Nicholas

[Balu Gorade @BaluGorade]

Some big names in India’s PMS and AIF space:

1] Sunil Singhania, Abakkus
Former Reliance Nippon AMC CIO.

2] Prashant Khemka, WhiteOak
Former Goldman Sachs India CIO.

3] Prashant Jain, 3P
Former HDFC MF CIO.

4] Vikas Khemani, Carnelian
Former Edelweiss investment professional.

5] Samir Arora, Helios
Former Alliance Capital fund manager.

6] Pankaj Tibrewal, IKIGAI
Former Kotak MF fund manager.

7] Samit Vartak, SageOne
Founder and CIO of SageOne.

8] Kenneth Andrade, Old Bridge
Former IDFC AMC CIO.

9] Ravi Dharamshi, ValueQuest
Founder and CIO of ValueQuest.

Who else would you add to this list?

[Pankaj Parekh @DhanValue]

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15-07-2026

[Nicholas @phoeniko]

@MTPHereToHelp kindly check this. Email sent 8 days ago. This is not resolved yet

[Nicholas @phoeniko]

@MTPHereToHelp still waiting for resolution here. I had put in a grievance, it was rejected for no reason. I have sent an email - no response. This has been long pending. Kindly resolve or share a phone number I can call on.

[Nicholas @phoeniko]

@MTPHereToHelp still waiting for resolution here. I had put in a grievance, it was rejected for no reason. I have sent an email - no response. This has been long pending. Kindly resolve or share a phone number I can call on.

[Mumbai Traffic Police @MTPHereToHelp]

@phoeniko Please mail on [email protected]

[Nicholas @phoeniko]

@MTPHereToHelp I have already emailed at 7.5@ am this morning. Name - Sarosh Nicholas

[Nicholas @phoeniko]

@MTPHereToHelp

Dear Sir/Ma'am,
REF: Challan MUMCM26000862001

Please note that this Challan has been incorrectly tagged to our car - this Challan has been incorrectly tagged to car no. 1988. It should have been tagged to lic no. 1688. 

The evidence image clearly shows car 1688

[Nicholas @phoeniko]

@MTPHereToHelp

I have also sent an email to multimedia cell this morning with proofs.

I have a raised a grievance to this earlier but it had been rejected without reason. Kindly cancel this challan at the earliest.

[Nicholas @phoeniko]

@ManUtd, get him. Chelsea’s best player. Perfect replacement for Casemiro. Yes…Casemiro needs to be replaced.

[The Athletic | Football @TheAthleticFC]

The dust had barely settled on Chelsea’s humiliating exit from the Champions League at the hands of Paris Saint-Germain when Enzo Fernandez cast doubt on his future at the club.

“I don’t know,” Fernandez said after the match when asked by ESPN Argentina if he would be at Chelsea next season

Chelsea’s owners BlueCo are adamant they have no interest in selling their best players. But in light of his public equivocation, it is worth considering what Fernandez leaving could mean for Chelsea.

✍️ @liam_twomey and @anantaajith

🔗 https://t.co/LxeJnDHavf

[Chandra R. Srikanth @chandrarsrikant]

Very good insights from Nandan Nilekani at Infosys AI meet
- This time the AI transition has been much faster than earlier transitions
- The AI speed faster because internet was already ubiquitous.
- It therefore allowed people to distribute a ChatGPT/Gemini or cloud
- The speed of AI is also because of the infrastructure of the previous era
AI will change the talent model; Nature of jobs will change
It's a huge challenge for talent
- It will have to deal with the world, where writing code will not be the goal
- It'll be actually making AI work, orchestration
- Therefore the jobs will change
- This is a fundamental root and branch surgery of the way business is done, which is why this technology transition is so dramatically different from anything else that we have seen
The AI transition is dramatically different from the technology transition we have so far seen* -
- Gen AI is a massive, massive cleanup job, which everybody has to fundamentally clean up

- There are more state and non state actors who are getting better at using AI, so security is a huge problem for everyone
- But the good news is for the first time, because of AI, we have the tools to do modernization fast and economically

- AI is good for us because firms like Infosys will do that job
- Our view is that foundational systems will increasingly become systems of record

- There's a huge amount of work required (for IT companies) once clients go towards build, rather than buy
[
- Because of the race and spending billions, technology is moving faster than the ability of enterprises to deploy

There is a deployment gap between power of AI and capacity of businesses to use it
- Talent transformation is huge
- You will need talent such as QA testing or development
- We have all kinds of new roles AI engineers, forward deployment engineers, AI leads, forensic analyst
*The way you hire will change, the way you train will change, the way you deply the technology will change*
- Taking brownfield systems and modernizing them is a hell of a lot more difficult than doing greenfield development

[Nicholas @phoeniko]

@LegacySiu Michael Ballack

[Investdunia @investdunia1]

Sankaran Naren the undisputed leader of value investing.

🎓 Naren graduated from IITM in 1991. Followed by MBA in IIM Kolkata.

👉His career started in 1989 and spanned various segments of the financial services industry, including:
Investment Banking, Fund Management, Equity Research.

