Buggy human twitter
WebWith rare exceptions such as TCS or Titan, conglomerates are full of commodity & utility businesses earning low returns on invested capital due to inherent lack of pricing power. WebApr 12, 2024 · Interesting case and I use Spotify a lot but wouldn't pay for this either. I guess people care about music made by real people, not just the output. Made me think of chess, which
Buggy human twitter
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WebFeb 24, 2024 · Every time I meet solid but boring companies, the kind who've done one thing very well for very long & where the word 'adjusted' doesn't feature anywhere ... ... Web4 hours ago · Sayan Sen · Apr 14, 2024 06:18 EDT 0. This week, Microsoft released its Patch Tuesday security updates for Windows 11 and Windows 10, among others. The updates were supposed to commence the third ...
WebNov 8, 2024 · Buggy Human @SridharanAnand · Nov 8 Replying to @ObserverSceptic We are mildly active, mainly on damage control if there's likelihood of capital misallocation, large M&A, unrelated diversification etc. Zero positive value-add as we've no clue how to better make paints or sell underwear. I wrote one essay on this ... buggyhuman.substack.com WebMar 18, 2024 · Buggy Human on Twitter: "One of our more tedious discussions is "Why don't you own any banks". I mostly avoid this discussion by avoiding people. Every bank crisis, I re-plug my piece from 3/20. I dunno why world isn't more wary of lenders. Then again, I dunno how Ready & Bodyguard became hits either."
WebApr 2, 2024 · Buggy Human on Twitter: "Managing finances may be mind-messing but it isn't hard. If you code or do surgery in day job, you can handle SIP into direct plan index fund without interruption. Spend time, make effort, learn. It's not a binary choice between bad behavior & high fees. There's a 3rd way." WebMar 10, 2024 · 12. A Tale of Two Generations Based on my lived experience, India's journey over the last 75 years, in stock-market parlance, is one of going from a big-miss to a big …
WebNov 8, 2024 · “@hktg13 Luckily, we mostly focus on IRR since inception (absolute & relative), without fretting to much over shorter term dissection of same. But it's been uneven, but I don't have any pattern or explanation.”
WebSep 9, 2024 · Buggy Human @SridharanAnand Replying to @djhrishi19 and @Doubledecacorn At any scale, I'd stick to Buffett's maxim of wonderful business at fair price better than fair business at wonderful price. I'd sleep better at night. Not spend time on crap. Have to make fewer decisions. Less frenetic. Time's on my side. kroger oysters in the shellWebApr 13, 2024 · Top equation equals 26 Bottom equation equals 25. 8. 79 map of iad airport terminalsWeb2 days ago · Buggy Human on Twitter: "It is torturous to read an investor note that casts all blame for poor performance on rest of the world." It is torturous to read an investor note … map of ian hurricane floridaWeb1 day ago · 18年前の2005年4月14日アルバム発売。 Daft Punk - Human After All(UK:10 US:98) #DaftPunk. 13 Apr 2024 22:54:20 kroger paducah southsideWebNov 8, 2024 · In my latest essay, I do something shady. I discuss our returns. Basing an argument on fickle market outcomes isn't ideal. My intent is to belabour my point on … map of iah airportWebSep 9, 2024 · Log in. Sign up map of ianWebMar 10, 2024 · Buggy Human on Twitter: "In my latest not-so-humble-brag essay, I look back at March-2024. It feels a while back, but 3-years isn't that long. I rehash some investing lessons that served us well during March-madness & which hold true at all times. As always, nothing new here." In my latest not-so-humble-brag essay, I look back at March-2024. map of ian flooding