Rajagopal S Profile picture
Investment Advisor, foodie, coffee lover…tweets expressed are personal and not of the organisation I represent
Feb 1, 2023 13 tweets 3 min read
A Sell report by a convertible bond analyst about a company starting with “A” that didn’t quite go right in retrospect…

This one goes back 20+ years and imo is One of the most interesting phases of Amazons history - it’s journey through the dot com bust…let’s dig in…#AMZN The report was written by Ravi Suria - a Chennai boy when he was all of 29. Imagine what it might have taken to take head on internal pressure, board me,get pressure and from the company targeted…he admitted it ruined his life for two years sfgate.com/business/netwo…
Mar 17, 2022 6 tweets 2 min read
A tale of 2 Nasdaq charts…V-shaped post Covid & a meandering Nasdaq post 2000 tech crash. Both presented opportunities to buy for the long term investor... Post Covid V-shaped recovery provided instant gratification. the 2000 crash broke the back of many investors, including those who came in midway through the crash. The idea is not to say either of these will repeat but to identify an approach that can work either way