A Sceptical Man

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[A Sceptical Man @WhyDan4]

@vrk100

CFA Institute 10 Year Milestone

10 Year Certificate of Achievement

Professional Learning Program 2025

Investment Professional

https://t.co/hihDxPJN2F

#cfainstitute #cfaprogram #FinancialServices

RamaKrishna Vadlamudi, CFA

[A Sceptical Man @WhyDan4]

@HelleLyngSvends Amit Shah is India's best HM!

https://t.co/G2L94UNmff

[A Sceptical Man @WhyDan4]

@HelleLyngSvends Amit Shah is India's best HM!

https://t.co/G2L94UNmff

[Helle Lyng @HelleLyngSvends]

I got a visa to India and was supposed to leave this morning to attend the Bharat Summit in Hyderabad. I had been invited as a panelist and speaker on the future of media and press freedom.

But «orders from above» in the Ministry of Home Affairs have cancelled my visa.

Here is my message for @AmitShah

[A Sceptical Man @WhyDan4]

@VishalBhargava5 Digital India's digital dystopia version 3.14159265 >

@jackerhack @digitaldutta @nixxin @logic

https://t.co/2zN9b44zXL

[A Sceptical Man @WhyDan4]

@VishalBhargava5 Digital India's digital dystopia version 3.14159265 >

@jackerhack @digitaldutta @nixxin @logic

https://t.co/2zN9b44zXL

[Vishal Bhargava @VishalBhargava5]

India’s March to a Digital Bureaucracy

Over the past month I have tried to get the PUC (Pollution Under Control) certificate for the car of an elderly relative. Normally it is straight forward. Go to a PUC Center and in a few mins it’s done. Now however it needs “digitisation” to do the PUC.

You go to the Parivahan website to update your details and upload documents. The PUC Center guy said he can do it for ₹300. It seemed like a straightforward task so I decided to do it myself. Uploaded the requisite documents. For almost a month no response.

Today was driving and saw another PUC Center. Decided to check. He said he can do it for ₹300. Also said the govt website is useless for the consumer. Gave him the details. He had an instant response telling him the name in Registration Certificate and Aadhar was a slight mismatch. The name and surname matched. But the Aadhaar had a middle name as well. So it was a mismatch.

His Solution: Change the name at RTO or Aadhaar so that the PUC can be done.

So many questions on this digital bureaucracy.

1) Why should getting a PUC even need such a requirement?

2) Doing a name change means going from the online to the offline world - which defeats the purpose of digitisation

3) Why does a govt website provide instant response to a vendor but not the citizen?

Digitisation was supposed to eliminate bureaucracy. Instead in the Transport World - India is instead becoming a digital bureaucracy @nitin_gadkari @MORTHIndia

[A Sceptical Man @WhyDan4]

In an earlier interview w/ @_soniashenoy, Kenneth Andrade outlined his philosophy for Old Bride Flexi Cap fund.

"Flexi Cap has greater flexibility to accommodate both early-cycle and late-cycle investment opportunities." 👍

https://t.co/xtfjd0hu83

Watch video starting @ 21:00”

[A Sceptical Man @WhyDan4]

In an earlier interview w/ @_soniashenoy, Kenneth Andrade outlined his philosophy for Old Bride Flexi Cap fund.

"Flexi Cap has greater flexibility to accommodate both early-cycle and late-cycle investment opportunities." 👍

https://t.co/xtfjd0hu83

Watch video starting @ 21:00”

[A Sceptical Man @WhyDan4]

Kenneth Andrade's Old Bridge Flexi Cap fund seems to be following highly "flexible" approach to portfolio management (yaani high portfolio churn, contrary to his fund philosophy). 😀

https://t.co/Jda7Dggbq6

[A Sceptical Man @WhyDan4]

Interesting >

After abruptly selling HCL Tech (in OB Focused fund) in Mar2026 during Indian IT stock meltdown, Kenneth Andrade picked up HCL Tech again in Oct2026 with 3.7% portfolio weight in Old Bridge Flexi Cap fund.

