Abhilash Thirupathy

Founder - First start-up acquired for $18 Million 💰, Working at the intersection of Humanity - Technology - Cosmic Energy.

[Abhilash Thirupathy @abeyaby]

@boardyai building Bharan Ventures, a founder-first studio for growth-stage Indian founders the elite networks miss. count me in for Boardy Pro

[Dr. Deepessh Divaakaran (Dr. DD) @md_deepesh]

Everyone is talking about Annamalai leaving BJP.
Nobody is asking the right question.

Let me ask it.

In 2024, Annamalai led Tamil Nadu for BJP.
BJP won zero seats.
He himself did not win.

In 2026, BJP's vote share in Tamil Nadu collapsed further.

The media is painting him as a victim.
Modi and Amit Shah as the villain.

I am not a BJP supporter.
I am not an Annamalai supporter.
I am not even Modi and Amit Shah supporter.
I support Bharat.

So let me tell you what the media is not telling you.

In May 2024, right in the middle of the Lok Sabha election campaign, Annamalai travelled to Delhi.
Not for a rally.
Not for party strategy.
For a selection interview.

For a fellowship offered by the UK government.
He got selected.

By September 2024, Annamalai was in Oxford.
He stayed there until December 2024.
Twelve weeks.
Fully residential.

The programme is called Chevening Gurukul Fellowship for Leadership and Excellence.
Hosted at Oxford University.
Department of Politics and International Relations.

Only 12 candidates are cherry picked from all of India.

Now here is what you need to know about this programme.

It is not run by Oxford.
It is funded entirely by the UK Foreign, Commonwealth and Development Office.

The same ministry that runs British foreign policy.

The programme has been running for 25 years.
It targets India's future political leaders, senior bureaucrats, journalists, NGO heads, and civil society figures.

That means, 300 carefully selected future Indian power-holders.
Shaped inside Oxford.
Funded by Whitehall.

Past alumni include sitting Union Cabinet ministers.
Senior Tata Group executives.
And now, Annamalai.

One stat worth sitting with.

Tamil Nadu NGOs received Rs 6,395 crore in foreign funds in just four years.

Second highest in India.
After Delhi.

I am not saying Annamalai did anything wrong.
I am not saying he was sent there for any hidden reason.
I am simply presenting facts.

But here is what I will watch in the next 18 months.

Watch if international English-language media gives his new movement disproportionate coverage.
Watch if Western think tanks invite him to speak.
Watch if NGOs with foreign funding quietly support his ground operations.
Watch if his Oxford policy paper surfaces in any British foreign policy publication.

I have no verdict on Annamalai.
I have no personal agenda against him.

But I do have questions.

Maybe I am wrong.

Maybe this is a BJP strategy to rebuild in Tamil Nadu through a friendly outsider.

But here is what history tells us.

Britain lost India in 1947.
It never lost its networks.

The question is not whether Annamalai is right or wrong for India.

The question is: who benefits if he succeeds?
That answer will become clear.
Sooner than you think.

[CA Vivek Khatri @CaVivekkhatri]

While you slept, $50 BILLION got locked into ONE Indian city.

Not Mumbai. Not Bengaluru. Not Hyderabad.

VIZAG.

Google. Reliance. Adani. Meta. Sify. L&T - all bet on the same coast in 90 days.

This is the biggest infrastructure bet in modern Indian history.

And nobody is talking about WHY.

A thread you'll come back to in 2030 🧵👇

[Abhilash Thirupathy @abeyaby]

@lennysan @pmarca @grok - summarise

[Scott Adams @ScottAdamsSays]

A Final Message From Scott Adams

[Abhilash Thirupathy @abeyaby]

@ValaAfshar @claychristensen Summarise @grok

[Abhilash Thirupathy @abeyaby]

@erichustls Shadow

[“Riseyourself” RL Narayanan @rlnarayanan]

As a species Human beings have a unique advantage, irrespective of the past and inspite of all the weaknesses & faults, we can reset the axis and became a brand new person from today.
A brand new start can be given to our life starting today, If you a want a brand new version of yourself from 2026
Start from today, Just 20 minutes for one aspect that you will like to add in your life, be it reading, be it walking, be it meditation, be it yoga or a time for yourself.

