Equity Scientist

1.1K posts

Equity Scientist

@equityscientist

Scientist (Drug discovery) | Business Analysis | Value Investment | Financial Behaviour| NISM certified Research Analyst !!!

Pune, India Beigetreten Mart 2012

1.2K Folgt205 Follower

Equity Scientist@equityscientist·6h

One of the remarkable achievement 🇮🇳

Aravind@aravind

India has now attained criticality in a commercial, 500MW power producing, fast breeder nuclear reactor. (We had experimental one before, but this is a big commercial one that can produce power.) Criticality means reactor is running by itself without needing to keep re-igniting it. Breeder means it makes more fissile fuel than it uses. Nobody wanted to give India such tech. Because these reactors can create nuclear fissile material. So India created the tech itself in spite of sanctions. Only Russia has this tech (true commerical fast breeder reactor) running. US, UK, France say they have given up on this. China has one prototype based on Russian tech but it is not yet commercial. India has refused to put its Fast Breeder Reactor program under international scrutiny. It is a big, big, no HUGE thing for India's energy independence. But, as usual, most Indians won't know how big as we don't play up our achievements. I was recently amused seeing some posts by Gen-Z advising Indian govt to go for Thorium cycle etc in some condescending tone. Because India has been on it quietly for sometime. And this reactor going critical now and commercial soon means it can sustain itself for infinity. This cuts India's imports of Uranium. And paves the way for Thorium based reactors as well. (Stage 3 of India's nuclear program, we just passed Stage 2 with PM's post). Also, what PM didn't say is, this reactor can help generate some 100+kg of weapons grade Plutonium -with which India can make many warheads and expand nuclear stockpile if it wishes so. But India will never do that, you know, as India is a very peaceful nation promoting world wide nuclear disarmament ;)

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Equity Scientist@equityscientist·1d

We generally skip CSR report while reading annual reports! This thread is eye opener!

Markets by Zerodha@zerodhamarkets

India runs one of the most unusual policy experiments in the world. Since 2014, any sufficiently large Indian company is legally required to spend a fixed share of its profits on social causes. Not just disclose it. Actually spend. No other major economy on earth does this.🧵👇

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Cosmos Archive@cosmosarcive·1d

A solitary neuron in vitro, its growth cone extending through the void in a precise, almost poignant search for synaptic connection Even at the cellular level, the imperative to connect is fundamental.

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Physics & Astronomy Zone@zone_astronomy·2d

To think that we aren't just going "to the Moon," but rather traveling to meet it at an exact point in space... changes everything. It all comes down to orbital mechanics: arriving at the precise location, at the precise moment. One tiny error... and it simply doesn't happen

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Equity Scientist@equityscientist·2d

Coin has 2 sides. Everyone dreaming social security like available in Europe but it has cost. Nothing is free in life!

Michael A. Arouet@MichaelAArouet

This is a wild chart. It makes me laugh every time I see it. And it’s not only the absurdity of the level of French pensions, the French also retire years earlier than other Europeans. It has worked as long as the markets absorbed more French debt, it won’t last forever. Enjoy.

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Equity Scientist@equityscientist·2d

Many billionaires follow this practice worldwide! Middle class is net taxpayer w.r.t their income!

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Deep Psychology@DeepPsycho_HQ·2d

This experiment explains why people stop trying. > Why do people suddenly stop trying, even when success is right in front of them? A famous psychological concept called Learned Helplessness helps explain this. In one demonstration, a predator fish was placed in a tank with smaller fish separated by a transparent barrier. Each time it tried to attack, it hit the invisible wall. After many failed attempts, the predator eventually stopped trying. Then the scientists removed the barrier. The smaller fish swam freely in front of the predator, but it never attacked again. Its brain had already learned that trying was useless, even though the obstacle was gone. > Humans can fall into the same mental trap. Repeated failures can teach the brain that effort leads nowhere, creating invisible barriers in our own minds. But the hopeful part is that the brain works both ways. The same ability that can train us to give up can also train us to persist. With new attempts, small victories, and repeated positive outcomes, the mind can relearn that effort leads to progress. The same mechanism that once held us back can become the force that pushes us forward.

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Equity Scientist@equityscientist·2d

Are these telecom generators E100 compatible?

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Equity Scientist@equityscientist·2d

We proud for our UPI payment system which is majority owned by USA companies, shocking 😳

Arun Pudur@arunpudur

SHOCKING: 85% of the UPI market share is owned by American Corporations.

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Equity Scientist@equityscientist·2d

USA 🇺🇸 asked to sell its agricultural products in India 🇮🇳 during tariff negotiations.

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Equity Scientist@equityscientist·2d

Costliest for Banks (mostly PSUs) !

Margin of Safety🇮🇳@InvestorOfJAMMU

Hair Cut rate in my Village's Air conditioned and good looking Saloon is just Rs 50 with good service. Even Shaving cost 30 only. What about yours??

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Equity Scientist@equityscientist·2d

This video also shows need for #LiDAR sensors in #FSD.