[A Sceptical Man @WhyDan4]

Interesting >

After abruptly selling HCL Tech (in OB Focused fund) in Mar2026 during Indian IT stock meltdown, Kenneth Andrade picked up HCL Tech again in Oct2026 with 3.7% portfolio weight in Old Bridge Flexi Cap fund.

[A Sceptical Man @WhyDan4]

Apple - Nvidia = 1 trillion.

[A Sceptical Man @WhyDan4]

@vrk100 Nifty Indices >

Nifty Sector Indices: Opportunity or Concentration Risk? https://t.co/sqIGXSCgOE

Herfindahl Hirschman Index or HHI of Top 10 Nifty sector indices (by weight in Nifty Total Market index) >

[A Sceptical Man @WhyDan4]

@vrk100

EPS growth breakdown / sources of EPS growth >

Three sources of EPS growth are:

> revenue growth
> margin expansion (net profit margin)
> changes in shares outstanding

[A Sceptical Man @WhyDan4]

Nvidia launches investigation into CEO Jensen Huang over foreign intelligence concerns

Company statement > https://t.co/fhGN1FPmVo

https://t.co/cAwSqHvvGG -

[A Sceptical Man @WhyDan4]

@theliverdoc I love these sciences! 😂

🟣 Baba science - Ramdev and dalals

🟣 Pseudoscience - Ayush Ministry

🟣 Delusional Science - Homeopathy

🟣 Looks like science - Wellness industry

https://t.co/GsMQPhZkT6

[A Sceptical Man @WhyDan4]

@theliverdoc I love these sciences! 😂

🟣 Baba science - Ramdev and dalals

🟣 Pseudoscience - Ayush Ministry

🟣 Delusional Science - Homeopathy

🟣 Looks like science - Wellness industry

https://t.co/GsMQPhZkT6

[TheLiverDoc™ @theliverdoc]

There are many sciences. This is an India only thing because we are very high on science illiteracy and poor in critical thinking.

🌤️Standard science - Universal. The one that really helps humanity progress.

🔴Bro science - Jitendra Chouksey, Luke Coutinho

🔴Baba science - Ramdev and dalals

🔴Pseudoscience - Ayush Ministry

🔴Fringe Science - Huberman, Biohackers, Anti-aging, Longevity cults

🔴Bad science - Ayush + Standard Science (Eg - Integrative Medicine at AIIMS, NIMHANS etc), B M Hegde

🔴Delusional Science - Homeopathy

🔴Looks like science - Wellness industry

🔴Our Science - Traditional Medicine

🔴Your Science - Anything against Traditions

[A Sceptical Man @WhyDan4]

Skin in the game >

I appreciate the Italian chef! 🙏

[BBC News (World) @BBCWorld]

Italian chef fired for refusing to put pineapple on pizza https://t.co/ctGo6SDfvl

[A Sceptical Man @WhyDan4]

Irrelevant graphic.

[Anil Padmanabhan @capitalcalculus]

Black Thursday!
What a scary reality check on AI.
Via @WSJ

[RamaKrishna Vadlamudi, CFA @vrk100]

@screener_in @ayushmitt @faltoo Hey, @screener_in, @faltoo and @ayushmitt, you can use your expertise to improve user experience instead of the pyrotechnics of distracting cursor animation.

Maybe, non-renewal of the subscription is the only solution left to paid users.

[RamaKrishna Vadlamudi, CFA @vrk100]

.@screener_in doesn't consider there're normal people who use it during weekends.

It's such a pain in the rear to use the database especially around the festival days.

Why this charade of moronic distraction of gimmicky cursor animation?

Quite useless. 👎 @ayushmitt @faltoo

[RamaKrishna Vadlamudi, CFA @vrk100]

Market cap weight of Top 10 stocks in S&P 500 dropped significantly from 40.6% in Sep2026 to 38.9% in Oct2026.

The early trends of Nov2026 clearly indicate this is likely to fall further (hint: Nasdaq Composite fell 5.5% yesterday).