Debashish Mazumdar

Want to be rich and famous in Investment world.

[Debashish Mazumdar @m_debashish]

@WeekendInvestng Sir yeh kaya model hain appka. Retwitting and reposting with 1/2 comments full day.

[Debashish Mazumdar @m_debashish]

@kothariabhishek @HDFC_Bank @TheOfficialSBI Adjusted for subs.. SBI is 1.5x if I am not wrong.

[Debashish Mazumdar @m_debashish]

@MechaNews_ What is this bull shit every day

[Vijay Shekhar Sharma @vijayshekhar]

I want to see such indian content creators being celebrated, way more than we do.
What an awesome way to remember formulas: Bam Bam Bhole , Sona Chandi Tole 🤩

[Debashish Mazumdar @m_debashish]

However, *productivity pass-on is real and industry will see 2-3% deflation* bcz of AI involvement. And despite that, most companies believe, FY27 will be better than FY26 as clients are opening the purse after 3/4 years of wait.

[Debashish Mazumdar @m_debashish]

*Met a bunch of IT companies Today (Infy, LTIM, Mphasis, Tech M, KPIT & Indegene)*

*Trying to summarise what their stance is about AI killing SaaS and Services business*

Most of the noise around AI development is largely around LLMs which will fulfil B2C needs.

[Debashish Mazumdar @m_debashish]

*And, unlike past, most Indian companies (especially smaller ones) are leading the charge this time.* The winners of SMAC era, EPAM, Globant, Endava are growing at a slower pace and are struggling in some cases. *And hence, we see some large scale acquisition happening b winners.

[Debashish Mazumdar @m_debashish]

The way people show their love and respect for the country on republic day and independence day; i hope they would have feel the same for public infrastructure before spitting, having gutka and pan masala.

Never understood this dichotomy.

[Debashish Mazumdar @m_debashish]

@InvestorOfJAMMU Its good that some of you are still figuring out. Iska matlab new investor and further upside.

[Debashish Mazumdar @m_debashish]

@WeekendInvestng Kahe bhai??

[Debashish Mazumdar @m_debashish]

@amitmantri This one is epic. Saw lot of other way, but this clearly standing out.

[Debashish Mazumdar @m_debashish]

@sardesairajdeep Post manufacturing shifting there, sky will be haze. Pls send this picture to Trump to stop the shifting. He may not have thought through this way.

[Debashish Mazumdar @m_debashish]

@stockifi_Invest Main question is, why those veteran investors with 100 cr networth wasted their time meeting you and telling this bullshit.

[Debashish Mazumdar @m_debashish]

@_anishaj Buy on correction tomorrow. Sometimes overreaction provides good entry point. No reco, only for educational purpose.

[Debashish Mazumdar @m_debashish]

@amitmantri It’s bcz we still vote in the name of cast and not for development.

[Debashish Mazumdar @m_debashish]

@nimitgala @JamesClear Explain bhi kar de bhai. Itna para likhya nehi hu.