Anil Rodhan

#ScreenplayWriter - #TeraKyaHogaLovely, #CAT, #SabFirstClass.

[Tar ⚡ @itsTarH]

Today, India has roughly 10 working-age people for every elderly person

By 2050, this falls to fewer than 5

By 2075, it drops to below 2.4

No country today operates with fewer than 2.4 working age people per elderly person

India is in a very narrow demographic window

Grassroots employment growth, education and healthcare reforms, capital formation, and urban development must be built before this window closes

Miss it, and the math turns against us

slower growth, higher dependency, and eventual reversal of development gains

[Anil Rodhan @RodhanAnil]

@ishmohit1 4% ke aas paas

[Anil Rodhan @RodhanAnil]

@BasantBaheti3 Patience

[The Lie Lamaa 🏹 @The_LieLamaa]

@Zakka_Jacob This is how Trump killed the the #h1bvisa . .

- A fee of 100k non-refundable (even if denied)
- Per annum, so the company/sponsor has to pay 100k for each year that they employ the H1B.
- Minimum salary moves from 60k/yr to 150k/yr
- Tenure for 1 year (automatic renewal)

[Raghav Wadhwa @raghavwadhwa]

⚡️India's Cables & Wires Industry: The Silent Backbone of a $5 Trillion Economy

⚡️A High-ROCE Business in the Power Value Chain

A Detailed Thread....🧵👇

[Anil Rodhan @RodhanAnil]

@v1v1k @My_MBMC Where and how can I submit a tanker request? I would like to submit one as well. Please assist.

[Anil Rodhan @RodhanAnil]

@Mirabhayander1 How we setup a compost plant or unit in small society

[Vishal Vardhan @microcp2mltibgr]

Influencers will keep buying the dips, next dip and every dip, they have unlimited supply of cash, soon you will realise most of them are content creator, if they were investors then most would have been talking about money management as capital is the only weapon in market. If you don’t have capital, you are wiped out from playing in market. In reality you have limited bullets but those who are playing video games will assume bullets never ends, just get a machine gun. Ratataatatatatatatata…..

[Anil Rodhan @RodhanAnil]

@BasantBaheti3 Star health, Indus towers

[asdasdasd @asdasdsadd234]

Mouth Breathing Is Destroying You.

20-35% of people suffer from it unnoticed.

The results? It can literally change the shape of your face, making you uglier.

Here’s how it happens & what you can do to fix it (backed by science): 🧵

[Anil Rodhan @RodhanAnil]

@ImsaiArasanGuru @Network18Group https://t.co/A6arTOlcU9

[Kalpesh Ravindra Shukla @ShuklaKalpesh1]

He is not #Gajraj anymore.

He is #Gabriel Raj now...

🙄🤦🙄

[ABP News @ABPNews]

बुजुर्ग महिला के साथ साइबर फ्रॉड, 5 दिनों तक 'डिजिटल अरेस्ट' के बाद ठगों ने हड़पे लाखों रुपये

@umeshindore

#Cyberfraud #Digitalarrest #Scam

https://t.co/3yvuiOOJnP

[Sahodar - Equality For Men @SahodarIndia]

Unfortunately, what kind of punishment can be given to her legally?

Nothing, she will walks away as if nothing happened. And there is nothing the man can do.

Sad but true.

[Intrinsic Compounding @soicfinance]

A Stock has limited Downside but unlimited Upside 📈

The math behind making money from stocks 💰

Very well explained by @Raamdeo sir!

Credit: A clip taken from @ETNOWlive YouTube channel

[Hosun Chung @hosun_chung]

This lady exposed the dark truth about recycling.

She dropped an AirTag in her recycling bin to find out where it really went.

Her experiment uncovered a sinister 250-ton secret...

Here's the full story: 🧵

[Anil Rodhan @RodhanAnil]

@earthcurated

[Rohan Das @rohaninvestor]

3 ways you could end up with zero capital gains.

[Darshan 🦖 @darshan]

A bit about me:

Since selling my ed-tech company for $60M, I’ve been building a casual gaming startup with just 5 people.

Check out Solitaire (to maximize your brain health):

https://t.co/5H5JHYaCuY

[Intrinsic Compounding @soicfinance]

Sectoral Check

Just penned down a set of brief thoughts on some of the major themes to see where we stand. Do share your opinions!

