Soham Das, CFA

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Soham Das, CFA

Soham Das, CFA

@sohamdas

That investing guy!

Katılım Şubat 2009
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Soham Das, CFA
Soham Das, CFA@sohamdas·
People will be well served to believe Dhurandhar is Aditya Dhar's "Inglourious Basterds" where Hitler was killed by machine Guns- than it being "Downfall - Final days of Hitler." It's saving grace is, it is not an agitprop like Kerala Files/Kashmir Files etc.
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Piyush Bodaa
Piyush Bodaa@piyushbodaa·
This is why we need to restore Private Property as a fundamental right again in India ! Anyone encroaching on your private property should face serious consequences in the law A prosperous India is possible only by respecting the individual's right of private property
ANI@ANI

#WATCH | Hyderabad: On BRS MLAs and MLCs meeting the Governor of Telangana, Shiv Pratap Shukla, and submitting a formal complaint seeking an inquiry into the alleged illegal mining and land-grabbing activities of Minister Ponguleti Srinivas Reddy, BRS MLC Dasoju Sravan says, "Unfortunately, the Telangana government and particularly Minister Ponguleti Srinivas Reddy have turned out to be land grabbers...This is 27 acres of land... They conducted their Mandal survey in 2018 and built a massive compound around this entire land. Subsequently, they have done another survey under the direction of the High Court. A small portion of this land was acquired from these landowners by the HMDA (Hyderabad Metropolitan Development Authority)... These incidents amplify that they are the legitimate owners sitting on three survey numbers, 169, 244, and 245. Ponguleti Srinivas Reddy and his son run a company called Raghava Constructions... They came and said that we have a development agreement with the neighbouring landowners. We require your land... The moment they refused to give their land for the development, a new game was started by the revenue minister. His own assistant director initiated an AD survey, which was illegal, the High Court has condoned it, and put a stay on the entire survey...The hooligans tried to penetrate this land and then demolish the compound wall. When the landowners tried to file a complaint, the police did not help them. Today, under the leadership of our leader, KT Rama Rao and Harish Rao, some MLAs have come here to extend their solidarity to these victims... The police, revenue authorities and the minister all have colluded to encroach upon this land..."

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Tamal Bandyopadhyay
Tamal Bandyopadhyay@TamalBandyo·
It’s all happening. INR breaches 95 a $. After hitting a low of 95.12, currently trading at 94.96 a $. 10 year bond yield breaches 7%. Nifty one-year low at 22295.
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Soham Das, CFA
Soham Das, CFA@sohamdas·
@AadiAchint This represents the lowest, basest, most triggered opinion right now in the republic. If one thinks - throwing cheap jibes like "aman ki aasha gang", or thinking hot head/war is going to solve the Pakistan problem - then sorry bro - you are ngmi.
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Aadi Achint 🇮🇳
Aadi Achint 🇮🇳@AadiAchint·
Who gives you the permission to talk to Pakistan? Will you take personal responsibility of being punished by law if Pakistan acts like it does? I would really recommend you close your so called negotiations.. THIS WILL NOT HAPPEN IN MY NAME!!!! Your so called calmer heads has given us nothing but back to back attacks with people like you pushing for India to have "aman ki aasha" People like you have been responsible for the failure of Indian deterrence and you should be shameful for it! I would recommend what you can do with that policy but I don't want to be rude to a lady!!!
Nirupama Menon Rao 🇮🇳@NMenonRao

The women of India and Pakistan need to deploy our ingrained common sense and suggest ways forward in our relationship. We need a women’s caucus. Not to throw accusations against each other but to think calmly and sensibly about the future ahead. For the sake of our children. We need to bring in the counterpoint: without naming it, without sounding defensive, but making it impossible to dismiss. For decades, India–Pakistan engagement has been trapped in a single script: territory, terror, recrimination. We repeat it with ritual precision, but it yields diminishing returns. What if we widened the frame? In West Asia, especially the Gulf, our interests often run in parallel: energy security, diaspora welfare, maritime stability, crisis response. These are not abstractions since they affect millions of lives and the resilience of both economies. Engaging here need not dilute our positions, create false parity, or reopen familiar disputes. It can remain tightly bounded, issue-specific, and without prejudice to core differences. Skeptics will argue that Pakistan cannot compartmentalise, that any engagement risks being instrumentalised, and that peripheral cooperation has never altered core hostility. But the purpose here is not transformation, it is insulation. Not to resolve the conflict by other means, but to prevent it from defining all means. Some may also say Pakistan has found a “role” in the Iran crisis and India should not be seen as seeking one. But this is not about visibility or mediation. Our interests are structural not transitory. If anything, the moment underscores a larger truth: even adversarial states operate beyond their disputes when interests demand it. When the central track is blocked, responsible statecraft does not stand still. It explores parallel ones, carefully, deliberately, and on its own terms. Sometimes, widening the field is not weakness. It is strategy. The women must speak.

