Sameer Achhra

Bhai main ispe comment krne wala tha but maine jaane dia. I have an extremely different take here. Ek toh Nithin kamath stock market perspective se bolra hai. Ye Shrimaan kucch alag tangent pe leke gaye hai uss baat ko Second, Japan ka tum itna example dere ho toh aaj ki situation mein mujhe batao, aisa kaunsa bargaining chip haasil karlia hai itna develop krne ke baad bhi? Japan se bojot zyaada self sufficiency India ki hai. Plus Japanese stock mlt had to pay a price. 1990 ka top jo bana bhai woh 2025 mein aaya seedha And 1990 to 2011 mkt was under correction. Uske bawajood FII ne paisa daala hai wahaan And ye aadmi FII ko fickle bolra hai Apne Nifty 50 Mein banks lo ya major companies lo FIIs ka holding period in lot of them Must be 10+ yrs at minimum And ye usko fickle bula rahe hai. Japanese had no alrernative left aftwr hiroshima bombinh and world war 2 aftermath. They did because of necessity. And started in 1950s. Apna desh hi hhai 47 mein azad hua The best case example for India is not Japan. It has to be America. Tum licensed tech ab is point pr Leke kya karoge jab sab protected hai and there is no incentive to contract manufacture when a country like China is there You have to innovate completely new form mein jo USA ne kia hai. Japanese economy se inspitation foundational building ka le skte hai but apna hai already foundations FII money, borrowed money will help us scale faster. The risk is temporry withdrawals but woh jhela jaa skta hai lekin in the fast world the cost of not borrowing money and playinh the slow game can cost you to have ur economy itself captured ya tumhara invasion hijayega Development accelerate krne ke Liye tumko bahar ka paisa lagne hi wala hai So ye bande ka Point cluelessness at best hai. You can carry ego or you can be practical and expedite your development curve Itna tha toh tuM IT company chala rahe ho na. Tum krlete LLM devlop and krlete innovate . Kidhar kia?

@svembu @BrodaFromMroda interesting take on FIIs

A few points: Japan did not court FDI or FII during their economic take off. They instead licensed foreign tech and worked on mastering it and improving on it, and eventually surpassing it. Second, FII is by nature fickle. Mostly it promotes the "casino" mindset. We also start dancing to FII masters. Never good. We cannot financialize our way to prosperity. I am sure I would be told I am hopelessly old-fashioned but I will say "Study Japan". Even with extremely poor demographics, Japan punches way above its weight in a wide range of crucial technologies.

@TaviCosta You are forgetting India Buddy. GCCs have already been setup here.

Outstanding day for LatAm today. War ending or not… one thing seems highly likely: None of the major tech companies will go out of their way to allocate capital toward building new data centers or large-scale facilities in the Middle East anytime soon, in my view. If anything, the clear beneficiary of this shift is Latin America as a strategic alternative. tavicosta.substack.com/p/latam-breako…

Up today 13%🤪😝 Told ya guys, this one is amongst first to react!

A temporary ceasefire at Best! A SHAM Move🥲🤦‍♂️🤦‍♂️ Bulls will be Trapped! My guess in one week we’ll know !

@jiteshtulaskar I wont say for a very long term but till the time there is no susbtantial capacity addition of renewables and the wars persist - this will keep doing well. A little lower valuations as entry point will be better.

@BrodaFromMroda Can it still be a good time to get in? For long term?

Its KING COAL TIME - BLACK GOLD🔥. The articles are coming now that ASIA IS GOING BACK TO COAL! Coal MINERS WILL BENEFIT, etc! Our very OWN COAL INDIA has delivered 17% price returns + 5-6% dividend yield 20-21% in less than a year!🔥💯! Again ANTICIPATED THIS LONG BACK! Join the Commodity PARTY GUYS! We are in for some ROLLERCOASTER RIDES for next 4-5 yrs! You will need good advisors🔥🤪😝😝😝! Did your flexicap fund have COAL AND OIL in their Top 5? Or was it HDFC😝😝!

@grok @riteshmjn @Nalanda_way How is DLF low crime real estate?🤣. Grok ko Haryanvi kahani sunani padegi.

Sure, in Indian context: Old World Order (OUT): 1. TCS (offshoring, globalisation, IT) 2. Infosys (new economy, tech services) 3. HDFC Bank (financial assets, monetary policy) 4. Adani Green Energy (clean energy) 5. Sun Pharma (global exports, new economy) New World Order (IN): 1. HAL (defence, UAVs, national security) 2. L&T (reindustrialisation, infrastructure) 3. BEL (missiles, electrification) 4. Tata Steel (old economy, reshoring) 5. DLF (real assets, low-crime real estate)

How to invest in this Brave new world.

Jindal Drilling already up by 20% in 7-8 days🌟💯! Badhiyaaa Guru. Hopefully we see a good bagger on this one!

