Shubham Gupta @ShubhamGupta54

Oaktree capital; Ex-Credit Suisse & Avendus; Investor in Indian public market;IIT Roorkee and FMS Delhi Graduate; Cricket enthusiast Mumbai, India Joined June 2011

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Shubham Gupta @ShubhamGupta54

7 months ago

LFP batteries are going to power all the EVs in the world.

NIK @ns123abc

7 months ago

LFP batteries are going to power all the EVs in the world.

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Siddharth's Echelon @SiddharthKG7

9 months ago

Since I am posting about Delhi, let me share this last random thread about it to make sense of this city. Many years ago, my friend Chirag was concerned about starting waves of pollution in Delhi. Coincidentally, I was reading a book about history of New York City in those…

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Shubham Gupta @ShubhamGupta54

11 months ago

Start of a new era at ⁦⁦⁦@FCBarcelona⁩ #Hansiball

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Mayank Gupta @MunkThePunk

a year ago

FYA: @SEBI_India the ball is in your court. You guys are holding on to the progress of a company that is one of the most promising and prestigious companies in the solar sector, a sector that is a prime focus of the government. The governance and the linked processes are at…

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Shubham Gupta @ShubhamGupta54

a year ago

Good day to repost my thread on Asahi songwon

Shubham Gupta @ShubhamGupta54

4 years ago

Good day to repost my thread on Asahi songwon

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Shubham Gupta @ShubhamGupta54

a year ago

With increasing STCG & LTCG it makes the case more and more stronger to hold MF then doing DIY investing. Boring perspective but completely true.

Shubham Gupta @ShubhamGupta54

2 years ago

With increasing STCG & LTCG it makes the case more and more stronger to hold MF then doing DIY investing. Boring perspective but completely true.

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Vikas Khemani @vikaskhemani

a year ago

Yet another talk on western hypocrisy.

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Ajay Bagga @Ajay_Bagga

a year ago

What happens to Stocks when the Fed cuts rates in a cycle ?

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Shubham Gupta @ShubhamGupta54

a year ago

$1tn capex is earmarked by US big tech towards Gen AI. At some point of time people will start thinking about ROCE on such a big investment? Use cases are enormous and I am astonished seeing them. But will we be even able to make any incremental ROCE on this investment?

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Shubham Gupta @ShubhamGupta54

a year ago

Really interesting take by sequoia on data centers/Infra build out related to AI sequoiacap.com/article/ais-60…

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Shubham Gupta @ShubhamGupta54

a year ago

Animal spirits back in market! Smells of October 2021

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Abhishek Murarka 💹🐂 @abhymurarka

a year ago

Why 2022-2026 is not a repeat of 2003-2007? I think the answer lies in this chart. Look at that banking Credit growth in 2003-05, accelerating from 15% to ~40%! A booming bull market needs booming Banking credit. And while Credit growth diverged from Deposits, they gradually…

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Shubham Gupta @ShubhamGupta54

a year ago

Time to repost the thread. Nothing can move when macros are unfavorable for a sector. Execution & growth mindset is the key for outsized returns when cycle comes back in your favor

Shubham Gupta @ShubhamGupta54

4 years ago

Time to repost the thread. Nothing can move when macros are unfavorable for a sector. Execution & growth mindset is the key for outsized returns when cycle comes back in your favor

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Abhishek Murarka 💹🐂 @abhymurarka

a year ago

Aal is well..aal is well..aal is well.

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Samir Arora @Iamsamirarora

a year ago

Today's Business Std worries that even though gross FDI is USD 71 billion, net FDI is only 10.6 billion and this is bad for medium term growth prospects. My guess is that large repatriations are due to selling by PE funds and this problem will become worse if India prefers PE…

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AbhishikthBds @AbhishikthBds

a year ago

10 years ago a 20 yr old youngster was winning matches for Punjab with both bat and ball, also winning the emerging player award that season. Went on to make his national debut vs Bangladesh. Became a mainstay in the odi team as an all-rounder from 2015-2017. (1/n)