Gaurav

day zero, zen mindset, Powerful investing, I teach to learn.

[Gaurav @gaurav_dayzero]

In the business of buying materially powerful business models operated by organised, high energy and mission oriented promoter.

[Gaurav @gaurav_dayzero]

Contrasting paths!

[Gaurav @gaurav_dayzero]

Rooftop Solar + battery are the most antifragile energy source possible!

[Gaurav @gaurav_dayzero]

While the unavailability of gas is creating panic both in India and abroad at present, it might not be the case the next time a crises hits, here is a comparison of Gas vs grid battery in 2021 and 2025.Grid battery is now 14% cheaper in India as against being 71% dearer in 2025.

[Gaurav @gaurav_dayzero]

The sheer extent of Labour shortage in Japan in Mindboggling.

[Gaurav @gaurav_dayzero]

A very practical way to look at the software industry from a customer's perspective.

[Gaurav @gaurav_dayzero]

Water!

[Gaurav @gaurav_dayzero]

How the Israelis were using general Traffic cameras installed in Tehran to keep a track of Khamenei! Nothing is Safe!

[Gaurav @gaurav_dayzero]

Probably the greatest leadership any country has had after Lee Kuan led Singapore!

[🇦🇪 HGS @Sajwani]

Casually at The Dubai Mall today 🇦🇪💙

[David Harsanyi @davidharsanyi]

No one is in charge. That's why they're cheap.

[Gaurav @gaurav_dayzero]

Since Google Translate launched in 2006, the number of human translator and interpreter employees in the U.S. has risen 73%.

[Gaurav @gaurav_dayzero]

Move over Semaglutide, Coming shortly : Retatrutide, first potential trillion dollar drug.

[Gaurav @gaurav_dayzero]

Anthropic has grown its revenue 10x yoy every year for 3 years. Never has it ever happened at this scale in the past.

[Gaurav @gaurav_dayzero]

Countries with an established ICE based traditional Automotive production are the slowest to adapt EV given the incumbents stand to lose the most, whereas countries with no or low traditional Auto base and mostly dependent on imports are seeing rapid adoption of EV ..Case in point Nepal, Thailand etc. EV is taking over whether the incumbents in the west like it or not.

[Gaurav @gaurav_dayzero]

Defence spending targets of EU countries over the next 5-10 years. Steep jump!

[Gaurav @gaurav_dayzero]

While it's tempting to conclude that deglobalization is accelerating, the evidence points the other way: globalization is surging outside the hegemonic powers. India-Europe trade ties and the Europe-Mercosur pact exemplify this shift. These are deals that were stuck for decades for a variety of reasons. True deglobalization remains impossible-key natural resources for modern manufacturing are scattered worldwide, making codependencies inevitable.

[Gaurav @gaurav_dayzero]

Germany making moves to become Aatm nirbhar, investing in developing a Starlink alternative.

[Gaurav @gaurav_dayzero]

While the power sector stocks have taken a beating in the last 6 months, but it remains a sector with the highest revenue visibility with the grid capex expected to see a growth of 17% globally in calender year 2026.
Real value emerging in select stocks.

[Gaurav @gaurav_dayzero]

In a nation brimming with traders, he’s one of the rare few with a true product mindset—who also began as a trader but then fearlessly leaped into manufacturing and conquered it. Duly deserved!

[Prasanna Viswanathan @prasannavishy]

From Nagpur to the battlefield. Satyanarayan Nuwal, founder of Solar Defence & Aerospace, wins the Padma Shri for building India’s first major private explosives and loitering munitions capability.

His Nagastra system saw combat use in Operation Sindoor, marking a quiet but decisive shift in India’s defence ecosystem from imports to indigenous firepower.