Sabitlenmiş Tweet
Sinfan
2.4K posts

Sinfan
@Sinfan_
Business 💡, Stock market 📈, thoughts 💭
Bangalore Katılım Ekim 2023
169 Takip Edilen186 Takipçiler

@Vivek_Investor I have read most of Buffet, Peter Lynch and Benjamin Graham. In Indian context many things can't be applied straight away from their teachings. Their concepts are good, but people like Radhakrishnan Damani know much more about application in Indian context and can guide better.
English

Think this for second,
-No days
-No week
- No months
- No Years
Nothing to measure or calculate Time ,
How will the world 🌎 be ?
#Welcome2026
English

@Arden_2210 = 13
13+11 = 24
24+11*2= 46
46+11*2*2=90
90+11*2*2*2= 178
This the correct answer
English

"🇮🇳 Proud to be #2! With over 900 million internet users now (closing in on 1 billion by end of 2025), India is powering the global digital boom. Rural growth + Indic languages are the real MVPs here 🌾📱 China leads, but we're catching up fast—together we make up ~40% of the world's online population! What's next for India's digital revolution? #DigitalIndia"
English

Internet users:
1. 🇨🇳 China: 1,296,394,000
2. 🇮🇳 India: 1,026,954,000
3. 🇺🇸 U.S.: 323,888,000
4. 🇮🇩 Indonesia: 230,448,000
5. 🇧🇷 Brazil: 184,997,000
6. 🇷🇺 Russia: 135,676,000
7. 🇵🇰 Pakistan: 116,839,000
8. 🇲🇽 Mexico: 110,345,000
9. 🇳🇬 Nigeria: 108,700,000
10. 🇯🇵 Japan: 106,933,000
11. 🇪🇬 Egypt: 98,211,000
12. 🇵🇭 Philippines: 98,025,000
13. 🇻🇳 Vietnam: 85,621,000
14. 🇧🇩 Bangladesh: 82,806,000
15. 🇩🇪 Germany: 78,454,000
16. 🇹🇷 Turkey: 77,466,000
17. 🇮🇷 Iran: 73,751,000
18. 🇬🇧 United kingdom: 68,090,000
19. 🇹🇭 Thailand: 67,826,000
20. 🇫🇷 France: 63,449,000
Source: Datareportal, as of 2025. Figures rounded.
Indonesia

@Wisdom_HQ Isn't time management the best, you can go back to make things right and eternal life
English

A tree takes 7-10 years to grow, used for 10 days, and then dumped as waste.
Around 120 million trees are cut every year for Christmas. After Christmas, trees end up in open garbage areas, releasing methane and polluting the land.
Initially, people used only branches to decorate homes, but later the world adopted cutting whole trees for decoration.
This is not eco-friendly. Plant a real tree and celebrate without destroying.


English

@Akshat_World The problem is China can burn lot of money in initial day to achieve economic of scale and build monopoly, and China has fewer players in each of the industry, but powerful ones and greatest part in long term company share price reflects the fundamentals let it be India or China
English

In India, there is too much focus on stock/MF investing. And, too less on building a sound economy.
It is high time-- that this game gets killed.
Not kidding: writing this would personally hurt me. As I am a finance "influencer"
But, someone needs to tell you the truth.
Here are some key points:-
1) Countries like India & the US have stock-ified their Economy.
Game here is: want to retire? How about you go and invest? If you don't invest and chase growth--- see your money lose value at a rapid pace.
China on the other end does not want their junta to put too much money into stocks. Or make money via "investing" in general.
They focus on building economic competitive strengths. World class manufacturing, world class tech, world class education -- you name it.
2) China's viewpoint is: you want to retire? Cool. Go work hard, get competitive, export, bring money, build wealth. This helps them build a stronger economy.
3) We have sitting ministers in India and the US, who keep pumping stocks.
Their viewpoint is stock market strong= strong economy.
That isn't true.
China is a great case study. Where the stock market returns have been dismal. But, the economic progress has been strong.
If innovation needs to be funded: the Chinese government builds out PPPs.
Some of its most innovative crown jewels like Huawei or DeepSeek are private firms, not listed companies.
In the last 5 years: Chinese Tech has done exceptionally well. So it is not as if an economy needs a thriving equity market for its companies to do well.
4) Now: like India, the US too is stocki-fied. But, there is a key difference:-
- In the US: the risk is taken by the public. But, the public gets an upside.
- This has to do with the nature of the firms. US firms chase innovation. Indian firms chase scale.
- There is a massive difference between the two.
5) Let's work through some examples:
- Autonomous vehicles (who is building): Waymo, Tesla, Rivian etc. All american (& chinese)
- What about AI stacks (America + China)
- Let's check Healthcare? GLP‑1 and related incretin drugs such as Ozempic/Wegovy (semaglutide, Novo Nordisk’s major US presence) and Zepbound/Mounjaro (tirzepatide, Eli Lilly)
- What about CRISPER/Organ Transplant? etc. Again you'd see US/Europe
6) Research is risky. And, it needs capital. Most of this can't be raised via debt (loans). So the venture/private capital needs to come, in the form of equity.
In simple words: while Chinese government steps in to absorb the risk. This model can't be done in most countries.
In the US, this is done by venture firms/private capital via stock markets.
7) What about India? What really is the private capital funding here?
Ans) scale.
Consider Zomato. One of the top firms to come out of India.
What does it do really? Why does it need so much equity capital?
Well to build more dark stores?
Put more delivery boys on roads?
No one steps back to think: why do we NEED (truly need this) in the first place. But, more importantly: why so much "risk capital" needs to be thrown at Zomato?
I am not against Zomato's growth. I am against its artificial and urgent growth.
It is common sense: that if such firms were left alone to scale at their natural pace, humanity would not miss much.
Fine, we would have reached 10 mins delivery after 20 years. What's really the problem?
8) In this game, investors miss a critical point: to chase "scale", we lose "control"
Let's go back to China's example: who controls their banks, telecomm, FinTech?
Now, ask the same question in context of India? Who owns our banks, our fintech etc?
So what did we sacrifice to accelerate this hypothetical innovation? We gave up a lot of control.
9) Step back and ask: why stocki-fy the Indian economy? What purpose does it serve?
From an innovation & control point of view: we don't achieve much.
But, when "savings" are directed to MF houses, government can get a say: where can these be directed. That's control and power.
10) Now, you might say: BUT, this is the same case with Banks? true. But, here is the key difference:-
When you lend to a bank via deposits, that's a liability on a bank. That's not risk capital.
But, when a MF house/PMS destroys your portfolio, it is the "risk capital" not working out for you.
You see the difference?
Indian firms trading a record valuations (with Foreign Investors pulling out) is not a validation of the market. It simply tells us that the risk capital the retail junta put, simply got riskier.
English

@WealthEnrich Yes,
Vaseline, Lipton , pears ,Horlicks, boost - HUL
Maggi - Nestle
Tang,Oreo - Mondelez
Kurkure , 7UP - Pepsi
Sprite - cocacola
Dettol - Reckitt
Eesti














