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@TheNavroopSingh @ankitatIIMA sir,do you follow his thesis?

How does Netanyahu’s weakening political impact New Delhi and its hold over Washington. There is rising tide in US to limit Israeli influence. If Bibi loses in October 2026 which is now a real chance. How does that impact India regionally & globally ! And soon after in November, Trump will become a lameduck president after midterms. Lets see how this unfolds next few weeks and months

Remember the Athenians Great Powers Don’t Forget, Rarely Forgive By Vikas Sehgal Let me begin with a disclaimer. I am not predicting the destruction of Iran. I am not claiming that war is inevitable, nor am I arguing that history repeats itself with mechanical precision. What I am describing is a pattern, one that appears frequently enough throughout history that it deserves consideration, particularly when public attention is focused almost entirely on the immediate present. Imagine yourself standing in the palace complex at Persepolis. Dawn light filters through towering columns adorned with carvings of conquered nations bringing tribute to the Great King. Before Darius rises from his bed, a servant whispers a simple phrase into his ear: 'Master, remember the Athenians.' The reference was to Marathon. To Darius, ruler of an empire stretching from Egypt to India, it was a reminder that even great powers remember humiliation. Persia returned. Years later Xerxes crossed into Greece with one of the largest military expeditions the ancient world had ever seen. Powerful states may absorb defeat, but they rarely stop thinking about it. History contains countless variations of this story. Consider Rome after Cannae. Rather than negotiate from weakness, Rome rebuilt, adapted, and ultimately prevailed. Roman memory endured long after the immediate threat had passed. Increasingly, Roman statesmen adopted a phrase that became famous across history: ‘Carthago delenda est’, Carthage must be destroyed. Rome no longer viewed Carthage as a rival to be contained. It viewed Carthage as a problem to be eliminated. Eventually it was. Rome remembered. Rome returned. Rome finished the problem. A similar pattern emerged in ancient China. Qin suffered setbacks against Chu, but defeats were treated as information rather than final judgments. Strategies were revised, armies expanded, and lessons incorporated. Qin kept returning until the outcome changed. Modern history offers similar examples. Russia’s experience in Chechnya followed a familiar pattern. The First Chechen War exposed severe weaknesses. Moscow studied its failures, adapted, and returned. The Second Chechen War produced a dramatically different outcome. “Silence is frequently mistaken for surrender. More often it is preparation.” Persia. Rome. Qin. Russia. Different civilizations. Different centuries. Different technologies. The common thread is persistence. Modern observers often confuse tactical outcomes with strategic conclusions. A withdrawal is interpreted as acceptance. Restraint is interpreted as surrender. A pause is interpreted as closure. History suggests something different. Very often the period immediately following a setback is not acceptance. It is assessment. Markets are extraordinarily effective at processing information about the present. They are considerably less effective at pricing structural change. The investor asks what happens next quarter. The historian asks what happens if this is merely the first chapter. The Israel that emerged after October 7 is not the Israel that existed before it. Strategic assumptions changed. Threat perceptions shifted. Iran therefore faces a strategic environment that differs substantially from the one it confronted even a decade ago. Iran is not weak. Its resilience has repeatedly surprised adversaries. Yet resilience and strategic position are not the same thing. For decades Iran enjoyed extraordinary leverage through the Strait of Hormuz. Entire strategic frameworks emerged around the assumption that the world would remain vulnerable to disruption there. “My concern is not that Iran can threaten Hormuz. My concern is that the world eventually learns not to care.” Iran does not face static adversaries. It faces adversaries that are learning. Israel remains one of the most technologically sophisticated states in the world. The United States remains the most powerful military organization in human history. The UAE continues investing heavily in advanced military capabilities, intelligence networks, logistics systems, cyber infrastructure, and strategic partnerships. States confronting serious threats rarely stand still. They learn. They adapt. And most importantly, they remember. Perhaps diplomacy succeeds. Perhaps cooler heads prevail. History certainly allows that possibility. History offers another possibility as well. Athens survived Marathon only to watch its city burn. Carthage survived Hannibal’s victories only to disappear from the map. Chu resisted Qin for generations only to vanish into a unified China. Grozny became a warning written in concrete and rubble. The most dangerous adversary is often not the one that has just been defeated. It is the one that has just learned. The headlines may describe the end of a crisis. History may be recording the beginning of one. Great powers do not always win. They miscalculate, stumble, and occasionally suffer humiliating defeats. What distinguishes them is memory. They rarely forget. And they even more rarely forgive. (Vikas is investor with @PineTreeMacro )

