Samkit Vakil

Learner
Architect
Investor

[Shankar Sharma @1shankarsharma]

China is a product of extremely bright BUT beyond words, hard working people. Nobody in the world can match them.

Their export success is about amazing tech & quality BUT also amazing customer service, relentless followup months and years after selling even a 200 dollar device... All done by kids of 25-28. Get around 30k-40k INR equivalent.

This chat last night was at 3 AM China time.

While in India...

Example:

Around Rakhi a few days ago, most people from Wednesday said " Sir holiday mood hai..." Rakhi was Friday.
An employee said:" Sir won't be available Saturday because of Rakhi"

I said:" Rakhi is 5 minutes affair. Isme 3-4 days busy... For what???"

In my time, Rakhi was 2 minutes: back from school, do this Rakhi thingy with 3 sisters, over in minutes, back to work.

Ab, full week ka harsho-ullas.

Calcuttans Tell me Pandals frenzy started from July itself!

We lurch from one festival to another, sprinkled with
recent hyper -religiousity,
x and y pooja, invoke our ancient greatness ( little evidence of that), say " we were 25% of world GDP" - yes, but that was simply a function of population... that's how that data was derived. When industrialization came, west went ahead because 1 person wasn't 1 unit anymore, it became dozens.

Look at some of our industrialist posts: largely about this religion ceremony or that.

Rarely about some fabulous tech invention.

Narayan Murthy was right: 70 hours MINIMUM must be worked for greatness.
Yahan, hahakaar mach gaya.

On Wall Street eg, you work minimum that much.

In our Citibank days, anybody leaving at 9 PM would be told " Aaj half day off hai kya?"

Remember one thing:

Poor people and poor countries are poor because of their choice.

And for good reason.

That's South Asia: all mired in the same per Capita GDP zone: India was 16 percentile in 1991. 25 percentile now. Pak, BD, SL in the same quartile.

And look at Vietnam and China... look at Poland.

So actually, we are right in our permanent comparison with Pakistan...wahi theek comp hai Apne liye

[Uday Kotak @udaykotak]

SpaceX IPO, listing, and beyond, is a true test for capitalism. The valuation does not fit any traditional matrix and is a huge bet on the future course of planet earth. Only time will tell whether we, the human race, have arrived into the fairy tale world we grew up in as children, or are in a mega bubble. Either ways, kudos to the man who came as an immigrant, and to the country that has allowed such boundless creativity to flourish despite all the risks it embeds.

[Basant Maheshwari @BMTheEquityDesk]

This Dubai attack will seriously affect its perception as a safe haven. And it can start from property prices.

As a foreigner people would think twice before relocating.

[Basant Maheshwari @BMTheEquityDesk]

If Rupee falling against the Dollar is good for the economy than Zimbabwe is a better economy than America!

[Samkit Vakil @SamkitVakil]

@SamsungIndia My Galaxy S23, bought Aug 2023, suddenly died with a motherboard failure. No damage, no misuse. Service center quotes ₹25k for repair. Extremely disappointed. A flagship shouldn’t fail in under 2 yrs. Please help resolve this on priority. #Samsung #GalaxyS23

[anand mahindra @anandmahindra]

Our prayers are with our forces…

One nation…Together we Stand

[CA Vivek Khatri @CaVivekkhatri]

Is Trump deliberately crashing markets to refinance $7 trillion in U.S. debt?

On April 2, 2025, Trump announced massive tariffs.

Markets tanked. Bonds soared. Panic ensued.

But what if this chaos… is part of a calculated plan?

Let’s break it down with facts, history, and simple logic 🧵👇

[Basant Maheshwari @BMTheEquityDesk]

धीरे धीरे सारे राम श्याम जदु और मधु economic slowdown कि बात कर रहे है।

पिछले साल ये दूसरी दुनिया में थे।

देर आए दुरुस्त आए।

[Elon Musk @elonmusk]

Good point. Why is that?

[Basant Maheshwari @BMTheEquityDesk]

सारी Free स्कीम्स को consolidate कर के एक नई ‘लालची वोटर योजना’ में डाल देना चाहिए।

Less Confusion!

[Save Invest Repeat 📈 @InvestRepeat]

CIO of Parag Parikh Mutual Fund - Rajeev Thakkar has written a letter to PPFAS unitholders.

[Narendra Modi @narendramodi]

Heartiest congratulations my friend @realDonaldTrump on your historic election victory. As you build on the successes of your previous term, I look forward to renewing our collaboration to further strengthen the India-US Comprehensive Global and Strategic Partnership. Together, let’s work for the betterment of our people and to promote global peace, stability and prosperity.

[Harsh Goenka @hvgoenka]

The clock has stopped ticking. The Titan passes away. #RatanTata was a beacon of integrity, ethical leadership and philanthropy, who has imprinted an indelible mark on the world of business and beyond. He will forever soar high in our memories. R.I.P

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The Federal Reserve has cut interest rates by 50 basis points in their first rate cut since March 2020.

This officially marks the most surprising Fed decision since 2009.

[Baptiste @BaptisteVicini]

This guy can predict the future.

He runs 5 billion-dollar companies, sent a rocket to Mars, and implanted a chip to help a paralyzed man walk.

And he said, "With artificial intelligence we are summoning the demon."

7 predictions on the future of tech (& why you should care):

[Genevieve Roch-Decter, CFA @GRDecter]

🚨JUST IN: Berkshire Hathaway hits $1 TRILLION market cap.

First non-technology company in history to achieve it.

Warren Buffett is the undefeated GOAT 🐐

[Basant Maheshwari @BMTheEquityDesk]

हमारे देश में पढ़े लिखे भक्त लोग को शायद पता नहीं है कि Direct Tax Code (DTC) आते ही सारा शेयर बाज़ार की कमाई Business Income (35% Tax) में जुड़ जाएगा

10% ka LTCG और 15% STCG की विदाई हो जाएगी।

देश कल्याण में असली भक्त के लिए यह छोटा मोटा बलिदान क्या चीज़ है।

वैसे DTC तैयार है New Govt. के implementation के लिए |

[Kill Bill Pandey @Kill_BillPandey]

If Middle Class didn't unite, Your money will be robbed by this Govt.

DTC will be disastrous for Middle class, middle class kids and Indian economy!!

We need to resist againt this robbery planning!!

[Neal Taparia @nealtaparia]

Your 9-to-5 job is dying.

By 2034, it'll be extinct.

That's Reid Hoffman's latest prediction – the founder of LinkedIn who predicted the rise of social media in 1997.

Here's what he said next:

[Elon Musk @elonmusk]

We should send rockets not at each other, but rather to the stars