Nitesh Avanthkar

[Nitesh Avanthkar @niteshavanthkar]

@PatakotaV Singapore immigration is diff class.. Hassle free.. Me with 2 kids, we have special lane.. Just scan and take photograph.. Exit in few mins unlike other countires where we end up in queue and wait for long time

[Nitesh Avanthkar @niteshavanthkar]

@Nigel__DSouza Very nice interview..

[Nitesh Avanthkar @niteshavanthkar]

@sandipsabharwal Boss.. Keep wathing crude will hit 160. Unnecessarily you keep saying bullish statsments

[Nitesh Avanthkar @niteshavanthkar]

@oldschoolinvest Even tata elxsi is like this only

[ASAN RESEARCH @Asan_research]

@_soniashenoy @ZeptoNow His business is just a copy cat of blinkit (gofers)

And believe me Zeppo not going to be profitable in next 10 years with same business model.

Before IPO , promoters have vision,
After IPo, Investors will have vision

[Nitesh Avanthkar @niteshavanthkar]

@WeekendInvestng Baai.. Oil ko 160 jaana hi hain.. otde options lena hain trump baai.. yeh sab jhumla hain

[Vishal Sikka @vsikka]

I learnt a long time ago that there is a big difference between making a living and making a life. In the times to come, AI will get increasingly better at the skills that we've used to make a living. Our imperative will be to instead make lives. Not artificial lives. Or artificial lives. But our own lives and of those we love. As machines get better at answering, and solving what they are asked, our work is to get better at asking, at making, creating, and deciding which questions are worth a life, and refusing to outsource that.

[Nitesh Avanthkar @niteshavanthkar]

@_prashantnair Crude will have to touch 160

[Nitesh Avanthkar @niteshavanthkar]

@sandipsabharwal They will short again

[Nitesh Avanthkar @niteshavanthkar]

@sandipsabharwal Crude will hit 160

[Nitesh Avanthkar @niteshavanthkar]

@sandipsabharwal Only when crude hits 160

[JustDario @DarioCpx]

Next stage of the asymmetric warfare, Iran strikes the closest Israel ally in the region: UAE

Needles to say what the consequences of new direct attacks to any oil infrastructure will be

Feel free to bookmark

[Nitesh Avanthkar @niteshavanthkar]

@Nigel__DSouza Dont know why confidence petroleum? I was stuck waiting for break even

[Nitesh Avanthkar @niteshavanthkar]

@anandmahindra Sir please do something about Mahindra holidays.. Somehow lots of issues with the packages.. There are lot of hidden charges .. Also, they offer resorts in the month of May in Rajasthan.. Many have raised concern...I wish you see this tweet .. This business has huge potential

[Nitesh Avanthkar @niteshavanthkar]

@oldschoolinvest Business may be good no doubt but valuation matters

[Nitesh Avanthkar @niteshavanthkar]

@Nigel__DSouza @LilavatiHRC @NewIndAssurance @MediAssistIndia @TCS I hope all is well bro

[HFI Research @HFI_Research]

😮‍💨

[Ketan Sahney @JuniorSahney]

The ability to make money and NOT show it off on social media is the kind of self-control one needs to aspire for.

[Nitesh Avanthkar @niteshavanthkar]

@Iamsamirarora I want to meet you sir in person

[Vikas Vij @TheClubJunto]

As a prudent custodian of public money, will LIC request Adani-ji to appoint a Big 4 Audit firm? LIC has ₹50,000 crore exposure in Adani Group. QUIZ TIME: Who is the auditor of Adani Enterprises (HoldCo)?

Cesars’ Wife Must Be Above Suspicion

a. In Dec 2025, GOI stated in the Parliament that LIC has invested approx ₹50,000 crore in Adani group companies. LIC is a fiduciary for policyholders’ savings. It is not LIC’s personal money.

b. Adani Group’s holding company Adani Enterprises has over 200 subsidiaries, joint ventures, and associate firms. Its businesses relate to airports, roads, water, data centers, solar, defence & aerospace, foods, mining, and agri.

c. The scale and scope of Adani Enterprises’ audit is breathtaking even for a Global Big 4 accounting firm. So, who is handling this flagship company’s audit? A small Ahmedabad-based firm Shah Dhandaria & Co.

d. Questions about this firm were raised by a US-based short-seller in 2023. It said in its report that Shah Dhandaria & Co, operating from a small office (rent ₹32,000 p.m.) did “not seem capable of conducting a complex audit.”

e. The report alleged that this audit firm just had 4 partners and 11 employees. Some employees were as young as 23-24 years of age, while the firm’s partner who signed off on the company’s financials was 28 years old (at that time.)

f. For sure, Adani Group has bounced back with a bang since the 2023 scandal. The U.S. Justice Dept has dropped charges against Adani recently. So, the “legal risk premium” which was squeezing the group in terms of interest costs has now ended. (₹4 lakh crore gross debt @ 7.8% interest)

g. Ever since the U.S. filed charges against Adani, global investors had only one question on their minds: “Will the group survive this?” But now the tables have turned. The new question is: “How much can we lend him to fund his ambitions?”

h. Lenders do not care if a borrower has a shady past. They only care whether the risk has been re-priced. In Adani’s case, the re-pricing has begun and all his doomsayers are biting dust. Even “The Economist” grudgingly conceded recently that Adani is a “Master Escapologist.”

i. The Risk: In a 2016 paper, Stanford University and Max Planck Institute financial scholars showed that when corporations become addicted to debt, the leverage becomes almost “irreversible.” “It is similar to eating potato chips. It’s hard to stop once you eat one.”

j. Adani Group has become systemically important (“too big to fail”) for India now. Considering its large ownership of India’s strategic assets, it should appoint a “Big 4” accounting firm to audit the accounts of Adani Enterprises. What's the harm in it? Cesars’ wife must be above suspicion.

k. Prudence must be applied now. There is little value in post-facto SEBI investigations after the horses have bolted from the barn.

ENDQUOTE

“99% of the threats and troubles faced by civilization come from over-optimistic accountants.” – Charlie Munger (University of Michigan Speech, 2010)

@arabicatrader