I asked BRC for some 101/primer reports today, and went through the key ones on tech - semiconductors, software, IDM, and social media among others. Want to spend more time on RE, commodities, and fintech/banks soon.
I'm warming up to learning more about tech and believe that investing here can be a good solution to keeping USD assets, and can provide significant growth compared to India which has fewer investible stocks. I also don't have to worry about fx translation losses/gains.
Had a quick look at Match Group which people seem to be short on, but makes sense to be for the longer haul. My thesis is Diller exits this, and IAC at some point, for cash.
Long Facebook and Amazon also seem like good initial ideas but i havent dug at all. I guess that's like holding Coke in today's world.
I'm warming up to learning more about tech and believe that investing here can be a good solution to keeping USD assets, and can provide significant growth compared to India which has fewer investible stocks. I also don't have to worry about fx translation losses/gains.
Had a quick look at Match Group which people seem to be short on, but makes sense to be for the longer haul. My thesis is Diller exits this, and IAC at some point, for cash.
Long Facebook and Amazon also seem like good initial ideas but i havent dug at all. I guess that's like holding Coke in today's world.
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