abhishek @abhishec_s

Valuations Matter/Nobody Knows/Structure Beats Activity. At the end of every road, you meet yourself. Views are mine. Reposts & Likes Are Not Endorsements. Joined October 2015

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abhishek @abhishec_s

2 days ago

No organisation can fully eliminate the risk of a rogue employee. If incidents are not widespread and there are systems to detect and contain them swiftly, the residual risk is manageable and one that most businesses have to live with.

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abhishek @abhishec_s

2 days ago

Don’t dilute yourself.

abhishek @abhishec_s

4 years ago

Don’t dilute yourself.

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abhishek @abhishec_s

3 days ago

‘Analysis needs to be penetrating not prophetic’.

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abhishek @abhishec_s

4 days ago

Bumped into @oraunak at a conference & promptly asked him, “market kya lagta hai”. He ghosted me for the rest of the day. Next time will try, “su lewa nu”.

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abhishek @abhishec_s

a week ago

Global companies, particularly those from the US, are welcome to establish GCC centres in India. Abundant engineering talent, stable and predictable policy making, and fair, non-discriminatory treatment.

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abhishek @abhishec_s

2 weeks ago

Good series for distributors:

Kalpen Parekh @KalpenParekh

2 weeks ago

Good series for distributors:

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abhishek @abhishec_s

2 weeks ago

Almost every investment conclusion, based on institutional ‘flows’ is wrong.

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abhishek @abhishec_s

2 weeks ago

Getting time boxed ideas now. Trades that will work for a months or till Diwali or the third full moon. No price value fluff.

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abhishek @abhishec_s

2 weeks ago

Many new investment options seem to have heavy momentum tilts. Seems like an easy hack. But there are no easy hacks.

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Sahil Kapoor @SahilKapoor

2 weeks ago

In public markets, the edge may lie less in forecasting the far future and more in two disciplines: putting ourselves in situations where good luck can find us and avoiding situations with negative asymmetry. Both work only if we remember we may know less than we think.

DSP Mutual Fund @dspmf

3 weeks ago

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DSP Mutual Fund @dspmf

3 weeks ago

The Transcript's latest edition is out now via @abhishec_s What is #DSPTranscript? It is a compilation of observations & comments from AGMs/ Concalls/ Interviews/ Presentations. Read the thread below or download the detailed doc: tinyurl.com/TransSep25

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abhishek @abhishec_s

5 years ago

When things are not working out: 1. Work out. 2. Focus on the process. 3. Slow down. Do less. 4. Smile. 5. Protect what’s still good. 6. Don’t expect. 7. Don’t brace yourself for failure. 8. Learn to wait. 9. Practise something you are already good at. 10. Write.