@SagarAwatade So you can speak kannada

Will go off topic today. 🥹🙏🏼 I would love to promote a place very close to my heart: my hometown, Mangalwedha. मंगळवेढा ही फक्त एक तालुका किंवा शहर नाही, तर संतांची भूमी आहे. Known as the “Land of Saints”, Mangalwedha in Maharashtra’s Solapur district has a rich history dating back to the 12th century. It has witnessed the rule of multiple dynasties and empires, yet continues to preserve its spiritual and cultural heritage. This sacred land is associated with: - Sant Chokhamela - Sant Kanhopatra - Damajipant, one of Lord Vitthal’s most devoted followers It is also home to several heritage landmarks, including: - Mangalwedha Fort - Ancient temples, including a rare temple dedicated to Lord Brahma And for food and agriculture lovers: Mangalwedha is proudly known as “Jwariche Kothar” (Treasury of Jowar). Its famous Maldandi Jowar and Bajra varieties carry recognized GI tags. One of the town’s most remarkable modern landmarks is the Riddhi Siddhi Ganesh Mandir. The temple was built through the devotion and determination of Shri Ashok Koli and his family after a right-trunk Ganesh idol was discovered during excavation while constructing their home. Despite many challenges, the temple was completed with the blessings of his parents and the architectural expertise of Mohanlal Sompura from Rajasthan, who spent nearly 40 years in Mangalwedha working on it. Sometimes, India’s most inspiring stories are not found in big cities, but in small towns that quietly preserve our history, faith and culture. ❤️ Proud to be from Mangalwedha.❤️

Mewnwhile India: Future IAS babu learning - Battle of Sonepat me chichi ungli se Gun powder kisne load kiya tha?

@Kal_Chiron @aravind @ankitatIIMA @niks

I have a different take on this. India killed US personnel in Kairana hills and in Noor Khan command centre. Dhurandhars killed many US operatives in Bangladesh during Yunus fiasco. Dhurandhars killed 10-odd more in Myanmar. Plus it arrested couple. But US cannot accept the deaths in Kairana as the maal there is all their own and they can't reveal that the operatives killed in BD and Myanmar are covert ops. On the top, we insulted Rubio too. USA decided to take revenge overtly. Now it is challenging India ki Kya ukaad legaa. Ball is in India’s court. As I said earlier - Modi has no ego of his own. Hindu-nation’s ego is Modi’s ego. He is sheep and nation is shepherd. If it is in the interest of that they need

@TitansVision That's detachment

That is one of the most foolish things a man can do. A man is responsible for himself. Whatever he is today is the result of his own actions and karma, and whatever he becomes will be part of his soul's journey. Every soul has a different journey. We interact with our wife, mother, father, friends, and others only for a brief moment within this vast existence of time. If your wife or any loved one chooses unhealthy habits, eats the wrong foods, or makes poor decisions, then they will face the consequences of those choices. Their suffering comes from their own actions, not yours. Therefore, it is not your responsibility to become sad, depressed, or emotionally destroyed because of the consequences of choices they have freely made. People create many of their own problems through their decisions. You may offer guidance, support, and wisdom, but ultimately each person is responsible for the results of their own actions. A wise man takes responsibility for three things: his mind, his body, and his emotions.

