Subash R

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Subash R

Subash R

@subashr232

Capitalist with a humane face. Believer of Reaganomics.Investor who loves Elephants aka largecaps. Love simple, mundane, boring cos for wealth creation.

Chennai and Bangalore Katılım Aralık 2015
122 Takip Edilen2.6K Takipçiler
Subash R
Subash R@subashr232·
Brutal part of last 20 month corrective phase was absence of defensives. ITs and FMCGs too fell big this time around. No place to hide!
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Subash R
Subash R@subashr232·
Vahaan reg numbers up 24% in March YoY and up 9% MoM despite Crude turmoil!
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Subash R
Subash R@subashr232·
Panguni Uthram greetings to all!
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Subash R
Subash R@subashr232·
This trio of Gulkhand plus ice-cream plus fruits at Bhagyalakshmi, Malleshwaram is heavenly that too on a summer evening. Do taste this once in life ya! Chance a illa!
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Subash R
Subash R@subashr232·
Even March Auto sales going by Vahaan are damn good. Yet Auto stocks are getting hammered! All time pa!
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Subash R
Subash R@subashr232·
Any conversation in Bangalore is centered around what to eat and where to eat! Culinary Capital of India!
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Subash R
Subash R@subashr232·
That early morning charm and silence when you walk down the avenues of the erstwhile Royal Bangalore is simply amazing!
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Subash R
Subash R@subashr232·
50s to 90s - the society had good teachers but school infra was bad. Now you have good infra in schools but bad teachers! Story of our progress!
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Subash R
Subash R@subashr232·
Too much of unhappiness across the board in both the alliances. The other two parties claiming to be alternates will be happy as their voteshare will go up. As simple as that!
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Subash R
Subash R@subashr232·
Sri Rama Navami Greetings to All!
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Subash R
Subash R@subashr232·
@PetroleumMin @PIB_India I tried booking. It is saying i can book only after 35 days. I dont see 35 days in your circular. Kindly clarify.
Subash R tweet media
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Ministry of Petroleum and Natural Gas #MoPNG
Clarification: LPG Refill Booking Timings Reports circulating in sections of the news and on social media about changes in LPG refill booking norms are incorrect. There is no change in LPG refill booking norms. • Minimum gap between two refill bookings remains:  – 25 days in urban areas  – 45 days in rural areas • These timelines continue as per existing guidelines. Please, avoid panic booking. There is adequate LPG availability to meet demand. Read more: pib.gov.in/PressReleasePa… @HardeepSPuri @Secretary_MoPNG @IndianOilcl @BPCLimited @HPCL
Ministry of Petroleum and Natural Gas #MoPNG tweet media
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Subash R
Subash R@subashr232·
@realitycheckind He just blabbers out of jealousy. He will not even know the names of ground working Mlas in 50s like Sankaran, GS Dikshithar, Srinivasa Iyengar etc etc. Ignore him. Don't engage and make him visible
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Reality Check India
Reality Check India@realitycheckind·
Dravidian guy just casually making Ideological anti tamil brahmin assertions => "..without working on ground.." in 50s.. looting power.." can you guess how many MLA in 50s Rajaji/ Kamaraj assembly?
Vamsi Chandran@VamsiChandran

@realitycheckind Dravidian parties never said they eliminated caste, but they have eliminated inequalities among caste. During 50s brahmins were looting power without doing much work on ground now power is going to sections that work on ground

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Subash R
Subash R@subashr232·
Will penny wise pound foolish middle class who are stingy for even paying 0.5% for advice stand up to the hotel owners and put pressure? No. These cronies will continue to thrive and laugh all the way to bank.
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Subash R
Subash R@subashr232·
Cylinder cost will be around 2 to 4% of the total costs for a typical restaurant. Price has doubled which means the costs becomes 4 to 8%. They could have hiked prices by 5% but have jacked up prices by 20% on an average. And they won't reverse this when war ends in few days.
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Subash R
Subash R@subashr232·
Free Fridge Economics. 2 c fridge. A fridge worth Rs 10000. 20000 c outlay. Spread it across 5 years. 4000 c a year.
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Subash R
Subash R@subashr232·
KL elections looks more interesting than TN and English Manorama election articles are superb. No paper in TN can come closer to the analysis they do!
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Subash R
Subash R@subashr232·
@vijayvenkatram Yes. Precisely the reason why KSA signed a deal with Pak and UAE spoke to India. They know USA is moving out and want another provider.
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Vijayanand Venkataraman, CFA
Vijayanand Venkataraman, CFA@vijayvenkatram·
The end-state appears clear: a Middle East that is locally managed, anchored by Israel and key Arab states with boots on the ground and the US acting as an offshore enforcer. The path to that end-state runs through a weak Iran. (13/n - end) [Comments welcome] #IranWar
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Vijayanand Venkataraman, CFA
Vijayanand Venkataraman, CFA@vijayvenkatram·
Why Weakening Iran Precedes An Imminent, But Not An Immediate American Exit from the Middle East? A 🧵 As information emerges from informed sources that Iran was nowhere close to make an N Bomb, the timing and motive for the US-Israel attack on Iran gets murky. (1/n)
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Subash R
Subash R@subashr232·
From this point, if you have cash to buy, you are the king. Make best use of cash and buy quality, beta, Alpha or whatever you want and laugh all the way to bank in few months! Luck or skill is all about having cash now to buy!
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Subash R
Subash R@subashr232·
There are only two ilks in the world now. The ilk that wrote review for Dhurandhar and the ilk that hasn't written a review yet! Ilk irandozhiya verillai!
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Subash R
Subash R@subashr232·
@VamsiChandran @TVKVijayHQ Vijay's core voters won't gel with these casteist forces. They will ditch him enmasse. You are saying everything to enable Dmk win not to help Vijay!
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Vamsi Chandran
Vamsi Chandran@VamsiChandran·
Why I say joininh Ramadoss-Sasikala alliance will be a big boost for @TVKVijayHQ 1. Mukkulathor are major contributors for the 18% NDA vote, they are anti EPS and anti Dmk, they can be consolidated using Sasikala in alliance. In 2021 Seeman met Sasikala used the sympathy on her increased his vote in all seats in South TN, Vijay can do the same in 2026. 2. Polarization in North TN will be pro vs anti 10.5%, TVK will be marginalized without any issue, Ramadoss presence will create an issue for TVK in north TN 3. Two senior leaders Sasikala and Ramadoss projecting Vijay as CM, will boost Vijay's leadership as an alliance there will be better projection, TVK can 1-2% more.
Vamsi Chandran@VamsiChandran

Had @TVKVijayHQ allied Ramadoss & Sasikala surely the alliance would have surely got 15-20%. It would ve been a huge gain for Vijay, Bussy and @KASengottaiyan were interested for the alliance. But it was John Arokiyasamy who is close to Anbumani who made sure this alliance did not happen. One day @actorvijay will understand about all treacherys by John.

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