Nagesh Dhanashetti

#UI #Engineer #techie #trader #learner #reader #vegan
Multilingual tweets. Likes/follows/RTs ≠ endorsements. Views = personal.

[Nagesh Dhanashetti @Prime_Coder]

'I'm not a programmer' anymore: Linus Torvalds on the only two tools he uses now https://t.co/gYB1tAxepI #Linux

[Nagesh Dhanashetti @Prime_Coder]

The race to make the smartest possible AI that can do the most things will "lead to things that aren't nice beings towards us," Geofrey Hinton said. https://t.co/Ftk7mhl6f2

[Nagesh Dhanashetti @Prime_Coder]

Ultimate List of AI Tools for #JavaScript Developers https://t.co/f4IOoaqwGf via @PIUpdate

[Nagesh Dhanashetti @Prime_Coder]

Claude Code Source Leaked via npm Packaging Error, Anthropic Confirms https://t.co/ggUd24llIs via @TheHackersNews

[Nagesh Dhanashetti @Prime_Coder]

@piyush_trades

[Shachin Bharadwaj @shachinb]

We almost lost our entire business…because we forgot to recharge one SIM card!

Years ago, we picked a random prepaid number to test our WhatsApp automation product.

Today → 1000s of users depend on it.

And then → we needed an OTP.

Problem?
The SIM was gone.

We visit the store and we are told the # has been…. reassigned.

Panic 🫨

[CooperBaggs 💰🍞 @edgaralandough]

We are overstimulated and we don't even notice. Netflix while eating. Reels in the bathroom. Music while cooking. Podcasts on walks. We consume by default, not by intention. You keep filling every gap, then wonder why you feel foggy and unmotivated. Boredom and silence are the real growth drivers. They give you space to think and create. That's when solutions show up for problems that have been stuck for months. Leave some room.

[Nagesh Dhanashetti @Prime_Coder]

Claude AI will enable a 24-year-old to outperform entire Accenture workforce, Y Combinator partner says - https://t.co/bawlU48TQm

[Alok Kejriwal (Rodinhood) @rodinhood]

What the HECK happened with Kwality Walls?

Hindustan Unilever spun off its ice cream business into a standalone listed company - Kwality Walls (India) & analysts were excited. Brokerages put out estimates of ₹50–55 per share.

One respected firm called it a "pure-play investment opportunity" in India's booming ice cream market. HUL shareholders were essentially getting free shares in a beloved FMCG brand.

On February 16, 2026, Kwality Walls listed on the NSE at ₹29.80.
Not ₹55. Not ₹40. ₹29.80. A 26% discount on the pre-listing price. The market cap at open: ONLY ₹7,000 crore!

Something had gone very wrong.

- The analysts weren't pricing a business. They were pricing a memory.

Here's the thing about brand love and investment logic — they often have nothing to do with each other.

Brokerages estimated ₹50–55 by applying a 5x EV/Sales multiple, borrowing from HUL's overall valuation framework. Sounds reasonable on paper.

But Kwality Walls' EBITDA margin was 7.1% in FY25, and had compressed to near breakeven in the first half of FY26.

Vadilal, the 100-year-old regional ice cream brand, has an EBITDA margin of 18.5%.

Havmor — 17–18%!

Ice cream is the only major FMCG category that requires constant electricity from the factory to the consumer's mouth.  Everything needs refrigeration (coolers, transport, etc., etc.). Margins are BRUTAL.

- Nasty news on listing day

On listing day, an exchange filing revealed that The Magnum Ice Cream Company HoldCo (a Netherlands-based Unilever entity) had launched a mandatory open offer to acquire 26% of the company from public shareholders — at ₹21.33 per share! While brokerages were at ₹55, the seller was transacting at ₹21!??

When a seller prices their own asset at ₹21, and analysts tell buyers to expect ₹55 — who do you trust?

- PLATFORM always beats product!

While Kwality Walls — 70 years old, two of the world's most recognisable ice cream brands, 2 lakh freezer cabinets across India — lists at ₹7,000 crore, Zomato (now Eternal) commands a market cap in the range of ₹2 lakh crore.

Zomato doesn't own a single freezer. It doesn't manufacture any products. It doesn't employ a single chef. It simply sits between your craving and Kwality Walls' Cornetto — and captures more value than the brand that made the Cornetto.

This is the defining pattern of our investment era: the platform beats the product. The app beats the manufacturer. The habit loop beats the heritage brand.

Takeaway:

Don't invest assuming anything. Cold Hard Facts taste better than Ice Cream :)

#dhandhekibaat

What is your investing 'flavour'?

[Nagesh Dhanashetti @Prime_Coder]

JavaScript vs TypeScript in 2026: What to Choose and Why? https://t.co/siDyoPmu2N

[Nagesh Dhanashetti @Prime_Coder]

Strip the types and hotwire the HTML—and triple check your package security while you are at it. JavaScript in 2026 is just getting started. https://t.co/qg8EQvjqlR

[Nagesh Dhanashetti @Prime_Coder]

@ansh19485 @IamPushkarG @SarangSood It's already there called bankex with monthly expiry.

[Nagesh Dhanashetti @Prime_Coder]

Why Developers Aren’t Really Ditching Frameworks for Vanilla JavaScript https://t.co/ZIYEMrSN0k

[Nagesh Dhanashetti @Prime_Coder]

Why did TypeScript become GitHub's fastest growing language? https://t.co/fUbspwlFut via @techtargetnews

[Nagesh Dhanashetti @Prime_Coder]

TypeScript’s rise in the AI era: Insights from Lead Architect, Anders Hejlsberg https://t.co/qlvexzny6o

[Nagesh Dhanashetti @Prime_Coder]

Microsoft shares official ways to save GBs of disk on Windows 11/10 using free native tools #Microsoft #Windows11 #CleanUp: https://t.co/1q0Si2qsje via @NeowinFeed

[Nagesh Dhanashetti @Prime_Coder]

Why Developers Are Ditching Frameworks for Vanilla JavaScript: https://t.co/YzJPvsG0HR via @thenewstack

[Nagesh Dhanashetti @Prime_Coder]

Replacing JS with just HTML https://t.co/Zxo3rZ0JVq

[Nagesh Dhanashetti @Prime_Coder]

JavaScript creator warns against “rushed web UX over native” as Windows 11 leans harder on WebView2 and Electron https://t.co/KWrIP9ka13

[Nagesh Dhanashetti @Prime_Coder]

Trends That Defined JavaScript in 2025: https://t.co/cJ6xXpeTPS via @thenewstack