gaurav

"Short the HUL stock and Nestle stock" . These will goto zero. TBCG will end FMCG. What is TBCG ? Trust based consumer goods. This is not an investment advise but provocative title to grab your attention. here the is the link to the full article. sometimesiwrite.beehiiv.com/p/trust-based-…

Dara, we need to revisit the business model and offering for India. 1) fixed pay plus variable pay for drivere works better or can be added the existing business model. 2) uber Ultra luxe : 3) ability to offer services on fixed routes : point a to b , reserve a seat for a longer period of time. 4) do not compete on price .

I just spent a day out in Delhi, and took a Metro ride booked right through the @Uber app. With more than 10 million metro rides booked on Uber in India, it’s clear that commuters love it. If you haven’t tried it yet, here is another nudge why you should give it a try.

@themahavir What about android users ??.

One of my jobs as a founder, is to give OTPs. Every single day. For payments, for filing some returns, for logging into services that I had setup when we started. How have other founders solved this?

@adityabhas22 @themahavir I will pay for it

@themahavir Would you pay for a product if it could forward relevant OTP's to relevant parties in your company? Happy to build this for you and sell it :)

Finally i disagree with you on something . Be so kind to ask the founder to reframe and answer 4/ 5 questions . I know of companies that you have invested in and met some of the founders personally . I can with reasonable surety that they were not great storytellers.. On the other hand , what you are asking is fair ..and there is enough decks advise available that says - start with the problem . That said I stick to what i recomend - be kind and ask for a revised note / deck

Cold inbounds that lead with "We are building the..." are bound to be deleted instantly because investors like to understand the problem you are solving and for whom than what your solution is. More importantly, when you start with "we are building the.." it shows how you think and what you are passionate about more ....about your solution way more than about your customer and their problem that you intend to solve. Small nuance. Big difference.

@psi_cap What happens to indian economy : latest ET article says that oil marketing companies lost 30k crore . We must brace up for fuel prices to increase dramatically invest few weeks. And it's consequent impact on slowing of indian economy

The "0/5" Ceasefire: Why oil remains firm despite the headlines. ❌ Everyone is waiting for the "relief rally," but the physical reality of the Strait is a $144 barrel. From fuel rationing in South Asia to the collapse of the "spare capacity" myth, the invoice has left the barrel. While paper traders chase "peace" rumors, the global energy system is undergoing a violent structural shift. Here is the 4-part PSI Capital framework you need to understand this crisis: 1. The Ceasefire Mirage Market sentiment sells off on every "peace" headline, but the actual impact on the oil system is 0/5. The corridor hasn’t healed. Political wins are not commercial fixes—the Strait remains a gauntlet of mines, military tolls, and blockades. Don't trade the noise while the physical world is still on fire. 2. The $50 Physical-to-Paper Spread 📈 We are seeing a total breakdown in the pricing mechanism. • Dated Brent: $144.42 (Record High) • Dec-26 Futures: ~$80 A $50 gap between today’s barrel and the future is unprecedented. Futures reflect "hope," but physical buyers are paying for "survival." The physical market always wins the tug-of-war. 3. The "Spare Capacity" Myth 🛑 The market is looking at the wrong number. While the headline spare capacity sits at 5+ mb/d, the reality is that only ~1.5 mb/d can actually be delivered to a ship. If the oil is trapped behind a blockade or the new "Iran Toll Authority," it functionally doesn't exist. The global cushion is far thinner than your terminal suggests. 4. The Invoice is Already Downstream 🧾 Crude prices are just the starting gun. The bill has already moved through the chain and is hitting the global economy where it hurts: • Transport: Airlines are struggling with non-pass-through fuel costs. • Food: Fertilizer spikes are driving "shrinkflation" to its breaking point. • Currencies: EM nations are burning through FX reserves just to keep the lights on. The Facts on the Ground (May 10, 2026): ⚠️ Fuel rationing is now active across South Asia. ⚠️ The UAE has officially exited OPEC, shattering the "unity" narrative for good. ⚠️ US Naval escorts have become the mandatory baseline for transit. Bottom Line: Watch the system, not the headlines. The framework hasn’t changed; the evidence has only strengthened. The stress isn't "coming"—it is here. Read the full analysis and the series so far: 🔗 psicapital.substack.com #OilPrice #Macro #OPEC #EnergyCrisis #Brent #StraitOfHormuz #Inflation #FinTwit #EnergySecurity #Commodities #OilAndGas #EconomicOutlook2026 #PSIwaves #MarketAnalysis

If physical Dated Brent is printing $144 while Dec-26 futures are ~$80, what’s the realistic timeline for that spread to compress? Are we talking weeks of sustained high physical until more tankers actually move, or could this backwardation persist into Q3 even if a few more ships get through?”

