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The Kaipullai Profile picture
@thekaipullai
Sep 23, 2020 • 4 tweets • 1 min read • Read on X
Every Socialist writer in India will protest against the big corporates, big Industry and the so called rich people, on behalf of the poor, but will never give up a single Royalty cheque, from the very same big corporates for those poor
Govt introduces a farm bill, which goes a long way in removing roadblocks from the barely working agri supply chain, suddenly a P Sainath pops out, criticizing the bill

Instead, Ask a farmer, who till now had to rely on the whimsies of a middle man, if the bill is good or not
Why do you ask a person, who has never farmed before, never experienced a famine, does not rely on farming for his livelihood, lives a life of comfort and luxury being the son of a former President, about a bill that has no zero impact on his life..
Grandson of a former President.

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More from @thekaipullai

The Kaipullai Profile picture
Apr 6
This post is inspired by Mr Piyush Goyal and a humble auto with whom I had the privilege or riding in Andheri.

Don’t worry this is not one of those “I met my Uber driver who gave me fictional political lessons” posts.

This is something else.
As is the norm today, the auto dude had his smart phone mounted in front of him. And instead of the usual obscene titillating reels, he had something else opened in his screen.

It was a fantasy league app.

He was making a team, while he was driving the Auto thru Mumbai traffic
Other than how his multitasking put an iPhone to shame, I wondered what actually happened to come to a situation where Dream XI accounts exceed Broking accounts

So, sit back and travel with me thru the legal blackhole that made India the world’s largest fantasy sports market
Read 18 tweets
The Kaipullai Profile picture
Dec 21, 2024
For all of the hatred towards it shown by many people, the most important thing the IT industry showed was that, for the first time in India's history, you could setup a company in India & make it big with only your hard work and intelligence.

You didn't need anything else.
If you trace the ownership history of all big companies in India, prior to the advent of IT, you can classify them as

1. Govt owned
2. Owned by the people who were Govt lackeys.
3. Big named businessmen who were British lackeys
4. Owned by people who bribed / swindled the govt
Meritorious and hardworking people in India, but with limited capital, could never actually even dream of starting a business in India.

Before the IT industry showed the way.

More entrepreneurs were created by IT industry in 5 years post 1992, than we did in the 40 before it
Read 5 tweets
The Kaipullai Profile picture
Nov 19, 2024
If you ever want to see an example of how something that began right and then went wrong pretty quickly, look no further than the months of June and July in 1914.

Those 2 months are the worst example how everything that could go wrong, went wrong

And killed 22 million people.
Immediately Prior to 1914, like the 500 years before 1914, countries in Europe didn't trust each other.

Because, Europe was a bar where every country had fought with the other country for no reason other than fighting each other.

Because in 19th Century Europe
British fought the French.

The French fought the Germans.

Germans fought the Austrians.

The Austrians fought the Turks.

The Turks fought the Russians.

And the Italians were fighting amongst themselves.

Basically everyone was either fighting someone else or themselves.
Read 23 tweets
The Kaipullai Profile picture
Aug 17, 2024
Indian equity market is now at a point where every theory, thesis, formula and literature about stock markets, stocks and investments, has been run over by a king size bulldozer, and whatever remained has been burnt with a flamethrower.

Let's take the recent IPO of Ola Electric
The company not only successfully listed but has zoomed faster than ISROs GSLV rocket. The returns are so outsized that anyone who didn't apply for the IPO, looks like a fool today.

But then, if you look at the financials, the story is a little different.
Let's start with the operating cash flow. Because If I write about P&L, fanboys will descend on my TL by saying "The EV Revolution has just begun", "The Pastmaster strikes twice" etc etc.

Let's see if Ola is actually making money from its operations, which is selling scooters.
Read 17 tweets
The Kaipullai Profile picture
Aug 11, 2024
Olympics happen every 4 years. Immediately follows are our recriminations, on why we suck in them.

So, I decided to do some digging.

I wanted to know who actually runs the sport federations, in which our athletes compete.

And the results are not very surprising.


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I analyzed 32 positions across Athletics, Badminton, Boxing, Shooting, Hockey, Archery, Weightlifting, Swimming & TT

And here are some tidbits

1. Except Hockey & Athletics, no President is a sportsperson
2. All Presidents except Athletics are politicians.
3. The Hockey President is both a sportsperson and a politician. The only one in that category.

4. Now, If you go one level below, at the Senior Vice President or Hon Secretary General (I have no idea what it means) - Except Athletics and TT, none of them are sportspersons.
Read 11 tweets
The Kaipullai Profile picture
Jul 23, 2024
Today is Budget day. Naturally, everyone in your office, including your boss, will be discussing the Budget. So how do you sound intellectual in those discussions?

Don't worry. Here's a primer on how to sound amazing on Budget Day, without even watching the budget.
First, start off with a sentence containing phrases like, proactive tax Rationalization, infrastructure financing, economic intervention.

Say stuff like, "This budget should focus on proactive economic intervention with infrastructure rationalization"
Also given that middle class is the new flavour of the season, say things like, "This govt should focus on widening the tax base to reduce the burden on the middle class and stimulate the economy by prudent tax stratification in order to boost consumption"
Read 7 tweets

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