Sahil Khetpal
Former hedge fund investor turned entrepreneur. CEO @thetikr. Teach how to invest @super_investing. Talk about stocks, entrepreneurship, and life's journey.
View on πThreads
The book "Capital Returns" offers a powerful framework for investing successfully. In this thread, I explain the capital cycle, Marathon's core investment framework, and four main...
Is investing just a game of luck? 40 years ago, Warren Buffett and Professor Jensen had a public debate. Jensen argued that if we had a national coin-flipping contest, a small gr...
Thereβs a $13 billion fund that you likely have never heard of that has tripled the returns of the average hedge fund over the last 20 years. The most surprising thing is that the...
Billionaire investor Dan Loeb believes studying this one company is worth more than a 2-year MBA. Surprisingly, it isnβt Amazon, Apple, or Berkshire Hathaway. As one of the all-t...
Billionaire investor Seth Klarman once explained the key insights he learned from Warren Buffett. βAs Warren Buffett was a student of Benjamin Graham, today we are all students of...
Three helpful metrics to focus on when evaluating quality of a business: Gross margins, ROIC, and market share gains A quick thread with some takeaways from one of my favorite inv...