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My Value Picks

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Buffett-Munger style. Moats, margins of safety, compounding, patience. Opinions are my own. Mostly on the sidelines...

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⛔️ Cancer causing elements in MDH & Everest products

⛔️ Cancer causing elements in MDH & Everest products

570,642 görüntüleme • 2 yıl önce

Impact of AI — Bajaj Finance expects to have 800 AI agents.

Impact of AI — Bajaj Finance expects to have 800 AI agents.

50,081 görüntüleme • 5 ay önce

“10 years from now the Buy and Hold strategy would have shown to be foolish.” Akash Prakash

“10 years from now the Buy and Hold strategy would have shown to be foolish.” Akash Prakash

165,566 görüntüleme • 3 yıl önce

Vishal Sikka: Things always move slower than we expect. Adoption takes time. Enterprises are messy and complex. And IT services only get a short window to transform.

Vishal Sikka: Things always move slower than we expect. Adoption takes time. Enterprises are messy and complex. And IT services only get a short window to transform.

31,789 görüntüleme • 5 ay önce

.Prashant Nair breaks down Citrini’s viral post “The 2028 Global Intelligence Crisis” and what it means for Software, Payments, IT Services, Food Delivery, and Private Credit.

.Prashant Nair breaks down Citrini’s viral post “The 2028 Global Intelligence Crisis” and what it means for Software, Payments, IT Services, Food Delivery, and Private Credit.

21,775 görüntüleme • 5 ay önce

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