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Devil's Advocate IN @jaganmsna
, 5 tweets, 1 min read Read on Twitter
Thread on EVs and their merit by a very respectable gentleman : Nassim Taleb. And my thoughts in short thread
1. Very good to see Taleb point to the real merit of EVs : Not usual EVs are green, eco friendly bhajan (they are not) . But that EVs age slower. Due to less moving parts. That is indeed true.
2. Infact that is the one real diff between EVs and ICE. Not green, not carbon footprint etc. Makes sense.
Now look at this very sensible point by Mr Taleb . Scaling Utilities is what is key to EVs. Not BS about unproven Gifafactories etc. Hope those who want to promote EVs understand .
4. EVs success and adoption IMO will entirely be tied to how fast we expand utilities to generate higher power . And charging infra. Ppl esp in EMs think former is a walk in the park. - End of thread.
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A simple sample to understand Value Investing !! 👇👇
So, here it goes . Year 2000, a fancied stock in fancied sector vs a government company in a little liked sector . Next 7 years, who outperformed ? That is contrariness explained ! - 2
Roll over to 2018. We have the same Bharat Electronics in some Commodity /Utility/Capital Goods/Auto/Financial sector businesses.
We have same Visual Soft in several "Quality" Consumption businesses.
So what happens to both sides, in the next 7 years ?
You decide !!
Read 3 tweets
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A PE of huge size invested in an Indian stock (during bull run) and that made many small investors invest. The stock has now collapsed. Now where is the fault : PE fund or the small investor ? Think.
(Thread continues)
The Name is not relevant , be it OE fund or the stock. The PE fund is headquartered abroad and has 100 billion $ AUM. This investment would be not even 0.01 % of their AUM !
Now consider our LIC. AUM of over 400 billion USD and 70% of it in debt (to Guvts). Now they invest some 2 billion $ in IDBI bank to help owner (Guvt) do investors go and buy IDBI bank next day ? No, we condemn LIC !
Why not same for PE funds and their India bets ?
Read 5 tweets
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Some data on Copper usage in an EV in this tweet !
Looks to me that biggest deterrent to EVs capturing market share may be availablity of reasonably priced Copper !!
Having said this : I believe that once EV demand market for Copper becomes established, a lot of Copper usage in other demand markets (power transmission lines etc) will switch to Aluminum. This is already happening but will be on bigger scale.
Net Net, EV will lead to large demand increase on some commodities - Copper, Aluminum (for making lighter vehicles to reduce payload), Lithium.
Lot of plays over there. Huge cost swings on this inputs will make adoption not as easy as people imagine to be !
Read 3 tweets

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Do you have any 25k, 50k or 100k in your bank account that you are not using? Do you know you can earn extra income by investing that 25k, 50k or 100k? I’ll tell you how. #Thread 😊
In the last couple of years, I have tried to diversify my income stream. Besides earning salary as a Lecturer in one of the top UK Universities, I also try my hands on a few legit businesses, which we refer to side-hustles☺️
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Very good to see the @emlas adtech forensics on 2016 Trump campaign get proper coverage in a piece that appropriately acknowledges the contradictory and shifty narrative we’ve heard from insiders regarding Cambridge Analytica’s hugely controversial role… thedailybeast.com/cambridge-anal…
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#Thread on the recent election from Western Kansas #ksleg Representative Adam Smith (adapted to @Twitter from his newsletter here mailchi.mp/b503f6027825/h…)
The election night map showed a significant portion of Kansas blanketed in red and only some of the the highly populated counties showing blue.
A Picture Is Worth 1000 Words

It's not always black and white... or in this case, red & blue.

The first look at the above map from the Secretary of State's website after the initial election results were complete may leave some Kansans feeling like their voice doesn't matter.
Read 26 tweets
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#Thread

Bonjour, c’est moi, Jean-Michel La Mort du Fun et aujourd’hui on va parler d’un des facteurs de la possible extinction future des #amphibiens (la classe d’organismes qui comprend les grenouilles, les crapauds, les salamandres, les tritons et les céciles) :D
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#thread One of the biggest misconceptions of new managers is that they think they need to come across as having strong personalities and no weaknesses.

What they don't realize is that by doing that they alienate people. #thread 👇
* When junior people see their managers as very strong, they might be scared to share their opinion
* When senior people see their managers as strong on things that don't make sense, they might think they're an idiot and not say anything
I think the best thing we can do with our teams is create a vulnerability based trust where we can be who we really are. We're never as strong as when we're ourselves.
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#thread

The Tinubu Rhetoric - My Response, By Dr. Abubakar Bukola Saraki

I have always restrained from joining issues in the media with Asiwaju Bola Ahmed Tinubu and this is based on my respect for him.
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