The Blip moment…

Its difficult for Thanos and all the more difficult even for Ironman to do “The Snap”, but that moment came and they had to do it (second time for all the better reasons). And borrowing shamelessly from Jawaharlal Nehru – “A moment comes, which comes but rarely in history, when we step out from the old to new, when an age ends…..”, I did snap the fingers today.

12 is a special number, something which has a name for itself. So a dozen years of kinship, a dozen years habits and a dozen years of bond you create with the surroundings, the people, the methods, the terminals, the madness, the slowness, the strolls around the courtyard, the banter over coffee, the sense of collective achievements, the agony of shared failures..its hard to forget. Its hard to say goodbye!

On 17th August 2009 I joined an organization I wasn’t really sure I would stay long. On 20th August 2021, I just wished I could stay long!

I have been doing Equity Research for a living close to 15 years now. I started loving the market and started admiring it (much like a Davy Jones- Calypso) only after 2013 (yes I take my time, and that has worked!). The catalyst was the people I was surrounded by. The information barrage, the enthusiasm about trying to gaze through the crystal ball – its hard not to get addicted! I have been oft asked in the beginning of my journey, to always find a good reason to get up from the bed and head for my seat every morning. After these 12 years, the haze is out and its crystal clear – its the people who mattered, the magnet which charged me up everyday.

The benefit of hindsight is that it helps you put all the pieces of the jig-saw puzzle in place. People have wondered about the seeming calmness on my exterior come hell or high water, but what only few know is the tantrum and the cooling down pep-talk that’s gone behind that. Yes I have always demanded which I felt was rightfully mine (the corporate lunch menu episode included), and have been fortunate enough to be in the company of people who believed in me and kept the lights on in the runway I was trying to land.

The last few months I have wondered what really prompted me to take this call, when things look so settled? To take a leaf out of my travel book, I have always pined more for the roaring sea vs. the calm mountains. Maybe the thirst for the next wave of unknown size and intensity is the catalyst? But guess that would be a post for another time.

When you buy a new Ferrari, you are cautious around the corners and don’t try to push it too hard too soon. Time to take her for a spin now!

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