Being content is the only way to true freedom. A person who embodies this is my father-in-law, Shivaji Patil
He was in the Indian Army & voluntarily retired as a Havaldar after losing his fingers to frostbite during the Kargil War. He started a grocery shop in Belgaum after. 1/5
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When Aswath Damodaran speaks, investors should listen. His recent podcast episode in “Invest Like the Best” is one of the best ones I’ve heard in years.
To save you time, here's curated notes of key insights from this spectacular 90-min episode.
Best served with cup of 🫖
How large is the Indian market for B2C tech businesses in terms of users who can generate revenue?
Maybe 15 crores max!
Here's why, with Fintech as a reference, since some data is available. I guess it is important to know this, so we can all be rationally optimistic. 1/11
So I had one lady who messaged me a couple of days back and seemed quite worried.
She told me that it was her 12 year old son who she was worried about.
She shared some screenshots from her mobile phone.
Writing this thread after seeking due consent from the lady. Do read.
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CHRIS WOOD ON INDIA
"India is the best placed equity market from a 5-10 year perspective, not only in Asia but globally"
#ChrisWood#GreedAndFear#StockMarket
Since the Bucha massacre was made public, Germany has paid ~$1.5B in gas to Russia
Yet 🇩🇪 will still close its nuclear power plants in 2022. Why? I dug up the details. Not pretty.
The only conclusion is that 🇩🇪 would rather kill nuclear than fight Putin & defend Ukraine
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