Sajal Kapoor (@antifragilethinking): "10 bagger in 10 years (2023 to 2033) with high enough allocation, is a far better outcome than a 100 bagger with a nominal skin in the game. Outcome should change your home address; that’s the definition of a good outcome. Doesn’t have to be stock specific. Better if that happ…"

The app for independent voices

10 bagger in 10 years (2023 to 2033) with high enough allocation, is a far better outcome than a 100 bagger with a nominal skin in the game.

Outcome should change your home address; that’s the definition of a good outcome. Doesn’t have to be stock specific. Better if that happens in a basket of 7 or 8 holdings

I’ve been exceptionally lucky with these over the last 20 years: Amara Raja, Atul, Astec, JB Pharma, RPG Life, Neuland Labs. Narayana and Laurus are “work in progress”

Role of randomness gets amplified with the Atomic Habit of deploying a robust process 🙏🏻

Nitin Belgundkar

This will be blue sky for us when randomness will show its true colors. Most ppl who hate these beautiful assets are seating near doors who will exit at first opportunity but we are here for very long haul.

Apr 5

7:22 AM

The app for independent voices

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