Darwin ate my DCF

21.looking at investments , i see red. in love with cricket 🏏 and badminton 🏸. looking at life optimistically :)

[Darwin ate my DCF @C1Chhabra]

Here is a sheet for my views on all the companies I have encountered till now.

No buy-sell reco. Use it for ideation purposes

https://t.co/XcYEqwjOgE

[Pushan @PushanJain]

Onwards and upwards

[Stocks Sena @stocks_sena]

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[Trader Theory @tradertheory]

This is how locked in you need to be during this bull market.

[Priyanshu Priyank @PriyanshuP1405]

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We're here to disrupt, and we're coming straight for the paywalls.

Something new ships every week. Take what they've been charging you for 👉 https://t.co/ewXZA9odMW

[Darwin ate my DCF @C1Chhabra]

@jeet_09_ what thoughts on all e tech

[Darwin ate my DCF @C1Chhabra]

its at 5x pe now🙂

[Darwin ate my DCF @C1Chhabra]

All E Technologies

Current Mcap : 580 cr
Cash on Balance Sheet : 141 cr
Debt : 1 cr

Enterprise Value : (580 - 141 + 1) = 440 cr

Earnings FY25 : 40 cr

Ex cash PE : (440/40) = 11x

which is pretty cheap ig? I believe pessimism is because of AI disruption and SME curse.

[Tar ⚡ @itsTarH]

Rare Earths are required in very small quantities

The whole industry globally is only worth $5 Billion annually

Funny, how the street keeps chasing this theme

[Tar ⚡ @itsTarH]

In 2013, over $5000 worth of gadgets from 1991 could fit into an iPhone

In 2026, thousands of dollars worth of software now fits into a Claude

And thats the best analogy I can use to describe the condition of SaaS industry today

[The Hodos Journal @TheHodosJournal]

Every time a bell rings, an angel gets its wings. Every time the 10Y hits 4.40%, Trump gets a new "peace process." Iran's entire strategy is now legible in one chart: hold Hormuz → oil spikes → inflation expectations rise → bond yields spike → Trump blinks. No military victory required. They've reduced US foreign policy to a rates trade. The most powerful army in the world is being managed by the Treasury curve.

[Darwin ate my DCF @C1Chhabra]

bro is king of postponing stuff

[ANI @ANI]

US President Donald Trump posts on Truth Social, "...I have instructed the Department of War to postpone any and all military strikes against Iranian power plants and energy infrastructure for a five day period, subject to the success of the ongoing meetings and discussions"

[Pushan @PushanJain]

Proud to share Year 1 at the AIF level – 16 Alpha Alternatives Technologies Fund I. Feb 25, 2025 to Feb 25, 2026: +14.09% (incl. dividends).

Beat Sensex (+4.07% alpha), Nifty Smallcap 250 (+4.88% alpha), Nifty 50, Midcap & BSE 500, with lower volatility and drawdowns.

A volatile year strengthened our conviction that disciplined, fully algorithmic investing can navigate uncertainty.

(Disclaimer: This post is for informational purposes only and does not constitute an offer or solicitation to invest. Past performance does not guarantee future results. Investments are subject to market risks. 16 Alpha is a SEBI-registered Category III AIF.)

[jack @jack]

we're making @blocks smaller today. here's my note to the company.

####

today we're making one of the hardest decisions in the history of our company: we're reducing our organization by nearly half, from over 10,000 people to just under 6,000. that means over 4,000 of you are being asked to leave or entering into consultation. i'll be straight about what's happening, why, and what it means for everyone.

first off, if you're one of the people affected, you'll receive your salary for 20 weeks + 1 week per year of tenure, equity vested through the end of may, 6 months of health care, your corporate devices, and $5,000 to put toward whatever you need to help you in this transition (if you’re outside the U.S. you’ll receive similar support but exact details are going to vary based on local requirements). i want you to know that before anything else. everyone will be notified today, whether you're being asked to leave, entering consultation, or asked to stay.

we're not making this decision because we're in trouble. our business is strong. gross profit continues to grow, we continue to serve more and more customers, and profitability is improving. but something has changed. we're already seeing that the intelligence tools we’re creating and using, paired with smaller and flatter teams, are enabling a new way of working which fundamentally changes what it means to build and run a company. and that's accelerating rapidly.

i had two options: cut gradually over months or years as this shift plays out, or be honest about where we are and act on it now. i chose the latter. repeated rounds of cuts are destructive to morale, to focus, and to the trust that customers and shareholders place in our ability to lead. i'd rather take a hard, clear action now and build from a position we believe in than manage a slow reduction of people toward the same outcome. a smaller company also gives us the space to grow our business the right way, on our own terms, instead of constantly reacting to market pressures.

a decision at this scale carries risk. but so does standing still. we've done a full review to determine the roles and people we require to reliably grow the business from here, and we've pressure-tested those decisions from multiple angles. i accept that we may have gotten some of them wrong, and we've built in flexibility to account for that, and do the right thing for our customers.

