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Amit Mantri @amitmantri
, 3 tweets, 1 min read Read on Twitter
Kitex - The Next Vakrangee?
The Curious Case -

2point2capital.com/blog/index.php…
On March 1st in BQ interview, Sabu says Q4 will exceed 9m FY18 Rev growth and PBT margins. Basically, Rev guidance of 200 cr+ and PBT of 45 cr+. Actual Q4 Rev of 131 cr and PBT of 12 cr!!!

A recurring issue.

Intelligent fanatic less. Serial liar more.

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The second half of September will have a lot of interesting Hindi movie releases at the same time.

The one I am most looking forward to is Nandita Das' Manto. Has Nawaz playing the title role. If you liked reading Manto's stories you can't miss it.

Then there's Vishal Bhardwaj's Pataakha. After a long time VB is again going back to adapting an old story. Charan Singh Pathik's 'Do Behne' this time.

Sharat Katariya's Sui Dhaaga looks interesting. His Dum Laga Ke Haisha was fantastic. Hoping for equally good music.

Read 4 tweets
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The Curious Case of PC Jewellers' Trade Receivables (Thread)

Disclosure - No position in PCJ stock or derivative.
PCJ announced its Q1 FY19 results last week. In its mgmt ppt, it also disclosed partial BS information. The info showed that PCJ had reduced its total outstanding debt by over 400 crs. However, what the company didn't disclose is far more interesting than what it did disclose.
The company didn't provide its Receivables number for the Q end. Not in the ppt neither in response to analyst queries in the results concall. However, since the company has provided partial BS info it is possible to estimate what might have happened to the receivables this Q.
Read 9 tweets
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We wrote about Manpasand in Dec 2016 and haven’t written another “Curious Case” piece since then. That’s not because there weren’t enough candidates but just that the way some big guys in the ecosystem responded, scared us a bit.

This is a thread about one such Big Guy.
We published the Manpasand note in the evening and thought maybe a 1000 people would read it (which had been the case for our earlier Kitex and JD note). However, for some reason the note went viral and our site crashed.

We got the site up and went to sleep as our job was done.
The next morning the stock opened 12% down. We were quite happy as we felt investors had taken note of our findings. But then the Big Guy hit us with a nasty rebuttal. Read the entire note below.
Read 17 tweets

Related threads

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1) @Poynter claims that the article cited by Frances Townsend which questioned the #JamalKhashoggi narrative is “misinformation” spread by “fake fact-checkers.”

herald.report/how-to-kill-a-…
2) (Poynter is like a higher end version of Snopes.) amp.poynter.org/news/khashoggi…
3) Fact-checkers of course have an observable bias against President Trump and in favor of that amorphous body of political correctness known as “liberal”

washingtontimes.com/news/2018/mar/…
Read 35 tweets
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With @DianeCoyle1859 's review of the fifth risk I read the book. It is a really good book. enlightenmenteconomics.com/blog/index.php…
The book shows that most of the destructive power of the Trump administration is mostly not seen or talked of, but will have very long lasting consequences.
But there is another part of the book, showing how much of what we take for granted, of what civilised societies depend on, is work done by people who believe in public service and the importance of what they do.
Read 5 tweets
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!!NEW Q DROPS!! 8/29/18 00:02 Q replies to drop re. why POTUS is pushing FBI/DOJ!! “What if a paper-trail exists…
PDB via No Such Agency?
HUSSEIN made aware w/ no action?
Why did POTUS refuse 'select' PDBs during transition?
Who knew?
Threat assessment.
Adm Rogers?
FLYNN?” #Q
2. “Why did HUSSEIN + HRC + ADMIN + Staff + … use private emails to communicate?
Was HRC the only one to use unsecured server(s)?” #QAnon #ServersBringDownTheHouse #WeHaveTheServers @realDonaldTrump
3. If access was granted re: HRC private server(s) can you assume access was granted re: House server(s) re: AWAN?
AWAN>Pakistani Intelligence?
AWAN FREE?
Huma>Muslim Brotherhood?
Matters of NAT SEC. #QAnon #ServersBringDownTheHouse #WeHaveTheServers @realDonaldTrump
Read 59 tweets
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"Fianna Strategies was launched by Molly K. McKew, who will be in charge of providing services to the Georgian PM's office. She was with Podesta Group, which is a contractor of the Georgian National Security Council since 2010."

old.civil.ge/eng/article.ph…
The article in question.

old.civil.ge/eng/article.ph…
Molly McKew seems to have a bit of history with Renato Usatii, a pro-Russia mayor, who decided to make videos suggesting that McKew was a murderer and published her passport information online. Then stalked her.

buzzfeed.com/rosiegray/amer…
Read 15 tweets
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Huh, I'm an economist & by some definitions a humanist. But this def'n of humanist seems odd. I think: let's have a read; may learn stuff!
First line asks what are you doing right now? Hey I know the answer: reading to learn stuff! [Econ translation: investing in human capital.]
To be honest, I also enjoy reading (econs: consumption) and am probs procrastinating (econs: irrational - maybe hyperbolic discounting?)
Read 32 tweets
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(Very) Long Thread incoming:

Let’s analyze some #QAnon crumbs, something this account has never done nor plans on making a habit of doing regularly.
This thread will raise possibilities rather than giving definitive conclusions. The aim is to provide you with enough resources and starting points to dig deeper into the areas which interest you most.

I’ve tried my best to keep it clear and entertaining despite its length.
I’ve gotten a few requests for my take on SecureDrop and @Snowden in relation to Q and the ongoing IC war (CIA v DIA), so I figured I’d share my analysis…
Read 125 tweets

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