Dhaval Kotecha

@dhaval_kotecha

IT Engineer | Foolish Investor | Wedding Photographer | Avid Traveler | AWS x2 Certified | All things OpenRTB | Cricket Lover | Federer Fan | Kafka Enthusiast

Jacksonville, FL
Vrijeme pridruživanja: srpanj 2009.

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  1. proslijedio/la je Tweet
    2. velj

    Looked up Salesforce S-1 market size b/c of interview 😄 "The market for on-demand application services is projected to grow from $425 million in 2002 to $2.6 billion in 2007" 👉 Today, is $16b of ARR 😮 SaaS is bigger than expected

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  2. 2. velj

    Love it when tweets line up! I've great respect for both these individuals. Give them a follow if not already doing so.

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  3. 2. velj

    3/ is not your daily latte like it is for a lot of folks in US. Majority of people would still consume the local chai/coffee than going to on a daily basis. Disclaimer: I do not hold nor planning on starting a new position in the coming weeks.

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  4. 2. velj

    2/ While the opportunity is large in this part of the world, I'm not sure if there are enough people willing to pay 250 INR for a chai tea latte when a local tea vendor would sell a chai for less than a third of the price

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  5. 2. velj

    1/ Starbucks in India No. of stores in India: 147 That is 1 less than no. of stores in Houston, TX India is a 50:50 JV with Tata Global Beverages. India sources 90% of its coffee sourced from Tata Coffee (publicly traded TATACOFFEE:NSE)

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  6. proslijedio/la je Tweet
    2. velj

    Three skills that pay lifetime dividends: • Being able to effectively sell • Being able to effectively write • Being able to effectively public speak

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  7. 1. velj

    3 year portfolio performance vs. S&P 500

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  8. 1. velj

    1 year portfolio performance vs. S&P 500

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  9. 1. velj

    Other 3% positions in my portfolio in that order - SQ, PYPL, ROKU, NFLX Added to - AYX, SQ, ETSY, ROKU, STNE, NVDA, MELI, SHOP

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  10. 1. velj

    My top 10 holdings make up 56% of my portfolio as of January 2020 - 11% - 10% - 7% - 6% - 5% - 4% - 4% - 3% - 3% - 3% (%'s round down to the whole number) What's your top 10? How much % does it occupy in your portfolio?

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  11. proslijedio/la je Tweet

    A little information nugget to think about - The wealthiest people allocate 61% of their assets to equities - The bottom 50% of households allocate 55% to property I will leave it here for now 🥴

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  12. proslijedio/la je Tweet
    30. sij

    "I look for companies with strong economic moats, or competitive advantages, preferably in growing industries or with large market opportunities." New w/ digs into his investment philosophy & much more.

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  13. proslijedio/la je Tweet

    WHY to stop worrying and start living...

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  14. 29. sij
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  15. proslijedio/la je Tweet
    27. sij

    1/ The traffic light portfolio wisdom. Someone on the street of (in the financial area of Raffles Place) recognized me from Twitter last month. While that's quite funny, it isn't the point of this tweet. They went on to ask what my financial advice would be as we...

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  16. proslijedio/la je Tweet
    28. sij

    A reminder of cash strategy. For every $1,000 in cash:

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  17. proslijedio/la je Tweet
    27. sij

    That Google ad during the was very good.

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  18. proslijedio/la je Tweet

    Kobe Bryant, 2008: "Have a good time. Life is too short to get bogged down and be discouraged. "You have to keep moving. You have to keep going. Put one foot in front of the other, smile and just keep on rolling.

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  19. 26. sij

    I love watching old product launches to see how far we've come. The legend Steve Jobs introducing iPhone in 2007 What a gamechanger!

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  20. proslijedio/la je Tweet
    25. sij

    1/ I found it! Not the best "tech acquisition" of all-time, but the best acquisition ever, no matter the industry or sector. The story begins in the summer of 1980 at 's HQ. IBM dominated mainframe space, but looked like it might be left behind in burgeoning PC market. (cont)

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