Dhaval Kotecha

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Twitter Update

Hey there! Due to the recent policy changes implemented by Twitter, I regret to inform you that FinBrowser is currently unable to display any new Tweets. I know this might be disappointing, as Twitter is a valuable source of information and updates for many of us. However, I want to assure you that I am actively working on finding alternative solutions and exploring ways to reintegrate Twitter sources into this website. I appreciate your patience and understanding during this time of transition.

Dhaval Kotecha

Retweeted post by @FS

5 insights from Adam Robinson on life and decision-making: 1. One of my principles is: Never make a decision when I’m confused. 2. Adjust your bet size to your conviction level. 3. A good question is one that increases the choices that I have. 4. I define “stupidity” as…

June 13, 2023, 2:45 p.m.

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Dhaval Kotecha

Replying to @Mostly Borrowed Ideas

@borrowed_ideas I read 👇 first 🙈 before realizing you were talking about $ADBE and $CRM

Mostly Borrowed Ideas

Samesies.

June 12, 2023, 10:41 p.m.

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Dhaval Kotecha

Retweeted post by @David Senra

David Senra

22 ideas from David Ogilvy: 1. You have a first class mind. Stretch it. 2. The longer your memos, the less likely they are to be read by men who have the power to act on them. 3. Permanent success has rarely been built on frivolity. People do not buy from clowns. 4. Only…

June 8, 2023, 3:56 p.m.

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Dhaval Kotecha

The world was weird enough with people immersed in their smartphones all day. I just can't imagine it with Apple Vision Pro.

June 5, 2023, 6:39 p.m.

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Dhaval Kotecha

Today's @farnamstreet newsletter is 🔥

June 4, 2023, 1:11 p.m.

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Dhaval Kotecha

This book by Rolf Dobelli is so amazing. Highly recommended!

June 3, 2023, 4:06 a.m.

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Dhaval Kotecha

Retweeted post by @Thomas Chua

Thomas Chua

First time seeing Buffett and Munger LIVE. This meeting was amazing & I took away a lot. In this thread, I will share my key lessons from the shareholders meeting + How to make the most of your Omaha trip + Complete list of events happening + What I wish I had done differently

June 1, 2023, 4:59 p.m.

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Dhaval Kotecha

Retweeted post by @Ritholtz Wealth

Ritholtz Wealth

They're Just Trying to Scare You "Almost every bit of financial media I read is trying to convince me that you all—we—are scared silly for the future." by Cameron Rufus (@camrufus)

June 1, 2023, 4:20 p.m.

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Dhaval Kotecha

Replying to @muji @ hhhypergrowth

@hhhypergrowth Thank you Sir. I hope you're well!

muji @ hhhypergrowth

@dhaval_kotecha Wow! Nice work!

June 1, 2023, 1:27 p.m.

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Dhaval Kotecha

If you want to track your portfolio in the same way I do, I've shared my portfolio tracker for you to use.

June 1, 2023, 2:16 a.m.

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Dhaval Kotecha

My top 10 holdings make up 87% of my portfolio as of May 2023 $NVDA - 20% $TTD - 12% $MELI - 11% $ - 8% $AMZN - 7% $DDOG - 6% $SHOP - 6% $CRWD - 6% $AAPL - 6% $SNOW - 5% (%'s rounded to the whole number) What's your top 10? How much % does it occupy in your portfolio?

Dhaval Kotecha

My top 10 holdings make up 82% of my portfolio as of Apr 2023 $NVDA - 17% $TTD - 12% $MELI - 12% $CASH - 7% $AMZN - 6% $AAPL - 6% $SHOP - 6% $SNOW - 6% $CRWD - 5% $DDOG - 5% (%'s rounded to the whole number) What's your top 10? How much % does it occupy in your portfolio?

June 1, 2023, 2:16 a.m.

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Dhaval Kotecha

- YTD Performance: 46.45% vs. Nasdaq 23.59% vs. S&P 9.53%

June 1, 2023, 2:16 a.m.

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Dhaval Kotecha

@EugeneNg_VCap You didn't tell me if I was right? ;)

May 30, 2023, 7:13 p.m.

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Dhaval Kotecha

Retweeted post by @Peter Yang

Peter Yang

Nvidia ($960B) is now worth more than: - Facebook ($665B) - Tesla ($618B) - Netflix ($168B) This is a company that started 30 years ago at Denny's and was for decades only a video game chip maker. Here's why Nvidia is surging:

May 27, 2023, 7:01 p.m.

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Dhaval Kotecha

$NVDA 🐐

Suhail

I once emailed Jensen cold last year and he got a driver bug fixed in 12 hours. 30 years after its founding, this guy still acts like a hardcore founder. Jensen is the best tech CEO in the game rn.

May 25, 2023, 10:32 p.m.

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Dhaval Kotecha

Let that sink in $NVDA 💥

Tanay Jaipuria

NVIDIA has added ~$200B in market cap overnight That increase is more than the entire market cap of all but ~30 companies in the S&P500

May 25, 2023, 2:20 a.m.

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Dhaval Kotecha

Replying to @Irnest Kaplan

@IrnestKaplan @FinancialMail @JSE_Group @upfront_iress @ArenaEventsZA Congratulations Irnest. Well deserved 👏

Irnest Kaplan

Delighted to continue to be rated as the top analyst in the Computing & Electronics sector (Technology) for the 2023 Financial Mail Top Analyst Awards (South Africa) A BIG THANK YOU to the fund managers & buy-side analysts that voted for me! And for your ongoing support. ...

May 24, 2023, 1:07 p.m.

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Dhaval Kotecha

@SedsGoBlue Updated link in the main tweet!

May 22, 2023, 4:50 p.m.

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Dhaval Kotecha

$TTD Kokai 👀 Register here:

May 22, 2023, 4:50 p.m.

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Dhaval Kotecha

$TTD Kokai 👀 Register here:

May 22, 2023, 4:39 p.m.

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Dhaval Kotecha

Retweeted post by @George Mack

George Mack

I can now upload the best video ever made - thanks to Twitter long-form video: • Every 10 seconds, it zooms out by the power of 10 - so you can see the size of the universe. • It then zooms into the human body, so you can see the complexity of your biology.

May 19, 2023, 3:30 p.m.

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Dhaval Kotecha

Replying to @Eugene Ng

@EugeneNg_VCap

Eugene Ng

@dhaval_kotecha Spot me? 😉

May 16, 2023, 9:12 p.m.

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Dhaval Kotecha

Replying to @Eugene Ng

@EugeneNg_VCap Am I seeing you in this picture? 👀

Eugene Ng

A tribute to the good old days!

May 16, 2023, 2:57 p.m.

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Dhaval Kotecha

Retweeted post by @Conor Mac

Conor Mac

In 1996, six years after Peter Lynch's retirement, he sat down with PBS to reflect on his track record, the 1987 crash, and share his advice on stock picking. It was a great discussion; I have cherry-picked some of the best bits. 1/ Retail investors do have a chance in hell.

May 15, 2023, 1:35 p.m.

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Dhaval Kotecha

"The single biggest thing that separates people is the consistent ability to show up and do the work. The consequences of failing to show up consistently are getting the results you deserve but not the ones you want." Tiny Thought in

May 14, 2023, 11:50 a.m.

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