May 9
Lots of listed co's that are already providing liquid cooling solutions for Data Centers or are working on it. If demand is anywhere as large as forecasted it will be a deluge in every segment soon. Tech is not as big a moat as we think... βΊοΈ #IdleNotes
May 7
There is only one listed AI compute infra service co in India: E2E Networks
There is only one listed AI compute infra hardware co in India: Netweb Technologies
There is only one listed Hot Box Assemblies supplier in India that goes into AI Datacenter powering: Mtar Technologies
There is only one listed AI datacenter cooling hardware/components co in India: KRN Heat Exchanger
There is only one listed AI datacenter liquid cooling flow solutions / skid assemblies co in India: Aeroflex Industries Ltd
And All have had crazy runups.
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Apr 6
Given his experiential learning at Marcellus over the past decade, the only question to ask Saurabh of course is - "Does he still think valuations don't matter " ? π #IdleNotes
Apr 6
Almost a decade after Coffee Can Investing, Saurabh Mukherjea says the idea is dead. Consumption has crawled. Those fabled moated compounders aren't compounding. And India, he warns, is heading for a 1991-style crisis.
Here's what he told us at a @thefynprint event. π§΅
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428
7 Apr 2025
No clue about how this trade war plays out so I'm just staying put. Might end up looking silly but am assuming co's invested in are competitive enough to deal with what lies ahead... π€ π#IdleNotes
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231
27 Sep 2023
Coming to realize that reading IPO analysis is an excellent source of amusement π #Idlenotes
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553
15 Sep 2023
Online investing forums become such echo chambers. Do active participants look back on past threads to reflect on how they lost their way? The core of collaborative effort is to be open to feedback(both positive & negative). And that is what groups struggle most with. #IdleNotes
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306
5 Sep 2023
My capital good positions are now quoting at 6x sales! How far can I ride along(7x, 8x or 10x)? Has the time to ask uncomfortable questions come already? π #IdleNotes
13 Jul 2023
Hospitals/Capital goods had a real good run in the last 3 months. Not pretending they have any value at current levels. I'm just riding the wave... π
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377
4 Oct 2022
Watching some Irani Cup. Focus might be on Umran Malik but Kuldeep Sen bowled with decent pace too. Got 8 wickets in the match, dismissed Pujara in both innings. Amazing depth now in our fast bowling. Quality of spinners waiting in the ranks not that great though... #IdleNotes
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This old Probox headed to the CBK basement ndio wa kubeba Kshs. 5M and above in old Kshs. 1000 notes for exchange ama? #IdleNotes
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