Pratik Dongre

Avid reader.Mech eng.Derivatives trader.Wanted to explore Capital market.

[IndiaSportsHub @IndiaSportsHub]

INDIAN NATIONAL ANTHEM IN SCOTLAND

Asmita Won Judo Gold 👏🏻

[Damn Nature You Scary @AmazingSights]

This is how mosquitoes come into the world.

[Vedvrat @I_am_Vedvrat]

Masterclass response by Tukaram Munde!

Rajdeep had a very wierd question to ask the officer who is merely enforcing norms for food safety and public health. The question: If food establishments are regulated and licenses suspended over non-compliance, wont it affect the restaurant and street food business and thereby lead to unemployment?

The answer: A good hotel will employ 20-30 people, but will feed 100s of customers daily. Isn't the health and well-being of those customers more important than the employment and income of a few? 🤌🤌

Wish we had more officers like him in our bureaucracy. The country would be fixed in one fortnight. 😒

[Amock_ @Amockx2022]

During UPA govt, Sony TV did a comedy show where they mocked Dr Manmohan Singh and Sonia Gandhi

They literally trolled Sonia Gandhi for her accent and weaker grip on hindi 💔

But Congress never played victim card, and didn't run after the actors or producers

INC used to take jokes, abuses, trolling everything with smile on faces. Never claimed that trolling a politician or PM was like going against India

That's the difference

[Pratik @_praatik_b]

काही माणसं त्यांच्या शब्दांनी मोठी होत नाहीत, तर त्यांच्या संयमाने मोठी ठरतात.

मा. कपिल राऊत सर गेली २० वर्षे महाराष्ट्राच्या तळागाळातील प्रश्न आणि बातम्या जनतेपर्यंत पोहोचवण्याचं काम प्रामाणिकपणे करत आहेत. मुंबईतील आंदोलनादरम्यान त्यांच्यासोबत जो प्रकार घडला, तो विद्यार्थ्यांच्या गैरसमजातून घडला. गोदी मीडियाबद्दल विद्यार्थ्यांच्या मनात असलेला रोष चुकीच्या व्यक्तीवर व्यक्त झाला, ही दुर्दैवी बाब होती.

पण या सगळ्या प्रसंगात सरांनी दाखवलेला संयम, शांतपणा आणि मोठेपणा खरोखर प्रेरणादायी आहे. त्यांनी कोणालाही प्रतिउत्तर दिलं नाही, कोणावर राग काढला नाही. उलट, समोर उभे असलेले विद्यार्थी हे आपलेच आहेत, त्य���ंच्या भावना समजून घ्यायला हव्यात, या भावनेने त्यांनी सर्व काही शांतपणे सहन केलं.

नंतर विद्यार्थ्यांनाही आपली चूक उमगली. त्यांनी सरांची मनापासून माफी मागितली आणि सरांनीही क्षणाचाही विलंब न करता त्यांना माफ केलं. हेच खरं मोठेपण. हेच खरं पत्रकारितेचं मूल्य.

आजच्या काळात बातमी देणं सोपं आहे, पण माणुसकी जपणं कठीण आहे. कपिल राऊत सरांनी दोन्ही गोष्टी एकाच वेळी करून दाखवल्या.

अशा कर्तव्यदक्ष, संयमी आणि मनाने मोठ्या पत्रकाराला मनापासून सलाम! 🙏🫡

[Dale Cooper (मयूर) @stefdhrhsf]

One thing I like about Pralhad Joshi is that he used only 2 languages despite being central minister - English and his state language - Kannada

MH politicians can never do this

[Jairam Ramesh @Jairam_Ramesh]

Friends, in June 2024, after it bungled multiple examinations including NEET-UG, the Modi Government constituted a High-Level Committee of Experts headed by Dr. K Radhakrishnan to “ensure transparent, smooth and fair conduct of examinations.”

In July 2026, after the Modi Government has yet again bungled the NEET-UG and other examinations, it has constituted a “High Powered Task Force” to focus on examination reform.

The Modi Government has still not finished implementing the K Radhakrishnan Committee’s 101 recommendations. Indeed, for most of the two years between the 2024 and 2026 paper leaks, it didn’t even appoint a full-time Director General for the National Testing Agency.

This is ultimately only a High-Powered attempt to fix the Pradhan Mantri’s irretrievably compromised image.

[stranger 𑘦𑘮𑘰𑘨𑘰𑘬𑘿𑘘𑘿𑘨𑘲𑘧 @_dopeMH]

This is the same person who removed the map of Maratha Empire from NCERT textbooks.

Today, a 30 yr old Marathi guy has removed him from the chair. Poetic justice fr.

[MadhavVarun @MadhavVaruna]

It's a Poetic Justice that a Marathi
Boy made him resign.
Dharmendra Pratap entertained the rustic Rajput families who came to complaint about the Maratha Empire Map and let it get removed.