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Niharika Yadav
Niharika Yadav@niharikayadav01·
I call this the online fog of war – misinformation & cheap analysis flooding the internet at record speed. What cuts through and has kept me sane are historians who've studied Iran all their lives, know the language, and know theology. Abbas Milani, Karim Sadjadpour, Ray Takeyh.
Mike@Doranimated

The world is truly upside down! The Washington Post has published a brilliant article, written by, get this, a professor! To give you some flavor, here are a few choice lines by @jmurtazashvili: 1) "We are living through the first alt-war: a conflict in which the war fought online and the war fought in reality have diverged so completely that they might as well be happening on different planets. It’s not that people lack information, it’s more that they are constructing an entirely different alternate reality — one that confirms what they already believe." 2) "What worries me more than the fake videos are the people who cannot fathom that this war is going well for the United States, for Israel and maybe even for the long-suffering people of Iran. The strategic picture is more favorable than the online narrative suggests." 3) "Two weeks into the war, I watch otherwise reasonable analysts sprint to catastrophe. Former officials, thinktank scholars, credentialed professionals who are supposed to know how to read a conflict. Within days they had written the obituary: quagmire, overreach, disaster." 4) "The liberal internationalist left and the isolationist right — two camps that have agreed on almost nothing for decades — have suddenly found themselves in lockstep, racing to declare the war a failure before it had barely begun. This is the new blob: not the old foreign-policy establishment that the term originally described but a new amalgamation that has arrived at the same conclusion from opposite directions. Together they are the most powerful engine of the alt-war." The truth. In the mainstream media. By a professor. And written well. Four things I thought I'd never see again in my lifetime.

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Swapnil
Swapnil@Sarcastic__kid·
Always found Ideas of India podcast by @srajagopalan to be underrated but the episode with CEA is absolutely brilliant. Great conversation
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Soham Das, CFA
Soham Das, CFA@sohamdas·
If you find your banking stocks in Cat1 - we must ask if Cat 1 stocks are really going to turn Cat 2 in a week's/month's time.
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Soham Das, CFA
Soham Das, CFA@sohamdas·
Indian Markets to Banks currently:
Soham Das, CFA tweet media
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Frontier Indica
Frontier Indica@frontierindica·
A country's prosperity is ultimately a reflection of its people's moral clarity. 78% of Swiss voters chose to protect private wealth and individual enterprise over a redistribution scheme dressed up as climate policy. This is why Switzerland stays Switzerland and socialist countries stay dumpster fires. The impulse to loot the productive class feels righteous for about five minutes, until the golden goose packs up and leaves for Dubai. Long-term civilizational thinking means understanding that wealth creation is not a zero-sum game and that the guy building a business is not your enemy. The Swiss get this instinctively. Most of the developing world, tragically, does not.
Francesco 🇮🇹@SaP011

Thanks to Swiss voters, the referendum to introduce a 50% inheritance tax on fortunes above 50 million francs—aimed at funding the fight against “climate change” was rejected with 78% voting “No.”

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Byrne Hobart
Byrne Hobart@ByrneHobart·
Technology destroys some jobs, but it just redefines others. If you go back far enough in medical history, "barber" and "surgeon" describe different areas of focus, but you'd generally have the same guy do both.
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Kesri. Bharat
Kesri. Bharat@FinalPract54598·
@RishiJoeSanu Post RTE, physical criteria of schools matter more than educational outcomes. RTE is a classic peice of socialist & sectarian rent seeking legislation by the INC.
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Devina Mehra
Devina Mehra@devinamehra·
For those who are insist that nothing approaching Hindustani existed in Akbar's Court, I present Abdul Rahim Khan-i-Khanan, one of Akbar's Navratnas - of the Rahim ke dohe fame... Quoting Rahim himself रहिमन पानी राखिए, बिन पानी सब सून। पानी गए न ऊबरे, मोती, मानुष, चून॥" If you understand Hindustani you will know what this means. For those who have been telling me that I am the one hallucinating... Are obviously those who have already lost their paani (ie izzat/ laaj) I have already said in the original tweet that the official language of the court was Persian... But maybe they can't read either
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Soham Das, CFA
Soham Das, CFA@sohamdas·
Kudos for calling out the nincompoop, that Amish is. Not just because of his views on Mughals (thats the conventional view of Indians - he is not exactly splitting atoms here.) - but because of his absolutely indolent manner he approaches his profession - that of writing books.
Devina Mehra@devinamehra