we're not going to just disappear people from slack and email and pretend they were never here. communication channels will stay open through thursday evening (pacific) so everyone can say goodbye properly, and share whatever you wish. i'll also be hosting a live video session to thank everyone at 3:35pm pacific. i know doing it this way might feel awkward. i'd rather it feel awkward and human than efficient and cold.

to those of you leaving…i’m grateful for you, and i’m sorry to put you through this. you built what this company is today. that's a fact that i'll honor forever. this decision is not a reflection of what you contributed. you will be a great contributor to any organization going forward.

to those staying…i made this decision, and i'll own it. what i'm asking of you is to build with me. we're going to build this company with intelligence at the core of everything we do. how we work, how we create, how we serve our customers. our customers will feel this shift too, and we're going to help them navigate it: towards a future where they can build their own features directly, composed of our capabilities and served through our interfaces. that's what i'm focused on now. expect a note from me tomorrow.

jack

[Neel Chhabra @NeelChhabra]

Nuvama's structure is unusually well-positioned for uncertainty, which is the best kind of positioning.

Each business has different margin profiles and growth drivers, but they create recursive advantages for each other. Wealth clients provide insights for manufacturing; manufactured products improve distribution economics; research capabilities support both wealth advisory and capital markets; asset services creates switching costs for institutional clients.

The business benefits from increased market activity (capital markets), increased wealth accumulation (wealth management), increased demand for alternatives (asset management), and increased regulatory complexity (asset services drives value through compliance infrastructure). You don't need to predict which trend dominates... you're positioned for all of them.

[Darwin ate my DCF @C1Chhabra]

big w for india

[Rohit @Iam_Rohit_G]

US Tariff Rates on Various Nations :

India : 18%
Vietnam : 20%
Taiwan : 20%
South Africa : 20%
Philippines : 19%
Indonesia : 19%
European Union : 15%
Canada : 35%
Bangladesh : 20%
Pakistan : 19%
Sri Lanka : 20%
Switzerland : 39%
Thailand : 19%
South Korea : 15%
Japan. 15%
China : 40%+

[Antifragile Thinking @unseenvalue]

When debt does not "fund" the incremental capacity (as indicated by rising depreciation), the cash is genuine, and the flow of chemistry is authentic!

Initiated Dec 2019. Quantity went up 3x (2023-2024 crash), and minor additions were made in early 2025. Giant in the making!

[Priyanshu Priyank @PriyanshuP1405]

📌 Hiring: Data Engineer (Intern / Full-Time)
Role Overview

We are looking for a Data Engineer to build, organize, and scale data systems handling large volumes of historical and real-time data. The role involves designing efficient pipelines, optimizing storage and access patterns, and building reliable systems for both batch and live data ingestion.

This is a hands-on engineering role with ownership of how data is collected, stored, processed, and accessed at scale.
The work will closely align with data and research needs associated with @SixteenAlphaAI, a Category III Alternative Investment Fund (AIF).

What You Will Work On:-
->Designing and optimizing data storage systems, including database schemas, table structures, and file-based storage
->Building and maintaining ETL pipelines for large historical datasets
->Creating live data ingestion and scraping pipelines for real-time data feeds (APIs, WebSockets)
->Optimizing data access, fetch performance, and storage efficiency for analytics and ML workflows
->Ensuring reliability, fault tolerance, and consistency across pipelines and data sources

Required Skills & Background:-
->Strong programming fundamentals (Python preferred)
->Solid understanding of databases, table design, indexing, and query optimization
->Experience with ETL pipelines, data pipeline design, and large datasets
->Understanding of file systems, file access patterns, and storage optimization
->Experience working with multiple APIs, including handling rate limits and failures
->Working knowledge of operating systems and networking fundamentals
->Familiarity with cloud services and data infrastructure concepts

Good to Have:-
->Experience with SQL databases (MySQL, PostgreSQL)
->Exposure to real-time, streaming, or time-series data
->Experience with data scraping or live feeds
->Understanding of data requirements for ML or quantitative systems

How to Apply:-
Please apply via Google forms attached below:
Google Forms - https://t.co/lFnuU0HWYM

[Darwin ate my DCF @C1Chhabra]

@itsTarH which data provider do you use at the backend?

[E Pereira @elesbaanp]

ALL E TECHNOLOGIES

Not a big fan of the IT sector with current headwinds BUT a few points to note:

~ All E tech currently trading at a multiple of 11 considering net cash of 140cr still not utilised

~ They mainly specialise in helping enterprises integrate with Microsoft applications so AI adaptation shouldn’t be a major challenge

~ Guidance for FY26 is in the 20% range, though management is a bit under-aggressive (but honest at the same time)

~ Current valuations suggest that we might be closer to a bottom though SME sector overhang might remain

[Devesh Gaur @13gaurdevesh]

A life was taken. That isn’t something you just get away with. Justice must be served-no one is above consequences, and it’s time they learn that.

#DelhiAccident #BMWAccident

https://t.co/G5ykNPhKka

[Aakanksha @aakancvedi]

India just spent Rs 76,000 Cr to make its FIRST semiconductor chip

But Taiwan made the SAME chip 10 years ago!

Everyone's celebrating while industry insiders are confused

So why are we pouring billions into "outdated" technology?

Here's what's really happening

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