RS

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RS

RS

@rahsin

Mumbai 加入时间 Temmuz 2009
999 关注30 粉丝
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Seyed Abbas Araghchi
Seyed Abbas Araghchi@araghchi·
In intensive talks at highest level in 47 years, Iran engaged with U.S in good faith to end war. But when just inches away from "Islamabad MoU", we encountered maximalism, shifting goalposts, and blockade. Zero lessons earned Good will begets good will. Enmity begets enmity.
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RS@rahsin·
@Iamsamirarora @aseembehl Fnd Mgr: dont judge my underperformance since risk reward that time did not favour. Unfortunate about this “realised path” subsequently 😁
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Samir Arora
Samir Arora@Iamsamirarora·
@aseembehl What do u mean equities-he had to find 5 stocks. Either he is macro or micro.
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aseem
aseem@aseembehl·
You cannot judge Warren Buffett’s cash decision by the realized path alone. The question at the time was simple: did equities offer enough expected return over the risk-free rate to justify the risk? If not, cash was a disciplined choice, even if hindsight later flatters equities
Samir Arora@Iamsamirarora

They have already lost a lot by sitting on cash- dont think can cover for the opportunity loss unless market falls 30-40% more. Simple logic - market has risen by 67% in past 3 yrs. They may have made 15% so they have lost 50%. Let us say that average cash they have had over this period is 200 billion (would be more). So they have lost opportunity cost of 100 billion. Now they have 370 billion. So first they need to recover 100 billion - if market fall more than 25% then sitting on cash would break even.