BhaiJaaan🌟🔥

#Interestingthings Its rare to see a mutual fund selling the debentures its invested in at a valuation of 23% ~, or by taking a haircut of 77% approx! Bank of India Mutual fund put up an EOI today trying to sell the debentures of 2 entities, where bidders will bid at minimum valuation of 25.46%, which is the minimum requirement to bid above the expected valuation of 23%~. Looks like Wrong call on Debenture investments of INR 51.84 crores! #Markets #finance

#BusinessStory One of the Indigo Airline’s Co Founder - RAKESH GANGWAL was a CEO of US Airways from 1998-2001 Interesting thing is , US Airways was the same AIRLINE company who had PURCHASED DONALD TRUMP’s AIRLINE BUSINESS - TRUMP SHUTTLE in 1997, which ran from 1989-1992! In 1997 , Gangwal was not the CEO , but president and COO of US Airways! So there is a historical record of Indigo’s co founder and Donald’s Trump deal making in past😮🌟🌟 And yes DONALD TRUMP also Had an AIRLINE BUSINESS in Past😅 (Source : The Indigo Story) #indigo #business

Quant Small Cap AUM trajectory:- - Mar 2026 - INR 25,821 crs - Feb 2026 - INR 27,654 crs - Jan 2026 - INR 27,384 crs - Dec 2025 - INR 29,785 crs - Nov 2025 - INR 30,170 crs In 4 months they have faced an AUM reduction of 15% . When you manage a fund directly, redemptions at scheme levels, and AMC level may cause inability to be at ideal cash levels or ideal growth too. In my view, its not that there is a contradiction. Its more about if they had more of a choice they would also not be fully invested and would have CASH, but redemption pressure is causing that inability for now. This also gets evidenced by the fact that between dec 25 to Jan 2026, there is a direct drop of 2400 crs, when earlier cash levels were 5.5% and it straight dropped jn Jan to 1.7%. This is not in support or favour but its more about how practically fund management may get difficult during such times.

Were you confused too...? - 'Not Apt To Deploy Cash, Worst Yet To Come': Sandeep Tandon, quant MF, on 02 Apr 2026 - quant Small Cap Fund is FULLY invested 99.20% as of 31 Mar 2026 Will you go by headline alone, or watch the interview? TIP - YT comments are abuzz..

A Very Solid insightful decoding of Prabhu Shree Ram's Kundali and Life lessons it comes with. Great stuff Daarshik.

@sundarpichai Sir Orkut start karo wapis. This world need Scraps more than reels or youtube shorts

2004 was a good year, but your Gmail address doesn't need to be stuck in it. To say goodbye to v0t3f0rp3dr02004@gmail.com or mrbrightside416@gmail.com (or whatever you were into at the time), go to your Google Account settings and choose any name available. You'll keep your old username and you can sign in with both.

@kapil_tandon Fund managers will never have an objective view of situation and won’t call out because bhaiyya DUKAAN KAUN CHALAYEGA nahi toh Cheap Lobby since day 1.

@docakx @jiteshtulaskar

India's first fully indigenous 1.5T helium-free MRI scanner was unveiled on December 25, 2025. VoxelGrids Innovations, a Bengaluru-based medtech startup founded by Arjun Arunachalam (ex-GE Global Research and IIT Bombay), has developed India's first fully indigenous 1.5T helium-free MRI scanner after ~12 years of R&D. Backed by Zoho Corporation and grants from BIRAC/Tata Trusts, the system uses a proprietary "dry magnet" conduction-cooled design, eliminating scarce/expensive liquid helium. Key advantages: ~30-40% lower manufacturing and operational costs (priced around $400,000 vs. imported equivalents), reduced power consumption, lighter/compact footprint (suited for Indian infrastructure and unstable grids), and AI-enhanced imaging. It is not a copy of foreign systems but features bottom-up innovations in hardware, software, pulse sequences, and integration. On December 25, 2025, the scanner was officially unveiled and deployed at Chandrapur Cancer Care Foundation near Nagpur, Maharashtra, where it became clinically operational, scanning real patients for cancer diagnostics. As of March 2026, it remains active in real-world use. The Bengaluru facility has capacity for 20-25 units/year. A full commercial launch was targeted by end of FY26 (March 2026), with growing order interest from hospitals linked to Tata Trusts and others. Plans include a mobile/containerized version for rural/tier-2-3 access. Amid global helium shortages (exacerbated by Middle East issues), this positions VoxelGrids as a cost-disruptive, Atmanirbhar Bharat milestone in high-end medtech, aiming to democratize advanced imaging.

@rajivmehta19 Aaj yahi bata raha tha main apne colleagues ko.

Nifty's earlier decline from 26,200 to 22,200 took 155 days, showing a steady correction. In contrast, the recent drop over the same range happened in only 55 days, highlighting a quicker and more abrupt #market #correction. #Nifty

Jindal Drilling! I think this one’s a no brainer and super cheap! With this crisis India has understood the need for faster exploration and cut down on dependence They will increase and intensify drilling Jindal stands as a good proxy! This one’s to watch out for! #oil #crude

Aster DM HealthCare What Strength in Falling market!! In last 3 months when our Indexes return have been negative:- - Nifty Midcap 100 - (13.24%) - Nifty Smallcap 100 - (14.03%) - Nifty 50 - (14.59%) Aster DM has delivered positive returns of about 10.47% in past 3 months Has had a PE rerating from 85 to 95 in past 3 months! Clearly High Expensive Valuations , but Sticky Holders! A few quarters miss and then market will be HIGHLY UNFORGIVING! 🙃😆 DUVIDHA hai bhaiyya. Strength khareedo toh Valuation issue. Valuation khareedo toh underperformance issue! Kucch toh MISS hoga hi BUNNY!