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Fact Finder, The 🇮🇳

@TheFactFindr

Mar 13

@TowardsLiberti

Thread by @TowardsLiberti on #FACTCHECKING claims on #BangaloreMysoreExpressway .... I travelled on this last week & took 2.5 hours

but what shocked me was the COST of construction/100mtrs . considering that its only 40% GREENFIELD (its 60% BROWNFIELD)

FYI: No STREET LIGHTS yet

https://twitter.com/TowardsLiberti/status/1635170153439834113

Total Length: 111km
Total Cost: 8,480cr
Type: From existing 6 lanes to 10 lanes.
NOTEWORTHY: Expressway has 3 lanes in each direction & 2 Services lanes on each side making it 10 lanes. ACTUAL Expressway is 6 lanes.

Its costing Rs76 lacs/10 meters of road (40% greenfield)🧐😳

consider 2 points when accessing COSTS/km
(1) Unlike Mum-Pune highway (personal view, better road) with significant "Ghats"/MOUNTAIN Terrain, BLR-MYSR is almost FLAT terrain. MOUNTAIN Terrain costs substantially more.
(2) 60% was Brownfield (upgrade) & 40% greenfield.

Read 8 tweets

Fact Finder, The 🇮🇳

@TheFactFindr

Mar 11

I sure hope they don’t split up SVB. Instead they should be sold as one. Different parts of SVB work for different aspects of STARTUPS. Most of the STARTUPS use them for thier PAYROLL. Should the payroll collapse, employees could leave. Many of these STARTUPS provide services

For bigger firms and that would render many of these otherwise good firms facing an tech operational issue

Many Indian cos & STARTUPS also use services from STARTUPS in the valley. Some would have also paid these STARTUPS advance money for services.

Hopefully SVB is NOT split!

https://twitter.com/bobeunlimited/status/1634599211785134081

👇feedback by someone who I rely on

https://twitter.com/bobeunlimited/status/1634599211785134081

Read 5 tweets

Fact Finder, The 🇮🇳

@TheFactFindr

Mar 2

#AdaniGroup #GQGPartners $2Bn Block Deal is FAILSthe SMELL TEST in my opinion….. here is why

1) Avg PE Multiple of all the PUBLIC Portfolios of #GQGPartners is 7 to 8X …. Adani Stocks bought are at 25x, 144x, 89x & 77x.
2) NO MONEY goes to the Co. ONLY PROMOTER margin call

Let’s look at #GQGPartners in more detail. Here is an interesting Interview & Bloomberg

On the 3rd Minute he discusses Adani. Does not matter in my view & I will explain in new few tweets gqgpartners.com/insights/bloom…

Average Price Earnings (PE) of EM Portfolio is just 7X … all Adani Stocks are 26X to 144X

Read 21 tweets

Fact Finder, The 🇮🇳

@TheFactFindr

Mar 2

https://twitter.com/ProsaicView/status/1631252333282869248

Agree… you know and I know it’s wishful thinking ..

https://twitter.com/ProsaicView/status/1631252333282869248

Just like TAXING FARMERS NET INCOME is wishful thinking

Just like EXPECTING the govt to cut GOLD IMPORT DUTY TO ZERO as wishful thinking … COZ higher the IMPORT DUTY…. The more Profitable GOLD SMUGGLING IS… and being in charge of PORTS and AIRPORTS helps

Read 4 tweets

Fact Finder, The 🇮🇳

@TheFactFindr

Mar 1

@DeepakBagla_

FACT CHECKING the INTELLECTUAL HONESTY of @DeepakBagla_ (DB), CEO of #Investindia at a Treasury Leadership Forum 2023 was shared by several people with Wow! Link of his presentation at the end.
1/n

2/n
DB Said: "India was 25% of Worlds GDP in 1750s"
TRUE: Indias POPULATION was also ~27% of the Worlds. Table Attached.
Before Industrial Revolution, India was blessed with Fertile Land, Rivers & 4 Seasons/yr. HEAVEN
Europe & N. Asia had Harsh Weather. US was a non-entity.

3/n Look at this Chart of World GDP per Capita from the ancient world to today.

For Instance, In WW2 UK's gdp per capita was $10k (Dominican Republic), in 1870 it was 5k (El Salvador), & before 1800 it was below $2k (Haiti) before 1600 $500 (Somalia)

Read 10 tweets