Does this man look Chinese to you? This is an authenticated contemporary painting of Emperor Akbar At a Lit Festival yesterday, @authoramish said that it was absurd that we think Akbar looked like Prithviraj Kapoor. As per him, to our eyes, he would've appeared Mongolian or Chinese Also that his language wasn't Urdu but Turkish/Persian Nobody had asked him about this! He said it on his own as an example of the historical absurdities we believe... and repeated it about three times. According to him Akbar was Central Asian, looked nothing like an Indian Now I see this as a real problem when we've left history in the hands of so called history narrators instead of history scholars, because make no mistake, it is a scholarly discipline If Mr Tripathi had done even a bit of research on either history or geography he would have come to know that while Akbar's court language was Persian, by his generation, the spoken language in the royal household was close to what is now Brij Bhasha & Haryanvi - what later evolved into Hindustani. Akbar incidentally also was very interested in Sanskrit and Sanskrit texts. Of course, he was famously illiterate so could not read/write in any language Back to geography and Prithviraj Kapoor. Mr Kapoor was born in Peshawar probably in the same mohalla my grandmother (my parents are both Peshawar born) If only Tripathi had picked up a map of Asia, he would have found that even Babar's birthplace is only about 700 km from Peshawar - about 30% less than the distance between say, Delhi and Patna. The world is, surprise surprise, a continuum where faces don't magically transform at borders of modern nation states. That is why many in Mumbai persistently mistake me for a Parsi or Irani. Or why Prithviraj's son had blue eyes 😊 The burden of Mr Tripathi's song was that all history is biased with an unstated corollary that therefore any made up version of history is as good or valid as an academic's This is a dangerous slope in any field History ultimately has to be based on original (preferably contemporary) accounts if available, as well as other sources like archaeology, architecture, sculpture etc A close friend of mine, a world renowned business strategy professor, once said to me, "I've more in common with a Ph D in History or Physics than I have with a management practitioner. My mindset is that of an academic". He has the discipline of researching everything from original research papers so much so that during Covid all of us in the batch gave up trying to keep up with the fast changing medical research & delegated it entirely to him to read the papers properly and advise us on the latest research, along with the caveats That is the discipline of #academics! This whole thinking that no rigor is required to start spouting your version of history or anything else at all makes me wince Even assuming earlier #history writings are biased they've to be refuted by proper #research, not made up stories!

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Peter Fadipe
Peter Fadipe@Petfad1·
@iky_fwjett That plot twist probably broke his whole sense of control. He thought he was holding shame over your head, and you turned it into exposure for the actual threat instead. Some people only understand consequences when the power they were counting on disappears.
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Rock Chartrand🤑
Rock Chartrand🤑@RockChartrand·
Funny how “greed” only shows up where government is most involved. Healthcare, education, housing… prices explode. But for Tech, TVs, software it's all generosity and falling prices. Same “greedy” people. Different incentives.
Rock Chartrand🤑 tweet media
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Joy Bhattacharjya
Joy Bhattacharjya@joybhattacharj·
He could speak 8 languages and they said he could recite all 37 of Shakespeare's plays from memory. An award winning playwright & stage artist and one of Satyajit Ray's favourite actors. Also one of India's finest comic actors in films like Golmaal, and Hirak Rajar Deshe. The irony is that the marvellous comic roles in Golmaal and other films, what most people outside remember him for, is what he regarded as the least important "I have developed a technique of shutting my mind off, switching it off, rather. I will not be able to tell you even the names of the films I have acted in or even the name of the character I have just finished shooting.” He was also a brilliant writer & regular theatre reviewer. “Mr.Dutt as Othello was rather a pitiable sight, with his voice gone, his breathing laboured and his bulk enormous.” This was Utpal Dutt reviewing his own stage performance using the pseudonym Iago. He also loved classical art and there is this wonderful story told by his daughter. "When we went to Italy, it meant we would have to spend at least one day on viewing each sculpture. We had hired the services of a guide. But, we found that Baba knew more about the place than the guide. The next day, the guide asked us if we would be ready to go on our own." A true renaissance man and a principled one, not scared to go to prison for his views. Utpal Dutt was truly one of our greats. 97th birth anniversary today.
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Piyush Bodaa
Piyush Bodaa@piyushbodaa·
Airports where no planes land Ports where no ship docks Roads that lead to nowhere Metros where no trains run This is what happens when you snatch allocation of scarce resources from the market and hand it over to babus.
Veena Jain@Vtxt21

7 newly built Airports in Uttar Pradesh are almost shut down due to no passengers & no regular commercial flights, only VIP planes land their And Modi G inaugurated one more Airport in UP yesterday 😵‍💫

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Petri Kuittinen
Petri Kuittinen@KuittinenPetri·
@vtchakarova The upcoming oil, LNG, fertilizer, helium, naphtha is going to wreck the world economy & geopolitics. The rich countries can outbid the poorer ones. So the biggest fallout is on the latter - they will have shortages, forced closures and suffer from lack of food & gasoline.
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