Avinash Pai

Tech Tinkerer, Info junkie, Entrepreneur, and Finance Professional. Investing. Science. History. Health & Fitness.

[Avinash Pai @avinashpai]

@GaryMarcus It is wholly conceivable that Google will own drug discovery, healthcare, media, defense and unrelated companies/divisions because of AI. Won't that help with the RoI on AI?

[Avinash Pai @avinashpai]

@infinite_shunya There is a Chokkanatha swamy temple in Domlur from the 12th century. Well maintained and beautiful.

[Avinash Pai @avinashpai]

@svembu In fact it is the Indian markets that are optically cheap. There is hardly any company innovating anything available in primary markets. All we have are service companies and aggregators mostly. And all valued sky high. Other than banks, IT etc which are mature.

[Avinash Pai @avinashpai]

@svembu Margins and growth should be used in conjunction with P/S to arrive at a fair valuation. Currently everything is valued high. RE, Equity, Metals, Commodities etc. This could be explained by people flocking to these assets and selling currency because they fear $ depreciation.

[Avinash Pai @avinashpai]

@harshmadhusudan I think the pessimism isn’t completely misplaced. IT Services will get him in 3-5 years. Knock on effect. Populism by all parties means spending is more on consumption than investment. Not good for a capital deficit country. Plus lots of Geopolitical hemming in.

[Avinash Pai @avinashpai]

@Konkanist We used to see a hazel eyed dog near home back in the day and called it pingse dolyache sune. Pardon the English spellings.

[Avinash Pai @avinashpai]

@hyderabaddoctor That's a great walking pace. But even better is the average HR at just 82. What is your resting HR? 82 is a fantastic walking heart rate at that pace.

[Avinash Pai @avinashpai]

@ethrelkeld The biggest threat to world peace is the US currently. Someone needs to analyze that

[Avinash Pai @avinashpai]

@namma_vjy 110mm now in Sadashivanagar per private weather station I think

[Avinash Pai @avinashpai]

@namma_vjy Sadashivanagar showing 52mm in 15-20 min. Is that accurate?

[Avinash Pai @avinashpai]

@ChathamHouse Let's have some of your grandstanding at the red bastard Trump unleashing US hell across the world. When you are done with that, then have some more about Trump because no amount will be close enough calling out Trump and US shit. Everything else is mere jack shit.

[Avinash Pai @avinashpai]

@anishmoonka That’s about 500 an hour or 10 every minute around the clock. Mind boggling. Imagine the DOMS after this.

[Avinash Pai @avinashpai]

@gpsma2025 Hits hard!

[Avinash Pai @avinashpai]

@ShivAroor The dog knows there will be no ‘walk’ of life happening as long as straits are playing. So might as well sleep it off.

[Avinash Pai @avinashpai]

@hjluks Thanks a ton.

[Avinash Pai @avinashpai]

@Portfolio_Bull Most common seems to be Bharta or derivative from Sanskrit and it means husband in Sanskrit too. From bearing weight, support. Bhaarya or 'supported' is the word for wife in Sanskrit. Similar words are found in Malayalam too.

[Avinash Pai @avinashpai]

@InsightGL India never learns. I still remember the Purulia arms drop case.

[Avinash Pai @avinashpai]

@Britannica Where is the estuary?

[Avinash Pai @avinashpai]

@Sarahhuniverse My grandma tied puttees on her legs all the time. I used to wonder why.