rohitbalakrishnan
@rohitkrishnan
Fund Manager @ithoughtPMS| Cricket Buff|AR Rahman Fan| Quizzer| Ex McKinsey, Elevation Capital,RARE Enterprises.
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We are extremely happy to share that we are launching VRDDHI PMS under iThought PMS License.
ft.com/content/c0a1b1… "Ten years ago, China didn’t have a biotech sector to speak of. For the most part, the companies were developing generic drugs. Fast forward to today, and every big pharma is doing most of their shopping in China for novel therapies"
Pretty solid interview youtube.com/watch?v=zRh0KT…
youtube.com
YouTube
Dan Sundheim of D1 Capital on the art of public market investing
We were poised to win that game. Rain ruined the last day.
My grouse with Kumble's 10/74 is that just like VVS' 281, it's so big that it hides behind it so many other terrific Kumble performances. This one from the 2004 Chennai Test is my favorite. 13/181! Not sure how many even remember it but it's a quintessential Kumble performance.
ft.com/content/f2025a… "Watching the industry’s behaviour around AI, I can’t shake this feeling that we’re all building bamboo aeroplanes [like cargo cults] and expecting them to fly"
ft.com
AI has a cargo cult problem
Spending vast sums and inflating an investment bubble is no guarantee of unleashing technological magic
Discipline is the route to freedom!
The restriction is the freedom! The choices we make shape the life we lead. Most of us are a prisoner of our habits. We do not even consciously choose, we simply live our habits. Lets test this statement. To achieve anything in life, we need discipline. The greater the goal,…
Interesting read scmp.com/economy/china-…
Really enjoyed reading this interview scmp.com/economy/policy…
‘I almost fell off my chair’: Investors lose billions on meme stocks as ‘pump and dump’ scams multiply via @FT on.ft.com/4oFDg7R
Read Read Read. Too many people looking only at Earnings.
There's something called balance sheet based investing If the mgmt. is working on improving balance sheet, cash flows, even though earnings growth might be muted...it could create great investing opportunities at low valuations B/S improvement alone can propel earnings growth
One of the many hidden gems of @arrahman. Mesmerising composition music.apple.com/in/album/aahis…
"For struggling companies, buying crypto tokens appears to be a sure-fire way to grab investors’ attention and lift their share prices — at least temporarily." Fascinating read! ft.com/content/8a160b…
Good investors don’t just collect ideas. They curate.
Whispers from Everywhere… Silence from Within It always starts simple. You have a style that feels like home — value, momentum, or just the quiet patience of compounding. A process that fits your temperament, something you trust enough to execute without second-guessing. Then…
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