Amit Dolas 🇮🇳

📈 Equity Investor | Indian Markets
🔎 Finding Businesses🛠️ Managing My Own PF
🧠 Learning • Observing • Compounding
💬 Personal Views | Not SEBI Registered

[Amit Dolas 🇮🇳 @dolas_amit]

“The trick is not to learn to trust your gut feelings, but rather to discipline yourself to ignore them. Stand by your stocks as long as the fundamental story of the company hasn’t changed.” Peter Lynch

[Amit Dolas 🇮🇳 @dolas_amit]

Good morning

[Financial Times @FT]

Iran’s foreign ministry spokesperson said Tehran and Muscat had agreed on the geographical coordinates of a navigable channel, adding that a joint statement was 'in the final stages'. https://t.co/bycLcFfebF

[The Hormuz Letter @HormuzLetter]

BREAKING: Iran directly rejects the Axios claim that US-Iran-Oman have a deal to open the Strait of Hormuz today via US announcement, declaring the Strait remains closed and the Iran-Oman agreement "hereby postponed" over US interference, Trump's threats and false characterization, per Sepah News.

Iran adds Trump "is trying to claim credit for an agreement that is purely with Oman" and that Iran "will not conclude any agreement under the shadow of threats," with Iran state TV adding "Trump is trying to claim credit for something he has no involvement."

Iran states that "even with an agreement between Iran and Oman, the Strait of Hormuz will not open if the United States continues its violations. The opening of the Strait of Hormuz is contingent upon a change in US behavior and the correction of its violations."

[Amit Dolas 🇮🇳 @dolas_amit]

@arunbothra Congrats sir

[Amit Dolas 🇮🇳 @dolas_amit]

The manufacture, storage, distribution and sale of analog or 'non-dairy' paneer has been banned in Maharashtra for a year after it failed an FDA sample test.#paneer
Thank you @Tukaram_IndIAS

[Amit Dolas 🇮🇳 @dolas_amit]

“Greed is a bottomless pit which exhausts the person in an endless effort to satisfy the need without ever reaching satisfaction.” — Erich Fromm

[Imtiaz Mahmood @ImtiazMadmood]

Trump may be about to sign the worst self-inflicted strategic defeat of his presidency.

Geopolitical analyst Brandon Weichert believes the emerging Strait of Hormuz arrangement will essentially be a formal acknowledgment that the U.S. lost the war.

Reports describe a jointly-run shipping corridor through the Strait, but Iran retains override authority over vessels and a cut of the fees (the exact outcome Trump spent weeks insisting wouldn't happen).

Weichert's read: this is just the paperwork on a war that was already lost.

U.S. interceptor and Tomahawk stockpiles were left almost fully depleted, and by his account, replenishing them isn't a matter of months; it's years, maybe longer, because of supply-chain bottlenecks no amount of Pentagon funding can fix quickly.

The pitch coming out of Washington is simple: sign it, calm the markets, call it a win. But Weichert warns the second-order effects go far beyond the Gulf.

If Riyadh's private threat to start dumping U.S. treasuries the moment Aramco gets hit is real, that's new pressure on a fragile petrodollar system.

Layer on a fracturing regional order, Syrian forces mobilizing on the Iraqi border over Kurdish integration, Saudi Arabia quietly negotiating with the Houthis instead of fighting them, and Weichert doesn't see this settling into stability.

He sees a multipolar Middle East emerging as U.S. hegemony recedes: Iran, Saudi Arabia, Turkey and Israel jostling for position with no American referee left in the room.

What began as an attempt to exit a costly war on the best terms available could end with the very system (dollar primacy, uncontested U.S. naval reach) that made American power in the Gulf possible in the first place.

- @MarioNawfal

[Amit Dolas 🇮🇳 @dolas_amit]

Feeling so bad for her.

[Manisha Pande @MnshaP]

This Lallantop clip of a JPSC aspirant showing her agenda, time table, talking about how she keeps downloading apps to improve her communication skills is just painful to watch. ‘no plan b’. everything wrong with our ‘exam system’ - which is different from an education system - all at once

[Amit Dolas 🇮🇳 @dolas_amit]

Good morning ☕️

[The Hormuz Letter @HormuzLetter]

BREAKING: It is now revealed that Trump has cancelled his planned massive attack on Iran on Saturday explicitly because the US military has exhausted 80% of its THAAD interceptors and 50% of Patriot interceptors, and after talking with Gulf allies who told him they were afraid of Iranian retaliation on their energy infrastructure and fear the US can't defend them anymore due to interceptor shortages, senior officials tell CNN.

Senior US military commanders warn that the Pentagon's munitions stockpile is already "dangerously low," with Joint Chiefs Chairman Gen. Dan Caine privately cautioning that carrying out the planned attack would've fully depleted interceptors available to US Central Command to absolute zero.

Sources add "the lack of interceptors means that conventional attacks can backfire if the suicide drones start making it through in-masse," warning "tit-for-tat will never end this," with ATACMS and Precision Strike Missiles primarily used up during the war and 50% of the global Tomahawk supply also depleted.

[Amit Dolas 🇮🇳 @dolas_amit]

@boxer_sakshi Congratulations🎊🎉 wish you will win many more metals 🏅

[Amit Dolas 🇮🇳 @dolas_amit]

@mrsua1510 So true

[Amit Dolas 🇮🇳 @dolas_amit]

It’s good to have money and the things that money can buy, but it’s good, too, to check up once in a while and make sure that you haven’t lost the things that money can’t buy. –George Lorimer

[The Hormuz Letter @HormuzLetter]

BREAKING: The US Army has now used up "virtually all" of its stockpile of highly accurate long-range missiles during the 5-month Iran war, the exact munitions crucial in any conflict with China, including most of its Army Tactical Missile Systems (ATACMS) and Precision Strike Missiles (PrSM), with sources saying the stockpile is now empty, per Reuters.

Between February and July, ~65% of Patriot interceptors have been expended and the number of THAAD ballistic missile interceptors in US stockpiles is at least 38% lower than at the start of the war due to constant Iranian attacks, with the US also having burned through ~50% of its global supply of Tomahawk cruise missiles.

The growing worry is that the close to zero US missile supplies will severely limit the US ability to deter adversaries, particularly Russia in Ukraine and Europe, and China.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: US Treasury Secretary Bessent says a deal with Iran could be announced as soon as tomorrow.

Bessent claims that the deal would reopen the Strait of Hormuz.

Dow futures extend gains to over +600 points on the day.

[Amit Dolas 🇮🇳 @dolas_amit]

@Trader_Dante He would be very proud of u man.

[Amit Dolas 🇮🇳 @dolas_amit]

@RashnaGazder Beautiful

[Amit Dolas 🇮🇳 @dolas_amit]

@mydeeptid

[Amit Dolas 🇮🇳 @dolas_amit]

@VatsMusings Superb