Darshan Patil

Be here now !!

[Darshan Patil @patdarsh09]

A compilation of all my Threads ! 🧵

PS: Glance them all and accordingly read whichever topics interests you .

[Normal Guy @Normal_2610]

Andhra Pradesh CM Naidu plans to bring Investment Protection Act before state assembly

Law will make land deals, factory permits, incentive promises legally locked so future governments cannot cancel them. This matters because AP foreign investment fell from $609m to $92m under previous regime that ran reverse tendering on every big project

Polavaram dam sat idle five years over political fights. India paid $305m settling Dabhol after Maharashtra cancelled one power deal post elections. No state tried fixing this through law, which makes no sense

Naidu’s proposed Investment Protection Act in Andhra Pradesh tackles one of India oldest investor problems. New state governments routinely cancel predecessor deals, and nobody questions this pattern. West Bengal threw out 30 years of industrial incentives under TMC.

Previous AP regime stopped Amaravati, pushed out Lulu Group, cancelled clean energy contracts worth billions. Goldman Sachs, SoftBank, Brookfield had money in AP and watched deals get reopened, which was careless

Centre tried similar protection law in 2020, dropped it without any follow up. AP is now doing what Centre refused to

Andhra Pradesh wants to pass Investment Protection Act that locks in deals for investors across political cycles But Indian law lets any state assembly change or remove acts made by previous assembly. Supreme Court in March 2026 said Maharashtra could change industrial policy even after 25 years.

So no future AP government is legally forced to keep this act. Investors still want it because visible political cost on reversal matters more than legal promise.

Right now cancelling deals costs nothing in Indian states, which is why so many do it

[Darshan Patil @patdarsh09]

@sonalbhutra @MumbaiMetro3 @mybmc @AshwiniBhide @MumbaiPolice https://t.co/9gMt0acuQk

Check this might help to remove banners.

[Darshan Patil @patdarsh09]

@ajayrotti Just asking from where the funding is provided to CGFMU, i mean govt backed yes but where will govt get it?

Tax payers?

[Ajay Rotti @ajayrotti]

This is big!! So, what is CGFMU?

CGFMU provides a government-backed guarantee to banks and financial institutions (FIs) for eligible loans given to micro enterprises.

If a borrower defaults, the guarantee fund compensates the lender for a specified portion of the eligible loss. This reduces the risk for lenders and encourages them to extend loans without insisting on collateral.

Ultimately, it improves access to institutional finance for small entrepreneurs and businesses. Has it been a success? There is tangible evidence for that. Just one example here:

This disclosure by IDFC First Bank in May 2026... They "received ~Rs 515 crores" and ~100% of the claim. They also said 97% of their news loans were covered under CGFMU scheme.

This is now being used by most Banks and SFBs. The continuation is welcome. After a slow start this has been successful.

[Darshan Patil @patdarsh09]

What a time few weeks back my closed one's were worried about their portfolio as if its end of world...

And now the they are head over heels with such short run up..

Lol!

What do i call this?
Red to green pleasure!

#Investing
#Nifty
#Stockmarket
#Sensex

[Darshan Patil @patdarsh09]

@jatinsapru is so far the only from the cricket fraternity explained the Hardik pandya trade so well!

Logical, simple, neutral and no biases...

Shows the clarity and love for game.

#hardikpandya

[Darshan Patil @patdarsh09]

@CAasheww_runuts No hubli airport

[Darshan Patil @patdarsh09]

#Aequs

Invested and Biased.

[Shashank Mattoo @MattooShashank]

“Unlike the US, India is still not very forgiving of failures. That’s one thing Asia as a whole needs to learn..” says Sunil Mittal on doing business in Asia

[महावीर, ಮಹಾವೀರ, Mahavir @Mahaveer_VJ]

Karnataka is burning.

All Indians are going to face a problem.

[Darshan Patil @patdarsh09]

BC rocket terrace se udate kyun nahi yeh log!!

Scary with number of high rise towers burning.

[Mumbai Heritage @mumbaiheritage]

Fire reported at Raheja Gardens, Thane

[Darshan Patil @patdarsh09]

Took the metro from Mumbai Airport T1 to Ghatkopar and reached in just 37 minutes!

Airport metro transport is a blessing.

Bengaluru must learn from this.

[Darshan Patil @patdarsh09]

My childhood jingle!

Nostalgia

[infi. ⊬ @3percentyearner]

tata docomo diwali ad from over a decade ago

[Darshan Patil @patdarsh09]

Desi Hostile takeover!

[கோயம்புத்தூரான் @Coimbatoraan]

அதானிக்காக மோடியும் பாஜகவும் எவ்வளவு நாச வேலைகள் செய்வார்கள் என்பதற்கு இந்த காணொளி ஒரு சான்று!

They literally extorted GVK group

[Darshan Patil @patdarsh09]

Time to learn farming, plumbing, electrical, barbering, and anything that doesn't involve a desktop ans AI.

[Indian Tech & Infra @IndianTechGuide]

🚨 “50% of all entry-level lawyers, consultants, and finance professionals will be completely wiped out within the next 5 years.”

- Anthropic founder Dario Amodei.

[Darshan Patil @patdarsh09]

Sedemac concall is the best concall to listen the management guidance is simple, clean and ofcourse professor shashi bashing analysts for asking the obvious questions😂!

PS: The company is founded by IIT bombay students along with IIT Bombay professor shashi!
#SEDEMAc

[Darshan Patil @patdarsh09]

Value vs Growth - clearly defined.

[Persistence Capital @persistencecap]

The combined market cap of Parag, Heritage, Vadilal, Dodla is INR 17.5k cr. These 4 cos did INR 680 cr PAT on a TTM basis.

Milky Mist has a mkt cap of INR 24k cr. It's TTM PAT is INR 127 cr .

Interesting state of affairs.

[Darshan Patil @patdarsh09]

Good and quick response by Depi goyal but uska toh topline badega so...

Quite subtle huh!

[NDTV Profit News @NDTVProfit]

Zomato founder Deepinder Goyal has said a "mehmaan mode" will be added to the food delivery app this week, after a LinkedIn user suggested it as a way to spare hosts the awkwardness of guests seeing prices.

https://t.co/ncriY1tHA1

[Darshan Patil @patdarsh09]

From Guru movie,

Maine sapna dekha,

Hindustan ki sabse badi company banane ka sapna!

Toh kya apna sapna poora hua?

Kya hum ban gaye hain Hindustan ki sabse badi company?

Toh kya hum yahin ruk jayein?

Ya dekhein ek aur sapna?

"Bata do duniya ko..
ki hum aa rahe hain!"✨🙌🚀

[Darshan Patil @patdarsh09]

From Guru movie,

Maine sapna dekha,

Hindustan ki sabse badi company banane ka sapna!

Toh kya apna sapna poora hua?

Kya hum ban gaye hain Hindustan ki sabse badi company?

Toh kya hum yahin ruk jayein?

Ya dekhein ek aur sapna?

"Bata do duniya ko..
ki hum aa rahe hain!"✨🙌🚀