Rohan Desai @RD_thinks

👷‍♀️Building (slides) @BainAndCompany | @FT comment section superfan rohandes.ai Washington DC / Singapore Joined March 2023

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BuccoCapital Bloke @buccocapital

9 months ago

Interesting interview w/ Russell Napier. TL;DR - We're entering an era of national capitalism and thus a massive capex boom. Nations will be heavy-handed about repatriating capital and directing it towards matters of "life and death" (defense, energy independence, technology)

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FT Alphaville @FTAlphaville

10 months ago

Half of Wall Street’s equity derivatives teams.👌

໊ @buffys

10 months ago

Half of Wall Street’s equity derivatives teams.👌

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Dylan O'Sullivan @DylanoA4

10 months ago

The greatest ever, gets me every time

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Neeraj K. Agrawal @NeerajKA

a year ago

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Preservation Futures @presfutures

a year ago

Washington DC Metro under construction, from the Architect of the Capitol

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Packy McCormick @packyM

2 years ago

Hard to overstate how much better Wawa is than any other state’s cheap imitation.

The Wolf of Franchises 🍟 @franchisewolf

2 years ago

Hard to overstate how much better Wawa is than any other state’s cheap imitation.

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Anu Hariharan @anuhariharan

2 years ago

Framework to think about India's opportunity in the next decade Credit to my friend Shantanu Rastogi - (head of GA India) Rather than thinking about average GDP look at how many households in India will make >$50k to $75k/ year by 2030. Our asset is developers. India will have…

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Manchester United @ManUtd

2 years ago

Manchester United reaches agreement for Sir Jim Ratcliffe, Chairman of INEOS, to acquire up to a 25% shareholding in the Company. #MUFC

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Rohan Desai @RD_thinks

2 years ago

Shohei Ohtani, CPA

Bob Nightengale @BNightengale

2 years ago

Shohei Ohtani, CPA

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Rohan Desai @RD_thinks

2 years ago

Spend 15%+ of your GDP on infra for 2 decades and of course cities will look modern and cyberpunk. The question is if China can sustain this level of spend after all the roads, trains, and bridges are built. Most developed countries spend <5% of GDP on infra for a reason.