Pushkaraj Sherkar

[Pushkaraj Sherkar @PushkarajSher]

@jaganmsna Heavily indebted govt buying stakes in private companies is effectively govt funding those purchases using public money. Because that debt is the future tax/inflation for the public. Not many people realize this.

[Pushkaraj Sherkar @PushkarajSher]

@IronyMeter "Stonks only go up" is so deeply embedded in the mind of new investors that it will take a long gruelling bear market to change that thinking. Most probably it will be a time correction, because the govt cannot afford to have a price correction right now.

[Pushkaraj Sherkar @PushkarajSher]

@suru27 screener pe color coding kabse aa gayi? 🤔@ayushmitt

[Pushkaraj Sherkar @PushkarajSher]

@Arjunjain "Build something the institution cannot ignore. The resources will always arrive after the proof."

I am reminded of this scene from Gandhi.

https://t.co/CoeVUw6rHV

[Pushkaraj Sherkar @PushkarajSher]

This video is hilarious but at the same time so relevant today when clear prompts and instructions are critical to getting the desired output from AI.

https://t.co/sGMHKcGURu

[Pushkaraj Sherkar @PushkarajSher]

@borrowed_ideas @patrick_oshag

[Pushkaraj Sherkar @PushkarajSher]

The world is setup in such a way that you are told all the time that you don't have enough.

[Sonia Shenoy @_soniashenoy]

In my opinion, If you spend 1-2 lakh/month today in a metro city for a family of 4 including education and rent/ emi, You would need roughly 8-10 crore by age 60 as a retirement corpus to live comfortably.

But Sandeep Jethwani of Dezerv tells me that inflation, lifestyle creep and unexpected health costs can inflate your retirement expenses much more than you think and 8-10cr is not enough. he says a family of 4 spending 1-2 lakhs per month today need a 40cr retirement corpus in 20 years to maintain a certain lifestyle.

That got me thinking about how the numbers keep getting more and more unattainable and the frustration among the youth is palpable due to lack of jobs and opportunities to grow income.

Whats the solution then ? reduce your expenses, cut lifestyle creep, stop comparison and decide what your definition of enough is.

Thoughts ?

[Pushkaraj Sherkar @PushkarajSher]

@riteshmjn https://t.co/nhIBAn14pO?

[hinata @HinataMotivates]

Former Finance Professor Tad Smith: "After 25 years teaching finance, I finally realised at 58."

[Pushkaraj Sherkar @PushkarajSher]

@FalakKalyani Excluding cash the FCF yield is actually ~7%

[Pushkaraj Sherkar @PushkarajSher]

@IronyMeter @ishmohit1 @FalakKalyani I don't understand why such good companies don't want to spend a little bit more on their IT budget and get a good UI or website. Same with HDFC. Just baffling to me!

[Pushkaraj Sherkar @PushkarajSher]

@VEDANJANAM Can you comment on stationary planets? Traditional vedic astrology says slower the planet speed relative to its avg speed, the weaker it is. So stationary should be weakest. But western astrologers say these planets are very powerful because of concentrated energy.

[Pushkaraj Sherkar @PushkarajSher]

@abadjate Sir, just like people want to send their kids to the "best" (expensive) schools, these investors want to learn from the school of market by paying top buck. Why are you taking away their right to (expensive) financial education?

[Pushkaraj Sherkar @PushkarajSher]

@IronyMeter https://t.co/C3mYVph11k?

[Pushkaraj Sherkar @PushkarajSher]

Marcellus moto:
Chappal wahi....strategy nayi

[Pushkaraj Sherkar @PushkarajSher]

@kushkatakia Gross electronic exports is a misleading number because it does not tell you the actual value-add within those exports which according to gemini is just 20% of the total exports! Not saying that the comparison is not valid but the gross elec exports number is touted a lot.

[Pushkaraj Sherkar @PushkarajSher]

@ButVai Then by that logic, chandramukhi is the mooh of the moon?

[Pushkaraj Sherkar @PushkarajSher]

@FalakKalyani Agreed. The real journey looks like this with multiple >50% drawdowns. This is exactly why I see lot of fund managers do not have bulk of their networth in equity or direct stocks to reduce risk.

[Pushkaraj Sherkar @PushkarajSher]

@FalakKalyani But if the Awfis business model is easily replicable, the bigger player with deep pockets (Weworks) will win over Awfis longer term?

[Pushkaraj Sherkar @PushkarajSher]

https://t.co/M87iXLiXOh

[Pushkaraj Sherkar @PushkarajSher]

Last month, 6 IIT Bombay students died in car accidents in two separate incidents one day apart.

https://t.co/M87iXLiXOh

https://t.co/Q96FSv932l

[Pushkaraj Sherkar @PushkarajSher]

Both accidents involved
1) Exactly 3 student deaths
2) Single SUV on expressways
3) Most probably caused by human error by the driver
4) In both cases, friends were travelling in a bigger group of 3 vehicles.

What are the odds!