My work-in-progress as IC member:
Phase 1: Rapid elimination (30-45 min) → 6 to 2 opportunities
Phase 2: Deep conviction (3-4 hrs) → What breaks post-listing? → What must go right? → When exit?
Goal: Conviction on what matters. Discipline to pass on rest.
This week: 6 SME IPOs worth ₹251.9cr competing for attention.
95% fresh capital (₹238cr) 6.7x size spread (₹92cr to ₹14cr) All within 7 days
Even allocating to 1-2 means evaluating all 6.
A capital productivity problem most investors don't talk about.
Capital productivity lens:
Input: Analyst time (fixed)
Output: Decision quality (variable)
When supply ups without time protection then Quality per decision likely impacts
"How do we protect capital productivity in our decision process?"
#TechWithMC | Nvidia, Reliance Industries to build AI infra to unlock India’s potential from massive user base, growing data.
Here's all the details 🔻
https://t.co/jhrijHYHAR
#Nvidia#RIL#ArtificialIntelligence
Oh, keyword-based resume scanning, the ancient art of picking out a few random words to judge a candidate's entire worth! 💔 Who needs that when we have an army of ChatGPT prompts and AI tools to help candidates craft their resumes?
Recruiters, while 😎candidates have a plethora of ChatGPT prompts to prepare themselves, do you have the luxury of even one? Let's level the playing field, shall we? 💥 Tag a recruiter or hiring manager who needs productivity boost ! #hyrgpt#recruiters#chatgpt#hiring#future
A police van with an average of 6-8 policemen has been stationed at Eskay Resort a private property for almost 2 months now. Can Mumbai Police really afford to invest over burdened police resources on a private property?
Day 60
New tax law has come into effect
However, it’s not the end. Governments make mistakes but it is up to the people to get it corrected
One of the best way to get tax reduced is to grow the crypto industry even bigger than what it is
Let’s work on growth
#BuildForCrypto
@sanjivrbajaj@Bajaj_Finserv why does it take more than 7 days to book FD after payment is made? If you collect money instantly, why not issue policy instantly? Your systems need re-engineering !!
@Bajaj_Finserv your online senior citizen FD rates promised before booking and the one shown after booking do not match. Your telephone support is designed not to resolve queries. Can u fix both my query and your support? @sanjivrbajaj
@Bajaj_Finserv your online senior citizen FD rates promised before booking and the one shown after booking do not match. Your telephone support is designed not to resolve queries. Can u fix both my query and your support? @sanjivrbajaj
It's been over 15 days from my last tweet and multiple DMs. We have not heard back from you on billing query. Are you listening and here to address queries? @Amarbjym@CMOMaharashtra@Adani_Elec_Mum
@Adani_Elec_Mum I have got erratic bill despite lower usage. How is that possible? Please review and share the revised bill in line with realistic consumption.
@Adani_Elec_Mum I have got erratic bill despite lower usage. How is that possible? Please review and share the revised bill in line with realistic consumption.