Neil Bahal

Wishing everyone a very happy Diwali in advance 🪔. Somehow feel this is my happiest time of the year. Have fun and celebrate Diwali to the fullest.

Happy Dussehra everyone, let's keep fighting the good fight.

If LTCG goes away or is restructured, will unleash animal spirits in unimaginable ways. If the tenure is increased, 'patient capital' will be born. More importantly, this will 'fix' the Rupee! 🤞

I think 'Growth' is probably the most important factor while making an investment decision, which basically has parallels with being in 'sectors with tailwinds'. Basically, many things like valuation, RoIC, governance are quite important, but if I have to pin point one, 'Growth expectations' bring investor excitement and elevated exit multiples.

Should Indian investors give an exit to FIIs or aim to own stocks with no FII interest?

I used to be a big fan of F1 and Tennis. But over the years, it's almost as if no news of these two sports ever reaches me. Basically we all are trapped by SM algos and just fed about 1-3 topics of choice. I think it's healthier to go back to reading newspapers and read all news

Football World Cup is ongoing, usually I am a huge football enthusiast. But this time, I am feeling a disgust from within because India is not playing. I want to cheer only for India. It's about time a proper long term plan is put in place..

I used Fable 5 for a day and today I found out that it's suddenly unavailable, Initially I thought that it must be a bug they are fixing on a new launch. This evening I realised that the US government has banned access to Mythos and Fable 5 to non Americans. Wow, wake up time.

I deeply feel that investors should do factory visits regularly. After a few visits, just the factory gate manners will give clues on what could be expected inside and what is gas and what narrative is real.

At the end of the day, behavioural edge is probably more important than analytical edge?

At the end of all this (whenever the light at the end of the tunnel comes), many would wonder, "why the hell didn't we get in at those valuations?"

Happy Ram Navami everyone. 🙏

A structural decline of Oil dependency is no longer just a theory. A potential super cycle in the offing towards Electrification, Electric Vehicles, Green Hydrogen etc. Energy transition is potentially a defining macro trend for the next decade and beyond.

I only speak the truth :)

Experienced equity investors :)

Someone shared a screenshot of a stock report made on Claude. I cannot believe people are losing their mind over this. 🤌

Yesterday, a research firm posted a 2028 simulation of a deeply integrated AI world and the US stock market fell drastically. I went through the report. My honest take, it doesn't even qualify as a movie script. I'm really surprised that the mkt fell like that. 🙈🙉🙊