Karnik Shah

This is exactly the kind of elite mentality required at @ManUtd @Sanchooo10 @MarcusRashford @JesseLingard @paulpogba

@HBI_tweet @dw_sports @FIFAWorldCup @AllIndiaFtbl @JioHotstar Best viewing experience

@karnik25 @dw_sports @FIFAWorldCup @AllIndiaFtbl @JioHotstar Why? JioHotstar already have many tournaments ehy you want monopoly of jio here?

🇮🇳 Where will Indian fans watch the World Cup? ⚽️ There's STILL no broadcaster who's bought the rights to show both the 2026 and 2030 tournaments 📺🏆 FIFA reportedly dropped its asking price from $100 million to $35 million 📉 The World Cup kicks off on June 11th...

Read the full article here: substack.com/home/post/p-19…

India uses 1,300 units of electricity per person per year. The US uses 12,000. That gap is a four-decade investment thesis. Here is what I've been researching: India's power infrastructure value chain- 5 layers, 6 companies, and where the margin actually sits. The MNC oligopoly at the top (GE Vernova, Hitachi Energy) is delivering extraordinary results. GE Vernova's EBITDA margin went from 16.7% to 26.7% in a single year. Hitachi's order book is ₹29,135 crore: 55-60% HVDC. These are the right businesses. The market knows it. The valuations reflect it. Below them, three setups I find more interesting: 𝗤𝘂𝗮𝗹𝗶𝘁𝘆 𝗣𝗼𝘄𝗲𝗿 (QPOWER): Claims to be the only Indian manufacturer of HVDC/FACTS coil products above 220kV. Its customers include Hitachi, Siemens, and GE Vernova. Standalone EBITDA: 34%: higher than GE Vernova's 26.7%. ₹6,000 crore market cap. 𝗞𝗦𝗛 𝗜𝗻𝘁𝗲𝗿𝗻𝗮𝘁𝗶𝗼𝗻𝗮𝗹 (KSHINTL): Makes the winding wires inside the transformers that GE Vernova and Hitachi sell. If you're using EBITDA margin % to evaluate this company, you're using the wrong metric; full copper pass-through means the correct lens is EBITDA per tonne, which improved 12% YoY in Q3FY26. Top customer: 10.18% of revenue. December 2025 listing. ₹2,629 crore market cap. 𝗙𝗶𝗻𝗼𝗹𝗲𝘅 𝗖𝗮𝗯𝗹𝗲𝘀 (FINCABLES): Not just a cable company. Holds 32.39% stake in Finolex Industries + ₹2,770 crore in liquid investments. Non-core income exceeds 25% of PBT; strip that out and the core cables business trades cheaper than the headline PE suggests. Three catalysts: E-beam cables (₹500-600 crore revenue target), in-house optical fibre, DISCOM exposure. Full deep dive: 7 companies, 5 layers, complete financials, on Substack and YouTube. SEBI Reg. INH000023807 | Positions held: QPower, KSHINTL, FINCABLES | Not investment advice.

@adam3us Sounds like something Satoshi would say

i'm not satoshi, but I was early in laser focus on the positive societal implications of cryptography, online privacy and electronic cash, hence my ~1992 onwards active interest in applied research on ecash, privacy tech on cypherpunks list which led to hashcash and other ideas.

@utdBrett Banger

Aaron Ramsey coup de grâce

@tushar9590 He's a charlatan of the highest order. He blocked me a long time ago for just asking about Brightcom Group

The guy farts and a headline is made.

@SeverusChud What goes around comes around

There's something really tragic about watching old footage of England and realising your entire civilisation has been stolen from you.

Big W

Just wild

@adamscochran @nikitabier @nikitabier has ruined this platform

Not sure what @nikitabier did to the algo, but the feed is 90%: * Viral videos * Japanese people trying peanut coke * Ragebait posts Can we not just look at a posts virality, but also the type of post? I don’t give a fuck about TikTok cat videos, no matter how viral. I do want *written* in-depth news, politics and economics posts that are viral for that content type. That’s what I spent years curating who I follow, and using this platform. If I wanted TikTok or Instagram I’d go use them. They are better at that. Twitter is best for what I care about, in my niche, not ramming another viral trend video down my throat.

@albinder Shouldn’t have announced this on 1st April.

Today we’re launching Blinkit inside the Mumbai Airport! Specifically Terminal 2 (Domestic departures) of Chhatrapati Shivaji Maharaj International Airport. Through our partnership with Adani Airports, travellers can now order from a selection of 2500+ products like phone chargers, books, gifts and more on the Blinkit app. Orders will be delivered within the terminal by our dedicated team of walkers. This is the first airport in the world to have a service of this kind and we're excited to deliver all the last-minute needs of our customers. P.S - update your Blinkit app to the latest version to order. @Adani_One | @AdaniDigital | @CSMIA_Official

@mister_whistler Investors don’t have any concept of due diligence

Rahul Yadav’s hattrick! Consistency over everything🙌🏻

@VishalBhargava5 @mybmc They’ve done the same at Nepean Sea Road too. @mybmc is totally incompetent regardless of who’s running it.

