Saurabh Sarayan

Indian First, Finance professional, value investor, rationalist

[Minhaz Merchant @MinhazMerchant]

Washington & Beijing worry that if India can grow at nearly 8% a year amid global wars, $100 oil, trade tariffs & El Niño drought, what might its growth rate be when the clouds clear? My @firstpost column https://t.co/NTmVsqAxB7

[Incentivising @incentivising]

Game theory pretty much proves that the long game is not a strategy most people can execute at all. That's because it tends to require a negative short-term position in exchange for a real advantage later. Most people cannot commit to this because their threat-detection system reads current loss as an existential failure. And that's vicious short-sightedness. It leads them to optimize for visible progress and sacrifice their real position. The people who constantly win rarely have better information. Instead, they accept that losing now will pay off later. Never quit a game before it starts.

[Narendra Modi @narendramodi]

HIGH POWERED TASK FORCE on examination reforms under the leadership of Shri Nandan Nilekani constituted.

@NandanNilekani

[True market Leader @TmarketL]

Game theory

Most people are playing the wrong game.

If you want to get rich, there are only 3 games that actually matter.

Everything else is a distraction

[Naval @naval]

A few geniuses solve problems and automate solutions for the rest of society.

Any society that can overcome envy to maximize the number and output of geniuses will thrive.

[neeraj arora @neerajarora]

India is one of the most important places in the world to build enduring, category-defining companies - and the next chapter will be shaped by two forces we care deeply about at @generalcatalyst: AI transformation and resilience. General Catalyst has announced a commitment to invest $5 billion in India over the next five years. Here's what that means in practice.

[Naval @naval]

People who don’t organize into tribes get wiped out by people who do.

[Saurabh Sarayan @SarayanSaurabh]

@1shankarsharma Imports would comprise of crude oil, substituting crude oil imports from some other country (thus, net neutral)

On the other hand, probably, a lower duty compared to other mfg companies would lead to an upward bias on exports.

[Saurabh Sarayan @SarayanSaurabh]

@niyo17417 @grok is this an AI generated clip

[Saurabh Sarayan @SarayanSaurabh]

@theskindoctor13 Our tolerance for corruption has gone up manifold in the last 2 decades - both govt &voters. Ministers were asked to stepped down for a mere allegation during the hawala scam, Rajiv Gandhi was voted out due to Bofors. It is mainstreamed now.

[Saurabh Sarayan @SarayanSaurabh]

@drifteternal_ Real estate developers like @LODHA who violate every rule in the book, and have civic administration @mybmc in their pocket.

[Saurabh Sarayan @SarayanSaurabh]

@mashrujeet @MNCDFbombay @RoadsOfMumbai @mumbaimatterz @ChandivaliCCWA @AndheriLOCA @GemsOfMBMC @JuhuBuzz Another example- Neptune Living Point, Bhandup W where @LODHA is developing a plot, flouting all @mybmc norms for timelines, water sprays, barrier, enveloping the neighbourhood with dust for last 1.5 years.
@mybmcWardS @BJP4Mumbai @ShivsenaUBTComm

[Saurabh Sarayan @SarayanSaurabh]

@richapintoi @mybmc should also regulate flouting developers like @LODHA, who cut corners on costs to heavily pollute the eco systems of their sites with dust. The site at @mybmcWardS at Bhandup, where their site is covered with a dust cloud impacting residents around.

[Saurabh Sarayan @SarayanSaurabh]

@mashrujeet @MNCDFbombay @RoadsOfMumbai @mumbaimatterz @ChandivaliCCWA @AndheriLOCA @GemsOfMBMC @JuhuBuzz Another example- Neptune Living Point, Bhandup W where @LODHA is developing a plot, flouting all @mybmc norms for timelines, water sprays, barrier, enveloping the neighbourhood with dust for last 1.5 years.
@mybmcWardS @BJP4Mumbai @ShivsenaUBTComm

[Saurabh Sarayan @SarayanSaurabh]

@rushikesh_agre_ Day-light flouting of construction norms by @BJP4India linked @LODHA developers. The neighbourhood of their Bhandup site enveloped in dust, entire neighbourhood impacted with cough, bad throat since last 1.5 years. @Dev_Fadnavis

[Saurabh Sarayan @SarayanSaurabh]

@kunalpurohit @mybmc BMC developer norms also don’t apply to connected groups like @LODHA . Day-light flouting of norms, no water sprays, no abiding to timelines. Unchecked dust pollution created at their site in Bhandup for last 1.5 years. @mybmc @Dev_Fadnavis

[Saurabh Sarayan @SarayanSaurabh]

@mumbaiheritage Due to repeat offenders, who are above the law, like @LODHA developers. Their site in Bhandup disregards all construction rules and norms - no water sprays, no timelines. neighbouring residents live in a thick layer of dust created by them.

[Ravi Jain @RJ8456]

@SarayanSaurabh @LODHA @mybmc @MumbaiPolice @sanjaydinapati1 @LODHA is so special to @mybmc that it will give construction stopping orders to several developers to improve AQI in Mumbai while @LODHA can continue construction in Bhandup without using any water spray and spreading huge amount of dust all around the community.

[Uday Kotak @udaykotak]

As geo politics interferes with economics, India quickens domestic reform. Reduction in GST rates, and now capital market changes. Time to transform, for every Indian to get out of comfort zone, to embrace atma nirbhar and create negotiating leverage. Only the paranoid survive.

[THE SKIN DOCTOR @theskindoctor13]

Feminists have an incredible ability to turn every occasion into a stage for personal or ideological self-spotlighting.

From Karva Chauth rants on ‘patriarchal fasting’ to Raksha Bandhan lectures on ‘self-protection,’ Navratri reminders of ‘worship vs oppression,’ and Holi reduced to ‘harassment.'

Apart from draining these events of their shared meaning and stirring needless polarization, they also trivialize genuine women’s issues into attention-seeking theatrics, eroding the broader public’s willingness to stand with women who genuinely need help.