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The Kaipullai Profile picture
@thekaipullai
Oct 2, 2020 • 4 tweets • 1 min read • Read on X
My mandatory October 2nd Post

History is written by the victors and unfortunately for you, you were not on the winning side.

You brought India back from the brink of bankruptcy foisted upon us by Nehru. You redeemed India militarily after all the foibles by the same person.
And you did it without expecting any reward or glory.

You gave us Green Revolution, White Revolution, Jai Jawaan Jai Kissan, and countless other things. Whereas, the winning person gave us Rahul Gandhi.
If left to me, all the main thoroughfares in India should be named after you and your birthday should be declared as the national holiday.

But, again, as I said, History is written by the victors.
So happy birthday Lal Bahadur Shastri, wherever you are, know this, that in a corner of this country, one guy considers you as the best Prime Minister India ever had.

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More from @thekaipullai

The Kaipullai Profile picture
Nov 19
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
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
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
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
The Kaipullai Profile picture
Jul 21
Unpopular opinion : All our aspirations of replacing China as an advanced electronics manufacturing hub, Building 3 nm chips, becoming the biggest ship builders on the planet can wait

We first need to lay roads that don't resemble the lunar surface at the slightest hint of rain
Case in point are the entry roads to Mumbai.

Imqgine the worst criminal you can think of, then visualize the worst form of hell to send him to, then visualize the road that will get him there.

They will still be better and smoother than the entry roads to Mumbai.
BMC has converted entering Mumbai into a Crystal maze type game, filled with booby traps and insurmountable obstacles, laying a Challenge to all those who dream of entering Mumbai

It's like BMC is telling them "Life will be tough in Mumbai & this entry road is the trailer"
Read 6 tweets
The Kaipullai Profile picture
May 18
I was watching a video by @deepakshenoy where he spoke nicely about how, contrary to perceptions, Tata were generally unfriendly to shareholders when compared to Reliance.

He gave a wonderful example of ACC to highlight that.

Which led me digging thru the history of ACC
Because ACC has a close connect to a quote that I had read sometime back.

"If you want to study the cartels of a country, study its cement companies"

And the origin story of ACC reflects that quote perfectly

The story of Cement started in India in the year 1904 in Madras
Given that we were a poor country fighting for food, the use of cement was pretty low in our priority list. Hence the first plant shut down pretty quickly.

Then in 1914 a Serbian Dude shot an Austrian prince leading to England & Germany started fighting with each other in WW1.
Read 17 tweets

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