jaiminbm
3.9K posts
Question… if an X post goes into drafts, how can I prevent that post from automatically being published? It’s happened a few times and it’s really annoying.
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هام جدا جدا جدا.... وستم مناقشته في مساحة اليوم...
Attaqa Breaking News عاجل الطاقة@Attaqa0
عاجل بيان الإمارات بعد انسحابها من منظمة أوبك: القرار لا يغيّر التزام الدولة باستقرار الأسواق العالمية أو نهجها القائم على التعاون مع المنتجين والمستهلكين #الإمارات #أوبك
العربية
@ameyanifty @SahilKapoor @KalpenParekh Brother you dont have digital first and AI, semi conductor companies. Not having proper strong global policy and over dependency on oil, while valuation of commodity business at sky high. Rupee is not performing well. But yes, blame capital gain+stt. We wont work on fundamentals
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@SahilKapoor @KalpenParekh Capital gains + stt is a big issue.
Biggest reason for derating.
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Read all the narratives about FIIs fleeing India.
Then look at the following data.
2024: India stocks valuations were at 2SD over long term. Earnings growth was peaking. Sales growth has begun to moderate and would eventually go to mid single digits.
For 16% ROE or even lower businesses you were getting exits at more than 40x trailing multiple.
Rupee was at threat from slowing FDI flows and peaking of remittances trend.
When FIIs sold, they were mocked. India equity weights in EM basket peaked at close to 24% (severely limiting incremental inflow probability).
The narrative was if not India then where would FIIs go. It was a false narrative.
(Every single data pointed mentioned above was highlighted in DSPNetra)
FY27 start:
Valuations are at multi year low.
Many large caps at fair or below fair value.
India equity weights at less than 15% in EM basket, at multi year low.
For the first time in more than 30 years FII were net sellers in 2 consecutive years FY25 and FY26.
Rupee pricing in peak pessimism from BOP stress, Oil troubles with REER at two decade low.
The probability of incremental sale from FIIs is one of the lowest now.
The narrative is FIIs dont want to invest in India. It's a flase narrative.
Mean reversion is very hard to digest in real time. Both at highs and lows. It becomes evident only in hindsight.
In real time, pay attention to data.
Sahil Kapoor@SahilKapoor
When Will FIIs Come Back To India? Equity prices do not move because FIIs buy. Like most investors, FIIs chase price. They usually do not create trends. Instead of equity investors and traders, this question should interest economists tracking India's Balance of Payments. India's capital account has recently slipped into deficit. The reasons are visible. Weak FDI inflows. FPI outflows. Large outward investments by Indians. Easy exits through IPOs, FPOs and OFS. Stretched equity valuations. A shaky macro backdrop. That is precisely why this may be a strong contra signal. What do foreign investors see today? More reasonable valuations. In some pockets, perhaps even cheap ones, especially in large, high quality, liquid listed firms. More important, the Indian Rupee is near one of its weakest REER levels in many years. And many of India's macro stresses now look near their peak. Which means they are more likely to be priced in. Historically, the biggest foreign inflows into India have come when valuations were cheap or at least reasonable. Not when optimism was highest. If there is a period after the COVID crash when FPI and FDI flows can begin to improve again, it is around this zone. Source: DSPNetra
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I’m going back to sleep! But before I do and since it’s 4:20am here… Good morning to day ONE of the ceasefire! #OOTT
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jaiminbm retweetledi
🇺🇸 Check out this animation of the Artemis II mission path, a nearly 685,000-mile journey.
The four-person crew will fly in a figure-eight trajectory: launching from Earth, swinging around the far side of the Moon (without landing), and then slingshotting back home.
Artemis II will be the first crewed mission to leave low-Earth orbit since Apollo 17 in 1972, 54 years ago. It’s basically the dress rehearsal for putting humans back on the lunar surface.
They're not just going back to the Moon. They're doing it with modern tech, international partners, and the goal of staying.
