Anshul Saigal
@SaigalAnshul
Off-the-treadmill Portfolio Manager. Thrive on calculated risks. Mantra: Why so serious?
قد يعجبك
My presentation to the CFA society on the “Anatomy of a Mispriced Stock”. Key topics addressed: 1. What is a Stock 2. What are Mispriced bets 3. Is Mispricing=Cheap valuations 4. Types of Mispricings 5. Margin of safety n asymmetries youtu.be/Quk32-WxE4Q?si…
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YouTube
Anatomy of Mispriced Stock | Anshul Saigal | Webinar
Modiji’s spectrum of focus is inspirational: Big business to “divyang/vanchit” Domestic security to foreign relations Home/Food/Clothing to big infra Sport to Space,etc His focus makes Vikas a peoples movmnt May God bless honourable @narendramodi with a long life, Happy Birthday!
Thoroughly enjoyed sharing presenting to Ashoka Univ students yesterday. Hopefully the discussion would help them separate signals from noise in equity investing
I once asked a successful businessman, the biggest lesson he’s learnt in business. His answer was, “if you want to do business, before leaving your home, hang your ego on the key holder!”
Deeply appreciate and fully reciprocate President Trump's sentiments and positive assessment of our ties. India and the US have a very positive and forward-looking Comprehensive and Global Strategic Partnership. @realDonaldTrump @POTUS
The Brahmin who identified how many f00ks to give Navarro
He invented O. That's him! That's his story, brought to life!! Brahmagupta for the win. That's 1 minute, see you tomorrow for Day 78!
It was a pleasure to present at the conference and interact with so many passionate investors. Thanks for the invite @ias_summit
8. Mr Anshul Saigal Our next speaker is the dynamic @SaigalAnshul with a super insightful presentation ✨ A few key highlights 🧵
….Hence defence indigenisation may be the biggest theme of the century
The core reality of India’s foreign policy dilemma is this: Russia is too weak and too backward to provide India what it needs to ascend, the EU is militarily incapable and riven by its own divisions, China is too strong, and the US is erratic.
I have a suspicion the Indian left will start loving Trump. While the American left will start cheering for Modi 🤷♂️
So, President Trump slaps 25% Tarifs on India. Days later, india "Informs" the US they won't be buying their F35 jetfighters India will now buy around 50-60 Russian Su-57 fifth generation jets.
Would it surprise you if Rajeev Shukla was to replace Shubhanshu Shukla in the international space station
Presented my book scars of 1947 to King Charles at st.James palace his house. He took lot of interest in content of the book.
Same energy
Some want India to host the Olympics in 2036. But have you ever wondered why we haven’t hosted it yet? Simple - we lack a true sporting culture. Kids aren’t encouraged to play, society doesn’t value sports beyond medals, and we blame money or facilities. Change must come from…
The outcome when a market starts getting perceived as the cat’s whiskers 👇
In India, all types of yapping di#*heads rear their heads around Diwali time. Useful meme for later in the year
Excellence is the exception, so socialism is a political necessity. Couching capitalism under socialist endeavours is political wisdom
The price of Seat 11A on Indigo Airbus A320 Neo just quintupled
Mullah Omar in a suit, commenting much above his intellect grade
Bilawal Bhutto drags Modi 🔥 Calls him the Temu version of Netanyahu — "A poor copy!" #Modi #BilawalBhutto #Netanyahu #Pakistan #India #TemuVersion #SpicyPolitics #ViralClip
“There’s no such thing as a free lunch”, nicely expressed in Zeckhauser’s paper Investing in the Unknown & Unknowable
Munger’s 3 page tutorial (Art of Stock Picking) on implications of scale Advantages - operating leverage, psychological, cost, informational, sectoral dominance, etc Disadvantages - bureaucracy, non-specifity Looking to start a biz? This is pure Gold! grahamanddoddsville.net/wordpress/File…
Form over substance, the story of Pakistan
Risk control, the Druckenmiller way
Amongst the most interesting books i have read. Highly recommended reading
These are THE TOP BOOKS I would give someone who wants to understand macro, interest rates, and FX: 🧵 Understandingt the history of money
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