Reset your axis and start from today.

[“Riseyourself” RL Narayanan @rlnarayanan]

From a hard core sales guy selling credit cards 💳 and insurance at night 10pm to VP institutional sales of one of the large brokerage houses in India
🇮🇳
Understanding from Grassroots
Be it politics or business if you need to grow to top, understanding grass roots is very important.

I started my career in Sales sometime meeting 400-500 people in day covering 70 -100 kms would be back home at 11pm - 12 midnight

It was not easy, but the confidence I have gained is immense that laid a big foundation for me in ground level understanding of business most importantly sales.
Product will sell or not ?

When everyone would use a 100cc bike that gives 70kmpl mileage I used a bullet which would give 25kmpl
I went on to study and do my research on Harley Davidson

That lead me to conviction buy call on Eicher when I became institutional head, same story with #Titan because I understood there #Gold business

I understood the opportunity in financial services business, I was trained by Swiss 🇨🇭 Re in insurance I had a corporate license some 23 years before, have sold mutual funds way back in 1998 with Kothari pioneer

This lead to my understanding at ground level, one thing I am happy is the insurance business we started has grown to ₹2000 crore company but the opportunity we missed in the financial services as a space is ₹50000 crores

Even today the space lacks a serious integrated play the way I have imagined.

As I understood trading and the feel of traders wanted to do a invitation only broking platform exclusively for Traders called : #Tradingguru

I got funded for ₹3 crores but since my director was the person who took me to #Mumbai he was ready to give me ₹10 lakhs and one year salary if I still wanted to be in Chennai and my 700 sq feet cabin to be used by me for my business
that was the support I got, so I had gratitude towards him inspite of multiple offers I did not join any other broking company and even the startup I took to my company
They rejected it because the offline brokerage earned a revenue of 42 paisa vs 10 paisa for online

“I said the brokerage was exclusive because trading is a zero sum game everyone can’t be rich for few to win many have to loose that’s the design”

Trading guru was 2 years before #zerodha
That’s one incomplete part of my business journey

Then I moved to family office and not for profits, education for the backward and healthcare ( I have written about it)

“Understanding sales and marketing is more important than understanding accounting”

In India the law is not strict for creative accounting

Footnote :

For institutional business
Our call in Eicher if ₹10 lakhs invested is worth ₹70 lakhs approx
In #Titan its ₹2.12

Eicher to select investors and institutions was in 2008-09 that went on to become ₹3.6 crores

Before leaving to Mumbai for all the traders who had more than ₹5-60 lakhs invested and lost in trading suggested #SRF as the only long term medicine 💊 with the cash available nothing much was there except ₹30~1.2 lakhs approx
But finally these intelligent traders listened to me and left the account

Rest is history all of them recovered there capital some did even 6X returns.

In 1999 I was in streets of mount road in 2009 I was in television studios
I did not have any fancy qualifications
Masters in psychology I did for the sake of knowledge
MBA more for a documented evidence

Before joking the family office, I wanted to set up a global consulting and financial conglomerate in “London”
Almighty had different plans and his/her plans are the best for you.

Determination & conference opens the doors for you.

I did not do even a single trade when I became a VP

I did not make big money, making money never inspired be having seen trading,
but I have always felt the presence of god almighty protecting me wherever I am perhaps that’s the best reward for honesty.

[“Riseyourself” RL Narayanan @rlnarayanan]

“I Don’t Read Charts. I Read Stories — Because Price Follows Psychology.”

A Billion-Dollar Hedge Fund Manager Called Me Crazy. A Week Later, He Called Me Genius.”

🧠 27 Years in Markets. One Lesson Never Fails.

“When everyone is screaming buy, I quietly start selling.”