Source: NASA
Mario Nawfal@MarioNawfal
🇺🇸The next generation of astronaut is already looking at this step and finding inspiration. Congratulations @rookisaacman
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jaiminbm retweetledi
President Donald J. Trump provides an update on Operation Epic Fury:
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jaiminbm retweetledi
The cosmos gifted us a rose 🌹
This rose is made of a pair of interacting galaxies that have been distorted by each other’s gravitational pulls. Learn more about these cosmic companions: science.nasa.gov/asset/hubble/a…
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Lietuvių
QAM
Mr. Raghav Chadha ( @raghav_chadha)
These days you are delivering lectures on governance, morality and clean politics. Your PR machinery is working overtime to project you as the “educated, honest, new-age” face of politics ... even better sounding than your leader Arvind Kejriwal.
So I decided to read your 2022 election affidavit.
As per your own declaration:
• Total Assets: ₹36,99,471 (~36 lakh)
• Liabilities: Nil
• Income shown in ITR: ₹0 in multiple years
Now let’s fast forward.
September 2023 : your wedding with Parineeti Chopra in Udaipur. A multi-day, ultra-luxury celebration at venues like The Leela Palace Udaipur and Taj Lake Palace.
By every media estimate, it was a multi-crore affair.
So here are some simple questions , since you believe in transparency:
Who funded the wedding?
What was the total expenditure?
Was it self-funded? If yes, from which declared income?
If sponsored , who were the sponsors?
If family-funded , has that been declared?
Has the expenditure been reflected in subsequent financial disclosures?
You ask questions to everyone. You demand accountability from others.
Now the public is asking you.
When an affidavit shows ₹0 income and ₹36 lakh total assets, and within a year there is a lavish multi-crore celebration , transparency is not optional. It is mandatory.
Will you disclose the full financial details voluntarily?
Or is “clean politics” only for speeches?
The country deserves answers.
#Transparency
#PublicAccountability
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The primary question to ask now is-
Will AI shrink the size of Indian IT service companies?
Or will it expand them?
Whether companies which degrow will be valued the same way if profits are more or less maintained or grown slowly is the secondary question.
What we are witnessing now is a damage control act. Not a presentation of future promise. Atleast, not yet!
Clearly, it is an apologetic, defensive, industry stance.
Lastly, can latecomers be winners?
Only Time Will Tell.
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@WeekendInvestng Did Algo trading challenging all investors PMS services and MFs? What are this quant theme provided by almost all MF house and PMS services house. Sometimes one need to see outside the box.
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@jaiminbm Those products are challenging the services. So this argument is an old one now
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If you cannot beat your competitor at his game, team up with him
Good Strategy
#Infy
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@Kayfly2017 @MarioNawfal @Tesla He is a stupid paid stooge..he just try to please Elon and Tesla.
He will never share any wrong doings by certain group as they pays him.
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@MarioNawfal @Tesla Doesn't every car spin like that? Decades old Accord will do that. What's so special about this? 🤷
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🇺🇸 CYBERTRUCKS SPINNING DONUTS ON ICY STREETS
Winter storm turned Dallas into a snowy playground.
These Cybertruck drivers are straight-up owning it, doing epic spins and donuts right in the middle of the roads like it's a rally.
Source: @Tesla
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@PRATIKBULANI555 See how good we are playing T20. Many have strike rate of 150 and 200. Its delightful to watch new generation taking on the team to win. Gentlemen cricket coming back
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@jaiminbm That we should but since this is a T-20 WC year,expect less focus on other formats which is sad but that is cricket is moving
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@PRATIKBULANI555 We should have more international test match and T20 now 😉
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@jaiminbm Form me khiladi ko nikal de kyunki uski age ho gayi he😂
हिन्दी
@Dr_Gingerballs You are now automobile entrepreneur Ginger balls? Are you owning some automobile company or part of suspension team for any company which was trying to get license. Genuinely curious
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Those are electromagnetic suspensions. Bose invented them decades ago. Tried to license it and it was just too expensive to implement.
youtu.be/q8sVDenpPOE?si…
YouTube
Michael A. Arouet@MichaelAArouet
Interesting to watch, Chinese cars are definitely no longer what they used to be. They are improving really fast.
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@PRATIKBULANI555 Thats the harsh reality. We have lot of talent sitting on the bench which requires more international matches. From Kapil Dev to Dhoni, everyone had to retire and pass the torch to new generation. As a fan, one can debate but thats the fact. New Team building starts now
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@jaiminbm Kaunsi brand ki peete ho sir?
Not that I drink but at least I should know which one to definitely avoid😂
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