Mangesh Phadse

[Vijay Kedia @VijayKedia1]

"FM JI , FM JI " 🙏

[Persistence Capital @persistencecap]

Siddharth Bhaiya put up unreal numbers over a very long period of time. He also stuck true to his knitting and never shied away from telling the truth. We cannot believe that he is no more. This is a horrible way to start the year and he will be sorely missed. Our condolences to his family and to @AequitasL . RIP 😞

[Fundamental Investor ™ 🇮🇳 @FI_InvestIndia]

Itna Sach Nahin Bolna Tha 🔥🔥🔥

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#FI

[AGS Cinemas @agscinemas]

Celebrating 13 years of innovation, emotion, and cinematic excellence, Celebrating 13 years of #Maattrraan 🔥

#13YearsOfMaattrraan

@Suriya_offl @MsKajalAggarwal @Jharrisjayaraj #KVAnand @Ags_production #KalpathiSAghoram #KalpathiSGanesh #KalpathiSSuresh
@archanakalpathi @aishkalpathi

[Ram Gopal Varma @RGVzoomin]

Hey @AdityaDharFilms ,
This is exactly why cinema moves forward, when one visionary inspires another to go even further.

You didn’t work inside my cinema. You outgrew it. And that’s how it should be. If a filmmaker only echoes his influences, he’s a fan. But when he absorbs them and then breaks away, he becomes a brand new force and that’s what you are

Dhurandhar didn’t impress me because it reminded me of anything I’ve done. It impressed me because it didn’t ask anyone for neither permission nor validation.. That’s rare. That’s courage . That’s new cinema.

To live up to a tweet is just being polite and utmost a small ambition.

I can clearly see in your film , your own restlessness and that’s what will keep frightening people about you for long

If the boy who came to Mumbai became a man in Uri he’s now become a superman with Durandhar

Keep Soaring 🔥🔥🔥

[Atul Kumar Mishra @TheAtulMishra]

Every third Instagram reel today is about #AkshayeKhanna. People are mimicking his dance steps. Entertainment journalists are calling him a talent who is finally getting his due.

Meanwhile, Akshaye Khanna is in Alibaug. Alone. Away from the limelight. On his annual eight-month break. He has probably not seen a single one of these adulations.

Life will weigh you down with failure.
Life will flood you with success.

A sthitpragya is unmoved by both abuse and applause. He doesn’t perform for either. He simply remains himself.

Be like Akshaye Khanna.
It’s the best way to be.

[Raghav Chadha @raghav_chadha]

𝗣𝗮𝘁𝗶𝗲𝗻𝘁 𝗗𝗼𝗺𝗲𝘀𝘁𝗶𝗰 𝗖𝗮𝗽𝗶𝘁𝗮𝗹 must be 𝗥𝗲𝘄𝗮𝗿𝗱𝗲𝗱, 𝗻𝗼𝘁 𝗣𝗲𝗻𝗮𝗹𝗶𝘀𝗲𝗱.

I explained in Parliament how Investment in India remains heavily taxed, and why it needs to change.

[Mangesh Phadse @PhadseMangesh]

@LearningEleven Any view on Transrail?

[BCCI @BCCI]

🗣️🗣️ As long as my physical levels are up and the mental sharpness is there, then you know it's fine.

@imVkohli on his fitness and preparation leading up to the series 🫡💪

Match Highlights ▶️ https://t.co/dzqGUrq57R

#TeamIndia | #INDvSA | @IDFCFIRSTBank

[anand mahindra @anandmahindra]

This man is an unstoppable force of nature.

What I’ve admired about him for decades is not just his obsession for development but his desire to always be innovative in his policies.

He raises the bar for himself and for everyone around him.

👏🏽👏🏽👏🏽

[Mangesh Phadse @PhadseMangesh]

@soicfinance Any view on deepak fertilizers results?

[ishmohit @ishmohit1]

Gyaan on investing philosophy

[Woke Eminent @WokePandemic]

The last bell 🙏🥲

After ringing the school bell for last 38 years
This man rang the school bell for the one last time and this is how it went

Good to see he was given this farewell bell and respect by school and students

What are your memories of your School bell...

[Fundoo Professor @Sanjay__Bakshi]

What a fascinating way to teach!

[Tar ⚡ @itsTarH]

While everyone and their mother is bullish on the BESS theme, here is the reality ⤵️

🔋Most players are following a "set up and rent" model where they build the project & lease it out at a fixed PPA similar to Adani Green or Acme Solar

🔋99% of components are imported from China & India does not yet have a meaningful manufacturing ecosystem (battery capacity ramping up in next ~2 years)

The state of BESS today looks very similar to solar before 2019 with high imports, weak regulation & falling tariffs

Back then PPAs were often cancelled because solar module prices dropped so fast that plants under construction were obsolete before commissioning with price gaps of more than 30 percent

Now the same trend is visible in BESS where battery prices are falling so quickly that by the time construction is complete the contracted PPA tariff is no longer attractive for the buyer

Below is an example of JSW Energy who is already fighting to prevent downward revisions in its PPA tariff

This theme will only become investment worthy when the government creates import restrictions & supports a local ecosystem

Until then BESS is more hype than reality

[Muthukrishnan Dhandapani @dmuthuk]

It definitely looks like US is going to keep inflicting more and more pain on India and Indians. We need to be prepared for any extreme scenarios including detoriation of IT and related sectors, many NRIs in US who are not citizens being sent back home, detoriation of fast growing electronics sector, non availability of critical technologies and even some harm to Indian community living in US.

There is no point in doing post portem. The reality is that India is the most highly tariffed and intensely hated country by current US administration.

America's thinking is to do all advance manufacturing and high end technology back home and penalise the countries who refuse to toe America's line by denying them access to these.

There is no way India should compromise it's self respect. It is not the question of Modi versus Trump. It is now India versus USA.

Our ancient civilisation has gone through immense pain and suffering. Compared to them, we would be able to overcome this.

There would be a huge pain for India in the short to medium term. Like the government initiated GST reforms recently, there is lot and lots of intense reforms which needs to be done.

Our country has serious internal issues based on religion, caste, language, culture and regional. We cannot wish them away. They are not going to disappear anytime soon.

But our primary focus for next 10 years should be economic development and social welfare of all Indians. It needs tremendous effort from centre and all state governments. It is high time we think about significantly reducing corruption. I'm not even sure whether we would ever able to eliminate corruption completely from India.

This is a wake-up call for all of us. If we don't get our act together even now, majority of Indians can never come out of everyday miserable living they lead.

[Dhanesh Gianani @dhanesh500]

1/
With OYO’s Upcoming IPO, it now shows a miracle: "Adjusted EBITDA" growth of 16%
But the cash flows tell another story..

But what if i tell you it can turn losses into profit narratives overnight with the right accounting adjustments?

[Tar ⚡ @itsTarH]

Live translations over the phone in new Google Pixel 10

[Mangesh Phadse @PhadseMangesh]

@ishmohit1 Have read lot of theories on Samhi after results since it is falling.

[Nishit Shaw @NishitShawHere]

Yet another HISTORIC moment for Hombale Films! #MahavatarNarsimha becomes the FIRST ANIMATED TITLE in India to cross the ₹ 100cr Nett mark at the box office, sets a new benchmark altogether. 💥💥💥