Piyush Chaplot 👨🏻💻
@piyushchaplot@smartauditteam @globalisor @IPC_fund
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Tangibles REIT Fund generated absolute return of 9.9% in september net of mgt fees. Trying to prove that good Active funds can beat passive funds. cc: @ishares
Valuation wise Big Tech is currently in three brackets: 1. EV/EBITDA (NTM) 14-15x = $META, $AMZN, $GOOGL 2. EV/EBITDA (NTM) 24-26x = $MSFT, $AAPL 3. EV/EBITDA (NTM) 37-43x = $NVDA, $TSLA
Launching TANGIBLES Fund Opportunity in Global Real Estate via REITs linkedin.com/pulse/launchin…
In a world brimming with distractions, the ability to focus deeply is a superpower. As an entrepreneur who has long prided herself on the ability to juggle multiple tasks at once, I've come to realize the unmatched luxury and power of undivided focus. Unfortunately, I get the…
THIS IS BIG. Can you buy a slice of a residential house as a tradable liquid security? Yes! Sebi notified the Small and Medium (SM) REITs regulations yesterday. 1) Both residential AND commercial REITs allowed. 2) Only in completed & revenue generating properties. 3) Minimum…
With the stroke of a pen, AMFI has unleashed competition in India's MF industry. Now distributors can earn trail commission on switched AUM. What do I mean? Let's say distributor A is doing a bad job. Distributor B goes to the client and convinces the client to move to him…
On today's episode of the Commercial Real Estate crisis: A Canadian pension fund just sold its 29% stake in this New York office building for $1. The 26-floor building in Manhattan stands at 360 Park Avenue South and was purchased in 2021 with plans to redevelop it. The…
I have lost so many dear ones to cancer: from my father to relatives to dear friends. Cancer is evil and we must all contribute to research to fight against it. Delighted to see this new CAR-T technology being developed and launched in India 🇮🇳 This technology/therapy is…
Ouch. That's quite a divergence.
Google laid off hundreds of engineers and other professionals last night. The email Google VPs sent to affected employees was leaked on Blind by a verified Google professional. Read the layoff memo on @BusinessInsider businessinsider.com/read-memo-goog… via @jyoti_mann1 @graceihle
This is how retail investors get screwed
Equities are expensive. Commodities are generationally cheap Do with this as you wish.
will this quarterly ding-dong between extreme fear and extreme greed continue? Credit : CNN
Call me crazy but I believe we are in the process of forming a major double top on Nasdaq. Valuations don't grow to the sky and the inflation problem is far from over. Today's weakness in megacaps despite the Fed pivot is the tell.
One of my favourite passages from C.S. Lewis. He died on this day in 1963.
😂
How did people even know what to think before VCs had twitter accounts
Just incredible accuracy on this McKinsey parody video. The most impressive grift in the history of business.
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