@narendramodi Sir EV, Hybrid, battery storage, nuclear and coal gassification projects should be given the highest priority.
We shd aim to become energy surplus in the next decade.
Such a beautiful article in today's @livemint on Arijit and Indian music industry @zico_gh0sh
Read such a beautiful long story after a long time. Kudos !!
@michaeljburry The big disconnect is the "profits" that NVDIA has. We'll once the bubble pops there will not be many buyers for the 70% gross margin 40% net margin chips.
Add to it the MTM from all this balance sheet extensions. Will not be pretty.
@ravidharamshi77 Kudos to you and team ValueQuest for backing a real manufacturing business(s) this way, at a time when ever fund manager is happy buying consumer businesses and established franchisees for their "predictability"
We need more of these.