I bow down to the people of TN for your verdict. Happy to see in my land, people have risen in one voice and spoken
1. No to buying of votes
2. No to dynastic Politics
& yes to a generational shift in politics.
Whoever gets it done has actually done a favour to all!
Congrats and best wishes to TVK & Thiru @TVKVijayHQ avl for a spectacular debut in TN politics. Let Almighty be with you to do what you intend to do.
And to all NDA candidates, it was a hard-fought battle on the ground. Congrats to all those who won, and for those who couldn’t register a victory this time, let’s keep fighting.
Commiserations to Thiru @mkstalin avl & Thiru @Seeman4TN avl for your loss in this election!
Finally & most importantly, I thank my dear @BJP4TamilNadu cadres and leaders for toiling hard on the ground. Better times will come soon!
It is 11 PM in a Powai apartment.
A first-year analyst at a mid-size Mumbai company is rebuilding a financial model he has rebuilt 14 times. The CFO asked for one more scenario. The logic is the same. The numbers changed. Four hours of work.
He is good at this. He is getting better at this every month.
He is getting better at the wrong thing.
India produces 80,000 MBA finance graduates every year. Most of them spend their first three years doing some version of this:
Monthly MIS consolidation. Variance commentary. Budget vs actual decks. Scenario modelling on request. Formatting. Sending. Incorporating feedback. Reformatting. Sending again.
This is called building finance fundamentals.
Some of it is. Most of it is not.
The genuine learning in those three years happens in the 20 minutes after the model is done, when someone senior looks at the output and says: do you understand why the North margin is compressing? What does that mean for the annual plan?
The analyst who leans forward and actually tries to answer that question is learning finance.
The analyst who goes back to the laptop to make the chart colors consistent is doing something else.
The problem is that the system rewards both of them the same way for the first three years. Speed of delivery. Accuracy of numbers. Quality of formatting. These are measurable. Business judgment at year two is not.
So the incentive points at Excel. And an entire generation optimizes for Excel.
Here is what has changed.
AI tools available right now, today, can take structured financial data and generate the first draft of a variance commentary, a budget vs actual narrative, and an MIS slide deck in a fraction of the time a junior analyst takes. Not perfectly. But at 11 PM on day four when the analyst is exhausted, not perfectly either.
The three-year Excel hazing period is compressing. The work that used to take a capable person three years to get fast at can now be set up as an automated workflow in three months.
This is the crisis for people who optimized for the Excel.
This is the opportunity for everyone else.
Because here is what no tool has replaced yet, and what Indian companies are actively struggling to find:
A finance person who can sit in a room with a sales head and a supply chain head and explain to both of them, using numbers, why their individual targets are creating a problem at the company level.
A person who looks at a working capital deterioration and connects it to a specific commercial decision made six months ago.
A person who can tell the CFO: the revenue number looks fine but the business is weaker than it was a year ago, and here is specifically why.
India's mid-size companies, and there are tens of thousands of them in the Rs 100 to 500 crore range, are full of finance teams doing the first job and almost empty of people doing the second.
The first job is being automated. The second job has no queue.
If you are trying to get into corporate finance, or you are in it and wondering how to grow faster than the standard three-year track, this is the move:
Learn to automate the reporting layer. Not conceptually. Actually build it. Connect your company's data to an AI tool. Set up the MIS draft generation. Create the variance commentary template that auto-populates. This is three weeks of work, not three years.
Then spend the time you recover sitting in business reviews instead of preparing for them.
Listen to what the sales head is worried about. Understand why operations missed the number last quarter. Build a view on which product line is actually profitable once you allocate costs properly.
Form an opinion. Write it down. Say it out loud to someone who can push back on it.
Do this for twelve months and you will be further ahead than the person who spent the same twelve months becoming faster at Excel.
The entry-level finance job in India right now has two versions.
One version: show up, learn the tools, get fast, wait your turn.
Other version: show up, automate the tools in the first month, spend the rest of the year developing the judgment that used to take three years to get access to.
Both versions exist. The second one is not being offered to you. You have to choose it yourself.
The Excel era built a queue. Everyone waited three years before they were allowed to have an opinion.
The queue is gone now. The opinion is the job from day one.
Modi's speech in Ethiopia is making other 🌐 leaders look inadequate.
We listen to Modi 🇮🇳 and compare him to Trump and his bottom feeders in Pakistan, Qatar, and Syria, and we're like. 🤔"We got screwed".
India with U.S. could change the world
Take notes @realDonaldTrump
Stock and bond markets climbed walls of worry nonchalantly in 2025, but gold also had its best year since 1979. I am a novice when it comes to gold, but my thoughts on gold as investment and insurance are in this post. https://t.co/KeplE7HUdG
This simple concept is what separates wildly successful companies from average ones
It’s not about dramatic innovations or growth spurs.
The best companies follow the concept of “The 20 mile march principle”
Here’s the story:
In 1911, two teams set out to be the first to reach the South Pole. One was led by Roald Amundsen. The other by Robert Falcon Scott.
Amundsen had a rule: march 20 miles every day.
No more, no less.
When the weather was brutal, they still moved forward. Slowly but surely.
And when the weather was perfect, they didn’t overextend.
Just 20 miles. Every time.
Scott, on the other hand, pushed hard when conditions were good and stayed in his tent when they weren’t.
Amundsen’s team made it to the Pole first and got back alive.
Scott’s team arrived late and never returned.
This became known as the 20 Mile March.
It’s a lesson in discipline, not intensity.
The people and companies who win aren’t always the smartest or fastest.
They’re the ones who keep showing up.
Consistent, moderate progress. Every day.
That’s how you build something that lasts.
Not in a sprint, but in the march.
Pick your 20 miles.
If you did not sell today in panic, put a 👍 in comment !!! Want to know how many such real investors exist !!!
Let me begin 👍👍👍 Press that share button until it reaches every single investor...
#FI
𝗥𝗢𝗛𝗜𝗧 𝗦𝗛𝗔𝗥𝗠𝗔 𝗩𝗦 𝗠𝗨𝗠𝗕𝗔𝗜 𝗜𝗡𝗗𝗜𝗔𝗡𝗦 - 𝗔 𝗦𝗔𝗚𝗔
From Rohit Sharma & Mumbai Indians to Rohit Sharma or Mumbai Indians !
Here’s presenting my point of view regarding the whole scenario behind MI management to move on From The Rohit Sharma
A Thread 🧵
SIPs are revolutionizing India's investment landscape with record inflows and broadening participation. Learn more from @dhiraj_relli , MD & CEO of HDFC Securities as he shares some interesting insights in his exclusive newsletter #TheMarketPulse
https://t.co/Bira7kiXS5
#SIP #StockMarket
At the start of my international career, my father gave me a simple yet important piece of advice: never promote tobacco. I have lived by it, and so can you. Let us choose health over tobacco for a better future.
#WorldNoTobaccoDay
I just hiked for 9 grueling days to Mt Everest.
I’m a desk jockey business owner with no prior hiking experience and only trained for 3 weeks.
If Everest Basecamp has ever been on your bucket list, bookmark this thread.
Here’s the story and everything you need to know👇