Pedder Road: One of the richest neighbourhoods of Mumbai. @mybmc - what have you done to the roads here? Disaster.

@persistencecap Just read this, fantastic overview! Thanks for sharing!

At Persistence Capital, we spend the weeks after every earnings season reading everything across 500+ publicly listed companies – calls, letters, filings, footnotes – trying to figure out what actually changed and what was just noise. We have now started distilling what we think matters each quarter into a single deck. The result is Signal & Noise – 220 slides, 100+ companies across 8 sectors (IT Services, Internet, Financials, Manufacturing, Healthcare, Consumption, Industrials, and Defence). Your portfolio may be down, but at least you can read 220 slides on why it fell 😅. The full deck is accessible in .pdf format using the link below: docsend.com/view/dcg46sfb6… Would love to hear what resonates and what we got wrong. Disclosure: No recommendation to buy or sell anything. Please consult a financial advisor before making any investment decisions.

@harshilmathur Operator of a manual lift is not the same as a lift man who presses buttons.

Mumbai still has lift operators in 2026. That’s all you need to know about why AI is India’s biggest opportunity and biggest risk.

@gurjota Hacker still probably more ethical than Akshat

In some shocking news, I narrowly survived a potentially catastrophic hacking attempt by Akshat Shrivastava's X account hacker a few days back. You could be the next victim of the hacker, so please read this and take appropriate action. Around a week back I got a message from Akshat's account appreciating my tweet on ITC. I was surprised because I never followed his account and to my surprise, he was following me. I had absolutely no clue that his account had been hacked. The next day, I got another message which seemed like weird AI slop but I just ignored it. The hacker was just trying to engage me. The day after, the hacker sent another message appreciating my ITC tweet and wanted to do a podcast with me on the same. As I had already done a few podcasts earlier, this was not something which raised my eyebrows. But I told the hacker I need to do more digging with few more examples which would make the podcast worthwhile for the viewers. The hacker said, let's do a call the next day to align on the podcast topics, which I agreed to. Curiously, the hacker did not send me any meeting invite the entire time till 2-3 minutes before our scheduled call. The meeting invite took me to some third party application website where I was required to download and install a software. This raised my eyebrows a little bit, but then I assumed it might be like a software which Youtubers and influencers use to record podcasts as I've also done this on few other podcasts. However, during the installation it asked me to go to my Security/Privacy settings and make a few updates or copy a piece of code and run it in Command prompt. However, the piece of code was not getting copied and pasted. And in the struggle of following these steps, the alarm bells started ringing for me. I immediately Googled if Akshat Shrivastava's X account had been hacked, and I saw a YouTube post where he had mentioned the same a few weeks back. And that was that. Thankfully, I managed to gather my wits before it was too late. For now, I have completely turned off my X chat. If anyone wants to message me, please put a tweet on the same and I will only re-open my chat if it's something important and cannot be discussed publicly. And do not expect me to try out any new products in shape or form (website/app download/etc.). I know that majority of people have no ill-intention but as Charlie Munger said "All I want to know is where I'm going to die so I'll never go there" A couple of things which you should do to protect your privacy, personal data and finances: 1. Do not share any kind of personal details with anyone on social media. Even if that person is a famous celebrity with millions of followers and a blue tick, forget about finfluencers 2. Activate 2 factor authentication on all social media apps and obviously for all trading/finance/investment apps 3. Do not keep the same password across multiple platforms And lastly, I request you to report his account and try to get it blocked/deactivated as the hacker might have already scammed / tried to scam many others.

IPL teams have a tighter cost structure and therefore have better chances of profitability and no relegation risk (unlike European Clubs) BUT the competition runs for only 2 months a year, has a fan base that is only in India and make majority of their revenue through media rights unlike most of these franchises which have diversified revenue streams- valuations for IPL teams feel too optimistic

Many are commenting on how IPL's valuations should reach NFL, EPL, F1 and NBA Valuations A cursory search online - and it tells you - while IPL Teams are still much below the average NFL team in absolute value - our relative multiples are extremely high The question is - how much of the future potential is already in the price? At a P/S multiple of 32x, RCB is actually valued more aggressively than most of the NFL and NBA teams on the list Cowboys sit at about 12x revenue The IPL's tight cost structure (centrally negotiated media rights, franchise model with auction-based player costs) makes profitability more achievable than in European soccer. The market is pricing in future potential rather than current earnings. Let's see where this settles #IPL #RCB #StockMarket #Deal #FMCGisLife

Usually not one to celebrate the downfall of companies, but this is definitely one exception!