Started out as Sardar Patel, ended up as Nehru. What a fall !!! It takes a lot of talent to make Rahul Gandhi and Akhilesh look like credible alternatives. @RSSorg guiding them down the path to hell!
We gave @narendramodi a chance to be Lee Kuan Yew of Bharat.
He chose to be a midget version of V.P.Singh.
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Today I had the (mis)fortune of visiting @aiimsrajkot. was appalled by the lack of interest from govt in completing this facility. The infra is crawling under triple engine Sarkar @narendramodi @JPNadda. All it takes is some will & a stick. How can you let your home lag? Pl. Help
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After PMs visit in 2023, hardly any work is done while even the likes of @AIIMS_Guwahati has moved ahead from Ph1. This place needs your undivided attention sir - it’s a question of Gujarati pride & Asmita. Just look at the state of the academic block compare to @AiimsBibinagar
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Rajkot and Gujarat deserve better. I’m surE @aiimsrajkot can bump up the health indices for the state, given the right tools. Please complete the hospital and other infra works and see the institute thrive. Kabhi kabhi Lakshmiji ke sath Saraswatiji ki bhi Aradhana kar ke Dekhiye
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Is this Energy Reliance and Nation Building that @HardeepSPuri & @nitin_gadkari keep harping about?
Officials sold fortified government rice bought at ₹4,000 per quintal to ethanol plants for just ₹2,320, pocketing a massive ₹1,160 Cr scam: Dainik Bhaskar
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Didn't ever think that I would repost anything this moron says - but when arrogance exceeds limits, you leave your citizens with little choice @narendramodi
#WATCH | AAP national convener Arvind Kejriwal says, "I watched an interview of Hardeep Puri on 2-3 channels. He was issuing some clarifications over the ethanol matter. He clearly said that no choice would be given to people...I would like to tell the PM that such arrogance is not good. This is dictatorship. When crores of people are raising their voices against it, it is the duty of a responsible Govt to listen to it. Listen to the people, this is not good."
(Video: Arvind Kejriwal/X)
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The best way is for all older car owners in and around NCR to park their cars in protest in front of @HardeepSPuri & @nitin_gadkari houses. Would love to do it, but am too far away in Pune!
Instead of calling us names & experimenting on our vehicles : respectful I ask shri Nitin Gadkari ji & Hardeep Puri ji sir, our vehicles are not your ministries properties ! Experiment in Nitin Gadkari ji's ethanol distilleries & factories not on our vehicles!
#ethanolscam
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A RailMin memo once wiped ₹20K crore off IRCTC's market cap in an afternoon.
That's not a monopoly. That's a company whose entire margin structure exists at the pleasure of a govt Dept
The "moat" everyone's pricing in isn't a moat — it's a rent.bit.ly/44n9hc5
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Everyone thinks the Jio listing unlocks value.
We think it exposes a trap.
₹1.44L Cr capex. Asset-heavy drag. A “value unlock” that doesn’t compound.
Read The Jio Paradox — where the narrative breaks, and where the real optionality hides.
#Reliance #Jio bit.ly/4xXmXrT
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Vijay K Subramaniam retweeted
Let us 𝐉𝐎𝐈𝐍 𝐓𝐎𝐆𝐄𝐓𝐇𝐄𝐑 & 𝐏𝐑𝐎𝐓𝐄𝐒𝐓 the Ethanol blending mandate which is destroying our vehicles. The policy for Ethanol blending with Petrol is ill-conceived & not put across transparently before us "WE THE PEOPLE" ! Don't expect the Opposition to raise this issue as their memebrs also are involved in Sugar mills & Ethanol distilleries! We will have to take to the streets together against 𝐍𝐢𝐭𝐢𝐧 𝐆𝐚𝐝𝐤𝐚𝐫𝐢 𝐣𝐢'𝐬 𝐁𝐄𝐓𝐀 𝐁𝐀𝐃𝐇𝐀𝐎 𝐘𝐎𝐉𝐍𝐀! If you are with me share my message and dm me or write below this post. 𝑻𝒐𝒈𝒆𝒕𝒉𝒆𝒓 𝒍𝒆𝒕'𝒔 𝒉𝒊𝒕 𝒕𝒉𝒆 𝒔𝒕𝒓𝒆𝒆𝒕𝒔 𝒑𝒆𝒂𝒄𝒆𝒇𝒖𝒍𝒍𝒚 𝒂𝒈𝒂𝒊𝒏𝒔𝒕 𝒕𝒉𝒆 𝑬𝒕𝒉𝒂𝒏𝒐𝒍 𝒃𝒍𝒆𝒏𝒅𝒊𝒏𝒈 𝒎𝒂𝒏𝒅𝒂𝒕𝒆 & 𝒅𝒆𝒎𝒂𝒏𝒅 𝒕𝒓𝒂𝒏𝒔𝒑𝒂𝒓𝒆𝒏𝒄𝒚
#EthanolScam
#EthanolScam
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I usually don’t do IPO reviews, but when I went through the DRHP for this, I was shocked to see how cos think that they can take investors for a ride (@ PE 112x) while Global Cruise giants range between 15-25x with better and more mature, multi-fleet form. bit.ly/4w3s73J
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Everyone talks about “hidden value.”
Very few cases are this explicit.
EID Parry:
• Listed exposure ✔
• Cash-generating ops ✔
• Strategic land ✔
Market verdict: “meh”
At what point does “discount” become mispricing?bit.ly/4eiWJbB
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It’s only right to tag the key folks that made this day!!! @narendramodi @HardeepSPuri @nitin_gadkari. Truly puzzled why @ChouhanShivraj was cut out from this completely. All BJP ministers want to do the job of the other - take @rajnathsingh for eg - ferrying NEET papers
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#PPFAS Flexi isn’t “disciplined”
It’s constrained.
₹1.4 lakh crore AUM:
— No agility
— No small-cap edge
— No real alpha
Just cash + caution + brand trust
When does “LongTerm investing”
become an excuse for underperformance?
Has it already peaked?
👇 bit.ly/4xwHfIE
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82% margins. Zero debt. 22% PAT CAGR.
And one Supreme Court verdict away from losing its moat.
IEX: Legal Roulette on a Monopoly Bet
The full RingFenced Report breaks down the binary outcome — and the anti‑fragile alternative. #IEX #PPFAS
👇 open.substack.com/pub/therin…
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Indian cyber, telecom, banking & finance firms get access to Mythos; Need to check if it is the same bunch that are responsible for the upkeep of CBSE and NTA. If so, liquidate all your savings and buy gold bars!!!
economictimes.indiatimes.com…
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The future of investigative journalism is in good hands. More power to you Sarthak 🙌🏻. Please read his blog for a blow by blow account for the CBSE corruption unearthed. @dpradhanbjp - Shame on you! @narendramodi - please do a Pariksha pe charcha to discuss this!
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Moore's law is passé. Huawei's 'Tau scaling' (aka Her's law) offers a time-based fix: cut signal delay, not transistors. First Kirin chips with LogicFolding due late 2026. #semiconductors
kr-asia.com/huawei-proposes-…
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GLP-1 isn’t just a drug story. It’s a value migration story.
India may be better positioned than most think.
The second-order effects? Even more interesting.
Latest note ↓
#GLP1 #IndiaPharma
open.substack.com/pub/therin…
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