Today I hired a virtual personal assistant to go through my emails and pay lingering bills and follow up on various invoices and make my doctors appointments and mail several things and guys

why have i not been doing this the whole time it took her three hours and it was $70.

@contrarianEPS @PortfolioYoga I was working with 10 year of Balance Sheet / P&L data, both IGL and Guj Gas don't have it, so missed out.

I asked, “What company is worth less than $10 billion today but you think could be worth $500+ billion in a few decades?”

I received 710 answers

Here are 20 top stocks that have 50x+ potential:

1: Alteryx - $AYX

Market cap: $5.1 billion

What it does: Big data analytics

2: Boston Omaha - $BOMN

Market Cap: $900 million

What it does: Berkshire Hathaway 2.0

3: Beyond Meat - $BYND

Market Cap: $7.9 billion

What it does: Plant-based meat

4: Desktop Metals - $DM

Market Cap: $2.3 billion

What it does: 3D Printing

The opportunity in US Equity Markets is huge and at the same time, it is getting easier for Indians to invest in the US markets.

Here is a summary of 10 companies I follow and what they do:

1/ Roblox:

$RBLX is a gaming platform where users can create games and monetize them by charging “Robux”. Kind of Youtube for Games. Users also spend money buying tickets to events, gaming avatars, etc.

DAUs: 42M
Average Bookings per DAU: $15.48
FCF (TTM): $518M
MCap: $50B

2/ Crowdstrike:

$CRWD, currently valued at $57B is a cybersecurity company. ‘Falcon’ is a cloud-native platform and uses AI to detect threats. Collects More Data - More Learning - Better Detection & Protection. It can protect your laptop as well as devices running on IoT

3/ Alibaba:

$BABA is a group of Chinese E-Com marketplaces and businesses. Its 2 primary marketplaces - TMall [like Amazon (B2C)] & Taobao [like eBay (C2C)], have 800M+ annual active users. Apart from this, it also has a Cloud business.

Mobile MAUs: 925M
Ecosystem GMV: $1.2T

4/ UiPath

$PATH aims at automating the mundane tasks at the workplace and thereby save on time and productivity. Say you have an invoice in PDF format, UiPath will read it and capture the date, amount, category etc and enter the data in your database.

ARR - $653M
MCap - $35B

The secret to understand competitive dynamics in gold finance is to focus on the player which has approvals from Rbi to set up more than 2000 branches and not the ones which are facing difficulties in expanding. You know who the real challenger to Muthoot will be

Why Reading and observing different trends matter.

Time for a thread with a live example that is playing out in front of us! 🎵🎵

🧵🧵🧵🧵🧵

“What is elementary, worldly wisdom? Well, the first rule is that you can’t really know anything if you just remember isolated facts and try and bang ‘em back. If the facts don’t hang together on a latticework of theory, you don’t have them in a usable form.”- Charlie Munger

Charlie Munger who is the partner of Warren Buffett, has over the years explained the importance of creating a latticework of mental models. That is basically combining theory with live practical examples

One of the most interesting mental models he talked about in his books was that of Autocatalysis (lets understand this and how we can apply it to a live example):

"Disney is an amazing example of autocatalysis. They had all those movies in the can.

They owned the copyright. And just as Coke could prosper while refrigeration came, When the video cassette was invented, Disney didn’t have to invent anything or do anything except take the thing out of the can and stick it on the cassette.