[amit kilhor @amitkilhor]

Macaulay Putra, Its a shame.

#amitkilhor #kilhor #ips

[विजय @maratha5250]

मुंबई झाले ठाणे झालं आता परप्रांतीयांना मामाशांच्या वासाचा त्रास नालासोपारा वसई विरार म���्ये होतोय हळू हळू संपूर्ण महाराष्ट्रात होईल.

#परप्रांतीयमुक्तमहाराष्ट्र

#परप्रांतीय_हाकला_महाराष्ट्र_वाचवा

#महाराष्ट्र

[Skyroot Aerospace @SkyrootA]

ORBIT ACHIEVED. 🚀

Vikram-1 Test Flight-1 has reached orbit. India's first privately developed orbital rocket has completed its final burn and injected its payloads into a ~450 km orbit, making India the third country in the world with private orbital launch capability.

History is made. 🇮🇳

#Vikram1 #JourneyToOrbit #SkyrootAerospace

[Alpha Defense™🇮🇳 @alpha_defense]

Dear @VishnuNDTV and @ShivAroor
Try calling Dhanoa sir again and him this :)

[Dany @wartrophy_414]

Shiv why are you making people worry, i was among the tens of 1000s of people that watched your interview with ex C-in-C western command where he categorically said that Rafale is more stealthy in all aspect than J-20 & how chinese haven't reached that stealth yet to be worried

[Shashikant Kore @kshashi]

Satara district saw milk collection drop by 27,000 litres after FDA chief @Tukaram_IndIAS began the crackdown on adulteration.

Imagine what we were/are consuming all these years and the scale of it.

Every Indian state needs a Tukaram Mundhe.

[Anil Shidore अनिल शिदोरे @anilshidore]

मुंबईच्या आसपास ज्या तऱ्हेच्या पायाभूत सुविधा बनत आहेत त्या नेमक्या कुणासाठी असा प्रश्न पडेल हा एक अभ्यासपूर्ण लेख वाचल्यावर !

मुंबईत रोज ८० लाख लोक लोकल ट्रेन वापरतात.
९ लाख मेट्रो वापरतात.
३० लाख लोक बेस्टने प्रवास करतात. टॅक्सीबाबत आकडेवारी उपलब्ध नाही.
आणि, खाजगी गाड्यानी १५ लाख लोक प्रवास करतात.

असं असताना, १४,९७७ कोटी रुपये खर्च करून १०.९७ किमी कोस्टल रोडची दक्षिण बाजू बांधली आहे, जिचा वापर फक्त खाजगी गाड्यांनी प्रवास करणारे करणार आहेत.

वास्तविक मुंबई ची जीवनरेखा सार्वजनिक वाहतूक आहे, पण तिकडे लक्ष नाही.

कोस्टल रोडवर दुचाकी, रिक्षा आणि अवजड वाहनांना प्रवेश नाही.

२००४ ते २०२४ ह्या वीस वर्षांत लोकल ट्रेन्स मधून पडून ६६,५०० लोक मृत्युमुखी पडले आहेत. त्यात सुधारणा करणं प्राधान्याचं नाही का?

ह्याच लेखात हिशेब दिला आहे, खाजगी गाड्यांसाठी १०.५८ किमी चा कोस्टल रोड बनवायला जितका खर्च आला तितक्या खर्चात १२ डब्यांच्या १८० एसी ट्रेन्स विकत घेता आल्या असत्या. हा एक साधा हिशेब. अर्थ���त त्यानं इतक्या नव्या ट्रेन्स सुरू करता येतील असं नव्हे. बेस्ट बाबतीतली आकडेवारीही फार महत्वाची आहे.

मुंबई आसपासची इन्फ्रा डेव्हलपमेंट ची दिशा आणि दशा एका अहमदाबाद स्थित अभ्यासकानं दाखवली आहे. जरूर वाचा.
#मुंबई #inframumbai

https://t.co/7Oimh9zAB6

[MadhavVarun @MadhavVaruna]

ही इंडस्ट्री माजलेल्या पाकिस्तानी पंजाबी आणि मुसलमानांनी भरलेली आहे आणि ते या दोन समूहांना सोडून कुणाचंच चित्रीकरण आदरपूर्वक करत नाहीत आणि ना कुणाला पुढे जाऊ देत.
मंगेशकर कुटुंबालासुद्धा यांनी सहज जमू दिलं नव्हतं. निशिकांत कामत मराठी आहे तर त्यांनी मराठी माणसाला रोल का म्हणून देऊ नये. इतर लोक तसं करत नाहीत का? इतका माजोरडेपणा आहे तिथे.

