sampad swain @sampad

probability over absolutes. neevgarden.substack.com Joined October 2007

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sampad swain @sampad

7 months ago

Don't know why it took me so long to know about @tetranow by @RickRubin. Simply wow 😍

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sampad swain @sampad

7 months ago

FYI, total private capex committed by US cos. towards AI research is ~$280 billion (around 7% of India's GDP). I don't want to share India's figures (both pvt & public)

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Money is like #health – invisible when abundant, all-consuming when scarce. Enter two role models: Bryan Johnson, obsessed with living forever and Ed Thorp, applying an investor’s mindset—control downside, capture upside, avoid complexity, no wild bets. Thorp's playbook?…

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sampad swain @sampad

7 months ago

First thing you notice once you land in India is the level of noise on roads. we all are in a hurry and entitled to every square inch of roads. FFS, stop honking at every moment.

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sampad swain @sampad

8 months ago

Who am I to rate our FM? But AI doesn't care. it still tries against her KRAs (focus on the image) 😇

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sampad swain @sampad

8 months ago

गोली खाकर एक के मुँह से निकला - 'राम'। दूसरे के मुँह से निकला- 'माओ'। लेकिन तीसरे के मुंह से निकला- 'आलू'। पोस्टमार्टम की रिपोर्ट है कि पहले दो के पेट भरे हुए थे। - सर्वेश्वरदयाल सक्सेना

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sampad swain @sampad

8 months ago

If $100 were invested in this strategy, it would have yielded $478.79 approx over the investment timeline ie 34.4% IRR. Is this worth it? #investing

Hindenburg Research @HindenburgRes

8 months ago

If $100 were invested in this strategy, it would have yielded $478.79 approx over the investment timeline ie 34.4% IRR. Is this worth it? #investing https://t.co/SjkN9WZIZq

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sampad swain @sampad

8 months ago

Finished 13k after GW21. Got lucky with Amad's hattrick. 78 points. 17K➡️13K #FPL One can have an avg GW rank but still boast an elite OR. That's my plan when I play any long-term game where LT outcome outdoes ST variance. cc @Pras_fpl @lateriser12 @ZopharFPL @OfficialFPL

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sampad swain @sampad

8 months ago

The Charlie Munger Manifesto to keep you sane.

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sampad swain @sampad

8 months ago

The Success Formula You Didn’t Know You Need neevgarden.substack.com/p/the-success-… It’s a framework for handling risk, managing volatility, and, dare I say, winning the game of life...

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sampad swain @sampad

8 months ago

🆘Which is the best coffee machine for home use?

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sampad swain @sampad

8 months ago

never. in. doubt. @ManUtd ❤️ #ARSMUN #FACup #AmorimArmy

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sampad swain @sampad

8 months ago

The market is all about cycles. Interestingly, we can now push private cycles (w/ capital as a moat) into the public arena. It will be very interesting to see this play out. #investing

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sampad swain @sampad

8 months ago

I’m surprised many don’t know that the Nobel Prize for Economics isn’t part of Alfred Nobel’s OG list. Sweden’s central bank funds it. It's like RBI giving the prize to SBI's eco-head 😆 So it's safe to assume that a Chinese isn't going to win the prize anytime soon #FunFacts

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sampad swain @sampad

8 months ago

What CAD/CAM did to mechanical engineering jobs in 80s is what AI will do to software engineering, first gradually and then suddenly! #startups

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sampad swain @sampad

8 months ago

saddest part being 🇮🇳 is touted as the most vibrant fintech market which deserves the highest risk capital. but alas it's not. hope in future, we don't look back today as a lost opportunity. but I think I know the answer 🙁

sampad swain @sampad

8 months ago

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sampad swain @sampad

8 months ago

Honestly, as a fintech founder I've not seen any innovation in fintech post pandemic. All we are doing is UI/UX changes honestly in the name of functional innovation. Sorry state of things!! 😠

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sampad swain @sampad

8 months ago

Growth rates from 2010 to 2024: - GDP CAGR: 5.49% - Demat Accounts CAGR: 17.8% - Per Capita GDP CAGR: 4.31% Demat accounts grew 3-4x faster! A case study of how "access" via affordable internet, smartphone adoption and discount brokerages can create huge opportunities.