@investwithpaul You have got it all wrong mate. People who don't share their plans aren't doing it out of fear or the crap you just posted. I was also of the same thinking as yours;but life humbled me and i learnt my lessons the hard way.Hope you don't

I often hear people say - "Don't share your plans. Don't tell anyone what you're up to until you're successful." Because - "Nazar lagg jaegi" Because - "People will laugh if you fail" This is a bullshit mindset. You've already led fear to occupy your mind. You're already scared of losing. You're already scared of what others will think. Everyone that I've looked up to in my life has always been 100% open about their plans. If your will power, confidence, and hard work is so weak, that other people's negativity can affect it - then you were never meant to make it in the first place.

@LifeAfterFI Charity begins at home lady

Developing a proper garbage management system at scale (binning, segregation, recycling, disposal) and proper roads (lighting, signage, markings, parking, rules enforcement) can create jobs and also boost the Indian economy. But no govt wants to focus on non-sexy projects.

@1shankarsharma @riteshmjn Sir Aise toh fir life k har kshetra mein bola ja sakta hain. Abhi ke aap mein aur kal k aap mein bhi farak hoga...

@riteshmjn What was the Index composition at the pandemic time and prior to that for us to be able to make some judgement on whether today's multiples are cheap or expensive compared to the past? (Not to mention interest rates prevailing at different points in time)

The forward Indian multiple of roughly 17x on FY27 estimates is the lowest since the COVID-19 pandemic. This degree of multiple compression took 18 months in 2013. This time it took only eight. The valuation compression has arrived just as the earnings-recovery cycle is beginning, a combination that has historically defined entry points.  👆via 13D @sahilnandu

@FIR31415 @VecrosTech @besta_tweets Maybe,as they show in movies,a thief navigating intricate laser waves alarm network

we built a drone that flies without GPS, without a pilot, without any signal tested it in darkness, in GPS-denied zones. it just… works. so here's an open challenge: name an environment you think it can't handle. we'll test the best suggestion on camera.

@Pivot2Centre Dude,is this turning to be your highest liked post?

IMHO this is what is happening: India is adding a lot of green cover. I know this because I know few people who are involved in this + illegal mining has stopped at several places so the Forrest is taking over The online outrage is about the absolute mess of the bigger cities. People who are online mostly live in those cities and these people tend to speak more often on social media When you are stuck 2.5hrs in traffic, when the roads are broken in your city, when the footpath doesn’t exist, and garbage is everywhere, you tend to see the whole country as an extension of it

@vishnuagarwal64 Holmarc doesn't make any nuclear related equipment

Layer 3: The SME-listed entrants. This is the new frontier, and there are only a few verified names. - Admach Systems (BSE SME, listed December 2025): builds special-purpose machines in Pune. Days after listing, it won a ₹10.62 crore order from the Nuclear Fuel Complex, Hyderabad, for a pumping station that clears nuclear fuel tubes. Caveat: one nuclear order in a ₹67.5 crore book. An entry ticket, not yet a nuclear business. - Holmarc Opto-Mechatronics (NSE Emerge, listed 2023): makes lab instruments in Kochi. BARC is among its research clients. It replaces imported European lab equipment. Caveat: the stock is down about 48% in a year. A nuclear client list is a moat, not a guarantee. 7/12

India just made nuclear power equipment imports tax-free, backdated seven years to April 2019. Read that again. The government went back in time to erase a tax. No government cleans up seven-year-old liabilities without a reason. So, which market opportunities should we watch out for? Here is the full value chain, top to bottom… 1/12

@aravind This is such a poor advice.It would have worked in india but out there in the world? Nope You can't underestimate. Short term or rather,very short term win? Yes. No better than that

India must issue notice to all Indian sailors to strike and return back to India. Let the world's shipping stall. Let's see how Trump keeps energy moving and China its exports shipping. I have long been suggesting India create a network for Indian diaspora, of nurses and doctors, shippers and pilots, workers and constructors etc. Every Indian going out to work from India - record their skills, put them into a database, give them a community to connect to, with GoI giving info and incentives for them there. Use the power of this network when needed. Tap their skills if they return to India. And utilize their value outside India. All countries will be much more respectful to India if India can unify its diaspora workers and make them act in national interests like China does.

