Was looking forward to your post on this, Aswath—very grounded as always.
A couple of points:
1. You mentioned your valuations on BYD and Mercado Libre. Aren't both of these companies affected significantly by:
- The potential of new tariffs staying in place
- The risk of recession
Hence, would these valuations need to be redone in a potential "post-tariff world" before executing a buy at your previous valuation price?
2. Would love an updated post on the Magnificent Seven since your last video on them (9 February 2024). It would be interesting to see how these valuations have changed over the last year, given the seismic shifts in both the market and stock prices.
I hope you enjoy a fantastic birthday celebration with your granddaughter.
Just a fantastic and brilliant analysis. Thank you for sharing your insights (golden nuggets). The fact it was such a long read - made it more interesting.
To seed, build, and nurture timeless, intangible human capitals — such as resilience, trust, evolution, fulfilment, quality, peace, patience, discipline, relationships and conviction — in order to elevate human judgment, deepen relationships, and restore sacred trusteeship and stewardship of long-term firm value across generations.
A refreshing poetic take on our business world and capitalism.
A reflection on why today’s capital architectures—PE, VC, Hedge funds, SPAC, Alt funds, Rollups—mostly fail to build and nuture what time can trust.
Built to Be Left.
A quiet anatomy of extraction, abandonment, and the collapse of stewardship.
"Principal-Agent Risk is not a flaw in the system.
To seed, build, and nurture timeless, intangible human capitals — such as resilience, trust, truth, evolution, fulfilment, quality, peace, patience, discipline, relationships and conviction — in order to elevate human judgment, deepen relationships, and restore sacred trusteeship and stewardship of long-term firm value across generations.
A refreshing take on our business world and capitalism.
A reflection on why today’s capital architectures—PE, VC, Hedge funds, SPAC, Alt funds, Rollups—mostly fail to build and nuture what time can trust.
“Built to Be Left.”
A quiet anatomy of extraction, abandonment, and the collapse of stewardship.
"Principal-Agent Risk is not a flaw in the system.
Thanks for the the detailed research write up which needs some more time to read + watch the video . Please add how the VIX moves during times of crisis and add comments on hedging large portfolios by suitable strategies if time permits and whenever you can. Best regards
thank you!
Sage advice.
Was looking forward to your post on this, Aswath—very grounded as always.
A couple of points:
1. You mentioned your valuations on BYD and Mercado Libre. Aren't both of these companies affected significantly by:
- The potential of new tariffs staying in place
- The risk of recession
Hence, would these valuations need to be redone in a potential "post-tariff world" before executing a buy at your previous valuation price?
2. Would love an updated post on the Magnificent Seven since your last video on them (9 February 2024). It would be interesting to see how these valuations have changed over the last year, given the seismic shifts in both the market and stock prices.
I hope you enjoy a fantastic birthday celebration with your granddaughter.
He mentioned in one of his classes today that he thinks AMZN may be attractive.
BYD cars aren't sold in the US.
Amazing work
Thoughtful and useful as always. Thank you!
Fantastic read. Thank you so much!
A completely self-inflicted crisis. At least, for the United States.
Just a fantastic and brilliant analysis. Thank you for sharing your insights (golden nuggets). The fact it was such a long read - made it more interesting.
Long reads is what allows concepts to sink in.
Hello there,
Huge Respect for your work!
New here. No readers Yet.
But the work has waited long to be spoken.
Its truths have roots older than this platform.
My Sub-stack Purpose
To seed, build, and nurture timeless, intangible human capitals — such as resilience, trust, evolution, fulfilment, quality, peace, patience, discipline, relationships and conviction — in order to elevate human judgment, deepen relationships, and restore sacred trusteeship and stewardship of long-term firm value across generations.
A refreshing poetic take on our business world and capitalism.
A reflection on why today’s capital architectures—PE, VC, Hedge funds, SPAC, Alt funds, Rollups—mostly fail to build and nuture what time can trust.
Built to Be Left.
A quiet anatomy of extraction, abandonment, and the collapse of stewardship.
"Principal-Agent Risk is not a flaw in the system.
It is the system’s operating principle”
Experience first. Return if it speaks to you.
- The Silent Treasury
https://tinyurl.com/48m97w5e
Hello there,
Huge Respect for your work!
New here. No huge reader base Yet.
But the work has waited long to be spoken.
Its truths have roots older than this platform.
My Sub-stack Purpose
To seed, build, and nurture timeless, intangible human capitals — such as resilience, trust, truth, evolution, fulfilment, quality, peace, patience, discipline, relationships and conviction — in order to elevate human judgment, deepen relationships, and restore sacred trusteeship and stewardship of long-term firm value across generations.
A refreshing take on our business world and capitalism.
A reflection on why today’s capital architectures—PE, VC, Hedge funds, SPAC, Alt funds, Rollups—mostly fail to build and nuture what time can trust.
“Built to Be Left.”
A quiet anatomy of extraction, abandonment, and the collapse of stewardship.
"Principal-Agent Risk is not a flaw in the system.
It is the system’s operating principle”
Experience first. Return if it speaks to you.
- The Silent Treasury
https://tinyurl.com/48m97w5e
We are going to have enough crisis's, thx.
صباح الخير شو اخبارك شنو صار معاك انا بعد
Dear Aswath,
Thanks for the the detailed research write up which needs some more time to read + watch the video . Please add how the VIX moves during times of crisis and add comments on hedging large portfolios by suitable strategies if time permits and whenever you can. Best regards