Jithendra Kumar

[Jithendra Kumar @jithuti]

@ANI See the way she is talking very confident, prepared answer and her facial expression body manners tell that she is telling a story a prepaid answer to escape

[Jithendra Kumar @jithuti]

@Pro_Utonium @magadh_updates @MORTHIndia @nitin_gadkari Gandhi and Nehru

[Dr. Datta M.D. (Radiology) ✈️ Switzerland @AI4Good @DrDatta_AIIMS]

If true, this is the worst and the most discriminatory move against Indians I have ever seen in my life! Indian investors who have been betting on India and had been holding their shares in the economy despite the struggling times we have been going through are being punished and foreign investors who pulled out money are being awarded. If you want to remove capital gains tax, remove for everyone! What is this slavery mindset with which our FM is working! Shameful! I would urge all Indian investors to pull out their money from Indian stocks if this is implemented!

[pranav pradhi @pranavpradhi1]

People who celebrate 10-minute deliveries as a sign of India’s progress should read this.

During the Malviya Nagar fire incident, locals say fire brigades reached nearly 45 minutes late. Residents had to spread mattresses to rescue people trapped inside, including foreign nationals.

Development is when emergency services arrive in minutes, not when groceries do.

[Jithendra Kumar @jithuti]

@Swamy39 Modify Anti corruption laws and make them more stringent.

[Jithendra Kumar @jithuti]

@Swamy39 Subsidize EVs or increase tax on Petrol vehicles so that they are phased out by people. Your petrol import bill will reduce by > 50% and people will fuel their own vehicles free of cost by solar.

[Jithendra Kumar @jithuti]

@RShivshankar Trump primary target is to make china stop helping iran. He is dazzling carrot with industry CEO s and once he " occupies" Iran , he will kick china in butt

[Devina Mehra @devinamehra]

"It may be dangerous to be America's enemy, but to be America's friend is fatal"

Henry Kissinger's words said over 5 decades ago must be haunting US allies in West Asia

Translation of the open letter to President Trump from Khalaf Ahmad Al Habtoor, billionaire buisnessman from the UAE - very much part of the establishment

A country that has not seen any fighting on its territory in well over 100 years, starts conflicts that hurt even the civilian population (not to mention the economies) of countries far away.

[Jithendra Kumar @jithuti]

@sumitkbehal Deliberately the news has been brought out by IDFC on friday evening after closing of trading hours that itself indicates they had some put options from their distant people , though not in their name

[Jithendra Kumar @jithuti]

@AshishB60558222 You don't know how many skeletons are going to fall from other cupboards. If just 4 employees can siphon of 590 crores imagine how weak their banking structure is . It is not 75 or 78 it will go below 60 in near future and may not reach 90 in next 5 years

[Jithendra Kumar @jithuti]

@LoneWolfKaAdda Don't spread false propaganda Gates Foundation vaccinated over 1.1 billion children across 78 countries This includes 6 billion total vaccinations for 19 diseases.
In 1.1 billion,you claim 4-5 deaths in tribal areas.(officially confirmed as due to malaria and other reasons) .

[Jithendra Kumar @jithuti]

@badrulhasnain Sir, Are you subscriber of Equentis stock advisory services. They have given me your reference

[Gaurav Pandhi @GauravPandhi]

Who bought Russian oil?
🔸 Mukesh Ambani
🔸 Nayara Energy

Why?
🪙 Because it was cheap and supposedly in national interest 🇮🇳

What did they do with it?
🛢️ Refined it and sold it in the global market at higher prices 💰

Did Indians benefit?
❌ No.
⛽ Fuel prices in India are still sky-high 📈

How did Adani profit?
🚢 By handling logistics and ports and cashing in on the trade

So who made the money?
💲💲 Ambani. Adani. The usual suspects, funders of Modi & BJP

And what did 140 crore Indians get?
🤷‍♂️ NOTHING.

The national interest was just the marinade. The profits were served to billionaires and Indians got roasted.

Jai Hind 🇮🇳

[Jithendra Kumar @jithuti]

@RajeshwariRW Atleast premier institutions like ISRO , DRDO, Army, medicine, IITs should not have reservation.

[Market Geeks by CA Prakash Padalia @pakuuuman]

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[Zen Nivesh @ZenNivesh]

Depending upon "The Kindness of Strangers"

Warren Buffett coined the phrase.

Prof. Sanjay Bakshi made it popular.

"If a business could do that without recourse to outside capital markets – no dilution, no need for borrowing money, there’s preferably large positive free cash flow which is sufficient to fund all growth, then there is no need to depend on outside capital markets or, as what Buffett calls it." - Prof Bakshi

Let us look at one Bank as an example.

IDFC First Bank

This is what Mr. Vaidyanathan shared on LinkedIn yesterday.

Should we celebrate it or look at it with a "The Kindness of Strangers" lens?

Yes, scaling up the banking and finance business is not easy. You need equity fundraising from time to time.

But when you compare it with the banks that have done a phenomenal job over decades, you will see that while all good banks have diluted equity over the years, their rate of change in equity capital and their size of equity capital is very small compared to IDFC First Bank.

And it shows up in the ROE.

You can see how the ROE of IDFC First Bank is the lowest. Even though it increased from 3% (5-yr avg) to 10% in the last year, with this new giant fundraising, IDFC has further kicked the ROE can forward by at least 3-4 years.

See, we have deep respect for MR. Vaidyanathan and other promoters. It is not a post to mock anyone.

Also, we have deep respect for investors who identify and invest in stocks that are available at an attractive valuation and may experience a very high rate of positive change that will help them get high returns. Investing in IDFC Bank may qualify for the same.

However, our view, at Zen Nivesh, is simple.

IDFC First Bank is significantly exposed to the risk of "Depending Upon The Kindness of Strangers".

"You Only Have To Get Unlucky Once"- Prof Sanjay Bakshi
Thanks for reading🙏

If you find value in the post, just 2 steps can help us grow our new venture:

1. FOLLOW @ZenNivesh
2. REPOST this post

That will help us to reach out to more investors.

[Jithendra Kumar @jithuti]

@theskindoctor13 Impose president rule by Art 356 in west Bengal and set an example that if there is failure of law and order by State government, it has to be removed.

[Jithendra Kumar @jithuti]

@TheVivekSinghal Some of the midcap companies are still overvalued. And some have corrected and are at good valuations. So there can't be a broad bull market. 2025 is going to be stock picking year

[Sharma Ekant @itsekant]

State Bank of India is a Modi Government’s mouthpiece bank. Big Giants like HUL and Parle are struggling to see the growth due to no-demand even for essential products.

However, as always done since the last 10.5 years of Modi Government’s rule, the government is fudging the data to show itself in the good light, whereas the reality is drastically different.

You can rig elections to remain in power, but you can’t rig the reality of a common man who’s struggling to put the food in their children’s plate due to ineffective, inefficient, and corrupt Modi Govt.

[World updates @itswpceo]

A matchstick igniting by the friction surface of the box