Aditya K
@NotesToAditya
“The prize is the pleasure of finding the thing out.”
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I think one of the biggest drawbacks of social media is that it makes you a conformist. The whole ‘algo’ survives on conformity. Take that away and what you get is randomness, and if history is any guide, nothing has driven discovery more than randomness.
"If you have earned your self-respect, respect by others is a luxury; if you haven't, respect by others is a necessity." - Nassim Taleb
You decide if it’s a bubble or not. This is from Ray Dalio’s big debt book.
I dunno man. Every article is AI bubble, AI bubble, AI bubble.
Investing in a company with pricing power is better than buying gold.
This is a great read. Just two things: 1. Download it from Libgen or Anna-something.. 2. Once you’ve finished reading it, you won’t be able to go back to do something normal with life. Every moment you spend on this earth will be in search of something bigger than yourself.…
Little too much shitposting lately. Sorry to all the important people who follow me. Will revert back to the mean after this post.
If men don’t fumble, they won’t lock-in. If they don’t lock-in, the world’s economy and the earth’s societal development will stagnate. Now, I don’t think any woman would want to be responsible for that, would they?
Has anyone in India looked at REITs and InvITs from a risk point of view? Like, total history - Understanding where they can go wrong, what are the hidden risk associated with them? I am not looking for a generic article but, a detailed understanding of all the factors where…
There comes a moment in every man’s life where he has to choose between protecting his hair and accumulating wealth. Men, when that time comes, choose wealth.
Communism shatters economic relations, but ultranationalism breaks diplomatic relations.
Yes, read this. Nd I concur with the conclusion.
Stock and bond markets climbed walls of worry nonchalantly in 2025, but gold also had its best year since 1979. I am a novice when it comes to gold, but my thoughts on gold as investment and insurance are in this post. bit.ly/43ktAH4
Thinking about doing a deep dive on 100 companies. 50- That did something right. 25- That did something wrong. 25- New age companies that can be a good case study for future.
“I've been in one aspect or another of investment management for what, 44 years or so, and trying not to disappoint anyone, and in the process of not disappointing anyone, one of the key factors is having them have the proper expectations and being knowledgeable about what…
“Smart, hard-working people aren't exempted from professional disasters of overconfidence. Often, they just go aground in the more difficult voyages they choose, relying on their self appraisals that they have superior talents and methods.” -CM on LTCM
I’ve been scratching my head as to why almost no one understood what Jack Welch was doing wrong in the 1980s and 1990s. How can almost everyone go so wrong on him. This is Peter Lynch in One up on Wall Street.
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