(By one of our students who's brilliant at checking themes and stock @deveshkedia_ )

Disclaimer: not a buy or sell recommendation.

1. Bank & Financials - Out of favour at the moment. Asset quality still very good buy peak soon. Slow deposit growth restricting advances growth.

2. Wealth management & Brokers - Uncertainty looms on the broking side due to hike in charges & taxes on FnO. Wealth Mgmt. doing well across the board. Private equity becoming attractive by taxes coming down at par with public equity - this theme should also be a multi-year theme in play

3. Chemical & Fertilizers - Select names bottoming out but most of the names still struggling with oversupply and exports. Fertilizer companies doing well

4. IT - Growth has come in single digits but the worst seems to be behind them. Incremental flows clearly flowing towards the theme as the sector is coming out of a long corrective phase and is entering stage 2. Services companies doing decent but product companies are doing much better. ER&D companies also doing well.

5. Railways & Defence - Order inflows have been slow in Q1, with capex numbers still strong but almost flat compared to last year. Next few quarters should be good but not sure if they will be able to attract a big chunk of the incremental flows

6. Infrastructure - Some select names still offer value and the next few quarters should be good for them with better order inflow and execution. Theme continues to be in stage 2 but one has to be extremely selective here

7. Real Estate - Strong tailwinds and growth triggers in place. Sector coming in favour after a long decadal lull period. Selective premium realty names still offer value with a healthy pipeline of projects. Home financiers and proxies such as construction equipment and materials should also do well.

8. Power - Massive capex and targets announced by the government here. DISCOM health has improved signifivantly so power players overall should do well. Solar getting a big push while wind has been deprioritized. Proxies such as transformers, smart meters, EV charging, battery storage, cables and wires, etc. can be a good play here.

9. Travel & Hospitality - Q1 would've been weak but performance has picked up from Q2. Multi-year theme with tailwinds as the foreign inbound travel picks up further. Domestic & international outbound travel is doing very well. Supply Demand mismatch may continue to provide pricing power to the players.

10. Telecom - Another forgotten sector which is coming back in favour after a decade. Debt levels falling, consolidation of players and increasing tariffs is helping in increased profitability and health of the players. Equipement players benefitting with government push and exports picking up.

11. Textiles - Sector coming out of tailwinds offering decent risk reward if the growth picks up again. Whole theme has re-entered stage 2 with companies guiding for better capacity utilization and tapering Red Sea crisis issues.

12. Metals & Mining - Metal players may struggle due to chinese imports and volatile metal prices but the mining companies and proxies should do well. Mining has become a priority theme for the government and select players are expected to gain massively over the coming years with huge capex plans and healthy balance sheets

13. Auto & Auto Ancillaries - The sector continues to do well in stage 2. New launches and decent demand growth coming in. Ancillaries doing better with 2W demand growing strongly. Exports remain an interesting opportunity for a few players.

14. Pharma - Select pharma players doing very well with a healthy pipeline and growth visibility. M&A activities also picking up. Supply chains shifting from China may help further. Companies are extremely optimistic about the opportunities. Sector is in a strong stage 2.

15. Hospitals & Healthcare - Hospitals struggling to post strong numbers. Growth has been slow with some struggling with greenfield capex, and others unable to improve utilization levels. Diagnostic companies are showing goood improvement but are yet to surpass the covid-levels.

16. Ecommerce - Growth has been really fast with pricing power coming in play - which should result in improved profitability. Swiggy about to get listed soon, which should make it more interesting

17. Luxury - This is a multi-year theme in play. Watches, clothes, aviation, jewellery, malls, real estate etc. - all doing very well and are expected to continue the growth momentum

18. Water Infra & Pipes - The whole segment (Pipes, Pumps, Mgmt., etc.) is doing extremely well with strong focus by the government as well. New technologies such as OPVC also coming up. Growth has been very strong with improving margins and order books. Multi-year theme but execution should be tracked closely.

19. Recycling - Another multi-year theme doing well. Execution has been solid till now and the visibility is very strong. Domestic scrap availability is expected to increase in the coming years, lowering the WC days and improving margins.

20. FMCG - Another legacy sector coming back in focus due to rural consumption expected to do well. Growth has been in single digits but the sector remains a defensive flow attracting theme, doing well in stage 2.