What Ameya Shinde is saying
Founder & Portfolio Manager, Multiples Capital Management
3 dated public stances tracked since 2026-03-01, most recently 2026-03-01. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.
The stances below are c8alpha's editorial distillation of Ameya Shinde's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Ameya Shinde is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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Raw direction-aware returns on public statements — long calls credited when the price rose, shorts when it fell, shorts capped at −100% — in a rising market this mostly measures who was long, not who has skill. Returns run from the stance date; calls are rarely closed publicly, so fixed 90-day / 180-day / 1-year horizons are used. A horizon shows only once it has fully matured, and only at 5+ scored stances.
Most-argued themes
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2026-03-01
GTX
neutral
Sunday's Idea Brunch · article
After a 170% gain, Garrett Motion's FCF yield has compressed from ~20% to ~9%, removing the 'coiled spring' valuation plus near-term catalyst combination that made it a top idea, even though fundamentals remain sound
“it no longer offers the same combination of a 'coiled spring' valuation + near term catalyst that made it a top idea last year”
Idea Brunch #2 with Ameya Shinde of Multiples Capital Management
2026-03-01
EXPE
bullish
Sunday's Idea Brunch · article
Market is misapplying AI disruption fears to Expedia, whose true value is its B2B platform serving as back-end infrastructure for the global travel ecosystem — not a simple aggregator — trading at 12%+ FCF yield with 24% B2B segment growth and 18 consecutive…
“AI is more likely to replace Google search's current function in helping travelers reach hotels listed on Expedia rather than replace Expedia's position as the essential plumbing of the travel industry”
90d +7.6% · 180d +55.4%
Idea Brunch #2 with Ameya Shinde of Multiples Capital Management
2026-03-01
TRADITIONAL SAAS / SOFTWARE-AS-A-SERVICE
bearish
Sunday's Idea Brunch · article
AI is fundamentally rewriting the competitive moats of traditional SaaS businesses, making the space an existential-threat loser where picking winners is a loser's game
“I think it is a loser's game to try and pick winners in a space where competitive moats are being fundamentally rewritten”
Idea Brunch #2 with Ameya Shinde of Multiples Capital Management
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