1) Investment Philosophy: I do not want to box myself into any category (value/growth) but consider myself a bottom-up stock picker. In my view, the best strategy to build long-term wealth is to identify / hold the best companies long-term.

2) Investment Process: The world is going through a transition to everything digital. A few Mega-trends – E-commerce, Digital Payments, Cybersecurity, HealthTech, EduTech, etc - will persist over the next decade and the objective is to identify winners within those broad themes

3) Stock Picking: I take my time to go from idea generation to investing. If the company passes my quant screen (Sales growth, margins, BS strength and CF generation), I like to dig deeper to understand the company’s moat/competitive position/TAM. I prefer founder-led companies.

4) Valuations: I realize that many of the growth companies of today may not make sense on traditional metrics. But nobody would have bought $AMZN on traditional metrics. That is why I also screen by the Rule of 40, Price to Sales, EV/EBITDA, Sales efficiency, Net Retention, etc

5) Market Timing: I track basic technical indicators (MACD, RSI, Volume) and market sentiment (VIX, Put-call ratio, Fear-and-Greed Index). I do not believe it is possible to time the market but raise cash tactically when uncomfortable. I have had mixed results with options.

6) Resources: I primarily depend Bloomberg for financials, technicals and consensus estimates. I also subscribe to @SeekingAlpha for news, views and transcripts. The other subscription I have is for the @themotleyfool.

7) My Background: I have been investing in Global and Emerging Markets on behalf of clients +14 years. However, my personal investment journey is considerably shorter where my first investment was commercial real estate in 2014. I took another two years to buy my first US stock.

8) Risk Appetite: I consider myself to be quite risk averse. I continue to have significant real estate exposure and my emergency fund is around 18 months. However, this allows me to sleep better at night and keeps me calm during times of heightened equity volatility.

9a) Credits: A few key people on twitter who have played a key role in shaping my investment journey include:
- Building initial risk-appetite: Lovekesh Raj
- Higher-level thinking: @morganhousel @matt_levine @HowardMarksBook
- Stock Selection: @RamBhupatiraju @BrianFeroldi

9b) Credits Continued:
- Idea Generation: @motleyfool team, @7investing team including @7Innovator @7AustinL @Matt_Cochrane7, @OphirGottlieb, @saxena_puru
- In-depth Analysis: @Beth_Kindig @andrescardenal @jaminball @StackInvesting @hhhypergrowth

9c) Credits Continued:
- Other must follow accounts: @10kdiver @ztinvesting @richard_chu97 @RichardMoglen @borrowed_ideas @InvestmentTalkk @investing_city @KermitCapital @trevmuchedzi @adventuresinfi @StockNovice @dhaval_kotecha @albertwang23 and a lot more

10) Why now? Why Twitter? The primary purpose of putting pen to paper is it helps me focus and sort through my own thoughts. Twitter is the obvious medium of choice as it allows me to put my views across for public scrutiny.

11) Disclaimers:
- Views expressed here are personal and do not reflect those of my employer.
- Views discussed are not recommendations to buy or sell. Everyone's situation is different with varying risk/return objectives