Anish Moonka Profile picture
Jun 23, 2021 39 tweets 9 min read Read on X
A thread on the snippets (paragraphs & quotes) from the book ‘Why We Sleep’ by Matthew Walker 💤

One third of our lives, better read about it.

This thread will be updated as I read further & further. Image
1/ “Two-thirds of adults throughout all developed nations fail to obtain the recommended eight hours of nightly sleep.”

Imagine if you don’t have that rare ‘short sleep’ genes 🧬 that allows you to do will less than 5 hours of sleep 🛌.
2/ It’s going to get ugly. Image
3/ Pandemic. Image
4/ Why to learn about sleep. Image
5/ ‘Are there any biological functions that do not benefit by a good night’s sleep? so far, the results of thousands of studies insist that no, there aren’t.’

Nature, the most magnificent architect.
6/ Morning Larks & Night Owls 🦉 Image
7/ The evolutionary reason for ‘6/‘ Image
8/ The most widely used (& abused) psychoactive stimulant in the 🌎 Image
9/ Are you in a state of chronic sleep deprivation? Image
10/ The sleep cycle, each is 90 mins.

REM sleep aka Rapid Eye Movement sleep aka Dream sleep. Image
11/ Which came first? Sleep 🐓 or wakefulness 🥚 Image
12/ Which type of sleep- NREM or REM sleep is more important? Image
13/ There is a simpsons episode where dolphins 🐬 take over the world. Why it’s possible 👇 Image
14/ How do birds sleep during transoceanic migration? Image
15/ Afternoon nap is biologically ingrained. Image
16/ Be kind to teenagers. Image
17/ The Trillion $ Drug. Image
18/ Macbeth: Act two, scene two (1611)

Shakespeare prophetically states

“Sleep that knits up the raveled sleave of care,
The death of each day’s life, sore labor’s bath,
Balm of hurt minds, great nature’s second course,
Chief nourisher in life’s feast.”
In simpler words:

Sleep that soothes away all our worries. Sleep that puts each day to rest. Sleep that relieves the weary laborer and heals hurt minds. Sleep, the main course in life’s feast, and the most nourishing.
19/ Why All-nighters before exams never work. Image
20/ Practice is not enough to reach perfection. Image
21/ Google in your 🧠 ? Image
22/ Guinness 📚 of 🌎 records. Image
23/ YOU DO NOT KNOW HOW SLEEP-DEPRIVED YOU ARE WHEN YOU ARE SLEEP-DEPRIVED. Image
24/ In USA, Vehicles accidents (12 lakhs per year) caused by drowsy driving exceed those caused by alcohol & drugs combined 🤯
25/ A terrible story that could have been avoided ImageImage
26/ “The recycle rate of a human being is around sixteen hours. After sixteen hours of being awake, the brain begins to fail. Humans need more than seven hours of sleep each night to maintain cognitive performance.”
27/ Remember the movie ‘Ghajini’ Image
28/ A 5x increase in the getting of cardiac arrests. Image
29/ Afraid of gaining weight? 😴 Image
30/ 🍁 (this leaf, but in green) Image
31/ How to loose weight effectively. Image
32/ On Testosterone. Image
33/ On Vaccines 💉 Image
34/ Dreaming provides closure. Image
35/ Creativity via dreaming. Image
36/ He saw that in a dream. ImageImage
37/ 2 of the best Beetles songs. Image

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More from @AnishA_Moonka

Nov 22, 2022
1/ Network Orchestration, A moat

The business model of PDS 👕👖

They play the role of the Orchestrator: A platform that connects to & finds synergies among 1000s of local networks across the world to create collective value for the network & its stakeholders

H/T @Chins1729 👑
Image
Image
2/ It's hard for a traditional firm to move towards being a Network Orchestrator

X | From thinking about their firm → The whole Network
Y | From Management control → Empowerment
Z | Shift in Value Creation through Specialisation → Integration

High Entry Barrier 🚧 Image
3/ X

Two retail stores in New York City may appear to be direct competitors, but this is an illusion.

