Parag Parekh

@Sunny29223375 would you know the RERA number ?

347 meters tall giant for Mumbai ! Shapoorji Pallonji to soon launch Imperial Tower 3 in Tardeo. • Two wings: 94 & 93 storeys • Developer has already received AAI NOC & RERA Approval.

timesofindia.indiatimes.com/city/mumbai/bo… ₹11 isn’t the point. The symbolism exposes the rot — shameful, even if no one’s embarrassed

@marinebharat Amazing..do you have more information on this or can you point me to a source ? Thanks

Mumbai Port Trust invited Architectural and Engineering Consultancy tender for Development of Central Govt Office Complex and Residential Buildings at Cotton Green Area on Mumbai Port Land Huge empty area next to Freeway 😃 Pic Source - HCP

@VishalBhargava5 Individual bribing is replaced by group extortion. Corruption has increased manifold.

A Mumbai builder said “Bribes have gone down. But extortion has gone up”

@mybmcWardFN @myBESTElectric @bmcmumbai BEST’s response to hanging live cables has been limited to tying and shifting cables. Hazard remains unchanged. This is temporary jugad, not a safety solution. Any incident will be due to known negligence despite written complaints. Immediate permanent rectification is required

@parag_jpp @myBESTElectric @bmcmumbai We have conveyed your complaint to the concerned department.

URGENT PUBLIC SAFETY ISSUE Loose live power cables hanging from Distribution Box A-571, Jain Mandir Lane, Sion West. Obstructing vehicle movement. D. Box door left open. Heavy pedestrian traffic (incl. children & senior citizens). @myBESTElectric @BMCMumbai @mybmcWardFN

If you enjoy poetry, do give this a read. amazon.in/thinking-throu…

@VishalBhargava5 Agreed. GPL’s latest Worli project is clearly in this category outlined by you. Currently, only a handful locations on the western or eastern front offer sea-facing views that are unlikely to be obstructed over the next 5–10 years. Rest all will become partial sea/city view homes

Few weeks back an X user reached out for his home purchase. He had almost made up his mind on a ₹100 crore apartment at Worli. The sea-views were a key factor. I told him - it won't remain. With unprecedented construction, Mumbai is seeing the death of the sea-view home.

@joecarlsonshow Aapl (30%), TSLA (22%), AMZN (6%) - will normalize slowly over long term

My Top 3 Are: 1) Google 2) Mastercard 3) Amazon These three make up a combined 37%. Nothing fancy. I want easy, predictable money as my top holding, not long shots.

@VishalBhargava5 @nikhilkamathcio @elonmusk Worth a watch for sure. Elon’s clarity of vision is remarkable, even if he doesn’t always articulate it perfectly. To me, his view that AI & robotics driven productivity gains would outpace global money supply and trigger deflation in under five years is absolutely mind-blowing.

Saw @nikhilkamathcio podcast with @elonmusk Relaxed and brilliant with a top set of questions. Musk is not the best orator and has the habit of thinking fast & speaking slow. Musk’s ideas of the future are so unimaginable - that I’m glad he’s dumped politics to focus on business

@zoru75 Tragic. Greed overshadows everything

Carter Road Bandra 7 fl bldg being re-deviloped With 7 levels of parking in 19.5 m deep basement With 19 floors above 55k Sq Ft of flats on 11k Sq Ft plot All in name of rehab of some slum dwellers in Timbuktu My Carter Road Going to new depths To rehab our slumdwellers

I’m buying in a staggered manner. I’m not a finance person, so I can’t comment much on valuation risk, but I do know the company owns strong consumer-facing assets, enjoys a solid moat in social engagement, and hasn’t fully leveraged AI yet. I’m not sure about the extent of the upside, but over the long term, I see limited downside risk. Why aren’t you buying ? Do share your thesis too.

Why should I buy (or not buy) Meta stock right now?

@VishalBhargava5 You’re nearby — drop by if you’re in the mood for a calm, home-style breakfast. My door’s open :)

In Matunga-Sion belt from 8:30am to 11:30am. What’s the best place to catch a nice relaxed breakfast? Hidden gem preferably

@VishalBhargava5 Sewree, and projects with good connectivity to Atal Setu, in my view.

Navi Mumbai Airport: The top 3 locations that will gain the most? Residential & Non-Residential

@VishalBhargava5 Wonderful episode. He’s not just sharp, creative, and passionate about his craft — he’s a true mentor in the rarest sense. He guides without preaching, listens more than he speaks, and inspires by example — something most mistake for mentoring but few truly embody like Vijaybhai.

Meet arguably the last of the designer-builders in Mumbai - Vijay Wadhwa. He talks about Mumbai from 1969 when homes in Bandra were sold at ₹49/sqft. He’s survived many down-cycles including a phase in 2008 when prices went down by 50%. Homes will be affordable soon he says.

@VishalBhargava5 Honestly, it’s exhausting. Corruption isn’t even discreet anymore — it’s a full-blown group activity now, with bootlicking shamelessly replacing merit.

The number of Mumbai Builders who say (privately) Corruption is much much worse today than a decade ago: 100/100.

I’m holding my position for now. I think the stock could climb another 10% or more before it levels off. The recent ruling should also boost other companies, with Apple likely to benefit the most. At the same time, Google could see a rush of new revenue from new partnerships as firms look to collaborate and share insights.

It’s not a bad time to do some gain-taking with Google. But I won’t be. It’s not my style. The big gains are made by holding when the fundamentals tell you to hold. Google could gain a trillion in market cap and still be fair valued based on its fundamentals. The risk has been reduced, the future is more clear, and the valuation is still low 20 PE.

@joecarlsonshow Bought some more. Believe the market is large enough and expanding so google and others will only help the case. Will add more if it drops.

For this who may have missed it, this is obviously a reference to Duolingo. Google just recently announced language learning and live translation in Google translate app. For those not familiar with Duolingo at all, this comes across as concerning. And the stock is down today with that concern. History is full of smaller more specialized competitors doing well despite big tech competition. Spotify competes Apple, Amazon, and Google. Shopify competes with Amazon and is growing substantially. Intuit has competed with Microsoft for years and has won. Roblox won against Metas Horizons. And there are many more examples. My guess is that Duolingo is likely to end up the same way. The engagement mechanics that keep people hooked day in and day out don’t exist on Googles translation app. And I think it will be difficult to replicate that engagement. I could be wrong, but time will tell.

NYC reimagined.

@joecarlsonshow I would trim CRM and add UBER. The other two are trends while Uber is a classic.

Stocks I’m watching: Spotify Uber Shopify Maybe if Salesforce disappoints me enough the rest of this year, I’ll make a trade.