Lost money and trading mistakes are the price you have to pay to build your experience.

Somany Ceramics: They have shifted to LPG (& propane) as an energy source. Permanently? Let's see. However, Aegis Logistics (The largest imported of LPG to India) is a big beneficiary of the same.

Buy dirty energy Lexferanda

The Poverty of Realism This interview illustrates some key fallacies, shortcomings and outright intellectual dishonesty associated with Mearsheimer's realist approach. And since his authority is instrumental in legitimising the appeasement advocacy, I will discuss it in detail🧵

One of the best article on OCEN and Account aggregator. With GST also expected to be live on AA within 3-4 months, its good time to read this article again. tigerfeathers.substack.com/p/ocen-a-conve…

Match venue for Iran vs USA.

Gradually over a period paints and inks will be water based and not solvent based. Big impact on solvent and resin industry? However pigment and their dispersions will be unscathed. Interesting disruptions in the paint supply chain coming soom

Today, Michael Mauboussin published an amazing paper on Capital Allocation, and it's a gold mine. Let's take a look at the 15 best charts 🧵 "IT & healthcare went from ~20% of S&P 500 in 1985 to >40% in 2021. Over the same time, energy, materials & industrials went from 34 to 13%":

Antifragile Thinking Prince | Accidental Investor 🇮🇳 Aditya Khemka Hi, I have covered Hospital sector in 7-part deep-dive series. Covers the basics & peculiarities, unit economics and 10 major hospitals stocks - Max, Medanta, Artemis, Apollo, Fortis, Narayana, KIMS, HCG, Rainbow, Kovai. Pls share if its useful. Link - bit.ly/3B30yNZ

Terrific piece by Ted Gioia: 8 Best Techniques for Evaluating Character 1. Forget what they say—instead look at who they marry. “A person’s choice of a spouse—or their closest lifelong partner—is much more revealing than anything they say or do in public.”

My superpower is 27 years of nonstop global travel seeing how absurd +completely unsustainable US hegemony is. 95% of planet formulating plans to destroy U.S. hegemony via China/Russia using Reset. Pay close attention. Who's facilitating this. Massive Cognitive dissonance.

“Something has changed in Beijing that policymakers and business leaders worldwide cannot afford to ignore. If Xi says he is readying for war, it would be foolish not to take him at his word.” 1/ foreignaffairs.com/united-states/…

We will be revamping our blogs soon- coming out with shorter but much more impactful articles about investing frameworks, forensic analysis of companies and what differentiates a Business. Time to work on writing again 😃💪

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Exide AR has some int. snippets on the EV Industry...Some other notable highlights: Dec 22 India become 3rd largest Auto Market surpassing Japan & Germany 2022-23 Auto Industry had highest PV sales and second highest CV sales...MarketSmith India

Please retweet the first tweet if you want to see more such unique research tools in a follow-up thread. Feel free to share resources that you use over DM, and I’ll include these in part 2. Sahil Sharma Chins Prince | Accidental Investor 🇮🇳 Jay Shah @Arthavruksha12 Nirvana Laha

Godfather joins the SSS team this Diwali to give you an offer you cannot refuse.😃 🚀 Special Diwali Offer Upto 40% Discounts on MissioN SMILE. Hurry up, the offer ends by 13th Nov, (Monday) 23 59 hours. rzp.io/l/4KnFuFZ

How a true "Made In India" brand is beating Chinese competitors? Here is a story from Karnataka. I had a very inspiring conversation with Sachin Naik, the founder of Cuzor Labs today. Sachin comes from Holealooru, a village in Ron taluk of Gadag district, Karnataka. From there,