Jayesh Jain

27 and dying.

[Jayesh Jain @jayesh123jain]

‘History never repeats itself; man always does.'

[Jayesh Jain @jayesh123jain]

@shanaka86 @grok how much of this is bulshit or we should look at skepticism?

[Jayesh Jain @jayesh123jain]

@spandanvyas thanks! Appreciate it 🥹

[Jayesh Jain @jayesh123jain]

@Swiggy @SwiggyCares Instamart shows 15–20 min ETA, then hrs of silence and auto-cancel. This has happened multiple times. #219752923345846 ₹1,388 Bandra 16:24. If you can’t service, shut the store.

Unreliable

#Instamart #CustomerService #Mumbai #DoBetter #ETAFail #Bandra

[Jayesh Jain @jayesh123jain]

@Swiggy @SwiggyCares @SwiggyInstamart @instamart Instamart promises 15–20 min ETAs, then hours of silence and an auto-cancel. Not a one-off—this has happened many times and wrecks plans. Today: #219752923345846 (₹1,388, Bandra, 16:24). If you can’t service, shut the store.

[Jayesh Jain @jayesh123jain]

America slices tech into neat monopolies. China rolls them into one giant. The irony? The monopoly bundle trades cheaper than the fragments

[Jayesh Jain @jayesh123jain]

China’s next decade of innovation is powered by 3 forces: massive market scale, rapid iteration, and applied AI. Expect breakthroughs in retail, fintech, healthtech and more.

[Michael Fritzell (Asian Century Stocks) @MikeFritzell]

"Warren Buffett ended his spectacular career as America's greatest investor with a single actionable idea: Japan"

[abhishek @abhishec_s]

PEG ratio is your first step towards Astrofinance.

#IMNSHO

[Giuliano @Giuliano_Mana]

"When you find a genius, give them all power."
I've been obsessed with this idea for 12 months now.

I learned it from Munger but then saw all successful people apply it.
From Steve Jobs to Robert Oppenheimer.

Thread:

[abhishek @abhishec_s]

Excerpt from my annual letter:

[Jayesh Jain @jayesh123jain]

@investingdpark Link not working for me

[Jayesh Jain @jayesh123jain]

70% of iPhones sold in India are purchased on EMI—making it the highest in the world. 💳📱

As Dave Ramsey warns, ‘Debt is the most aggressively marketed product in the world.

[Contrarian EPS @contrarianEPS]

poetic justice to contrarian investors

[Jayesh Jain @jayesh123jain]

8/ The Big Picture
Network effects evolve with:
Value proposition
User behavior
Competitive overlap

[Jayesh Jain @jayesh123jain]

1/ Not all network effects are equal. They develop, plateau, and evolve differently. This thread explores how founders can navigate these differences.

[Jayesh Jain @jayesh123jain]

7/ Not All Users Are Equal

Trolls harm networks
Lurkers offer little value
Creators enhance communities
Action: Platforms must reward contributors & block harmful users.