An Alchemist of the ordinary, student of the miraculous, “to be infinitely Simple” Investments, Markets, startup’s & compounding. Philosophy & Mind sciences.
Jun 8 • 11 tweets • 9 min read
The thread is only for serious thinkers
As discussed thinking is more difficult
If you have ever questioned to yourself on #creation #mind #universe
Read on or better if you have the ability to question read on…
This post of for the 1%
The 1% who want to question and get back to the roots of what wisdom can #Bharath can offer
The 1% who believe that there is more to Indian wisdom than watching #Cricket #bcci #t20 or watching Bollywood movies eating pizza 🍕
The 1% who want to come out of the thinking loop created by education designed for creating slaves and for 300 years we have hopelessly remained so?
Morning post was a question I have been working for more than 25 years,
Now I was gifted a set of 3 books lectures on physics by Richard Feynman by Dr Gautham professor of department of biotechnology who retired as its dean ans HOD.
Physics & Vedanta
One on material plane
Other on the mental plane
Has been interesting
But I haven’t studied science except my deep association with scientists and professors.
Now coming to the morning post on
#Advita #Vedanta #Illusion #Maya
In his famous Cal Tech lectures on Physics Feynman stated to students.
“Each piece, or part, of the whole of nature is always merely an approximation to the complete truth, or the complete truth so far as we know it. In fact, everything we know is only some kind of approximation, because we know that we do not know all the laws as yet. Therefore, things must be learned only to be unlearned again or, more likely, to be corrected.”
Now coming to the more interesting aspect
Matter and energy are the two sides of the same coin; they are not two distinct entities at the subtlest level, opines a great physicist, Hans-Peter Duerr, Emeritus President of the Max Planck Institute in Munich, who succeeded Albert Einstein and Werner Heisenberg.
Trying to look at matter at its subtlest level for the last 60 years, Hans-Peter realised that there is no matter distinct from energy at that level. That vast omnipotent energy is the universal consciousness (or God) and we humans are but a tiny bit of that consciousness, the individual consciousness.
There exists a significant distinction between "Private Equity" (PE) and "Venture Capital" (VC), which can be explained as follows.
Most individuals are familiar with investing in the "public market" such as stocks
However, "private markets" are involved in investing in a company that is not publicly listed, such as "venture capital" (VC) or "private equity" (PE). #VentureCapital
There are five stages involved in VC to PE investing, which are as follows:
Jan 28, 2023 • 32 tweets • 22 min read
#AdaniGroup#adaniports#ADANIENT#ambuja
The real story
Every one in the media is taking about #Adani and it’s valuation, damage done by #HindenbergResearch Having headed Institutional broking business and being on board of think tanks puts several different questions
Now this is what we have seen, complete damage now let me try to break it up in simple language as I perceive, the RL perspective
Let me start with a quote
"The shooter is someone different from the arrow." - RL #HindenbergResearch#Hindenburg is an arrow no point in talking
May 15, 2022 • 23 tweets • 7 min read
#Adani#cement
As I was heading institutional business with lot of constraints of budget (a good research analyst would come at a cost of ₹60-1.5 cr )which my company then was not able to afford. Although I had team of analysts I picked them from print media & industry other
than broking, I started networking with industry experts, c-level executives retired CEO’s research experts, domain experts especially for IT, Banking, Pharma, FMCG & infrastructure
Dec 11, 2021 • 9 tweets • 4 min read
🧵 Mapmyindia
A wealth machine-IPO subscribe with a 3 year horizon and it will be a wealth machine for your portfolio.
I wrote a long thread on #PayTm why investors should not subscribe for it had over 25k views hope many would have benefited now it’s a positive investment idea
#MapMyIndia
IPO Subscribe with a 3 year horizon, this stock will create wealth
for investors it’s much different from any of the new age startup’s although it’s a OFS its a proven model for over 25 years.
~ Asset light
~ Debt free
~ 2000 enterprise customers since inception
Nov 10, 2021 • 19 tweets • 13 min read
#PayTmIPO#Paytm This will be a long tweet but worth your time it will help your investment decisions.
Before comments on #paytm I will rewind to 2008 I was heading institutional broking of large broking house with half a million clients and over 2000 offices across India,
Largest public issue #Rpower#reliance brand untill that point most trusted company among retail investors, IPO band was between ₹400-450 company wanted me to promote this issue, my answer was clear NO, I did not see any fundamentals matching I simply said #rpower has no fuse
Nov 8, 2021 • 5 tweets • 4 min read
“For reasons I have never understood, people like to hear that the world is going to hell.”
~Historian Deirdre McCloskey #IndusInd vs #Titan
I just want to show a live comparison today how #CNBCTV18Market or #ETnow or across the world media companies are more pessimistic
#Titan is an optimistic story, India’s own success story a brand built on trust doing a roaring sales, India just had historic Deepavali sales couple of shades less than $20 billion which is massive #titan will be major beneficiary vs #IndusIndbank May be an accounting issue