Jitesh Tulaskar

[Jitesh Tulaskar @jiteshtulaskar]

@BrodaFromMroda Amazing find

[Jitesh Tulaskar @jiteshtulaskar]

@VijayKedia1 @BrodaFromMroda

[Jitesh Tulaskar @jiteshtulaskar]

@BrodaFromMroda @mzgaangy 🤣🤣

[Jitesh Tulaskar @jiteshtulaskar]

@riteshmjn @BrodaFromMroda

[Jitesh Tulaskar @jiteshtulaskar]

@jcrajan00 @BrodaFromMroda

[Jitesh Tulaskar @jiteshtulaskar]

@sidhant @BrodaFromMroda

[Jitesh Tulaskar @jiteshtulaskar]

@sidhant @BrodaFromMroda isko fir bhi koi toh puchna chahiye tha woh hellhole remark pe, itne generic comment pe itna backfoot pe gaya ye

[Jitesh Tulaskar @jiteshtulaskar]

@BrodaFromMroda @MattooShashank Ye saare foreign trips me itna intersting deals sign hua but ye highlight bann gaya he for even Indians

[Jitesh Tulaskar @jiteshtulaskar]

@BrodaFromMroda @MattooShashank Bhayankar racism he

[Jitesh Tulaskar @jiteshtulaskar]

@ishmohit1 @BrodaFromMroda

[Jitesh Tulaskar @jiteshtulaskar]

@BrodaFromMroda @jsaideepak Naseeb democracy prevailed

[Jitesh Tulaskar @jiteshtulaskar]

@BrodaFromMroda @navimumairport What an absolute mess this is

[Jitesh Tulaskar @jiteshtulaskar]

@deepakshenoy @BrodaFromMroda

[Jitesh Tulaskar @jiteshtulaskar]

@Akshat_World But debt is underwritten based on cashflows and spv ring fencing not entirely in equity valuation. Also India's latest port at Vizhinjam actually did add significant tech and has resulted in globally competitive management of containers.

[Jitesh Tulaskar @jiteshtulaskar]

@BrodaFromMroda Amazing insights!

[Jitesh Tulaskar @jiteshtulaskar]

@BrodaFromMroda Shareholders will also "defocus" them eventually 😅

[Jitesh Tulaskar @jiteshtulaskar]

@riteshmjn @BrodaFromMroda tera woh private military wala baat yaad aaya

[Jitesh Tulaskar @jiteshtulaskar]

@AsiaWarZone @BrodaFromMroda

[Jitesh Tulaskar @jiteshtulaskar]

@BrodaFromMroda Agreed. We can't ignore FIIs leaving when we are fundamentally capital starved. Bigger overlooked risk is our DII inflows. DII masking the FII exit, largely driven by thoda retail overfinancialisation and FOMO. If retail return expectations nai meet hua toh ye DII b jayega.