Last week, I had a 2-hour midnight call with a hedge fund manager — one who has managed over $1 billion and recently moved heavy into #Crypto.

He asked, “What’s your view on the #CryptoMarket?”
I replied calmly:

“The story is already written.
The telecast begins soon. Be ready for the fall.”

He didn’t like it.
He was too bullish on #Bitcoin and #ETH.

I told him, “The ETH game began at the start of this year — and it’s ending now.”
He paused.
We spoke another 20 minutes, but the sentence was enough.

Then he asked, “Do you look at charts?”
I smiled and said,

“Beyond charts.
I look at the story before it unfolds.
Because price follows narrative, and narrative follows psychology.”

A week later — the chart spoke louder than any argument.
ETH fell over 11%, BTC slipped almost 8%.
My call value today? Over $5 million.

I’ve seen this movie before — in 2000, 2008, 2020, and now 2025.
Markets don’t crash when they’re weak.
They crash when they’re overconfident.

When everyone becomes an expert, and liquidity becomes religion —
the gods of leverage begin their harvest.

My 12-month #Bitcoin target: below $42,000.
You can disagree.
But remember — the market doesn’t reward opinion.
It rewards discipline and foresight.

The game has just begun.

“If you’re a serious & big market player and want to exchange insights, feel free to reach out for a private discussion.”
[email protected]

#StockMarketCrash #CryptoCrash #Bitcoin #ETH #Investing #Trading #HedgeFunds #MarketPsychology #BearMarket

[Abhilash Thirupathy @abeyaby]

@sudheep8531 @ashishca13 Already overvalued. What is the upside at such high valuations?

[“Riseyourself” RL Narayanan @rlnarayanan]

As I began to write, I feel unlimited energy and joy flowing through me, I write this as notes to myself,
Today is wonderful day and early mornings are best to contemplate on life and living.

The Rebel’s Path: Loving Life, Leaving Suffering Behind

Starting from where we left, let’s do it like #KantaraChapter1

Life is not a dry journey from cradle to grave—it is an overflowing river, shimmering with joy and yet trembling with suffering.

To see suffering is not to be negative; it is the first awakening, the opening of your eyes. This is the fragrance of awareness: behind every smile, a shadow; beneath every pleasure, a longing unfulfilled. The master, sitting beneath the Bodhi tree, does not say, “Escape!” He invites, “Look deeper, look total. There is a way—walk with me.”
First, understand: suffering is the heartbeat of existence.
Every modern human, running from boardroom to bedroom, feels it—the anxiety before exams, the ache of loneliness in crowded streets, the emptiness after a night of parties. It is not just yours. It is the human condition. Don’t deny it—embrace it.

Why does this pain exist? Not as punishment, but as invitation.

Can you see?

There are reasons: grasping more and more, the endless desires—greed;

grudges carried for lifetimes—hate; and most insidious, the sleep of unawareness—ignorance.

The awakened one simply laughs:
“It is a man’s own mind which leads him to suffering.”

The Dance of Suffering: Not an Exception, But The Rule

Existence is not a vacation—it is a vast ocean where waves of joy and suffering rise and fall. Every human being, from the beggar on the street to the Bollywood star, is touched by pain. The awakened ones do not avert their eyes, but gaze into this truth with courage.

“All conditioned things are suffering. When one sees this with wisdom, one turns away from suffering.”
—Buddha

Why this suffering? Modern life hides it in neon lights, Instagram reels, high heels, parties without end. But beneath the glitter, the ache remains.

The Illusion of Glamour: Bollywood’s Hidden Night
Bollywood actresses, shimmering in the limelight, are worshipped by millions. Their beauty becomes a benchmark, their laughter broadcasted as joy. Yet how many know the truth behind the mascara-smudged smiles?
From panic attacks and relentless anxiety to nights dissolved in depression—even at the summit, the suffering is real. Some, desperate to forget even for an hour, turn to pills and parties. But the moment the lights dim and the music stops, the pain returns—louder, darker, uninvited.

