Avinash Rangarajan

[Avinash Rangarajan @avi_mit07]

@nakavi14 @MaridhasAnswers https://t.co/dcYvcA2UxM

[Avinash Rangarajan @avi_mit07]

@DocPriyamMD Can be put as an information. How do you see yourself when 2 kinds of patients arrive at ER. Is X used as PR rather doing what is expected!

[Avinash Rangarajan @avi_mit07]

@DocPriyamMD Does this not told during their course and not part of book, a junior doctor posted in ER would certainly know this. Is it using Jr doctor as reference, u want to post this in twitter.

[Avinash Rangarajan @avi_mit07]

Hitech Corporation's proposed a voluntary delisting at an indicative price of Rs. 353 per share, seeking to acquire the remaining 25.57% public stake. Market price moved from 135 to present 309 from 15th May onwards. Correlation?? @compoundingaiin @soicfinance

[Avinash Rangarajan @avi_mit07]

@anand_srini 0% revival of congress in TN

[Avinash Rangarajan @avi_mit07]

@anand_srini Sir, i had great respect for you and congress. But the way u exited and the way u justified doesnt look good.

[Avinash Rangarajan @avi_mit07]

@SriramMadras @mkstalin Sriram, curiosity if we had ajith, Dhoni and vijay contesting the same election instead of dmk and admk, what would be the result be.

[Avinash Rangarajan @avi_mit07]

@cyborgg42 @sri50 The whole ipl is not about cricket. Its about entertainment. Cricket is just a part of it

[Avinash Rangarajan @avi_mit07]

@throttleandtech I feel all cars are well designed to run for minimum 2L kms. The issue is who has the patience to hold a car for that long. Many change car just like phone.

[Avinash Rangarajan @avi_mit07]

@throttleandtech Can u post a video the proper way to drive DCT gear box in hill ascent and descent.

[peekay @pankajkanal]

@volklub Never saw them as a middle solution but was always let down by the after sales service and support. That’s something which should be good across board irrespective of the pricing of the vehicle

[Avinash Rangarajan @avi_mit07]

@SriramMadras But it shows one important thing, every party has to work at grass root level to ask what they deserve. Else others will eat through them. Congress loss is dmk gain. They get dual benefit, to boost themselves as secular and 2 to 3% vote share of congress

[Avinash Rangarajan @avi_mit07]

@throttleandtech It is said for DCT its better to bring it to neutral.

[Avinash Rangarajan @avi_mit07]

@gargchirag16291 @volklub Any brand can have such issues. I have VW polo, in last 10 years, it has got break down 3 times on a family trip. And I have heard customers who had nil problem. So I guess car buying includes luck too.

[Avinash Rangarajan @avi_mit07]

@compoundingaiin The average client funding book is ₹59.17 billion, a 10.4% growth quarter-on-quarter, with average exposure per client using the facility is ₹1,76,508. If the article by Nithin Kamath on MTF would be true, what would be the impact for Angel One? https://t.co/IgCjeyezzE

[Nithin Kamath @Nithin0dha]

MTF (margin funding) has grown ~5X in 4 years to ₹110k+ crores, especially after F&O margins and STT increases. But there's something nobody's talking about: there is no real risk model in play for brokers. 😬

Regulations allow up to 5X leverage (20% margin) on many stocks. Competition forces every broker to offer maximum permissible leverage. If you don't, you lose business. Classic race to the bottom.

Unlike F&O, MTF has several risk multipliers:
Clients hold positions for months vs days
1,300 stocks (many illiquid) allowed vs only the top 200 in F&O
All buy positions vs two-way flow in F&O, making risk management much harder
Much harder to manage risk, given all the above.

By the way, this leverage from MTF becomes insane when you accept stocks as collateral. So, with Rs 1 lakh of stocks, you get a collateral margin of Rs 80k (20% haircut), and with this Rs 80k, you could buy Rs 5 lakh of MTF.

The structural problem: Indian equities have decent liquidity when markets rise, but it completely dries up during drawdowns. Minimal short-selling (SLB) means almost no natural bid when things reverse. Forced liquidations become self-reinforcing, especially in non-F&O stocks.

SEBI caps MTF at 50% of broker networth + borrowings (or up to 5x networth) to prevent broker defaults. But this potentially protects the system from broker failures, not brokers from client defaults.

With MTF growing 5X across the industry and everyone at maximum leverage, the next major correction could trigger synchronized liquidations.

We haven't seen a 2008, 2015, or COVID-type event since MTF scaled up. When we do, it will cause mayhem—not because any broker fails, but because forced selling into illiquid markets will cascade.

This will be significantly worse beyond the top 200-300 stocks due to lower liquidity.
Someone asked me what the risk model is. I said there is none. I mean, there is—if "praying" that stocks don't fall counts as a model. 😃

My gut says a lot of what's being earned as interest income, and possibly some capital, of brokers, will all be given back when the market does a quick move down.

[Citizen @Chandankr2018]

Sometimes, in a company, when the business mix is changing, its profit might look stressed in the short term because it has to incur upfront costs to establish and scale the new business.
During these times, markets generally ignore the company until green shoots start to emerge.

🎯We, as investors, should track these companies to catch the visible change to generate the maximum return.

In this series, we will discuss such companies going forward. 🔖

[Avinash Rangarajan @avi_mit07]

@bseshadri The TAPS could be beneficial bcoz the remaining investment would compensate for inflation as DA increase, whereas in the other case it would be just annuity return

[Avinash Rangarajan @avi_mit07]

@businessbarista Claude

[Avinash Rangarajan @avi_mit07]

@TNFloodmodeller How about Sachinandapuram area in Thalambur?

[Fidel Castro @Common__Voice]

As we keep saying DMK has never been a party for the common man / people of TN🤬😡

Look at the arrogance and how he abuses a common man 🤬🤬. Who the hell are you guys 💦💦💦🤬🤬🤬

Time to throw out DMK and its allies out of power in 2026 #DMKFailsTN