SageTheAnalyst

Your professional is late, you tell me at last moment then you ask me to reschedule, I am just unable to contact to any human being on your side your system just doesn't allow . Then you unilateral cancel it & charge me for it. Such a great service. @urbancompany_UC

Read, Learn, Improve – 18-Jul-26 sagetheanalyst.com/2026/07/18/rea…

India opened space to private companies in 2020, Government promoted startups, gave them access to ISRO infrastructure, transferred SSLV rocket technology to HAL Private space companies went from 11 in 2019 to over 400 by 2024, Space startup funding crossed 147 million dollars in FY2025-26 alone. Now same government issues memo saying scientists cannot resign from Gaganyaan till mission is done. You created competing market, funded it, celebrated it Then try to trap people from joining it, Fix is not restriction, Fix is better pay. Meanwhile around 120 scientists working on key missions walked out in past year. ISRO has 1,050 vacant scientific positions it cannot fill fast enough. When people who held deep mission specific knowledge leave and replacements do not come in at same rate, missions start failing ISRO pays entry level scientist about 72,000 rupees per month in hand. Senior scientist with 20 years maxes around 2 lakh with all allowances. Aditya Rallapalli ran simulation team that generated 25 terabytes of data validating Chandrayaan 3 moon landing, He quit. Skyroot founders who left ISRO in 2018 hold combined 2,440 crore in billion dollar company. Startup employees with stock options can earn more in one IPO or buyout than ISRO pays over full career. Cadre review added 460 posts, Changes nothing when private pay runs multiples higher.

@Eureka_ForbesIN Kindly refer to CM-230626-73992870 and work order number WO- 230626-78478560. I have been waiting for my filter since 25-Jun-26.

@MumbaiMetro01 time to apply this rule , make small poster and stick it in every coach. announce it regularly on speaker.

Read, Learn, Improve – 11-Jul-26 sagetheanalyst.com/2026/07/11/rea…

from DSP Netra Jul'26

Read, Learn, Improve – 27-Jun-26 sagetheanalyst.com/2026/06/27/rea…

Eventually the market tells you what you should have known: the stock doesn't love you back. Or as @CalmInvestor quotes George Goodman: The stock doesn't know you own it. premium.capitalmind.in/2023/02/the-st…

Read, Learn, Improve – 6-Jun-26 sagetheanalyst.com/2026/06/06/rea…

Read, Learn, Improve – 30-May-26 sagetheanalyst.com/2026/05/30/rea…

Read, Learn, Improve – 23-May-26 sagetheanalyst.com/2026/05/23/rea…

Read, Learn, Improve – 9-May-26 sagetheanalyst.com/2026/05/09/rea…

Read, Learn, Improve – 2-May-26 sagetheanalyst.com/2026/05/02/rea…

Pulak Prasad, one of the leading public market investors, and known for his lazy investing style (buy great businesses and hold forever) on 'not' using AI thus far. If you narrow your top of funnel through well-thought through signals / proxies such as ROCE (his key filter), and then invest after a lot of primary research (talking to customers / suppliers, management), then AI may not add a lot of value here. [screenshot from a PDF that is floating around featuring listener's notes + Q&A + transcript from a Pulak Prasad talk]

Read, Learn, Improve – 25-Apr-26 sagetheanalyst.com/2026/04/25/rea…

If you’ve been a stock picker for more than five years, you’ve likely had a Ray Dalio moment. You found an investment opportunity. You built extreme conviction. You told the world about it and maybe got family and friends to buy in. Then you were dead wrong. We often have such extreme conviction in the beginning of every investment when our expectations are at their peak. We haven’t given the management team, business, external forces enough time to disappoint us. The more reps we accumulate the more we know this and yet we defend our stock positions and convictions like they are our children. We defend them like our conviction will never waiver, even though it almost always does. When I was getting started and building my reputation I felt like a street fighter. I was defending my ideas on all fronts. From longs, from shorts, from even myself. It was a full-time job to try to prove how smart I thought I was. As you mature as a stock picker and accumulate more reps, you start to understand your own base rates (hit rate, payoff ratio, etc). You begin to respect how quickly conviction changes, especially in microcap. You start to understand that businesses don’t operate in a vacuum. Businesses are dynamic and conviction must also be dynamic. microcapclub.com/defending-your…

Read, Learn, Improve – 11-Apr-26 sagetheanalyst.com/2026/04/11/rea…

@myntra so again i hav jump all the hoops , raise complaint & delivery guy comes pick it up & gives replacement that is 39inch vs original 46inch. now u have made me go through soo much, i have just decided to give up on return/replacement. putting here, bcoz i cant DM you.2/end

@myntra how u manage to create such a beautiful mess. i ordered a gift (46inch full sleeves shirt) & you sent wrong product (46, half sleeves), now while returning delivery guy is not ready to pick up bcoz he is asked to pick up full sleeves 1/n