Dheepak

[Krish Ashok @krishashok]

Small side note: Influenzas are attempting to re-introduce goiter by hyping up iodine-free sendha namak and "himalayan pink salt". Don't be stupid. Use iodized salt

[Krish Ashok @krishashok]

Another great example of a problem tradition had no solution to and required science to figure out - Iodine deficiency. Goiter had crippled mountain/inland villages in the Alps, Andes, Himalayas etc for millennia, and iodine deficiency is still the world's leading preventable cause of intellectual disability. So when we started iodizing salt, this problem disappeared. At a cost of a few paise per person per year, it is possibly one of the best-value medicines ever deployed in human history.

[Internet Freedom Foundation (IFF) @internetfreedom]

Your Instagram photos may now be training someone else’s AI.
Meta has enabled its new Muse AI image generator for users by default. It allows people to generate AI images of you by using your public Instagram handle, with no notification when your photos are used and no way to remove images created before you opt out.

To opt out: Profile → Menu → Sharing and reuse → Turn off the reuse options under “Allow people to reuse your content on Instagram and with AI features at Meta.”

[Chennai Updates @UpdatesChennai]

🚨Parandur was AAI's final choice!!
All lies are being exposed. Parandur was chosen due to best connectivity, less family displaced, more land, less obstacles. This is why you should read the feasibility report...😏
📸 : @dt_next

[Rantz @_crossfitdev]

TVK needs PR victories to stay relevant coz thats how they came into power in the first place.

Even in DMK rule, most govt offices were bribe free and DMK made lots of processes online which avoided middle men. No one would highlight those offices because the overall general experience was still bad.

But now TVK PR is highlighting those individual instances. They want to create an image that the change is working even without doing any ground work for it.

TVK are trying so hard to set a narrative that corruption is disappearing the TN when its business as usual everywhere.

[மு. சிவக்குமார் நாதக @SivaKum56664767]

சத்தியம் டிவியா இது!!!🔥

[Chennai Updates @UpdatesChennai]

And we are about to drop Parandur. Hope no city on earth faces this fate...🚶🚶

[Per Bylund @PerBylund]

What causes #poverty? Nothing. It's the original state, the default and starting point. The real question is, What causes #prosperity?

[Anuja Dhakras @AnujaDhakras21]

Shame on @Swiggy for treating its delivery partners this way.

We placed an order from Baskin Robbins that should have arrived in 45 minutes. Instead, after 50 minutes, the delivery executive came to our doorstep without the order because the restaurant had been closed since the afternoon.

He had video proof, proof that he had reached the location, and messages sent to Swiggy asking for help—but Swiggy never responded. We even called the restaurant ourselves, and they confirmed they had been closed for hours. So why was Swiggy still accepting orders?

We got our refund, but that’s not the issue.

Despite repeatedly telling Swiggy that the delivery executive was not at fault and had all the evidence, they still slapped him with an ₹850 penalty.

To make matters worse, Swiggy customer care disconnected our call while we were trying to resolve the issue. They also kept insisting they were trying to contact the delivery executive, even though he was standing right in front of us and didnt receive a single call.

This is unacceptable. A company worth billions should not be forcing hardworking delivery partners to pay for its own system failures. Stop punishing the people who keep your business running and take responsibility for your own mistakes.

#Swiggy #DeliveryPartners #GigWorkers @SwiggyCares

[Intrinsic Compounding @soicfinance]

Why you should take notice when a management starts talking about Value Added Products?

1. Suppose you run a Dosa Tiffin shop and sell plain Dosa for Rs 50. You are doing well and make a name for yourself. Customers start demanding Masala Dosa, Podi Ghee Dosa & Rava dosa from you. You include them in your Menu at a price point that is double of a Plain Masala Dosa. This leads to better realisations and higher margins for you.

In a nutshell you have released a value added product for your Tiffin shop :)

2. Just think of a manufacturing business which has different customers and they are expert at manufacturing Stainless Steel Pipes, and are mainly catering to chemical customers. Over a period of time, they realise that by getting more certifications & by putting more machines. They can easily increase the number of industries they cater to but only challenge is to go through audits to get the certificates & the time involved in setting up new machines.

They go through this cycle and start catering to higher barrier to entry industries like Nuclear, Data centres and Aerospace. This is called climbing the value chain and getting into adjacencies which ends up making your business more robust.

3. Whenever, a business starts talking about Value Added products. Always sit up and take notice. Let me give you a few examples-

A) In 2018 APL Apollo started talking about focusing on Value Added products like Heavy structural tubes. They were making an EBITDA per tonne of Rs 3000. Post introducing new value added products like Apollo Chaukhat, Steel planks, and DFT steel tubes. The EBITDA per tonne has increased from Rs 3000 to Rs5600 as of Q4FY26. This is how value added products add directly to EBITDA for a company.

B) Recently, Venus pipes which is a SS tubes manufacturer has won a LOI of 185 crores in Data Centre spooling. This is an example of how a company is going beyond the traditional industries it serves into something new where peers like Ratnamani in Nuclear spooling do margins upwards of 30% mark.

C) Another example is that of Goodluck India which has diversified away from core steel tubes business into manufacturing of 155mm Artillery shells. This is addition of a vertical where value addition and margins are much higher due to shortage of shells in the world. Base business makes margins of 8-10%, and new business will have margins north of 25%+.

D) A lot of Pharma CDMO businesses started out as API manufacturing and have steadily climbed the value chain to become Contract manufactures for innovators. Eg- Neulands margins went from 14-15% to 28% in this journey or how Laurus & Acutaas have steadily increased the mix of CDMO in their overall revenues. This journey of getting into a higher barrier to entry products is often full of lumpiness & volatility. This is something what the likes of AARTI Pharma or Granules are trying i.e. to increase the mix of CDMO in the overall business.

