Catching falling knives with random precision
La-la Land
Joined June 2009
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In the world of securities, courage becomes the supreme virtue after adequate knowledge and a tested judgment are at hand.
~ Benjamin Graham
My favourite player to watch! The best single handed backhand ever. At his peak between 2014-2017 Stan had a winning record in the Slams vs the Big 4. Record stood at 6-5 in total & 3-1 in finals. Was never the same player after his knee injury in 2017. #StanWawrinka
"Ever tried. Ever failed. No matter. Try again. Fail again. Fail better."
The legendary tattoo on Stan Wawrinka’s arm that defined his entire career.
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Federer actually has the best H2H vs Nadal amongst the top players that played with a single handed backhand. All of them were thrashed by Nadal : Wawrinka, Gasquet, Tsitsipas, Dimitrov. Thiem gave Nadal a fight but then his career was so short due to injury.
This whole narrative that Federer couldn’t beat Nadal so therefore he isn’t better is such rubbish..
Was it the single worst matchup for Federer as he was a single hander? Yes. And even with that, the h2h outside of clay is 14-10 to Federer :)
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"You don't know how you got here
You just know you want out... "
~ Hold Me, Thrill Me, Kiss Me, Kill Me, #U2 #Leverage #SmallCaps
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Always felt Agassi had a chance when he played Federer on hard courts. H2H 8-3 in favour of Federer but 6 of his wins came when Agassi was already struggling with hip injuries in 2004-2005. Context matters...
When a 21-year old baby Roger Federer did THIS to the great Andre Agassi...
He couldn't believe it 💀
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Waited a while to see an Indian bowler actually spin the ball in test matches ! 😛 #ManavSuthar #INDVsAFG
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Analyst: When will your "battery cell" unit go into production?
Mgmt: Civil works for our solar cell manufacturing unit will start next month. Production by next yr... 🤣
#LostInTranslation #Concall #smallcaps
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Lot of new players breaking out at this yrs #FrenchOpen. Mensik, Fonseca & Joddar are in the quarter finals & all three are 20 yr or less! They all have very powerful games. Yet to figure out whom to root for. Maybe Mensik... 🧐#IdleNotes
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So Mensik it is who is the last of the trio standing! Loved his all court game vs Fonseca. Needs to improve his 2nd serve but rest of his game is already at a very high level. #FrenchOpen
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Several co's were candid in explaining current risks facing them & detailed plans to mitigate them. Mkts taking this as cue to punish them. Other co's that gave super bullish targets for next several yrs that defied their past record are up big...☺️ #DejaVu
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Thinking about these comments by Vesuvius on RHI's high cost takeover of basic bricks(Dalmia) & a overpriced 30 yr old plant(Hi-tech). Wrote off 600 cr goodwill(still 300 cr left 😛) citing geopolitical conditions yesterday ! 😂 #RHIMagnesita
Vesuvius has aggressively added capacity organically over last 2 yrs. And their mgmt had stuff to say about RHI's recent moves... 😛
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It's that time in the cycle for some sectors when P & L seems to trump the cash flow statement, even if that is mostly rubbish ! 🧐🙄 #IdleNotes
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A bit over the moon since I finally figured out that one of my recent positions fits one of Peter Lynch's favourite filters. A declining sector where the competition has checked out... ☺️
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Still have my old cassettes somewhere... #Nostalgia
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Alokesh Phukan retweeted
To be right in the long-term, you must be willing to look wrong in the short-term.
Lots of listed co's that are already providing liquid cooling solutions for Data Centers or are working on it. If demand is anywhere as large as forecasted it will be a deluge in every segment soon. Tech is not as big a moat as we think... ☺️ #IdleNotes
There is only one listed AI compute infra service co in India: E2E Networks
There is only one listed AI compute infra hardware co in India: Netweb Technologies
There is only one listed Hot Box Assemblies supplier in India that goes into AI Datacenter powering: Mtar Technologies
There is only one listed AI datacenter cooling hardware/components co in India: KRN Heat Exchanger
There is only one listed AI datacenter liquid cooling flow solutions / skid assemblies co in India: Aeroflex Industries Ltd
And All have had crazy runups.
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As it turns out very good in getting me up to speed in new businesses too. Only issue is that I'm venturing a bit out of my COC. As of now treating these positions as small trades. All for the sake of improving my AI skills... 😛 #IdleNotes
Well just to keep myself busy, trying some AI based analysis. Mostly asking queries I already know the answers to for now. I'm super slow in learning anything new so probably doing it all wrong. But now I can replace my badly scribbled notes, if I wanted to... 😛 #IdleNotes
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Why compare with US or Europe? Better to look at China. Per capita consumption of cement in india is 290 kg per person vs 1600 Kg in China. We have decades to go before this sector plateaus like it has in China!
If UltraTech today rivals entire regions in capacity, it raises a deeper question -
As India moves towards developed status, will cement demand scale the same way?
History from the US and Europe suggests otherwise.
Are we building for the future — or overbuilding for the past?
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