Pulkit Agarwal @pulkit_iitd

Investor, Arsenal FC and cricket fan New York Joined May 2019

Tweets

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76
Following

252
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168

Sheel Mohnot @pitdesi

5 months ago

Love Buffett’s response to “when did you know you were rich?” Particularly the highlighted part.

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Pulkit Agarwal @pulkit_iitd

8 months ago

Everything seems to have an extra zero in front of it these days. Signs of a bubble, or maybe i need to accumulate 10-20years of inflation in my head?

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non aesthetic things @PicturesFoIder

11 months ago

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Finding Compounders @F_Compounders

a year ago

Warren Buffett on inflation proof businesses

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Munger epitomized 3 traits– rationality, judgment, bluntness. He saw the world as it actually was. He saw through the world, to distil its essence. He said it as he saw it. He didn’t merely teach us how to invest, he showed us how to think. My eulogy ... buggyhuman.substack.com/p/charlie-mung…

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Pulkit Agarwal @pulkit_iitd

2 years ago

End of an era tradingqna.com/t/charlie-mung…

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David Senra @FoundersPodcast

2 years ago

A timeless reminder from Warren Buffett: "The behavior of peer companies, whether they are expanding, acquiring, setting executive compensation or whatever, will be mindlessly imitated."

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Pulkit Agarwal @pulkit_iitd

2 years ago

Reporting FCF and adj. Ebitda without factoring in stock based comp (that companies often buyback from the market in real cash) is trickery All tech companies figured out a way to constantly raise capital from employees; a ceo confident in the business’ future shouldn’t do this..

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Pulkit Agarwal @pulkit_iitd

2 years ago

Hope zuck is also accounting for the fact that threads may be taking engagement away from instagram, vs twitter

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Pulkit Agarwal @pulkit_iitd

2 years ago

Many investors dont want to bet on the multiple and just on earnings growth, but being wrong on the multiple is just being wrong on the projection of LT cash flow, as the fundamental value equation doesnt talk about a multiple which is just a short hand

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Paul Graham @paulg

3 years ago

"I am inclined to agree with Francis Galton in believing that education and environment produce only a small effect on the mind of any one, and that most of our qualities are innate." — Darwin

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modest proposal @modestproposal1

3 years ago

Warren Buffett: “When you are told that all repurchases are harmful to shareholders or to the country, or particularly beneficial to CEOs, you are listening to either an economic illiterate or a silver-tongued demagogue (characters that are not mutually exclusive).”

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Pulkit Agarwal @pulkit_iitd

3 years ago

Why daily/weekly/monthly datasets are 95pc noise fs.blog/noise-and-sign…

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Pulkit Agarwal @pulkit_iitd

3 years ago

I can see very limited future worlds where at least 95% of the crypto ecosystem doesn’t go to zero. (This had to be the final outcome; ftx is not the culprit just the chosen path)

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Pulkit Agarwal @pulkit_iitd

3 years ago

Given good businesses get stronger in a recession (market share gain), we will finally get to apply this ‘good business’ filter after 13-14yrs

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Pulkit Agarwal @pulkit_iitd

3 years ago

Sign from the gods to buy china?

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Pulkit Agarwal @pulkit_iitd

3 years ago

I have always instinctively been against the use of the LTV / CAC formula - for me it was qualitative reasons that drive customer acquisition resulting in the math and not the other way round. Came across a 2012 post from @bgurley who puts it beautifully abovethecrowd.com/2012/09/04/the…