Tankrich

Educating one post at a time

[Tankrich @Betankrich]

I built a Claude skill that writes a full equity research report on any NSE/BSE stock.
12 minutes. 90,000 characters. 8 tabs. 7 interactive charts. Fraud screen. Scenario matrix. Peer comparison.
Here's what it produced on TD Power Systems — and what it found that most brokerage notes missed. 🧵

[Tankrich @Betankrich]

Rossell Techsys is a high reliability electrical-interconnect manufacturer for the global aerospace and defence industry.

The diversification engine. Historically Rossell was almost a captive Boeing supplier; today management is deliberately broadening both the customerbase and the end-market base. Two new verticals are scaling fast: semiconductor (wire harnesses for the capital equipment that makes chips not the chips themselves, a natural extension of its aerospace wiring expertise, >₹10 Cr in its first qualified quarter) and space(harnesses for satellite programs, with a multi-year contract secured in FY26). Management guides the mix to shift from roughly 70% A&D / 30% non-A&D today toward ~50/50 within a year. read full report https://t.co/LovU6Y9by6

[Hemant Mohapatra @MohapatraHemant]

After decades of being on and off it, I continue to feel there is nothing more meditative and addictive as doing all your work via a CLI.

[Gabbar @GabbbarSingh]

A couple on my Insta, both involved in avg jobs, yet every 3 months there is a luxury Holiday. Live in a lavish flat in South Mumbai. Found out the father of the guy was an Indian Forest officer.

Corruption is widespread, but when you see its imprints up-close, it’s always funny :)

[Tom Osman 🐦‍⬛ @tomosman]

This "loop" automation is nuts inside of Codex.

"/goal go over every single feature in this app create a user story with expected behaviour based on the code keep a single canonical spreadsheet tracking the features status
- when done switch loop to testing every user story and documenting all errors
- when done fix every logistical error or ux error
- test every user behaviour again post fix"

Shoutout to @MatthewBerman for the heads up.

Hundreds of user stories being worked through like it's nothing.

[Tankrich @Betankrich]

@suru27 You are always ahead of the crowd . Plus factory visits give you a lot of good information not captured by numbers 👍

[Pauline Hanson 🇦🇺 @PaulineHansonOz]

One of the best ways to support families and new parents is income splitting.

Allow couples with at least 1 dependent child to file joint tax returns, significantly reducing their joint taxable income if one partner earns significantly more than the other.

[Tankrich @Betankrich]

Sansera is undergoing a structural transformation from a predominantly ICE auto-component supplier into a diversified precision engineering platform

read full report 👇

https://t.co/8AB9c1xDKj

[Tankrich @Betankrich]

Life is like markets!

[Tankrich @Betankrich]

💯

[Shrikant Soni @sss26888]

@tushar9590 We need the Indian arm of Apple, Google, Meta, Amazon to be listed - we will get new high growth companies in Nifty

[Matt Barrie @matt_barrie]

claude limits are now a joke on the $200 plan

[Tankrich @Betankrich]

Jealousy
Life is a game of snakes and ladders.
You roll the dice. Sometimes you land on a ladder and move ahead. Sometimes you land on a snake and slide back. The game is random and often unfair, but at least everyone plays by the same rules.
Then someone adds one more rule: if the person behind you reaches your square, you go back to the start.
That single change alters everything.
The danger is no longer just bad luck or bad decisions. It is now another person’s reaction to where you stand. Their discomfort becomes your penalty. That is jealousy.
Jealousy is not mainly about wanting what someone else has. It is the feeling that their progress is a problem for you. Their ladder becomes an insult. Their movement forward becomes proof, in their mind, that life has treated them unfairly.
When people feel this way, some stop trying to build their own ladders. They look for ways to become your snake instead.
A decade of quiet work can look like sudden success. Years of small, boring decisions can appear as one lucky break. Jealousy rarely sees the process. It only sees the outcome and resents it.
The advice that follows is often just resentment in disguise. “Don’t get too ambitious.” “You’ve changed.” “People like us don’t do these things.” Growth looks like arrogance to those who stayed in the same place.
This is why real progress requires more than effort. It requires the emotional security to keep climbing when some people around you would prefer you stayed where you were comfortable.
The healthiest people understand something simple: someone else’s ladder is not your snake. Their progress is not evidence against you. Their win does not mean you are losing.
Life already has enough snakes placed by chance. The real damage comes when people create new ones because they cannot accept where you stand on the board.
The person who spends their life pulling others down rarely moves forward themselves. They become experts in snakes and strangers to ladders.
And the person being pulled down eventually learns a hard lesson: not every setback comes from fate. Some come from standing too close to people who cannot stand to see you ahead.

[Stable Investor @StableInvestor]

Shouldn’t the Sukanya Samriddhi Yojana be revamped to allow saving for the Boy child also? While the purpose of launching Sukanya in 2015 was different and noble, I think boys haven’t done anything wrong to be left out. Opening the scheme for all children irrespective of gender should be considered.

[Tankrich @Betankrich]

Leverage read broadly

[Amit Arora 🇮🇳 @GuruShareMarket]

My friend Rahul bought an under-construction flat in Noida for ₹1 crore in 2020.

Last month, he sold it for ₹1.8 crore.

Everyone around him said:

“Wah! ₹80 lakh profit!”

But then we did the actual math...
GST paid at purchase (5%) = ₹5 lakh
Stamp duty & registration (~7%) = ₹7 lakh
₹12 lakh gone before he even got possession.

At the time of sale:
Capital gains tax = ~₹10 lakh
Brokerage (2%) = ₹3.6 lakh
Total costs: ₹25.6 lakh

So the real profit wasn’t ₹80 lakh.

It was closer to ₹54 lakh in 5 years.

That works out to roughly 9% CAGR.

For comparison:
1. FDs delivered ~7%
2. Mutual funds gave ~11%+
3. Some YEIDA land parcels appreciated 20-25% annually

Yet whenever someone buys a flat, people celebrate the sale price.

Almost nobody talks about GST, stamp duty, taxes, maintenance, brokerage, and the years of locked-in capital.

The question is:

Are people buying flats for returns, or just because real estate “feels” safer than other investments? 🤔

Would Rahul have been better off putting ₹1 crore somewhere else?

[Tankrich @Betankrich]

@chiragbarjatya Not at airport but at primary school

[Tankrich @Betankrich]

$SE chartist would never touch it

[Pauline Hanson 🇦🇺 @PaulineHansonOz]

One Nation supports negative gearing being allowed on 2 homes for everyone.

The Labor government claims to be helping the younger generation, yet they’re taking away an investment strategy that has been used by generations before them.

We completely oppose the changes to CGT.

[Tankrich @Betankrich]

War ends cause yield spikes not because people are dying #notajoke

[Tankrich @Betankrich]

@abhymurarka Enjoy 🎉

[Tankrich @Betankrich]

Feels at home I must say 🤣 https://t.co/GAT4jPyFkc

[Tankrich @Betankrich]

@warikoo Sir Flim main aa jao aap ek dum Sahi Pelli picture Aapki biopic 🙌