@HimjaParekh @navroop

There are certain sectors where Indians have a majority. In most global service sectors - it will be Asians. We have the skills, ability, willingness and numbers. You will find them in nursing too in all sorts of countries. Everything is not on the Indian govt. Please de hyphenate emotion from rationale. The govt must call out the untimely deaths of citizens but cannot take ownership for their actions. As to why is this not done with Chinese shadow fleets the answer is simple - they have more leverage than us. Also, if India would not have carried out a lot of actions in defiance we would not see these reactions from USNavy. Are they unlawful? Yes. Are they stemming from frustration? Yes. Are we relenting ? No. If Iran has understood Indians are emotional and will respond accordingly so has the US. In your dislike of PM please don’t confuse the woods for the trees.

@poojaofficial5 Basically,you embarrassed yourself

A few days ago, I visited Mathura. As soon as I reached the banks of the Yamuna, I was amazed by the beautiful sight. Colorfully decorated boats were lined up everywhere, each one trying to attract tourists. The boats looked so beautiful that I thought, "Why not enjoy a boat ride on the Yamuna today ?" So I walked up to a boatman and asked, "Brother, how much is the ride ?" He replied, "₹150 per person, madam." I immediately asked my next question, "And how long will the ride be ?" He said, "15 minutes." With a smile, I replied, "Alright, but I am going to check the time on my watch. If you bring me back before 15 minutes are over, I am not paying the full ₹150." The boatman looked at me for a few seconds. Then he burst out laughing and said, "Madam, just give ₹100 and get on the boat." The moment he said that, I couldn't stop laughing either. For a second, I felt like he must deal with customers like me every day, so he surrendered before the bargaining battle could even begin. I must say, the people of Mathura are not only welcoming but also masters of witty replies. Have you ever received such a funny response from a shopkeeper, auto driver, or boatman that made you laugh out loud ?

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GLISCO-DS created protests against Adani in Kenya for a deal they secured with the govt of Kenya by doing propaganda that the project affects the environment, is over priced etc. This was entirely done using social media in Kenya instigating their citizens against India and Adani by state sponsored psyops. The protests in Kenya was also used to hit Adani in India by turning Indians against the company and used for politics. Now, a few years later, a Chinese company got the same project for 1.5x the price Adani quoted and won. There are no protests in Kenya now. It is the same project, same environmental concerns, much higher price, and we can be sure the project will use mostly Chinese engineers and won't care much about any regulation. Please tell this story to your concerned friend who gets easily instigated against India's companies and development plans seeing Insta reels. Share it with your Kenyan friends. This is how they do psyops, derail Indian companies, hit Indian development, and then profit of it. Do not let them protest against development in Anadaman or Adani again. The same Kenya toolkit is being used to derail India's strategic development and destroy strategic companies.

@TheMinuend @aravind @ankit

Said it before. Fire, industrial mishaps to stones on tracks to derail trains to “fire” at high value infra. When a bankrupt neighbour can’t match you in conventional capability, their war doctrine will inevitably evolve into new frontiers. For IND to breach $10T, CISF & critical infra security will need a much larger budget & a massive upgrade. Takes little to scare away critical projects.

@adityalala2000 40 lakh wala mileage dekhega🤦

Fair point globally, PHEVs often end up as glorified petrol cars because people don’t bother charging them. But India could play out differently. Buyers here are extremely mileage-conscious, fuel prices are only heading one way, and ethanol blending is already hurting efficiency for many users. That combination creates a real incentive to actually plug in and extract the electric running cost advantage. If anything, India is one of the few markets where user behavior might force PHEVs to be used the way they’re intended.