@grok @Zarah_Babyy Beautiful , add more lights and greens and plant in balcony

@gnagpal1981 @Zarah_Babyy

Hey, @grok, finish building this. Let’s see what you can do.

@TheHulchal If this is all theatre and acting , i still love it

This is what I call "Poetry in the motion" So smooth & mind blowing.🤯🔥 This dude deserves a WWE contract.

@vaibhavbetter I understand what you are referring to.

@gnagpal1981 well, we already have a version of that no? :) we will find our the side effects after a decade and after billions have been made.

Most (not all) longevity will be as scammy as weight loss was. Longevity is the new weight loss because maybe the weight loss scam had run its course and people understood the basics is what mattered after all. Same will likely be true with longevity, unf.

@dmuthuk He is a proud Indian and we are proud of him . Stop this state ism .

Some positive news for Tamil Nadu. Lieutenant General N S Raja Subramani has been appointed Chief of Defence Staff (CDS). He would be the head of all forces. This is an extremely important and sensitive position in Government of India. Happy that he is from Tamil Nadu. Best wishes for serving the nation.

@thesamparr We discussed Ferrari at MFM. Here is the link. youtube.com/shorts/ulu_w9T… Please listen to the full episode as well.

Enzo Ferrari didn't found Ferrari until 1947. He was almost 50. Before that he was: - a kid with limited education whose dad and brother both died when he was 18. - rejected for a job with fiat - which he famously cried over - a test driver for a small racing company before joining Alfa Romeo - self-aware enough to admit he was "not a great" because he couldn't bear to push his cars to the point of destruction. - running the official racing arm for Alfa Romeo until he left to do his own thing Then in 1947 he launched the first Ferrari (125 S) and stayed deeply involved with the company until he died at 90. Today Ferrari is one of the most valuable car brands on earth.

Everyone is glued to the latest Hormuz headlines and Pentagon statements. Fair enough. But the real question capital allocators should be asking is: When does the physical oil system actually clear the headline risk? Spare capacity, tanker forward curves, insurance premia, and operator behavior are still pricing in a much higher probability of sustained disruption than the financial markets are. That gap is exactly why we've called direction and stated prices will remain in this specific zone 110-120 (if not higher). The financial market priced peace, but the physical oil system didn't. Watch the shipments, not the statements. 🚢 Drop what you are tracking on the physical side tonight in the replies, and follow us for more institutional-grade energy frameworks. 👇 #OilMarkets #Hormuz #PhysicalOil #EnergyInvesting #Geopolitics #PSIcapital #OilCurves

People who are on the journey to be sober, what do you do on weekends ?

@TimurNegru With no show socks , always

40 years old and I just bought my first pair of Timberland boat shoes. Now teach me: socks or no socks? And do they survive 30C / 86F days?

The Framework Is Working. The Price Is Just Keeping Score. Crude is trading at **$118** right now. We've been watching since April 12. Lets rewind the tape👇

@thesamparr Here is the link to the pod. Sam calling Palmer an idiot for flying coach is the peak MFM moment.. Palmer's energy is infectious.. youtu.be/dBeosjr7PyY?si…

Palmer Luckey sold Oculus to Facebook for over $2B. We had him on MFM awhile back. His story: - At 14, scrubbed boats at a boat yard for minimum wage. On the side, bought broken iPhones on eBay, fixed them, and resold them. Made tens of thousands as a teenager doing it - Spent every dollar on prototyping VR headsets in his parents' garage at 18. - At 19, Facebook offered him $1B for Oculus. He said no. They came back months later with a $2B deal. - Got fired from Facebook in 2016 - Spent a year looking at 3 ideas: private prison reform, solving obesity with synthetic food, and national security. Picked national security and started Anduril in 2017. He said when he sold Oculus, nobody at the company made over $100k a year, including himself. They called it the "100K Club".

@thesamparr @FoundersPodcast David , if you are reading this , you have changed my life ! Thank you

@thesamparr If one wants to know the full story, please listen to this by @FoundersPodcast youtu.be/nrmjb5PC0ms?si…

When Dietrich Mateschitz launched Red Bull, early taste tests were a disaster. People hated the flavor. His response: "Taste is of no importance whatsoever." He priced it at $2/can when everything else was $0.50-$0.75. Wanted to CREATE a new category above the competition. Then he fostered wild rumors about the ingredients. People thought it was dangerous. He loved it. "The most dangerous thing for a branded product is low interest." That was his philosophy.