learner

Nalanda's Pulak Prasad's book had a huge impact on the the way I Invest. While reading the book I have taken detailed notes and created a checklist for myself before choosing any business for an investment. Luckily with AI, I could compress my notes in a single image👌

@amritwt I hope you know how to read a balance sheet

“just buy the dip bro”

@TheStockBox1 I just liked this part on IT

@PatilInvests I heard this podcast while going to office yesterday, honestly nothing new to learn. I must say it was boring.

This is a very balanced view on IT :

@ihtesham2005 Clickbait 101👌

🚨BREAKING: Claude has a secret mode called "First Principles Breakdown." It strips any complex topic down to its raw fundamentals like Elon Musk thinks through problems. Here's how to activate it:

If yes, then good luck Indian economy! #TooBigToFail

Bad day if you eat it x.com/foodpharmer2/s…

Bro kis muh se bheek mang rahe ho? You are the fund!

There are more than 30 people in Forbes 30 under 30.

@REDBOXINDIIA @VijayKedia1 Damnnn

Both are terrible but at least @VijayKedia1 never revealed himself below the waist

Ai flowing through PVC pipes🚀🚀

@shiladitya4u Ohh how cheap is that! Wow 45PE 🙂

Varun beverages: One of the best wealth creators in last 10 years. Available at it's lowest PE ratio in last 5 years.

@RahulRao_1992 Its impressive though

Cooling is the single largest driver of power demand in India. That's why Government of India wants to control your AC temperature. Between 20°C - 28°C "First of a kind experiment", said the Minister of Power. Every 1°C raise lowers your electricity bill by 6%. Bureau of Energy efficiency (BEE) stat. Not mine. We're happy to pay, you say. The Government isn't. It must supply that electricity in the first place ! Peak power demand hit 242 GW in June 2025. About ~25% came from cooling. It can gets worse. Only 10-12% of Indian Households have ACs today. Over the next 10 years, India Climate and Energy Center (IECC) expects cumulative demand for 13 - 15 crore ACs. In 2025, ~1.4 crore AC units were sold/bought. So you can see why 13-15 crore by 2035 is a base case. With 10X the current installed AC base, Peak power demand may reach ~40% by 2035. IEA estimates say that'll be 180GW. By limiting AC temperatures between 20°C - 28°C, we could save about 30GW. University of California study says updating India's Minimum Energy Performance Standards (MEPS) that raises the 1-star label to ISEER 5.0, equivalent to today's 5-star level could also bring in massive savings. About 60GW by 2035. There are other solutions, ranging from: Innovative cooling solutions to District cooling to GWP compliant coolants. Bottomline: Cooling, rather Global Warming is a Mega-Trend. Studying the AC value chain can offer insights that can help us ride this trend. P.S - Do you own Research.

@Rahul_J_Mathur How many generated PAT?

40% IRR, 42 companies across 5 funds with only 6 new investments per year - Manu Chandra is the GOAT of consumer investing in India Sauce Consumer Fund I (2019) was a ₹60 crore vehicle with Manu as the solo GP - the returns are staggering: Realized = ₹79.1 crore Unrealized = ₹377.2 crore Therefore, Fund I is a 7.6x over 7 years 🤯 The XIRR (to investors) is well above 40% which makes it one of the BEST performing VC funds in India Manu’s approach is that of a Private Equity investor: (a) Deep conviction (b) Concentrated positions (c) Disciplined capital allocation Lets look at his playbook ⤵️

@Indianslumdog Prove or delete

An ice cream brand whose main ingredient is palm oil is getting the tag of "GREATEST"

@aditya_kondawar Interesting! One of the great quality compounders of last decade though never traded below 25PE

Uno Minda has consistently added new product lines 2005 – Sensors • Inception of the Sensors and Controllers division 2007–2010 – Batteries • Inauguration of manufacturing facility in Pantnagar 2007–2010 – Blow Moulded Products • Production started at the Bengaluru site 2007–2010 – Alternative Fuel Kits • Design and development initiated at Manesar facility 2007–2010 – Aluminium Die Casting • Expansion into die-cast products for automobiles 2010 – Filtration (Air Filters) • Formed JV with Roki for air filters and canisters 2011 – Fuel Caps • Commenced production of fuel caps 2011 – Alloy Wheels (PV) • Formed JV with Kosei for PV alloy wheels 2012 – Infotainment Systems • Formed JV with Denso Ten for car infotainment 2013 – Horns (Global) • Acquisition of Clarton Horn, a leading European manufacturer 2016 – LED Lighting • Acquisition of Rinder Group, adding LED lights to the portfolio 2017 – Electronics (EMS) • Formed JV with Katolec for Printed Circuit Boards (PCBs) 2017 – Infotainment Accessories • Formed JV with Onkyo for speakers and accessories 2018 – Embedded Systems • Acquisition of iSYS RTS GmbH (Germany) 2017–2018 – CNG & LPG Kits • JV with Westport (acquired Emer) for alternate fuel systems 2019 – Advanced Sensors • Agreement with Sensata Technologies for BS VI applications 2019–2020 – 2W Alloy Wheels • Technical license agreement with DAYOU for LPDC Alloy Wheels 2021 – Seating Systems • Integration of Harita Seating Systems via merger 2021 – EV Components (2W/3W) • Established JV with FRIWO AG in December 2022 – Seating Mechanisms • JV with Tachi-S for recliners and seat frames 2022 – EV Traction Motors • Formed JV with Buehler Motor in November 2024 – EV Charging (AC) • Technical license agreement with StarCharge for wall-mounted AC chargers 2025 – 4W EV Powertrain • JV with Inovance Automotive for e-Axles and inverters 2025 – Sunroofs • Technical license agreement with Aisin for sunroof manufacturing Source: Company data, Jefferies; no reco

We’d rather build entire theories than admit a simple truth: we don’t know.

Community note💀

@ishmohit1 Then why is everyone paranoid about it? Whats the catch here?

My father has been on GLP1 for last 3 months He has lost 9kgs, diabetes is much better & doesn’t fluctuate+His knee pain has reduced considerably and his food cravings have also reduced. Magic pill for few

@DivaJain2 A woman cringing over another woman for no reason

Unfortunately, I had to stop listening as soon as I heard that faux New England accent mixed with Dilli English. Perhaps those with more patience will be able to enlighten me about the quality of ideas.