Nikhil Marathe, CFA @nmarathe_rtc

PM @ IsenCap; ex- General Atlantic Partners, Apax Partners, Morgan Stanley Earth Joined August 2011

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Nikhil Marathe, CFA @nmarathe_rtc

2 weeks ago

It's hard to figure if this is worse or the "bear case" he published on $HSY or then $RBLX. And, people pay for this... ¯⁠\⁠_⁠(⁠ツ⁠)⁠_⁠/⁠¯

Oh Come On! @BluthCapital

2 weeks ago

It's hard to figure if this is worse or the "bear case" he published on $HSY or then $RBLX. And, people pay for this... ¯⁠\⁠_⁠(⁠ツ⁠)⁠_⁠/⁠¯

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Nikhil Marathe, CFA @nmarathe_rtc

3 months ago

Hey @vladtenev 👋, the current stablecoin issuer business model is ripe for disruption - nobody is better suited than $HOOD to disrupt this! So why doesn't $HOOD launch a stablecoin with yield sharing? You've credibly argued for it in the past - and I hope you do it soon 😊✌️

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Nikhil Marathe, CFA @nmarathe_rtc

4 months ago

$APP the earnings talk and bulls#*t walks. Great quarter, great call, onwards 👊

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Nikhil Marathe, CFA @nmarathe_rtc

6 months ago

$HFG.DE Capital Markets Day was so good. Dankeschön to Daniel and the IR team for putting it together so well. While all the speakers were great, I gotta say, Dominik is off the charts impressive in terms of how insightful he is!⚡ Onwards 👊@HelloFresh @ulf_huse

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Nikhil Marathe, CFA @nmarathe_rtc

6 months ago

Hey @AdamSingolda 👋, big fan of your passion & tracked $TBLA since listing. One of the best assets you have with many million DAUs/MAUs is Y! Fin. It is just sad to see how unbelievably bad the UX has become post integration. So so slow it's unusable now. Please please fix it :)

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Nikhil Marathe, CFA @nmarathe_rtc

7 months ago

Mr. Pink 🫡

Daniel S. Loeb @DanielSLoeb1

7 months ago

Mr. Pink 🫡

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Nikhil Marathe, CFA @nmarathe_rtc

a year ago

$SQ - Blocks big overhaul is to address 3 issues: “collaboration, craft, and flexibility.” Seems almost like a joke as stockholders would have almost unanimously said "SBC, Opex and SBC". It's amazing to see how tone deaf management is here!

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Nikhil Marathe, CFA @nmarathe_rtc

a year ago

$HFG.DE (HelloFresh) is great example of a situation where the baby, the bathwater and the bathtub (;) have all been kicked to the curb-side. While path of least resistance for the stock is still down, for now, one cannot bottom tick it. Long and willing buyer of dips from here.

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Nikhil Marathe, CFA @nmarathe_rtc

a year ago

$TWKS - CEO out and stock reacts with a +20% move! Earnings (esp. margins) nothing to write home about. Tells you all you need to know about the outgoing CEO. Valuation of $TWKS is much too cheap esp. when seen in the context of the recent Perficient deal

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Nikhil Marathe, CFA @nmarathe_rtc

3 years ago

"To be clear, we believe India is a vibrant democracy and an emerging superpower with an exciting future." - @HindenburgRes 👏 Couldn't have said it better myself!