“As soon as you are aware, the mind starts hurting—because awareness brings honesty. The mask falls away.”
Never-ending parties, luxury vacations, fame’s illusion—they never grant freedom. Instead, they birth a greater emptiness”.

Social Media: The New Addiction
Now, witness the rise of the influencer—the kings and queens of followers, counting numbers like millionaires counting coins.
Each “like,” each new subscriber is a drop of dopamine, and it feels good…for now. The mind calculates: with more followers will come more money, more recognition. But Buddha’s ancient law is still alive:
“What goes up must come down.”
The graph of popularity cannot only move upward. When the decline comes, those unprepared fall into despair, unable to digest the emptiness left behind. Anxiety, depression, burnout—these are no longer rare, but the new epidemic among the so-called successful

[Abhilash Thirupathy @abeyaby]

@RupakRoyC @SuperGrok - what does this tweet mean?

[VALUEPICKER @RupakRoyC]

Munna bhai :Yeh circuit mujhe unhygienic foods pasand nahi hai

Circuit: Munna bhai Hygiene bole toh good packaging chahiye

Munna : Ha ha wohich ,good packaging.

Circuit: apun hai na Bhai mamata ko call krta hai apun sab kuch hygienic leke aayega

Forget the above story :

We are moving unhygienic to hygienic

Open to packaged and automated

Without good machinery manufacturing it is not possible.

Here it comes to role of Mamata machinery.

They are producing packaging machinery for FMCG / food beverage/health care / pet care/ personal care etc.

Mamata machinery: leading machinery manufacturing company,
With 1100 cr market cap only
ROE : 27 AND ROCE : 35,PEG : 1,PE : 26,EPS : 17 getting advance from customers ,cash flow from operations per share 29.5 .

CFO P/ S> PE AND EPS shows the reasonable valuation as well the solvency.

Even though they are working in slow moving product manufacturing even after the same they have commendable hold on working capital and are able to fund 30% inventory with the help of creditors fund .

Whereas the company is not allowing more than 50 days credit to clients.

Remember no corporate loves to pay you in advance when they pay in advance that shows you make something which others can't ..

No debt whereas most of the companies are doing dilution.

Shares are flowing from Aam admi to moving smart admi

Each year cash flow from operation is positive.

The company is getting consecutive orders from UAE ,LATIN america, it shows the credibility of the business.

US subsidiary with very healthy financial..

35 yrs of legacy marketed under vega and win brands.

The Indian flexible packaging machinery industry is going to grow at 9.5 % CAGR VS 4.5% cagr in global.

Recently appointed Mr Rajasekhar Venkat in May 2025 .

Always feel and visualise before going for investment or even doing rejection.

https://t.co/EjAjJLmV7r

[Abhilash Thirupathy @abeyaby]

@mkstalin Bravo!

[Abhilash Thirupathy @abeyaby]

@rlnarayanan Nicely put in layman’s language.

[“Riseyourself” RL Narayanan @rlnarayanan]

Row, row, row your boat,
Gently down the stream;
Merrily, merrily, life flows on,
The world itself a dream.

Buy, buy, buy your stocks,
Steadily through the stream,
Patiently, wisely, let compounding wor
Wealth is but a dream.

Hold, hold, hold your ground,
Markets rise and fall,
Merrily, merrily, ups and downs—
Time outshines them all.

Plan, plan, plan your path,
Separate wants from need,
Slowly, surely, freedom comes—
Discipline plants the seed.

[Abhilash Thirupathy @abeyaby]

@ValueWithPrem Very helpful

[Abhilash Thirupathy @abeyaby]

@vkhosla Always a big difference when a founder / Ex Operator is part of the VC team. So few of them in India.

[Abhilash Thirupathy @abeyaby]

@MohapatraHemant What arrogance? Labelling intuition and divine blessing as a matter of fact science.

Please humbly limit your arrogance to your area of expertise and please don’t label people posthumously unless you have worked with them for a considerable amount of time.