Avin Gupta

Inquisitive. Here I will be posting notes to self.

[Sanjeev Sanyal @sanjeevsanyal]

This is a very interesting timeline. For the period under study, the most telling are the changes in size of the British military. Despite ruling the world's largest empire, it had only the 4th-5th largest military in the world except during major conflicts. It was usually the best trained and armed force, but not the largest. Three things allowed this relatively small force to rule a large empire (1) mobility - hence the importance of a navy, it could turn up where it was needed; (2) a mass mobilisation and training system that allowed rapid expansion when needed; (3) the British Indian army that could deployed from Africa, China or even Europe. The last is not adequately emphasized. Once the loyalty of this force came into question, the empire fell apart within a generation.

[Avin Gupta @AvinGupta4]

@EquityValueIn Nobody knows it. Even the businesses themselves. That’s where sizing the bets come may be…

[Avin Gupta @AvinGupta4]

This was more about logistics of q comm than qcomm itself. Shadowfax perspective for the qcomm logistics is also worth a listen - two sides of the story at least

[ValueEquity @EquityValueIn]

Delhivery management on why Quick commerce logistics is not sustainable from a network serviceability point of view and understanding the nature of the changes in the Logistics Industry every few years and why they are not into the dark store business which seems to be very hot at the moment

Some interesting insights here

source of call : @stockscansin

[Avin Gupta @AvinGupta4]

@deepakshenoy @aravind Mangalore is further different scale in ice creams! I rate Naturals Sundae in Mangalore better than Pabbas!

[Avin Gupta @AvinGupta4]

@FalakKalyani Have you read through Advance Enzymes? 1 Q - their main product Serratiopeptidase - Enzyme’s efficacy seems questionable, Japan’s Takeda Pharma took it back from the market voluntarily. I couldnt find an ans from the co filings, anything you knw?

[Avin Gupta @AvinGupta4]

@refineryritolia @Kpler this actually looks that barring the conflict pressure, crude stays down permanently vs products. but i fear that this is too simplistic and everybody seeing this scenario.

[Avin Gupta @AvinGupta4]

May be one way to view these new age cos can be via balance sheet, lesser and lesser capitalization may represent a good and clean company by books and may be preferred overall ?

[Nitin Mangal @nrmangal]

Innovative accounting policy by Zepto, indirect cost are being capitalised even post store get operational

[Avin Gupta @AvinGupta4]

@safiranand results of private banks and performance by PSU Banks today! 😄

[Avin Gupta @AvinGupta4]

Fintech and Q comm in India owns data of Gen Z and afterwards.

[Ritesh Jain @riteshmjn]

With AI models getting commoditized … there are 2 sectors where I see a major productivity boom which should start getting captured by Equities.

AI will be a net positive for both financials and healthcare, but the gains won’t be evenly distributed. In financials, better underwriting, risk management, fraud detection, and customer analytics should improve ROE and operating leverage, and firms with granular proprietary data may earn valuation premiums and drive a new wave of M&A. In healthcare, AI should accelerate drug discovery, improve early disease detection, reduce administrative friction, and eventually lower costs — though the biggest benefits will likely accrue first to providers, insurers, and pharma companies that can scale adoption fastest. The real winner will be the firms that combine high-quality data, strong distribution, and disciplined execution.

In both financials and Healthcare, the companies which own granular data should start seeing valuation premiums.

[Avin Gupta @AvinGupta4]

And ultimately the man who I started listening to by chance called by the name Samir Arora - from where I got the kick to start reading Talebian & Mandelbrotian people, I was lucky to listen to him also.

[Avin Gupta @AvinGupta4]

Short story - I read Fooled by Randomness followed it by Black Swan then now started reading Thinking fast and slow; biggest takeaway till now: I know nothing about the future; I know nothing about the past; I am vulnerable to so many biases.

[Avin Gupta @AvinGupta4]

As per Taleb odds of life and to be present here itself are of monstrous proportions. Add to that, I could get my education, I can earn for my family and myself, I got the chance to read Taleb and Daniel Kahneman and other greats itself is great luck coming by my side.