Each store has a supply chain stretching from its shelves out to the world

Before a customer walks into the store, often the game is over based on the superior supply chain. Image
Read 8 tweets
Nov 19, 2022
There's this perception that IDFC First Bank has only one leader, Mr. V Vaidyanathan

Let me put rest to this mistaken opinion.

A thread 🧵👇
1/ Madhivanan Balakrishnan, COO

MSMEs need to be connected to digital entrepreneurs

Using E-marketplace, GEMS, & GST, bankers are augmenting the underwriting with these

70-75% of the retail lending 100% digital: 4-4.5 lk loans/month (digitally)

OCEN 🚀
2/ Sumit Madan, Head- Retail Liabilities & Branch Banking

The only bank in the country with an integrated app: For CA & SA (Aids MSMEs)

The startup ecosystem is uniting all Indians

Among the highest rates for Debit cards & the lowest for credit cards
Read 8 tweets
Nov 17, 2022
IRFC: Business Analysis 🚂

A Regulated Monopoly Lender with zero NPAs & growing faster than HDFC & ICICI Banks

I authored this on Dec 2021 when the stock was barely talked about, posting it today to improve my engagement numbers on Twitter ✨

A Thread 🧵👇
1/ History.

IRFC was established in 1986 as a dedicated market borrowing arm of the Indian Railways, registered with the RBI as an NBFC (Systematically Important)

But why do Railways need them, can't they directly ask for funds from the Ministry of Railways (MoR)?
2/ Here, enters the Government according to whom raising money from the open market is not the duty of MoR, it is the duty of the Ministry of Finance (MoF)

which didn't want to act as an intermediary & thus IRFC was born to raise money& fund the capital needs of Indian Railways.
Read 20 tweets
Nov 13, 2022
Real estate stocks have taken a tiny hit due to the interest rate hikes

Zoom Out. This is just a minor blip in this cycle

If the cycle goes the way it has in the past, most of the companies can become 5-10x larger in the next 5 years

If it doesn't, you still double your money. Image
1/ From Godrej Properties Q2FY23 concall

Price acceleration (across all markets) is driven by the end consumer & not just investors. Interesting. Image
2/ Continuing on the above... Mr. Godrej is quite bullish on the real estate cycle picking up in the next 4-5 years. That's why they are doing a lot of asset-heavy deals these days & did massive QIPs.

Later, we might see a downcycle again. Still, good times are probably near. Image
Read 8 tweets
Nov 13, 2022
Strong execution from Sunteck Realty: Targeting a 1800crs TTM Pre-sales by FY23 end.

- $ 3.8 billion (30K crores+) is Est. Gross Development Value (GDV) of the upcoming project pipeline in the next 7-8 years
- 37 million sq ft Across 7 projects

Very Interesting!
1/ They have nearly 2000 crores unsold inventory as of the date

They are also planning to launch 6000 crores worth of projects in the next 18 months

If the demand scenario stays robust, the targets above should not be hard to meet

Target: Double Pre-sales every 2-2.5 years 🚀
2/ "Sunteck has grown in the last 15 years with all the headwinds in the industry. We have been able to grow at a time when most other players have not been able to survive." ~ Kamal Khetan, Chairman & MD.
Read 5 tweets
Nov 12, 2022
Sridhar Vembu Interview 👑

1. R&D Spends >>> Marketing Spends (The opposite is unsustainable, the last year was a bubble)
2. They have always followed an organic process of building deep capabilities over time which allows them to build great products
3. They are investing in medical technology, EVs, Robotics, Network Equipments, AI & ML
4. Future of SaaS? The market is great, however, too many people are chasing it (We need a period of consolidation as no business wants to work with 10s of thousands of companies, only 5-10)
5. Microsoft is 200x our size, and Salesforce at 40x; those are the milestones we want to reach (Global Leadership)
6. What he needs in investments? I look for problems to be solved
Read 6 tweets

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