This tweet is a response to a former journalist who claimed that “bankers, promoters & regulators” should be held accountable for mis-pricing IPOs and selling them too high. This is a sad reflection of how many many people think and here is why that is wrong. Long 🧵

𝗧𝗵𝗲 𝗱𝗮𝘆 𝗜 𝗰𝗵𝗼𝘀𝗲 𝗰𝘂𝗿𝗶𝗼𝘀𝗶𝘁𝘆 𝗼𝘃𝗲𝗿 𝗰𝗼𝗺𝗳𝗼𝗿𝘁 August 2007. Yahoo! Bangalore. I'm staring at my resignation draft. ₹1 lakh per month. Stock options. The golden handcuffs every middle-class kid dreams of. But I'm suffocating. Another content push.

My zerodha stock portfolio now controls my bedroom lights. It turns red when I lose money.💸 🔻

Sometimes I'm unable to understand the news. Natural gas prices are up nearly 50% since August, and here Saudi is saying prices will fall for Indian refiners? Ke? Mohit 🇮🇳 wut happening?

Jab Jensen Huang Korea Mein fried chicken kha raha hai to Indonesia Mein Popeye's ki sale is badhegi kya? I'm asking as an RBA shareholder.

"The seeds of breakdown sprout in periods of prolonged prosperity."

We've never had it this good, we'll never have it this good. Introduction pages from The end of the world is just the beginning by the Peter Zeihan

Meesho's numbers are too good to be true. Especially as its network is more dispersed than the Amazon/FK who operate in dense cities. I don't quite understand how a network with less velocity of money and goods is somehow better than those with more. Post IPO, I foresee

Globalization flattened geography over the last forty years. Algorithms and filters have flattened culture over the last ten years. Now, maybe, a reversal may play out. Get ready. Prepare.

Yesterday was a good test of how your portfolio is positioned and likely to perform if we have a major tech/AI led bear market, which is a distinct possibility. If you were flat to down only marginally, you are positioned in the right areas of markets where valuations remain

It's beginning to happen to solar and transformer stocks now, and it's coming for QC later next year. The problem is simple: people forget the role of physics in science natural world when it comes to seeing their money double.

This is a superb illustration of what I speak about often Real estate, in general, has not given great returns - quite the opposite. Here is a financially savvy person who bought real estate in the metros of Bengaluru and Mumbai in 2010 and 2014 - sold both at a LOSS relative

Vietnam's Phu Quoc, if they market this well in India and do direct Viet Jet flights (they don't currently) can drive a whole year of tourism for them. I went a couple of years ago. I'm not joking when I say this city has had more investment in tourism infrastructure than the

Jab share market Mein sale lagne ka din hota hai, humare yahan chutti hoti hai. 🙄

Gold aur silver ke discussions dobara shuru honge. Jald hi.

Why ‘Smart Cities’ Project Never Took off in India, and Was Quietly Shelved m.thewire.in/article/urban/… via @thewire_In

What's the best place to slice and dice mutual fund data? Like if I wanted to know x% of all mutual fund equity schemes is invested in only xyz number of companies, where do I get it? Prime database is wrecked.

Not enough people know about Dick Cheney. They should.