Gouresh

Project Leader, Growth Tech @BCG SEA | Ex Corp Dev, InfoEdge, | @iitroorkee

[Gouresh @goureshsinghal]

@CRUDEOIL231 @grok please explain in layman terms. What is happening why and the implications

[Gouresh @goureshsinghal]

@NorthstarCharts @grok are there ETFs that could focus on diesel heating oil value chain more than XES / XLE ETFs do?

[Abhijeet Dipke @abhijeet_dipke]

Even after 80 years of Independence, our govt schools still lack basic amenities.

I spoke to the Sarpanch of my village, who has assured that the Panchayat will resolve all these issues within a week.

Change is possible when we come together and act.

#SchoolThikKaro

[Sharad Sharma @sharadsharma]

आजकल ये एक ट्रेंड है

पहले किसी काम का ढोल पीटकर क्रेडिट लो

आलोचना होने लगे तो कह दो हमारा कोई लेना देना नहीं ये तो इसने किया था उसने किया था

[Puneet Kumar Singh @puneetsinghlive]

एक अमीर महिला का दर्द सुनिए

"मैं भारत की टॉप अर्निंग पावर में आती हूं , मैं 40 % टैक्स देती हूं , मैं यहां इसलिए आई क्योंकि आज जो भी हूं मैं एजुकेशन के बदौलत हूं सबकों ये मौका मिले इसलिए मैं आज नहीं डर सकती हूं "

[Gouresh @goureshsinghal]

@1shankarsharma Appreciate your novel ideas but also want to test potentially (new) 10 ideas thinking here

[AskLivermore @asklivermore]

My 2027 - 2028 stock predictions:

1. Chicken and protein will be essential and enter a new super-cycle, there will be supply chain shortages here

2. Japanese "matcha" will also enter a new supercycle, and supply chain and cafe's will benefit

3. Copper and uranium is going to be the next big thing

4. Asian-related influences will outperform in US markets - food, clothing, and products

5. Physical trade and manual craftsmanship will be highly sought after

6. Biotech is on the cusp of discovering cures for certain types cancer, especially with the help of quantum

7. Golf will enter a new super-cycle

8. Comfort will enter a new super-cycle. First-class. Clothing. Footwear. Taxi's.

9. Pharmaceutical infrastructure I think will be big

10. Water infrastructure I also think will be big. AI consumes a ton of water

11. Anti-aging and nursing homes - people want to live longer, look at REIT's with nursing homes in their portfolios

Some stocks in this list above, will make you multi-millions in the next few years.

[Gouresh @goureshsinghal]

@kapsology india could export blue collar workers?

[Gouresh @goureshsinghal]

@1shankarsharma sir what is your view on the opportunity map here that hinges on geo economic security, physical asset ownership and tech build out?

[Gouresh @goureshsinghal]

@asharoraa curious where do you think is real value creation? Also are data centres only RE ventures and thus value in semis and renewables

Separately what is your view on the opportunity map here that hinges on geo economic security, physical asset ownership and tech build out map below?

[Gouresh @goureshsinghal]

@riteshmjn what is your view on the opportunity map here that hinges on geo economic security, physical asset ownership and tech build out?

[Gouresh @goureshsinghal]

@asklivermore what is your view on the opportunity map here that hinges on geo economic security, physical asset ownership and tech build out?

[Gouresh @goureshsinghal]

@Ajaya_buddy sir what is your view on metals (gold, energy transition metals and rare earths), their ETFs and Oil (xle & xme)? Is it just a cycle or atleast should one trim? will they do well if industrialisation increases in west and/or energy security becomes key theme

[Gouresh @goureshsinghal]

@asklivermore what is your view on metals (gold, energy transition metals and rare earths), their ETFs and oil (xle & xme)? is it best to trim or will they do well if industrialisation increases in west and/or energy security becomes key theme

[Gouresh @goureshsinghal]

@1shankarsharma @tushar9590 What’s your view on metals (copper, silver, lithium, rare earths) given re industrialisation of west, diversification of energy security, high mistrust world leading to sovereign push on owning manufacturing value chain , AI compute energy needs? What % of portfolio to allocate

[Gouresh @goureshsinghal]

@KingKong9888 @grok will it impact flow of trade to US ETF including miners? Will it impact industrialisation of US - will both these shocks impact metals etf

[Gouresh @goureshsinghal]

@KobeissiLetter @grok which sectors is this etf money going to

[Gouresh @goureshsinghal]

@Akshat_World Trends
1. high inflation
2. low interest rates (due to mid term)
3. high labor productivity and jobs pressure
4. China EV

impact
1. west re industrialisation
2. EV/DC energy demand
3. USD devalued

potential opportunities
1. oil
2. CM
3. Gold/BTCN

thoughts?

[Gouresh @goureshsinghal]

@cryptofergani Trends
1. high inflation
2. low interest rates (due to mid term)
3. high labor productivity and jobs pressure
4. China EV

impact
1. west re industrialisation
2. EV/DC energy demand
3. USD devalued

potential opportunities
1. oil
2. CM
3. Gold/BTCN

thoughts?

[Sidu Ponnappa @ponnappa]

please don't baseline on current comp

baseline against your internal pricing bands and the interview feedback and make a fair offer

[Gouresh @goureshsinghal]

@benln looks interesting; any leads in Netherlands or nearby areas? cc @vsinghal4 is a solid techie in the area looking to strengthen equity with AI start-ups there