on each bullet point in essay). And Substack link"  
[X Link](https://x.com/SridharanAnand/status/1746776165967102200)  2024-01-15T06:07Z 16.8K followers, 18.3K engagements


"Nobody: Mumbaikars sharing Wadala balcony view pics after two days of sub-100 AQI:"  
[X Link](https://x.com/SridharanAnand/status/1747057275892539628)  2024-01-16T00:44Z 16.8K followers, 12.5K engagements


"Brangelina Bennifer Viroushka Tramaswamy"  
[X Link](https://x.com/SridharanAnand/status/1747492224504336410)  2024-01-17T05:33Z 16.8K followers, [----] engagements


"@SunDudez I haven't asked for a meeting with anyone from markets buy-side or sell-side in over a decade"  
[X Link](https://x.com/SridharanAnand/status/1747814964671189061)  2024-01-18T02:55Z 16.8K followers, [---] engagements


"Javier Milei at WEF"  
[X Link](https://x.com/SridharanAnand/status/1747817492951548065)  2024-01-18T03:05Z 16.8K followers, [----] engagements


"@promila_agarwal Since Byju stopped going I lost interest in Davos"  
[X Link](https://x.com/SridharanAnand/status/1748143968179966075)  2024-01-19T00:42Z 16.8K followers, [---] engagements


"The real story isn't the petty sniping on social & regular media. The real story is the spontaneous outpouring of bhakti manifested via pujas bhajans celebrations and Ramayana-themed cultural activities happening in housing societies & families all across the country"  
[X Link](https://x.com/SridharanAnand/status/1748207225137463701)  2024-01-19T04:54Z 16.8K followers, 34.6K engagements


"Whatsapp forward & comment (sadly not mine) . Saturday kaaam Sunday araaam Monday Jai Shree Ram Achha na lage toh lagao balm"  
[X Link](https://x.com/SridharanAnand/status/1748530649257087117)  2024-01-20T02:19Z 16.8K followers, [--] engagements

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