Gaurav Rastogi (@rustapharian) header
Gaurav Rastogi (@rustapharian) profile picture

You are here, I am not. Founder at Kuvera. Wealth at CRED.

Joined March 2019
Photo by Gaurav Rastogi (@rustapharian)Photo by Gaurav Rastogi (@rustapharian)Photo by Gaurav Rastogi (@rustapharian)Photo by Gaurav Rastogi (@rustapharian)Photo by Gaurav Rastogi (@rustapharian)Photo by Gaurav Rastogi (@rustapharian)Photo by Gaurav Rastogi (@rustapharian)Photo by Gaurav Rastogi (@rustapharian)Photo by Gaurav Rastogi (@rustapharian)Photo by Gaurav Rastogi (@rustapharian)
Gaurav Rastogi retweeted
So CRED is offering 6 months Hilton Diamond Membership for card payments over 3 lacs. That is wild.
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Gaurav Rastogi retweeted
china tech about to flip violently long
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Gaurav Rastogi retweeted
This @Android UI update to put the google bar widget on all home screens by default seems a bit desperate tbh 😅
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We accept that childhood shapes the adult. The research says an investor’s first markets do much the same. They set what feels normal. My November note, The Final Call, is about that last step. substack.com/@dskinvests/not…
🤖 Made with AI
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Gaurav Rastogi retweeted
This is the reason why I choose a broad market, low cost index fund. One is almost guaranteed to remain in Quartile 2 over long periods of time and even Q1 sometimes but never Q3 or Q4. Only you understand this basic concept you will never pay 1% a year to your active manager🤩
Comparison across fund categories from peak of the market in 2024 till date… Source: lnkd.in/p/deJiRbQ4
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Gaurav Rastogi retweeted
I argue a pure value approach is not a smart way to invest in Hong Kong. it comes down to incentives: 1. you have a co big enough to enter stock connect, and a mainland insurance co is a significant shareholder, might get better corporate governance.
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Gaurav Rastogi retweeted
Reclassifications and ratings mostly record changes that prices have already reflected. Before reacting to one, an investor should ask how much selling came before it, whether the underlying problem is being fixed @rustapharian
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RT @jootawaala: No. 14 is now live on the website. Be one of the fifty to get it. RT to show support. ❤️
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Gaurav Rastogi retweeted
One sentence macro model: On the way out the door, every farmer's wife says to every farmer, "the weather's looking bad so don't buy as much at the market this week, but also don't sell our crops for less than the usual price."
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Gaurav Rastogi retweeted
If there has ever been the opportunity to short a $50 billion stock to bankruptcy, it’s now with $CRWV Very few people ever get the chance. Most only ever caught the end. Only a handful of these gems ever existed. CoreWeave is a gift from God.
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HODLer psychology. It’s not that there’s anything wrong with Alibaba. But when there are so many bulls and the stock barely budges, you know that there’s something wrong with the thesis. I feel the same way about many China e-commerce names.
$BABA is getting ready to SKYROCKET. One day, people will look back at these prices and regret not buying Alibaba when they had the chance. The market is giving investors an opportunity that might not last forever. Stay patient. Stay bullish. 📈🇨🇳
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Lange & Sohne Perpetual…a piece of art on the wrist Available
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As an African, I have to respect India's unity and resolve, it’s truly inspiring. Elon realized he couldn’t bully a sovereign giant, and immediately shifted his attention to meddling in Ukraine. A foreign tech billionaire who holds no official government post can try to sway elections and dictate leadership in other countries. Imagine that!! But definitely not India
Replying to @zerohedge
I agree, time for Ukraine to get a new leader
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Gaurav Rastogi retweeted
i think the best drama ads are the ones where people can actually see themselves in the scenario. you’re essentially letting someone experience a version of themselves they secretly want to become. a lifestyle, a personality trait, or a behavior they wish they had in real life. there’s so much psychology to play with here. you don’t need to copy whatever brand is printing right now to find winners. i’d actually argue that’s usually the worse approach. understand your demographic, what they aspire to do/be, how they want to be perceived, and get creative around that. each age demographic & ethnic background has their own desires and aspirations also. that in itself should provide you with enough creative diversity. also, come up with the concept yourself before you start briefing AI on the script. the idea should come from you. AI should just help you bring it to life. i don’t think i’m the best at any of this, i’ve just spent a lot of time trying to understand what makes people tick and why they buy. and i think that’s a big part of why my creatives have been performing so well for brands. unfortunately I’m unable to post most of them here.
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Gaurav Rastogi retweeted
Economic Suicide: Let private capital take risks, keep the reward or bear the losses. Forcing tax payers to pay for this is economic suicide and should be rejected.
🚨Over a dozen VCs likely to be shortlisted under Rs 1 lakh crore RDI Fund by month-end: Niti Aayog member and former DST secretary Abhay Karandikar “I am quite confident that by the end of this month, we will be able to announce a dozen or more venture capital firms in which RDI will become a limited partner, as well as some focused research organisations such as IITs, research parks or other FROs through which the fund can be disbursed,” Karandikar said at the Indian Mobile Congress in New Delhi in an interview to Moneycontrol. Karandikar is on the board of the RDI Fund and one of its architects. The government has received around 163 applications from VCs and research organisations seeking to deploy RDI capital. Karandikar said the selection process has been rigorous and 20 institutions are expected to make the cut With @AryamanGupta_ moneycontrol.com/news/busine…
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Gaurav Rastogi retweeted
Having long been aware of those tech bros who read my work as utopian porn, where they’ve taken that doesn’t exactly surprise me.
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Gaurav Rastogi retweeted
The internet should help us find our people. Friendship. Community. A place to belong. Help me bring Orkut back in that spirit. Add your name at orkut.com and share your supporter card with someone you want to bring along. Love, Orkut
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thanks to AI assisted math, bought the smallest table that can fit my home cluster of 11 mac minis using AI to do more AI
🤖 Made with AI
The optimality of the packing for 11 squares has been formalized in lean thanks to Astra and Claude! Huge thanks to @ojoshe, @kleddamag, @wand_125, @guzhou0806, and @ctjlewis for aiding in the process. Image credit: jlevy.github.io/squares/case… 1/n
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Gaurav Rastogi retweeted
nowadays, the ARR is neither Annual, Nor Recurring, Nor Revenue
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