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My brother is super happy. He gave his Ola for service yesterday. He has been promised his scooter after one week. He told me others have had to wait for months. He is a lucky guy. Way to go, Olan Musk, great improvement.

Whenever I analyze companies, I model for 3 scenarios. Base case, Normal case, Blue Sky case. And model the prices for each of these. This tells me the risk I am taking. And the potential reward.

Yesterday there was a research report from a leading house saying govt capex will pick up in H2 of this year. Maybe they forgot to note, that half of that H2 is already over. 😀

For the last couple of years, we as a group have been supporting the mess charges of poor MBBS students from a govt college in Pune. Only request (and no compulsion) is that they do try to support other students once they start earning. Feel so happy.

Just a follow-up. I generally do not like to talk about any philantrophic initiatives one does. I think I am doing very little. Need to do more. Anything which is directly measurable and where beneficiary is directly identifiable and genuine, I am interested.