Wisdom@Wisdom_HQ

IMPOSSIBLE: Watch this Tesla FSD navigate a "wall of smoke" that would blind any human driver, avoiding a massive crash. 🤯

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Equity Scientist@equityscientist·2d

It is a result of corrupt politicians, army officers, bureaucrats and government officers ruling Pakistan since decades. It can happen to any country with similar scenario!

Rohit@Iam_Rohit_G

Pakistan currently has 16 Billion dollars as Forex Reserves. Out of 16 Billion Dollars: - 3.5 Billion Dollars is deposited by UAE - 5 Billion Dollars by Saudi Arab - 4 Billion Dollars by China Out of 16 Billion Dollars, 12.5 Billion Dollars are Long term Loans or Deposits which cannot be used by Pakistan. Pakistan currently have 3.5 billion Dollars of its own forex reserves. In April, Pakistan has to pay : 1.3 billion dollars towards payment of Eurobond. 3.5 Billion Dollars to UAE Total Reserves Left : 11 Billion Dollars Out of 11 Billion Dollars : 9 Billion Dollars cannot be used as they are safe Reserves by Saudi and China. Imagine having 2 billion dollars to run country for a month!! Imagine if Saudi and China start recovering their money!!

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Equity Scientist@equityscientist·2d

Self reliance is very important although sometimes economically not beneficial! World also got lesson regarding Rare earth minerals.

World Data Analysis@World_Data_A

🇮🇳 India’s fertilizer puzzle: subsidies, localization, and structural bottlenecks For India, fertilizer is no longer just a farm issue, it is now tied to LNG dependence, fiscal costs, and food security ! India knows fertilizer dependence could eventually become a constraint on its growth story. Yet policy progress still appears slower than the strategic importance of the issue. This may be just as important as manufacturing productivity or digital services, because a large share of India’s population still ultimately depends on agriculture for income and food security ! Chart 1) Subsidy burden remains structurally high. The top-right chart is striking: * total fertilizer subsidy rises from roughly ₹70,000 crore in FY2019 * peaks above ₹2.4 lakh crore in FY2023 * remains close to ₹1.6–1.9 lakh crore through FY2027 estimates Important: Support for indigenous urea remains the largest component at roughly ₹85–95k crore, while imported urea support fluctuates around ₹20–35k crore depending on global price conditions. A smaller but still important share comes from recovery payments, which account for roughly 5–10% of the total subsidy pool in recent years. 2) Imported LNG dependency is the real vulnerability. The bottom-left chart explains the core risk. Domestic gas use in fertilizer production falls from roughly: ~43% in FY2019 to ~15% by FY2024–26 At the same time, imported LNG rises toward ~85%. This is the real bottleneck: India’s fertilizer system is increasingly linked to global LNG price volatility. Actually, this is not only a farm subsidy issue. It is also an energy import risk problem. 3) The left chart shows a clear structural trend: omestic gas use in India’s fertilizer sector falls steadily from around 43% in FY2019 to nearly 15% by FY2024–26, while imported LNG rises to almost 85%. This means fertilizer production is becoming increasingly exposed to global LNG volatility. 4) Price spread keeps the subsidy trap alive. The bottom-right chart shows why localization is urgent. The spread between domestic gas and spot LNG: * jumps above $20/MMBtu in FY2022 * peaks near $22.5 in FY2023 * still remains elevated into FY2027 estimates This gap directly feeds the subsidy bill. As long as India relies on expensive spot LNG, the government is effectively absorbing imported energy volatility through fertilizer subsidies. Source: @ieefa_institute by @PurvaJain31

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Lukas Ekwueme@ekwufinance·2d

Bond yields are surging... right when we can’t afford it. After the world printed record amounts of money during the lockdowns, we saw a historic surge in yields. Now we have entered the next inflationary crisis. But this time, there is no real ammo left to fight it. With debt-to-GDP levels at ~100%, raising interest rates further would directly threaten the solvency of governments... which leaves financial repression as the only viable path. Keeping interest rates below inflation and thereby inflating the debt away to a more manageable level. This is exactly how the US reduced its WWII debt, which was at similar debt-to-GDP levels. Sustained inflation, especially during the 70s, pushed debt-to-GDP from ~120% down to ~30%, which then allowed Volcker to raise rates to ~20% and finally kill inflation. First you inflate the debt away, then you fight inflation... We are at the inflation stage.... position accordingly.

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Equity Scientist@equityscientist·2d

The Strait of Hormuz was a focus of the war since last many days! Is this intelligent report?

The Kobeissi Letter@KobeissiLetter

BREAKING: New US intelligence reports suggest that Iran may "increase its regional sway" as a result of the Iran War through their control of the Strait of Hormuz, per Reuters. Details include: 1. Intelligence suggests that Iran is "unlikely" to open the Strait of Hormuz "any time soon" 2. Intelligence suggests that Iran's control over Hormuz "provides the only real leverage" it has over the US 3. As a result, Iran may actually end up gaining regional influence from the Iran War, US intelligence suggests 4. US officials note that Trump also has said that other countries "have far more at stake in preventing this outcome" than the US The Strait of Hormuz is quickly becoming the focus of this war.

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