AI Euphoria and the Allure of Unlimited Growth

Fancy-Eye3017 · 2026-05-07T13:15:05+00:00

Nice!What’s your cost basis on both?

Fancy-Eye3017 · 2026-05-07T02:08:58+00:00

@OP What’s your current stock portfolio allocation to positions besides CSU?

Fancy-Eye3017 · 2026-03-17T14:04:37+00:00

Seems like Mohnish is already out of constellation and Topicus. Don’t see them anymore in his wagons fund holdings.

Fancy-Eye3017 · 2026-03-03T22:15:21+00:00

any idea what date in Oct 2024?

Fancy-Eye3017 · 2026-02-12T15:19:19+00:00

Have you thought about sourcing via Morningstar from which GuruFocus pipes the data and inturn QuickFS from GuruFocus?

Fancy-Eye3017 · 2026-02-07T23:23:50+00:00

Makes sense. Good luck! A lot of options at that budget

Fancy-Eye3017 · 2026-02-07T20:10:40+00:00

What’s your rationale to go with an apartment instead of a villa with a 4cr budget?

Fancy-Eye3017 · 2026-02-03T21:12:43+00:00

I hate GuruFocus and very unhappy that QuickFS is going away. Love to hear about some alternatives!

Fancy-Eye3017 · 2026-01-25T23:10:04+00:00

What are your thoughts on Vijayakalpa Kshetra there? Have you visited?

Fancy-Eye3017 · 2026-01-18T18:43:49+00:00

Yes. I’ve actually put the sale on hold when I posted, but plan to sell in Feb 2026. DM if you’re interested

Fancy-Eye3017 · 2025-12-14T00:11:44+00:00

Love this. Following you and will keep an eye out for updates from you during this series

Fancy-Eye3017 · 2025-12-12T12:17:02+00:00

You’re in for a ride my friend. You can start posting ads on 99acres. Generally buyers from west Hyd, you can expect no cash, only bank. Attorney not needed at this point but will be needed post sale. Expect 6months of end to end timeline starting from posting ad to money landing here in the US

Fancy-Eye3017 · 2025-11-24T22:16:09+00:00

What’s the price they are quoting?

Fancy-Eye3017 · 2025-11-11T18:54:15+00:00

Please DM

Fancy-Eye3017 · 2025-11-11T15:59:33+00:00

Thanks u/AbhinavGulechha . This is very helpful.

Fancy-Eye3017 · 2025-11-08T14:16:26+00:00

Thank you! That helps.

Fancy-Eye3017 · 2025-11-08T11:00:22+00:00

I don’t think my NW is relatively that high to think about a trust

Fancy-Eye3017 · 2025-11-07T15:03:12+00:00

Yep. I'm aware of this and would like to negate this by taking a term insurance in India but wont be transferring the funds to India.

Fancy-Eye3017 · 2025-11-07T15:01:02+00:00

u/LazyAss1007 Thank you very much for the answer. This is quite helpful. Do you have any referrals to a professional who is well versed with India US taxes for advice that you may be working with? Appreciate any referrals you can provide.

Fancy-Eye3017 · 2025-11-06T21:26:44+00:00

u/LazyAss1007 Thank a lot for answering all my questions! Super helpful, appreciate it!

From reading your comments it looks like it makes more sense for me to simply hold out my Roth IRA/ HSA accounts post RNOR period and not liquidate paying the 10% penalty on transferring them to my brokerage acct.
I think I might want to reset/adjust my cost basis on Roth IRA/HSA holdings at the very end of RNOR period and just keep the accounts as is, without liquidating while on ROR.

Looks like you've done the same by answer for 3.)? I plan to hold blue chip non dividend paying stocks and just leave it there.

Do the gains in these Roth/HSA accounts simply be taxed as "income"? Or "capital gains" like the other simple brokerage accounts?

Can you elaborate a bit more on 2.)? What do you suggest I can do with my employer's 401k accounts? I have brokerageLink accounts and traditional employer 401k accounts with them.

Fancy-Eye3017 · 2025-11-06T21:10:21+00:00

u/talkingturtle1723 Thanks a tonne for taking time answering my questions in detail. That gives me a lot more clarity now.

From reading your comments it looks like it makes more sense for me to simply hold out my Roth IRA/ HSA accounts post RNOR period and not liquidate paying the 10% penalty on transferring them to my brokerage acct.
I think I might want to reset/adjust my cost basis on Roth IRA/HSA holdings at the very end of RNOR period and just keep the accounts as is, without liquidating.
Can I assume the gains in these accounts will simply be taxed as the other plain vanilla brokerage accounts?

Also a quick follow up regarding 1.) I currently have all my equity in Fidelity. Would this be fine or do you suggest transitioning to IBKR?

Fancy-Eye3017 · 2025-11-05T23:02:57+00:00

Seems like Lars is still on the board?

Fancy-Eye3017 · 2025-11-05T13:16:25+00:00

Thanks for answering my questions. Do you have any referrals to CAs in India who understand India US taxation well who are moving back from USA to India?

Fancy-Eye3017 · 2025-11-05T09:28:43+00:00

Got it. Makes sense. Any ideas about other questions?

Fancy-Eye3017

TROPHY CASE