Great quote from Steve Mandel. "I don't need an analyst to tell me when a 10 PE stock is cheap. I need an analyst to tell me when a 40 PE stock is cheap."

If Japan decides to pull the plug on funding our metro projects in the majority of cities, and the bullet train project. It'll be curtains for the urban mobility potential for India. Japan is a nation prone to regular earthquakes, volcanoes, typhoons, and tsunamis. Got nuked

Peter Lynch had 300% turnover per year in the early years of the Magellan Fund. Joel Greenblatt had similar turnover at Gotham Capital. Even Warren Buffett’s public company portfolio ranged between 50-100% turnover per year during his first three decades. In fact, contrary to

Why is Warren Buffett sitting on cash?: Here is what Manish Chokhani has to say. ManishChokhani #Samvat2082 #NDTVProfitIgnite Read latest updates: shorturl.at/4uqCb

The monopoly is in rare earth metals, not rare earth minerals. A clear understanding is critical for building alternative supplies

India has had among the highest tariffs in the world in simple average terms (for decades), despite the massive reductions during 1991 to 2002. If Indians are "drunk" on anything, it is socialist style protectionism, Not "free trade" [As US will soon realize, high tariffs are

Great to speak with India PM Narendra Modi IndiaAI to share our plans for the first-ever Google AI hub in Visakhapatnam, a landmark development. This hub combines gigawatt-scale compute capacity, a new international subsea gateway, and large-scale energy infrastructure.

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🌔🌖 Pause for India's Solar industry after frenetic decade .Supply outpaces demand. Transmission & storage to fall into place. Fresh burst of PPAs awaited. US tariffs choking exports. Consolidation taking place . Dependence on Chinese imports in spite of localisation strictures

replug

And Rahul Gandhi is provoking GenZ to set the country on fire.... But GenZ 👇

Historically (tulipmania, south sea, 1929 etc.) prominent figures have been blamed/made reason for crash. Playbook (speculation and leverage) is same but at individual level who will be blamed?

Freebies during elections by BJP should be taken as cost of stability (Capital cost for long term benefits of the country). Anything by other parties is for ill intentions. Context and intentions matters.

Ai in the USA and capital market stocks in India.

A few days back, Chief Economic advisor concluded that recent OFS money going for unproductive use. DIPAM has to do the OFS to put the money in productive uses. We have been pretty slow in divestments. Nirmala Sitharaman

Kedaara is wise to get rid of this shitty company.