AkhenOsiris
MMYT opened red, now 7% higher

Indian budget was a shift from capex increase to an attempt to boost consumption.

Few ADRs to watch on Monday. MMYT (should gain as tourism stocks rallied), and financials HDB, IBN.

Shares of hotels and tourism companies like Indian Hotels and ITC Hotels surged up to 10% in the special Budget session on Saturday as Finance Minister Nirmala Sitharaman unveiled a slew of measures aimed to boost the tourism sector in the Union Budget 2025 speech.

FM Sitharaman has just changed the prescription for economic growth to rely more on boosting consumption in a slowing economy rather than firing the capex engine with another double-digit hike. The impact of the shift was clearly visible on the stock market where beaten-down stocks from the consumption space suddenly became investor favourite while the capex stocks were left reeling in losses. - AkhenOsiris
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AkhenOsiris
So far 1.0 redux

I am eager to see if the market behaves like much of Trump 1.0:

BTFTD - buy the fucking tariff dip - AkhenOsiris
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AkhenOsiris
META starting to price in some (even if small) probability of Reality Labs ending per the leaked memo. Adds serious torque to FCF/profits.
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AkhenOsiris
President Trump is poised to nominate a leading critic of Big Tech to the top legal position at a key agency that could target Google, Meta, and their rivals.

Adam Candeub, an architect of a late effort in Trump’s first term to revoke legal protections for social media, will be nominated as general counsel of the Federal Communications Commission, its chairman, Brendan Carr, confirmed in an email to Semafor.

“Adam is a rare talent — he has fought fearlessly against Big Tech censorship and has had a successful career both as an effective telecom litigator and academic,” Carr said. “He will be an indispensable asset both to me and the FCC as we deliver great results for the American people.”
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⁠Dimitry Nakhla | Babylon Capital®
Worried about tariffs & economic news impacting your stocks?

Don’t sweat the headlines 📰

Your focus should be on the long-term quality & performance of the businesses you own

THAT’S what matters

As Pulak Prasad writes in “What I Learned About Investing from Darwin” 📖 https://t.co/S1ioWTHRY1
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⁠Investing visuals
Palantir Q4 2024 earnings 🚨
🔹Revenue $828M vs Est. $781M (6% beat)
🔹EPS $0.14 vs Est. $0.11 (27% beat)

Stock is up +13%

Palantir $PLTR earnings are incoming. Do you think $PLTR will crush it tomorrow?🤔

🔹Est. Revenue: $781M (+28.4%)
🔹Est. EPS: $0.11 (+41.4%) https://t.co/ZS528ClS0v - Investing visuals
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⁠Startup Archive
RT @IndigoSvn: Love these kind of stories. Great reminders to keep building and grinding f

Baiju Bhatt on raising Robinhood’s seed round and being rejected over 70 investors

Baiju Bhatt and Vlad Tenev were five years into their entrepreneurial journey when they came up with the idea for Robinhood.

As Baiju puts it:

“We had been entrepreneurs for the better part of five years and didn’t have a whole lot to show for it.”

And when they tried raising seed funding for it, they were rejected by somewhere between 70 and 110 investors.

These investors told the founders all the reasons Robinhood would fail — “no one wants to trade stocks from their phones,” “you didn’t know how to build consumer products,” “there’s a ton of other brokerage products out there people can use.”

Baiju reflects on this experience:

“There were a lot of no’s and it was very difficult back then. But over time I learned to channel it and use it as positive motivation.”

Then Baiju and Vlad finally caught a break when prominent venture capitalist Tim Draper decided to take a chance on them. Initially however, Draper said no because he didn’t think they’d be able to secure a broker-dealer license and the founders were paying themselves ~$70k salaries:

“Great idea, but it’s never going to happen, and you guys are paying yourselves too much,” he said.

The founders left the meeting confused — they could barely make rent and pay back their student loans with what they were paying themselves. But then they got an idea:

“We’ll tell him that we’re not going to pay ourselves until we get this approval.”

Draper said yes, and the Robinhood founders got to work on building a company that is today worth almost $50 billion.

Video source: @ThePeelPod @TurnerNovak (2025) - Startup Archive
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⁠Stock Analysis Compilation
White Falcon Capital Management on AMD $AMD US

Thesis: AMD is facing disappointment over potential shortfalls in AI chip revenues but remains poised to benefit from its other businesses and could still capture a small share of the expansive AI chip market.

(Extract from their Q4 letter)
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⁠Hidden Value Gems
Has anyone actually read The Art of the Deal?
Probably a few clues on what to expect in the next 4 years... https://t.co/0qS4lqxNUS
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⁠Dimitry Nakhla | Babylon Capital®
Notable Earnings Tomorrow 2/3/25🗓️

☀️ $PYPL $RACE $PEP $KKR $TDG $AME $J

🌗 $GOOG $AMD $CMG $FICO
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⁠Dimitry Nakhla | Babylon Capital®
“Look at market fluctuations as your friend rather than your enemy. Profit from folly rather than participate in it.”

— Warren Buffett 🗣️
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