VC
3.2K posts


@bauhiniacapital I used to have hundreds of telephone cards as a collection. Such innocent days.
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@poemaran @realhyderabad86 What does INR have to do with a dollar deposit with interest paid in dollars?
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NRIs take a note.
Better than 2nd grade real estate
Better than US 30 year yield
Rupeetool@RupeetoolByFGM
RBI is giving NRIs up to 7% interest on dollar deposits. That too, tax-free in India. But the window is open only till 30 September 2026. Here's all about it. 🧵👇
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Excellent overview of the ecommerce market in 2026 with many mind blowing graphs and data

Eugene Khayman@EugeneKhayman
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@prakdadlani @narayananh @siddarthpaim What is a mould worth to the financier? Find another user for the same mould if the first factory defaults?
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@narayananh @siddarthpaim Yes its a risk just as any investment is.
Moulds can be fit with GPS Locators.
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Want to make money from manufacturing?
I have an idea:
Finance moulds.
Every manufacturer knows this problem.
A good mould can cost lakhs.
A great mould can cost crores.
But banks don't care.
They'll happily give a loan against a building.
They rarely understand tooling.
So even good businesses with orders in hand struggle to grow.
A simple solution:
* Factory pays 30% upfront
* Investor pays the rest
* Factory pays back EMI's over 2 years
* Mould stays in the investor's name until fully paid
Just like a hire-purchase model.
The factory gets the mould today.
The investor earns a return.
India gets more products, more factories, and more jobs.
Everyone wins.
If someone builds this, I will be the first customer.
I genuinely believe this could help 1000s of manufacturers grow faster.
Any HNIs, family offices, or investors interested in this?
Send me a DM.

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Every tenure track faculty on an H1-B is now at risk of having to leave when the time is up
Homeland Security@DHSgov
An alien who is in the U.S. temporarily and wants a Green Card must return to their home country to apply. This policy allows our immigration system to function as the law intended instead of incentivizing loopholes. The era of abusing our nation’s immigration system is over.
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@DavidMcNeill3 Hong Kong, for example, calls its permanent residency “Right of Abode”. Which in HK’s case is an actually right.
Japan’s is more like a “permission to stay with a right to not have to renew your visa forever.”
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@prakdadlani @Chad_Polymath Can anyone tell me what’s the ground situation with shipping through the Hormuz? Is it closed? Can you all ship things?
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Tough times reveal who was swimming naked.
The first Indian exporter casualty just hit.
A competitor was slashing prices none of us could understand.
Clients left us for them.
We let them go.
Because the numbers did not make sense.
And things that do not make sense - never last.
We already knew their domestic position was weak.
They owed the market heavily.
Their strategy was simple:
- Dump into exports at a loss
- Generate cash flow
- Buy time
Then war started and global markets turned - double whammy.
Domestic vendors are now stuck with huge unpaid amounts.
Promoters have disappeared overnight.
And our buyers who switched are now calling us back:
"Can you help us recover our advances? He has absconded."
And this is just the beginning.
I can smell more blood bath coming.
Market has repeatedly taught us:
Healthy competition makes everyone better.
Selling below cost to survive only ends in disaster.
And it does not just destroy you -
it takes others down with you.
The ones sitting on strong cash will ride this wave.
The rest will get cleaned out.
Stay honest with your numbers.
Because the market always finds out.
It is only a matter of time.
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@ArthurKuntler they're checking their standard operating procedures and will be able to revert on teh same at the soonest
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@AswathDamodaran He's also be selling the most overpriced odorous excrement in the history of humanity don't you think @AswathDamodaran ?
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The SpaceX IPO is coming, and it will be a doozy, a futuristic company (spaceships, satellites and AI), a founder who will keep things interesting (Musk) and a price tag that may make it the most highly priced IPO of all time. bit.ly/3OYYWPp
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@nikitabier @signulll Whatever the case, tweets should be auto translated for non-Japanese speakers.
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@signulll It’s the same reason that dating apps in Japan don’t show photos of the person and instead just interests/anime characters
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