📈 He joined ICICI Prudential AMC in October 2004 as part of the Investment team.

- Became CIO – Equity in 2008.

- He was elevated to CIO for the entire Mutual Fund Investment division in 2011, a position he continues to hold.

- Executive Director since 2016.

🔥The Philosophy: Naren believes that investors suffer from behavioral biases, leading them to overpay for current winners and unfairly punish current losers. His philosophy is to exploit this irrationality by buying stocks and sectors that are currently "out of favor" and selling them when they become widely popular.

🔥The Big Contrarian Bets:

2008-2009: He aggressively invested in beaten-down sectors like financials and public sector banks right after the global financial crisis when everyone was avoiding them.

2013-2014: He took contrarian bets on sectors like power and infrastructure when they were deep in a cyclical downturn, eventually rewarding him when the cycle turned.

Small-Cap Warning: He gained significant attention for issuing a stark warning against mid and small-cap stocks when they were overheated and trading at extremely high valuations (around 2018), just before a sharp correction in that segment.

🔥Naren’s success is an example of behavioral investing, proving that achieving outperformance often requires the courage to feel uncomfortable. His advice is to constantly check your portfolio for what is popular and trim your exposure there, and look for value in what the market is currently ignoring.

It is no wonder that @dmuthuk had praised S Naren so much for his investing style and authenticity sharing honest opinion.

[Muthukrishnan Dhandapani @dmuthuk]

How does it matter whether it is 50% or 500% tariffs? When exports are not viable already at 50%, what difference any incremental percentage is going to make say 500% or 1000%? We are over reacting.

[Gautam Baid @Gautam__Baid]

A wonderful tribute to Warren Buffett by Seth Klarman.

https://t.co/QSnTyWa6qd

[Shay Boloor @StockSavvyShay]

$MSFT CEO Satya just made one of the most revealing comments of the entire AI cycle when he said Microsoft has $NVDA GPUs sitting in racks that cannot be turned on because there is not enough energy to feed them. The real constraint is not compute but power & data center space.

This is exactly why access to powered data centers has become the new leverage point.

If compute is easy to buy but power is hard to get, the leverage moves to whoever controls energy & infrastructure. Every new data center that $MSFT, $GOOGL, $AMZN, $META & $ORCL are trying to build needs hundreds of megawatts of steady power. Getting that energy online now takes years which means the players who locked in power early & built vertically across the stack are the ones with real control.

Hyperscaler growth is no longer defined by how many GPUs they can buy but by how quickly they can energize new capacity.

Satya’s other point about not wanting to overbuy one generation of GPUs matters just as much. The refresh cycle is shortening as Nvidia releases faster chips every year which means the useful life of a GPU now depends on how quickly it can be deployed into production. When power & space are delayed then that GPU loses value before it ever produces a dollar of compute revenue.

Satya just validated why my DCA plan remains overweight in the AI Utility theme. The AI economy will scale at the rate power comes online, not at the rate chips improve. The next phase of AI infrastructure growth will belong to whoever can energize capacity faster than demand expands.

Power has become the pricing layer of intelligence: $IREN, $CIFR, $NBIS, $APLD, $WULF, $EOSE, $CRWV

[Naval @naval]

To understand human nature, read the older books. To develop specific knowledge, stay on the bleeding edge, read newer (technical) books.

The best authors - Deutsch, Schopenhauer, Borges, Ted Chiang - write with very high density. The best authors respect the reader’s time.

[Nicholas @phoeniko]

@tataplayfiber WiFi not working, in Khar West Mumbai. Red light blinking on router. What’s the issue, and when soonest can it be resolved?

[Morgan Housel @morganhousel]

Larry Ellison's net worth gain just today (~$100 billion) would be the 18th richest person in the world.

[Nicholas @phoeniko]

@hotstar_helps @KurianAnjalose Same problem here.

Have DMed you

[Muthukrishnan Dhandapani @dmuthuk]

Harsh Roongta @harshroongta is a respected investment advisor. He has posted a real life case which is very weird because joint ownership with spouse is normal in India. Please check with your auditor about personal implications for you and what remedial measure (if any) needs to be taken.

Here are the excerpts from his post:

A top-notch finance professional narrated how his homemaker spouse—added as joint holder in their home purely for succession ease—was served a tax notice.

The department demanded proof of her source of funds to justify joint ownership.
Despite clarifying she had no financial stake and was added only for inheritance convenience, the department persisted.

She had to file (and win) a writ petition in the Mumbai High Court to quash the notice. That should’ve been the end of it. But the department has now taken the matter to the Supreme Court—forcing her to again spend time, money, and emotional energy defending something that should never have been questioned.

The professional is now so disillusioned he is actively considering migrating out of India.
A loss of world-class talent—for entirely avoidable reasons stemming from bureaucratic insensitivity.

This isn’t an isolated case.

Similar harassment now affects joint holders in mutual funds, shares, bonds, etc.

The honest taxpayer is caught in a Kafkaesque trap—punished for following conventional, legitimate practices.

[Pankaj Parekh @DhanValue]

Short-term weakness aside, these
18 Tata Group stocks have rewarded investors with significant returns over the past five years.