@ramesh_vd That one large oem is tvs

#sedemac #sedemacmechatronics An IIT Bombay lab project is now the invisible brain inside millions of India's scooters, EVs & diesel generators — and nobody is talking about it. Here's the full picture on Sedemac Mechatronics 🧵 The setup Born from a question — why are Indian OEMs buying over-engineered Bosch ECUs for engines that run in completely different conditions? Sedemac was built to answer that. Not as a component maker, but as a software-IP firm that ships its code embedded inside hardware. Their sensorless control algorithms eliminated the starter motor, sensor hub, and wiring loom from two-wheelers entirely — one smart ECU does it all. Two bets. Both winning. EV power electronics — every electric scooter and e-rickshaw needs a motor controller. Sedemac ported its sensorless motor expertise into EV inverters. TAM grows from ₹3,100 Cr → ₹11,400 Cr by 2030 at 31% CAGR. Current share ~3.5%, targeting 20%. Industrial genset electronics — digital governors and AVRs for hospitals, telecom towers, data centres. 75%+ domestic market share already. Now expanding into US and European off-highway equipment. The moat is genuinely wide ECUs are designed-in at the vehicle blueprint stage — switching mid-lifecycle costs an OEM ₹15–30 Cr and 18 months of delays. ARAI certifications are non-transferable, platform-specific, and take 12–18 months to earn. Sensorless ISG + EFI patents run into the 2030s. Platform retention >90%. LTSAs lock volumes for 5–7 years per model cycle. ROIC spread of >3,000 bps over WACC. Competitive Advantage Period rated 10+ years. Capacity & capex Current plants (Chakan + Dhayari) — 5.7 Mn units/yr, revenue ceiling ₹1,100 Cr. Bhosari SMT complex comes online FY27 — adds 4.65 Mn units/yr, unlocking another ₹900 Cr. Combined ceiling: ₹2,000 Cr. Funded entirely from internal cash — FY26 FCF was ₹185 Cr on capex of just ~₹40 Cr. Zero balance sheet stress. Margin levers Gross margins 38–40% vs peers at 22–28% — the gap is code, not components. Employee costs fall from 9.3% → 7.5% of sales as volumes scale over a fixed R&D base. Finance cost collapses from ₹12 Cr → ₹3.8 Cr. Net debt-free. Interest cover heading to 35×. Result: EBITDA 18.4% → 22.7%, PAT 7.1% → 13.6%, ROIC 24.5% → 43.2% — all in four years. The numbers FY26A: Sales ₹1,058 Cr (+61% YoY) · EBITDA ₹217 Cr · PAT ₹104 Cr · EPS ₹23.7 · CFO ₹172 Cr. Management guided >30% revenue growth for next two years. At 30% CAGR: FY27E → ₹1,375 Cr sales · EPS ₹37.7  |  FY28E → ₹1,788 Cr · EPS ₹54.8 · CFO ₹312 Cr. Valuation At CMP ~₹2,587, trailing P/E is 109× — yes, expensive. But on FY28E at 30% CAGR, that compresses to ~47×. For a business with a 10+ year moat, 43% ROIC, widening competitive position, and management guiding >30% growth — 47× is the market pricing in flawless execution, not speculation. The Bhosari ramp and EV mix crossing 12% of revenue are the catalysts. Watch Q2 FY27. Risks Customer concentration — one large OEM carries outsized revenue weight. Any platform discontinuation is a cliff risk. Chinese entrants — BYD/Inovance tier-2 suppliers with subsidised hardware could target Indian 2W/3W price points. ARAI certifications buy time, not permanent protection. Verdict India's most uniquely protected play on EV electrification + industrial power digitisation, built on an IIT-born patent moat, funded by its own cash flows, run by founders with skin in the game. The moat is real. The valuation demands execution. The numbers say it can deliver. [Not investment advice, DYOR]