बॉलिवूड हा मुंबई-महाराष्ट्राला लागलेला शापच आहे, ज्याने इथला सांस्कृतिक ऱ्हास अगदी लक्षात न येता केलाय.

[The Times Of India @timesofindia]

A 92-year-old retired #IndianArmy Captain, who fought in the 1962 war with #China and the 1965 and 1971 wars with #Pakistan, is now fighting what he calls his "fourth battle"—not on the battlefield, but for justice after allegedly losing his 25-bigha agricultural land to a fraudulent land scam in #Rajasthan's #Jaisalmer district.

For more details 🔗 https://t.co/BJBQUAH6Ii

Dive deeper into the story with the TOI App 👉 https://t.co/ogFaRsUKyn

[ZEE २४ तास @zee24taasnews]

मुंबईतील अंधेरी रेल्वे स्थानकावर मराठी भाषेच्या मुद्द्यावरून नवा वाद निर्माण झाला आहे. मराठीत संवाद साधण्याची मागणी केल्यामुळे एका मराठी प्रवाशाला रेल्वेच्या टीसींनी अंधेरी स्थानकात जवळपास एक तास बंदिस्त करून ठेवल्याचा गंभीर आरोप करण्यात आला आहे. संबंधित प्रवाशाविरोधात 'सरकारी कामात अडथळा' आणल्याचा गुन्हा दाखल करण्याची प्रक्रिया सुरू असल्याचाही दावा करण्यात येत आहे. यामध्ये अमराठी टीसींना पा��ीशी घालून मराठी टीसीला पुढे करण्यात आल्याचा आरोपही होत आहे. या घटनेमुळे पुन्हा एकदा रेल्वे प्रशासनावर मराठी भाषिकांबाबत भेदभाव केल्याचे आरोप होत आहेत. दरम्यान, या प्रकरणाची माहिती मिळताच मराठी एकीकरण समितीने आक्रमक भूमिका घेतली असून, संबंधित प्रवाशाच्या सुटकेसाठी आज दुपारी ४ वाजता अंधेरी पूर्व येथील RPF कार्यालयात धडक देणार असल्याची माहिती मराठी एकीकरण समितीने दिली आहे.

#Andheri #MumbaiNews #Marathi #MarathiLanguage #Zee24Taas

[Antifragile Thinking @unseenvalue]

Vikas bhai, I agree that change matters more than history. In fact, Laurus is a great example of why investors shouldn't anchor on the past.

The distinction I would make is between "capability" and "validated capability".

Laurus in 2019 had already built impressive scientific, manufacturing and execution capabilities. What the market questioned was whether those capabilities would ever translate into superior economics. That was the leap of faith, which is why the valuation remained modest. When I first bought it, I paid just about 1.5x P/S. That was Dec '19.

What changed over the next few years wasn't just the narrative. The business established an economic reference point. Once ROCE moved to 40% in FY21 and remained well above historical levels in FY22 and FY23, investors had tangible evidence that the operating system could convert years of investment into exceptional returns on capital. Those returns were achieved after fully expensing R&D through the P&L, with no capitalisation to flatter the numbers. From that point onwards, investors were no longer underwriting possibility. They were underwriting replication.

Biocon is different. R&D is not 100% expensed out. I have no doubt about the science, manufacturing capability or strategic ambition. My difficulty is that I don't yet have an equivalent economic reference point. The business has not yet demonstrated a sustained period of returns that allows me to confidently visualise what mature economics look like after fully expensing its investments in capability. Without that evidence, I find it difficult to distinguish between "latent capability" and "demonstrated capability".

That's also why I don't think Syngene provides the same template as leading CRDMOs such as Anthem (peak ROCE ~50%; currently ~30%). It has built outstanding capabilities over many years, but it hasn't consistently translated those capabilities into the kind of economics that establish a reliable benchmark for future compounding.

For me, investing is less about believing that a business can become exceptional than about identifying the point at which the system has shown that it has become exceptional. Laurus crossed that line between FY21 and FY23. The valuation at the next low point was double my initial entry in 2019, but post-validation, that 3x P/S was good enough for me to load it again. That 1.5x low of 2019 became 3x sales at the 2023 low cycle point. We don't know what the next low would mean in terms of P/S or in which year that next low cycle will happen, but it will probably be much higher than the previous low of 3x sales seen in 2023.

The question I keep asking on Biocon is therefore not whether management can execute. It is much simpler.

What is the strongest economic reference point this system has ever demonstrated, and what evidence suggests those economics are repeatable rather than aspirational?

Until I can answer that with confidence, I think the odds of a Laurus-style rerating are lower. I hope your conviction beats my scepticism.

We all respect @kiranshaw for her contrarian thinking and entrepreneurial courage. Those qualities built a globally respected enterprise. The remaining challenge is converting that capability into the kind of sustained economics that create enduring shareholder wealth. That's ultimately what markets reward.