Joshdeo

[Joshdeo @joshdeo]

@TickerTalksX @unusual_whales It is always so. Current multiples bake in 15 years of growth. Impossible.

[Joshdeo @joshdeo]

@1shankarsharma Treating future PE/VC exit as pure liability, is lazy thinking. Such exits are funded by domestic savings and occur after years of investment, employment creation, tax generation, and enterprise building. Economic cost is therefore much smaller than the gross exit value suggests.

[Joshdeo @joshdeo]

@Iamsamirarora @vijayshekhar Absolutely right. All are birds of the spring.

[Joshdeo @joshdeo]

@udaykotak Stock market crash is nearby. Markets are refusing to acknowledge.

[Joshdeo @joshdeo]

@adityakalra Chairman will have to resogn

[Joshdeo @joshdeo]

@sudesh20 @Atulsingh_asan Sulphur-Sulphuric acid margin will be under significant pressure due to,
1. Global sulphur market will extremely tight with a supply deficit if 5 million tonnes. Thus will keep sulphur prices high over next 12 mother.
2. Sulphuric acid manufacturers are pure price takers.

[Joshdeo @joshdeo]

@1shankarsharma Iran has not said anything about stopping internal repression, sponsoring terrorism, attacking ME states. Iran under Shah was the first country to recognise Israel. After 1979 revolution, Ayayollahs declared it enemy.

[Joshdeo @joshdeo]

@devinamehra On the top of that ultra low cost of distillation makes these billion dollar LLMs white elephants waiting to be copied and led to extinction. AI is a capital intensive commodity business without moat. Without a durable moat, valuations are not just optimistic — they are fragile.

[Rajesh Sehgal @rnsehgal]

4/ 10: Tariffs Threaten Pharma
Trump Declares 100% Tariff On Pharma Imports From October 1, India May Be Hit.
💭: Trump’s proposed 100% tariff on pharma imports could deal a blow to Indian exporters, especially generics, prompting contingency planning on trade risk.
https://t.co/se7OYpetxh

[Joshdeo @joshdeo]

@rnsehgal It is the age of the epicureans. Live life King size. So what if the King turns into the Emperor of barten lands? सब इधरही छोड के जाना है. THE FESTIVAL OF SENSES. Indebtedness of Gen X and Z is going to rise. No stopping.

[Joshdeo @joshdeo]

@NileshShah68 1. In India, toothpaste paste classfied under oral care product. Quasi pharma. Hence, needs fool proof packaging
2. Same foil seal, but with a larger pull tab (like yogurt cups or pharma blister packs) can work

[Joshdeo @joshdeo]

@AadiAchint You are doing a very good job in disseminating and analysing def info. You have started Morning Round Up show too. However, there is need to have "60 seconds Def News Fatafat" to give just headlines. May be twice a day.

[Joshdeo @joshdeo]

@Nithin0dha VC opportunity to invest in unlisted companies is lost to retail investors. High threshhold of Rs 5-10 cr for such 5-10 year closed ended funds. They charge 1.5% to 2.5% fee with carry. Consider lunching low cost such fund with min investment of Rs 1 lakh. Democratise it.

[Joshdeo @joshdeo]

@Nithin0dha There are no VC funds or PMS funds which allow investments as low as Rs 1 lakh. This pre listing opportunity to participate in wealth creation completely lost to retail investors. Please launch a fund, may be closed ended with 5 or 10 year duration for retail investor

[Joshdeo @joshdeo]

@IAjitDoval_IND Har Har Mahadev

[Joshdeo @joshdeo]

@sandipsabharwal It is a disaster. How can any company call itself Eternal?

[Joshdeo @joshdeo]

@WealthEnrich Historic performance has no meaning. Its a random series with low corelation

[Joshdeo @joshdeo]

@Iamsamirarora Bata price

[Joshdeo @joshdeo]

@1shankarsharma तक़दीर के लिखे को बदल दे ये तकबीर है,
गर हिम्मत हो तो बख़्त भी ताबे' तदबीर है।

Taqdeer ke likhe ko badal de yeh takbeer hai,
Gar himmat ho to bakht bhi taabe' tadbeer hai.

[Joshdeo @joshdeo]

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