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Sanjay Jha
Sanjay Jha@JhaSanjay·
How and why India sided with Israel and America against Iran deserves several books. 📕. The biggest foreign policy catastrophe in our political history.
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RS@rahsin·
@Sadafsayeed Frankly if there were no wrong doings then SEBI and RBI should both investigate him and also put punitive action on him. He has damaged the reputation of the entire indian market with this irresponsible language.
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RS@rahsin·
@parrysingh No. By now those windows and balcony would be all gold.
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Parminder Singh
Parminder Singh@parrysingh·
I could swear Trump just moved into the house next door.
Parminder Singh tweet media
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Que Guevara 💮
Que Guevara 💮@Que_Guevara·
Yeah sure... Iran has crushed israel today with ballistic missile salvos every 90 minutes. Drones are flying over US military bases easy as a walk in the park, your president is begging china for military help to escort american ships, while everyone else respects iranian sovereignity and use diplomaty to get their own ships thru the Strait of Hormuz. The US are idiots. And for a president bragging about how good he is at negotiations, he sure sucks at negotiations. His negotiation skills is just demand something, and if someone says no, or try to negotiate, he goes to war or hit them with tariffs. Fucking orange idiot
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RS@rahsin·
@Reematendulkar Reema looks flabbergasted at the possibility 😂.
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Reema Tendulkar
Reema Tendulkar@Reematendulkar·
Everyone is wondering how this war will end, when it will end and what the implications are for the Middle East. I spoke to Hasan Alhasan, Senior Fellow for Middle East Policy - IISS and he had a chilling prediction. Listen in #cnbctv18 #middleeast #IranIsraelWar #Trump
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Jim Cramer
Jim Cramer@jimcramer·
Not buying the 2007 scenario...
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RS@rahsin·
@1shankarsharma @malpani And this shows how less read this person is. Shankar was the only one shouting SELL from the roof tops for last 1.5 years. I still remember his debate with @Iamsamirarora - another very respected asset manager
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Shankar Sharma
Shankar Sharma@1shankarsharma·
@malpani Respected Doctor Saab, I am Wealth/ Asset Manager ONLY for a single client: my daughter.
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RS@rahsin·
@parrysingh Sometimes i feel these birds, animals etc. figured out development without damaging their environment. Maybe they are the ones who are ahead and we humans went down a less scientific way of development? Who is to say these birds have less happy and content lives than us?
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Parminder Singh
Parminder Singh@parrysingh·
“Lovely nest but is that shoddy workmanship?” I wondered, as I saw that clumsy tail dangling. Turns out that ‘clumsy tail’ is a ‘smart stabiliser’ It’s fluffy for greater surface area which provides balance when it’s windy. Birds knows their Physics. Nature is rarely sloppy.
Parminder Singh tweet media
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Geiger Capital
Geiger Capital@Geiger_Capital·
Absolutely incredible… Trump says the climbing oil prices are a very "small price to pay"… I’d bet most Americans would choose lower gas prices at home over war with Iran.
Geiger Capital tweet media
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RS@rahsin·
@_prashantnair Btw where are you nowadays? Not doing the shows?
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RS@rahsin·
@volklub Also a killer feature is Auto Hold. Having used it now for 3 years it is a MUST in Indian traffic. Best implementation of auto hold is in Bmw and Audi, Vw vehicles. While the worst i found was Mercedes that confusingly works on double tap.
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Sunderdeep - Volklub
Sunderdeep - Volklub@volklub·
This Brake Feature is a must in 2026 respected car customers. Please do consider this feature while comparing multiple budget cars.
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RS@rahsin·
@ANI Yes please also ask him how will he get rare earth for EVs? Atleast with oil you have several options. Rare earth dependency to China will be virtually 100%!
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ANI
ANI@ANI·
#WATCH | Delhi | On US-Israel vs Iran conflict, Former NITI Aayog CEO Amitabh Kant says, “My view is that the present geopolitical scenario impacts us because we are a major importer of fossil fuel. We import about 240 billion worth of fossil fuels. I personally feel that this is a huge opportunity for India to really go solar, push wind… We should push for hundred percent electrification of our transport mobility and green hydrogen in a very big way… We should use this opportunity to actually become an exporter of clean energy… Our only expectation should be that the war should be short and swift and should end because it has a huge detrimental impact on the global economy, particularly on the Gulf and Middle-East…”
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RS@rahsin·
@volklub Be honest. If that means you like german brands then so be it. Why are you daily pushing gobar QC cars? Because you also realise these are eyeball numbers. Having driven all the brands i can tell you tata and Mahindra are total gobar in front of even Korean, forget german.
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Sunderdeep - Volklub
Sunderdeep - Volklub@volklub·
@rahsin And when I say buy VW Skoda you will say I am biased & a fanboy. Agar hum karein to karein kya, bolein to bolein kya.
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Sunderdeep - Volklub
Sunderdeep - Volklub@volklub·
Tata has just shared a teaser where it is shown that 10K Sierras are delivered. Opinion: Tata has made commuter looking cars like Nexon & Punch sell in crazy numbers with working on constant feedback, Sierra is Sierra. In 12-24 months, with more & more feedback, I am sure by looking at the pattern that Tata will silently introduce many variants of Sierra to make it sell with packed capacity. Curvv’s case was different, Sierra inside the showroom looks majestic & very want worthy. Keep an eye on sales numbers for 12-15 months and bookmark this tweet.
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Rayhaan
Rayhaan@RaysTweetsss·
Muslims in Dubai are taking care of everyone regardless of caste and religion but Jains in Dubai specifically want to help only Jains in these testing times.
Rachit Jain@rachitpjain

Jai Jinendra, In view of the current situation and closure of airspace, if any Jain member is stranded in Dubai and requires accommodation or any assistance, please do not hesitate to reach out. Our JITO member from Dubai, Rajeshbhai, has very generously come forward and offered his hotel falong with support for other essential needs during this difficult time. We stand with you. Please feel free to contact us for any help or guidance. JITO is your family, and we are there with you in this challenging situation. With prayers for everyone’s safety. Team JITO International Wing Team JITO Dubai Helpline numbers: Rajesh Jain +971 50 915 4522 Biren Jasani +971 50 462 8839 Mukesh Vora +971 50 553 6018 Doulat Jain +91 98402 77772 Mahaveer Mehta +91 96867 64061 Mahaveer Jain +91 98804 88700 Nisarg Dugad +971506401075 Vipin Maloo +971506794199 #Jain #Jainism #Dubai #UAE #Dubaihelpline #Emergency #Jainseva

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Vir Das
Vir Das@thevirdas·
This conflict also should remind us how utterly useless twitter has become as an accurate information tool.
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发现

@Iamsamirarora @aseembehl @Sadafsayeed @parrysingh @Reematendulkar @CramerTracker @jimcramer @1shankarsharma