E) Finally, an example of a company where value addition can improve. Yash high voltage manufactures OIP and RIP bushings. In RIP bushings the realisations are 3-4x that of OIP bushings. Think of Bushings as a mission critical component used in transformers which constitutes 3% of the cost. Yash High is trying to backwards integrate into their biggest cost line item: Cores used for manufacturing Rip Bushings. This will be close to 10% of BOM for a RIP bushing. If they crack it, then the value addition per product will go up and import dependency will finish.

4. In conclusion:

A) Look out when managements are trying to enter higher barrier to entry product verticals.

B) Check if Gross Profit & Ebitda margins for a company have started improving, and look if the reason for the improvement is due to higher value addition or value added products.

C) Look out for words like: Value added products, climbing the value chain, higher margin products, new applications, backward integration etc in the concall. This will indicate if the business is looking to climb up the value chain or not :)

This is it for today. Hopefully, you loved the mental model of: Value added products.

Disclaimer: No recommendation to buy or sell. Pure idea is to teach you different mental models used in business analysis.

[Priya Purohit @Priyaa_Purohit]

BREAKING : Two nurses in Keralam jumped off a KSRTC Bus after spotting a man suffering a heart attack in traffic.

They immediately performed CPR, keeping him alive until he reached the hospital, where emergency angioplasty saved his life.

Heros in Scrubs who didn't hesitate to save a stranger. ❤️👏👏❤️

[Muthukrishnan Dhandapani @dmuthuk]

There has been a lot of discussion across various forums about how falling fertility rates are alarming for India, and particularly for states like Tamil Nadu.

​I used to be in that camp. Even now, I believe declining fertility is a genuine concern for quite a few countries, and in that sense, the broader warning remains valid. However, it is not a crisis for our country as a whole, nor is it one for Tamil Nadu.

​At the time of Independence, India’s population was around 350 million. Today, it stands at 1450 million. Had we managed to stabilize it closer to 500 million post Independence, our economic and social landscape would look vastly different today.

Because so many people I speak with are deeply worried about Tamil Nadu’s falling fertility rate, I wanted to clarify why there is no need for alarm.

​Tamil Nadu’s current population is estimated at a maximum of 80 million, roughly 5.5% of India’s total. The state covers just 4% of the country’s geographical area while contributing around 10% of India’s GDP.

By 2047, while India is expected to reach around 1600 million people, Tamil Nadu’s population is likely to remain stable at around 80 million, albeit with a higher proportion of elderly residents than we see today.

​Eighty million people is no small number. To put it in perspective, it is almost on par with Germany and larger than the populations of the United Kingdom, France, or Italy.

​By 2047, Tamil Nadu’s demographic composition is projected to be roughly:

​Minors (below 18 years): 20%
​Working age (18–60 years): 58%
​Elderly (above 60 years): 22%

​Even then, the state will retain a working age population of around 45 million. That is more than sufficient, especially as automation, AI, and robotics rapidly reduce the need for large volumes of manual labor.

​Meanwhile, states like Bihar, Uttar Pradesh, and Madhya Pradesh continue to see population growth while localized employment opportunities remain limited.

In the future, as automation advances, these regions may hold surplus working age populations, naturally continuing to serve as a vital talent and labor pool for Tamil Nadu's industries.

​Tamil Nadu’s focus does not need to be on engineering population growth; we should let each couple decide how many children they want.

Instead, our priorities must shift toward:

​Improving overall quality of life and living standards

​Building world class infrastructure and executing excellent urban civic planning

​Providing affordable, high quality education and healthcare

​Aggressively skilling our youth to move up the economic value chain

​Ensuring a crime and corruption free society

​Developing a robust social safety net for the elderly and retired

​India’s population is expected to peak at around 1700 million by 2060, a mind boggling figure.

Our real challenge is not falling fertility rates, but how we will manage the needs, wants, and aspirations of such a massive population.

[Puspa @mutyapuspa]

China rebuilt the razor from the ground up, and people are already calling it the Rolls-Royce of shaving.

[Dr. Priyam Bordoloi @DocPriyamMD]

He made it to the hospital in time for acute intervention to save his life.
​Now, he is in rehab, fighting to regain basic motor functions.
​Your spine is not a toy and those blood vessels are fragile. Stop violently cracking your neck. Respect the anatomy.

[Nav Toor @heynavtoor]

The FBI's official recommendation

On December 3, 2024, the FBI issued PSA I-120324. The first line of defense they recommend:

"Create a secret word or phrase with your family to verify their identity."

That's it. That is the free, government-recommended defense against AI voice fraud. Pick one word. Share it with your family. Never share it online.

Source: FBI IC3 PSA I-120324, December 3, 2024.

[Florian @flornkm]

Tip: not every error needs a message. Sometimes a nudge is enough

[Prem Soni @ValueWithPrem]

A Marwadi housewife saved her family around ₹45 lakh on a ₹2 crore home loan.

She didn’t earn a salary. She didn’t invest in stocks.

She just followed one habit almost nobody talks about 👇🏻

[Neil Borate @ActusDei]

Wait, what? Mis-selling by whom? You are the largest life insurer in India.

[Rajesh ラジェシュ @rajeshk41]

Why Vijay is Invincible

Unlike any other politician in India, including Modi, #TVKVIJAY has three ideologically different 'fanatic' groups united in their support which TN has never seen before.

1. Fanatic Fans
2. Fanatic Christians
3. Fanatic Hindutva/RSS groups

+ a powerful Route Mafia that guide, mentor and coordinate with them.