Kashish Chawla

[Amock_ @Amockx2022]

Kriti Sanon should resign

[Nithin Kamath @Nithin0dha]

I recently had dinner with Dr Devi Shetty, the founder of Narayana Hospitals. For those who don't know him, he's the guy who figured out how to do open heart surgery for a few hundred dollars when the same procedure costs a bomb in the US. Narayana has 18,000 beds across India, and if you ask most middle-class people in Bangalore about it, they'll speak highly of it.

There was one thing I kept thinking about over and over again after meeting him.

Narayana's market cap is around ₹38,000 crore. Now compare that to pretty much any half-decent financial services business in India, and it'll be valued more than that, including Zerodha. A brokerage, worth more than a hospital chain, that has probably saved hundreds of thousands of lives.

I get the arguments. If you're a fund manager/analyst, you can immediately explain it away using margins, capex, asset-light vs asset-heavy, and all that, and I'm not saying the market is wrong.

But it's still a strange world we've built, where the businesses closest to money get valued the highest, and the ones doing the hard and essential things get priced like boring utilities. A hospital carries physical infrastructure, enormous liability, thin margins and the actual weight of keeping people alive. And somehow that's worth less than a platform for buying and selling stocks.

I don't have a clean take on this. All of this just felt odd.

Ps: Nothing here is investment advice. For that, go to @zerodhavarsity

[Ajay Bagga @Ajay_Bagga]

Buy-the-dip traders were massively rewarded on Monday after wild swings in oil markets sent Dow futures from down over 1,000 points to a 200-point gain.

Bank of America’s equity derivatives strategists, led by Nitin Saksena, say it’s too early to celebrate.

“With the Iranian regime doubling down on hardline leadership (and having burnt bridges with neighbors), the risk lies in assuming we are out of the woods. A scorched earth strategy aimed at maximizing economic disruption to shock financial markets remains perhaps their most potent lever,” they said.

The strategists pointed out much of last week’s pain in markets was concentrated in pockets that previously had strong momentum, like U.S. materials ,emerging-market equities and metals and mining.
“In our view, these observations highlight how periods of high uncertainty can amplify momentum and reflexivity in markets, pushing prices away from fundamentals and leaving the most crowded trades (often those with high BRI readings) vulnerable to sharp positioning- and sentiment-driven reversals,” they said.

BRI stands for bubble-risk indicator, which distills an asset’s returns, volatility, momentum and fragility into a single reading from 0 to 1, with 1 representing extreme bubblelike price action.

[Jatin Garg @_rivalq_]

as you grow up you forget what you liked as a kid. being an adult is hard and we lose meaning. as a kid, whole life was your fav things. for me it was cream biscuits. completely forgot. one day took 1 M&S cream custard biscuit from shelf, whole childhood came back.

[Nithin Kamath @Nithin0dha]

Indian stock exchanges are closed today for Mumbai's municipal elections.

The fact that our exchanges, which have international linkages, are shut down for a local municipal election shows poor planning and a serious lack of appreciation for second-order effects.

As Munger said: "Show me the incentive, and I will show you the outcome."
The holiday exists because no one who matters has any incentive to oppose the market holiday.

It also tells you how far we have to go before global investors take us seriously.

[Anish De @AnishDe10]

Imagine if LinkedIn creates a 2025 wrap ☠️

You applied for 1045 jobs and had 100% rejection.

[͏͏͏𝐉𝐚𝐲 ⌖ @cagiago_]

Bro I don’t care about the World Cup man this is the greatest footballer of all time

[IIT (BHU), Varanasi @IITBHU_Varanasi]

Meet Luna, the AI that feels.
Founded by our alumnus Sparsh Agrawal, this voice-to-voice marvel is redefining how India speaks.
#IITBHU #PixaAI #Luna #VoiceTech #AIForBharat
@ecelliitbhu

[IIT (BHU), Varanasi @IITBHU_Varanasi]

A new chapter unfolds, painted with the hues of achievement and aspiration.

The moment is fast approaching when we will gather to salute a cohort of bright minds, poised to apply their knowledge and passion to the great ventures awaiting them. As they begin their professional journeys, they carry forward the spirit of righteous endeavor established by Bharat Ratna Mahamana Pandit Madan Mohan Malaviya Ji, carrying forward a legacy that inspires excellence and service in generations to come.

It gives us immense pleasure to announce that the 14th Convocation Ceremony will be held on 16th of October 2025!
As the graduands step forward, we hope their ventures are as bold as their dreams and the impact they make is profound and everlasting.

#IITBHU #IIT #Alumni #Convocation #Varanasi #100YearsOfExcellence #14thConvocation
@narendramodi @dpradhanbjp @eduminofindia @CMOfficeUP @PIB_India @aibaindia @paniitindia @saic_iitbhu @iit_foundation

[Maya Sahu @maya_sahu92894]

@myogiadityanath
इंदिरा नगर, रायबरेली में हुई बड़ी चोरी! 35-40 लाख के सोने-चांदी के आभूषण और ₹1.20 लाख नकद साफ़
FIR 3077/2025 दर्ज, कीमत का उल्लेख नहीं
1 माह बाद भी न चोर पकड़े गए, न सामान बरामद
@Uppolice @aajtak @CMOfficeUP @PMOIndia @dgpup @ABPNews @News18UP #raebarelirobbery

[Narmi @utdnarmi]

The moment the world stood silent. https://t.co/4VCkAxB1mX

[Abdullah @abdul_tweets03]

Me remembering those childhood Sunday mornings when me and my homies used to play cricket at 6 AM :

[Neal Gardner @Nealbackup]

Prediction: both will be out of a job within 12 months.

[akhilesh @akhileshutup]

was having a discussion with a friend in gurgaon. his ctc is 20 lakh. his in-hand is around 1.2 lakh per month after taxes, epf, and deductions. he doesn't splurge. no car. no kids. just a waifu.

every project he visits starts at 2.5 crore. the brochures talk about infinity pools, zen gardens, italian marble, biometric lifts. if he buys this, he has to live paycheck to paycheck. no buffer. no vacations. no emergencies.

he earns more than maybe 95% of india. still can’t buy a home in his city.

the market is not broken. it’s working exactly as designed. for someone else.

[Amock_ @Amockx2022]

HYPOCRISY EXPOSED 🚨

ANI at 11:00 PM

There is no such stampede ⚡

ANI at 11:30 PM

There is stampede like situation ⚡

ANI at 12:00 AM

The stampede incident happened ⚡

ANI at 12:30 AM

The stampede took 15 lives ⚡

MOST SHAMELESS MEDIA CHANNEL.

[IIT (BHU), Varanasi @IITBHU_Varanasi]

IIT (BHU), Varanasi at a glance

Link to the full video: https://t.co/G8iNsjhCA3

@narendramodi @PMOIndia @dpradhanbjp @EduMinOfIndia @iitbhuglobal @iitbhuglobal @aibaindia @paniitindia @paniit_usa

[Out Of Context Cricket @GemsOfCricket]

Jaiswal sledging 'Kontas' that too in hindi is effortlessly funny �

[IIT (BHU), Varanasi @IITBHU_Varanasi]

IIT (BHU), Varanasi, has introduced transformative upgrades across its 17 hostels, setting new benchmarks for campus living and student welfare. Key initiatives include FSSAI-certified messes with enhanced hygiene standards, sanitary pad vending machines in girls' hostels.

[Dr Gill @ikpsgill1]

#INDvAUS
Lunch scenes