Santosh Shetty, CFA @santoshshetty
CFA, FRM, CAIA - Financial Markets. All books read are under likes. Tweets are not financial or investment advice. NY Joined January 2009-
Tweets7K
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Following1K
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Of Many Minds Sculpture Walk - Jersey City 15 of Michael Alfano's public, surrealistic sculptures along the Hudson River Waterfront Walkway in Jersey City, opened March 28, 2024 and runs for a year. Each piece is accompanied by a thought-provoking quote. The exhibit starts at 11…
I remember being a junior on the desk and watching some more senior guys get their faces ripped off shorting Tesla. Formative experience, you can dislike Elon (I really don’t like half of his political views) but you can’t let that put you in a bad upside/downside short.
Absolutely broken model
"Once you’ve reached a level of competence, the real profit comes from the way you market yourself."
Here’s The Thing: With $TSLA we now have comps. BYD (EV’s, Batteries, Robotics, China) trades at 4x 2024E gross profits. Hyundai (EV’s, Level 4 FSD, Robotics) trades at 5x. $GOOG (AI,Robotaxis) trades at 10x, while $NVDA (AI Leader) trades at 26x. Tesla? Roughly 40x!
Here’s The Thing: With $TSLA we now have comps. BYD (EV’s, Batteries, Robotics, China) trades at 4x 2024E gross profits. Hyundai (EV’s, Level 4 FSD, Robotics) trades at 5x. $GOOG (AI,Robotaxis) trades at 10x, while $NVDA (AI Leader) trades at 26x. Tesla? Roughly 40x!
“The diamond was always a lie, so the synthetic diamond is a lie about a lie. If you can’t tell the difference, the difference doesn’t exist.”
“The diamond was always a lie, so the synthetic diamond is a lie about a lie. If you can’t tell the difference, the difference doesn’t exist.”
Something I didn't realize when I was a kid: institutions can decay. Institutions seem so permanent, but it turns out to be very easy for them to drift from their original mission. The ACLU, the NYT, the Better Business Bureau, the ADL, NPR, none of them are what they were.
"I don’t believe in regret. I think it’s arrogant to think you could have done something different. You couldn’t. That’s why you did what you did."
@PiyushJ_pj Whatsapp did not kill SMS but still it mattered. OTTs did not kill movie halls. But they still significantly impacted. AI does not have to completely eliminate anything for it to matter to employment.
Good Read - Explaining the Reasons Technology Hasn't Competed Away Financial Rents. Argument is this(Fintech) has basically been a failure so far for a variety of fundamental reasons, and is unlikely to improve anytime soon. Why fintech failed arpitrage.substack.com/p/why-fintech-…
A point which very few people understand
2/7 I don't think, however, that this was a consequence of greed, stupidity, or an unwillingness to face facts. That's not what drives the late stages of a bubble. What really drives it is a Minskyan process in which all balance sheets are locked into supporting the bubble.
Try walking by 116th and Broadway. Talk to a few of your constituents.
Try walking by 116th and Broadway. Talk to a few of your constituents.
India had 200 million TikTok users when they banned TikTok. Creators quickly just switched to YouTube Shorts and Instagram Reels, and life continued much as before.
India had 200 million TikTok users when they banned TikTok. Creators quickly just switched to YouTube Shorts and Instagram Reels, and life continued much as before.
Good Editorial - Surplus nations should ask what assets it should invest in with the proceeds of its exports. Any nation that tries to displace the dollar faces disruptive adjustments. theguardian.com/commentisfree/…
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Read finally - Finite and Infinite Games: A Vision of Life as Play and Possibility by James P. Carse Fascinating but will require a few rereads to fully grasp. goodreads.com/book/show/1899…
Absolutely loved this book. No nonsense style of writing. This is an extremely accessible book on strategic thinking and creative problem solving. Highly recommend Read - Predatory Thinking: A Masterclass in Out-thinking the Competition by Dave Trott goodreads.com/book/show/1927…
Read - Right Kind of Wrong: The Science of Failing Well by Amy C. Edmondson Repetitive in some places but a decent read still. Not sure it should’ve ve been FTs #1 pick for the year given the pool. goodreads.com/book/show/1231…
Read - Every time I find the meaning of life they change it. - Loved the easy high level take on the -isms. goodreads.com/book/show/2461…
Read Becoming Supernatural - The scientific discussions seemed a bit out of reach but the basic premise holds true. Worth a read. goodreads.com/book/show/3585…
"Have you ever noticed that everyone driving than you is an idiot, and anyone going faster than you is a maniac?” Read - Mindwise by Nicholas Epley. Great read. goodreads.com/book/show/2014…
Read Same as Ever: A Guide to What Never Changes by Morgan Housel A superb read ! goodreads.com/book/show/1249…
This goes for: • Business • Relationships • Life in general Those who consider consequences and think clearly not only survive. They thrive.
Read Keeping At It: The Quest for Sound Money and Good Government by Paul A. Volcker Fantastic read goodreads.com/book/show/4242…
Read -Billionaires' Row: Tycoons, High Rollers, and the Epic Race to Build the World's Most Exclusive Skyscrapers by Katherine Clarke Fantastic read on NYC luxury market, especially the 10 years from 2011. goodreads.com/book/show/6281…
Finished reading The Lion Tracker’s Guide to Life by Boyd Varty. This was a book recommendation shared in one of Five Bullet Friday emails - worth a read ! One of my favorite quote - I don’t know where we are going but I know exactly how to get there. “Track. Track. Track,”
This is a wonderful and short book. It found me at exactly the right time, and I read it in two afternoons. Here is my favorite tracker maxim from its pages, from Renias Mhlongo: “I don’t know where we are going, but I know exactly how to get there.”
Read : The Experience Machine: How Our Minds Predict and Shape Reality - Fantastic read on how our minds are just a giant prediction machine, constantly resolving errors and fine tuning internal models. The idea that prediction comes first just blew my mind.…
Read - Prisoners of Geography by Tim Marshall. Fantastic read ! Understanding geographical context is a must. goodreads.com/book/show/4088…
Great Read on the benevolent AI Hydra Monster - The Coming Wave by Mustafa Suleyman. goodreads.com/book/show/9059…
Read : There Are Places in the World Where Rules Are Less Important Than Kindness: And Other Thoughts on Physics, Philosophy and the World by Carlo Rovelli Loved it ! goodreads.com/book/show/5497…
Superb Read - When to Rob a Bank: ...And 131 More Warped Suggestions and Well-Intended Rants by Steven D. Levitt goodreads.com/book/show/2301…
Read Fool Me Once: Scams, Stories, and Secrets from the Trillion-Dollar Fraud Industry by Kelly Richmond Pope Much of the research isn’t startling, but there are tons of anecdotes that might surprise you. goodreads.com/book/show/7536…
Read - Easy Money: Cryptocurrency, Casino Capitalism, and the Golden Age of Fraud by Ben McKenzie Good read goodreads.com/book/show/6178…
Read : Chaos Kings by Scott patterson. IMO The Quants and Dark Pools were much better ttps://www.goodreads.com/book/show/62918551-chaos-kings?
Read - How Asia Works. Absence of doctrinaire thinking. In favor of land reform. Opposition to premature deregulation of the financial sector. Interesting read. goodreads.com/book/show/4854…
1/I want to write a thread about this excellent, excellent book: amazon.com/How-Asia-Works… If you are at all interested in economic development, or even just in economics at all, you should read "How Asia Works", by Joe Studwell.
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