Ayush @ayush_abhijeet

Investor; Focus on tech, consumer, financials - India, China, Emerging markets; IIT Delhi, IIM Ahmedabad alum Joined February 2011

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Ayush @ayush_abhijeet

4 weeks ago

India govt policy needs to think in terms of connected industrial clusters - vigorous crossover innovation, hyper talent density and mobility.

Jostein Hauge @haugejostein

4 weeks ago

India govt policy needs to think in terms of connected industrial clusters - vigorous crossover innovation, hyper talent density and mobility.

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“The message from the top is very clear, identify measures that can lift India’s growth..” “..strengthen domestic economy, improve the ease of doing business.”! Can Maganomics be the jolt that galvanizes the nation to power ahead?

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RiverRoadPartners @partners_road

a month ago

As a % of GDP, AI capex has already surpassed spending during the dot com bubble and the 2020’s telecom boom. I think most know this. But it is even nearing peak spending on the railroads in the 19th century. And all of those railroads subsequently went bankrupt. Not a good sign.

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Chris Pavese @ChrisPavese

3 months ago

Bull case for music in a nutshell. Audio represents 23% of media consumption - the highest share of any medium - but a meager single-digit share of revenue and earnings . . . on par with print publishing!! $SPOT $UMG $WMG

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Ayush @ayush_abhijeet

4 months ago

US Smallcaps - a complete mirror image of India Small Caps!

smallvalue. @dipinvest

4 months ago

US Smallcaps - a complete mirror image of India Small Caps!

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Ayush @ayush_abhijeet

4 months ago

YTD Hang Seng continues to outperform US and India markets by 20%. Same over the past 1 year.

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Ayush @ayush_abhijeet

4 months ago

Google’s AI Summary is resulting in 30-40% reduction in CTRs (click through rates) - This would only increase further. A crushing blow to Google search advertising biz?

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Dilip Kumar @kmr_dilip

4 months ago

The top 5 sports brands in India generate 12,000+ crore in revenue and not one is homegrown. In a country with 700M under age of 30 & a growing fitness culture, no Indian brand has even a modest share. Some of our companies work with these global brands. Here’s what I’ve learnt.

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Finding Compounders @F_Compounders

4 months ago

Value vs Growth: The Great Hoax “A large proportion of investors mistakenly believe that investing for growth is the antithesis of investing for value”

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Ayush @ayush_abhijeet

4 months ago

Wow! Would have never guessed this stunning statistic!

Indian Tech & Infra @IndianTechGuide

4 months ago

Wow! Would have never guessed this stunning statistic!

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The Icahnist @TheIcahnist

4 months ago

Boring_Business @BoringBiz_

4 months ago

https://t.co/rpgLdxRbs0

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Steve Hou @stevehou0

5 months ago

Steve Miran’s Hudson Institute speech represents one of the most concise and clearest articulations of the Trump admin’s worldview, which is often either lost or confusing in Trump’s own rendering. As far as I can tell, they think of the Pax Americana global order as a club…

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Ayush @ayush_abhijeet

5 months ago

“Comparative advantage is one of the most powerful things in economics. It is not the tax that’s the killer here, it’s the blow to the huge under-appreciated net gain to the world from comparative advantage. The world is poorer when you do that (especially with retaliation).”

Clifford Asness @CliffordAsness

5 months ago

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Ayush @ayush_abhijeet

5 months ago

Good read Innovation and AI in China’s Biotech Sector chinatalk.media/p/innovation-a…

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S.L. Kanthan @Kanthan2030

6 months ago

Nvidia warns about competition from Huawei’s Ascend chips Jensen Huang, the Taiwanese-Chinese American founder of Nvidia, described Huawei as the “single most formidable tech company in China.” Eventually, China will surpass the US in AI and semiconductor. 5-10 years max.

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Buggy Human @SridharanAnand

6 months ago

Opinions on market direction tell you a lot about the person expressing that opinion and little about likely market direction

Deepak Shenoy @deepakshenoy

6 months ago

Opinions on market direction tell you a lot about the person expressing that opinion and little about likely market direction

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Hidden Value Gems @HiddenValueGems

6 months ago

Here is the link to the 6th Annual Applied Value Investing Stock Pitch Challenge with detailed presentations on $AOS $CNH $GPN $IBTA youtu.be/bK8oKBug1AQ?si…

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Ayush @ayush_abhijeet

6 months ago

Moats are competitive ‘advantages’ - not unassailability. Brand and Distribution are two of the powerful moats to exist. & Network effects, Process knowhow, Cost. Disruption to moats happens all the time. Frontier AI models, cutting edge of tech, is now commoditised.

sahil bhadviya @sahilbhadviya

6 months ago

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Kyle Chan @kyleichan

6 months ago

People seem to really love this chart I made showing China's overlapping tech-industrial ecosystems. In my High Capacity piece, I pointed out two trends: 1. Chinese firms are expanding across these different domains 2. These tech-industrial ecosystems themselves are converging…

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Andrew Pannu @andrewpannu

6 months ago

China Out-Licensing Deals (YTD 2025) 16 deals for innovative drugs so far, mostly by US-based companies targeting early stage antibody-based therapeutics within I&I and oncology Some thoughts on how we got here and where this is headed: