raQesh

#concerned citizen
#market participant
#human
#wildlife lover

[Sheikh Sahabb @sheikh_sahaaabb]

Didn't clear UPSC but somehow made it into a UPSC classroom. I will take that😂

[Masu Zafi 🔥🔥 @masuzafi]

🔥 December 2022, UN New York.India’s Foreign Minister accuses Pakistan of shielding terrorists and being the “epicentre of terrorism.”Pakistan’s then-Foreign Minister Bilawal Bhutto Zardari responds on the spot:
“I’d like to remind the honourable Foreign Minister of India that Osama Bin Laden is dead.
But the butcher of Gujarat lives. And he is the Prime Minister of India.
What is the RSS? The RSS draws its inspiration from Hitler’s SS.
Who perpetuates terrorism? Is it Pakistan? Ask the people of Gujarat. They will tell you it’s their Prime Minister.”
Raw. Personal. Unfiltered.
This is how diplomatic exchanges used to get when tensions peaked.
Full clip (Brut India):

[Financial Times @FT]

Donald Trump declared making more than 22,000 stock transactions in 2025, according to the FT analysis. His immediate predecessor, Joe Biden, made 13 transactions over four years. In his first term, Trump made 517. https://t.co/mWDvtvAllj

[Ojasvika Sahu (Oz) @Ozacle23]

Fable 5 might be nerfed for you. but there's still so much more you can do with it.

i threw my entire life at it, and it was fantastic. 👇

[ThePrintIndia @ThePrintIndia]

What's the biggest thing India can do for its private space industry? @SkyrootA Co-founder and CEO @PawanKChandana tells @ShekharGupta and @Soumya Pillai that the answer isn’t more grants, it’s for the government to become the anchor customer for private space companies.

Full conversation here: https://t.co/FDZwqUjSwH

#ThePrintOTC

Partners: @EdelweissFin, Flexi Roundtables, @TheQuorumClub, @VAHDAM_India, Chivas Luxe Collective Perfumes, @UpTikOfficial

[Kuntal Shah @Kuntalhshah]

Most investors sell their best compounders way too early. They see “fair value” in their mind and exit lock, stock, and barrel. Do NOT sell merely because something is fairly valued. Why?

As a great business compounds earnings and scales, it attracts big institutional money. Their required rate of return is much lower than yours. They happily pay higher multiples → your “fairly valued” stock keeps running. This is literally how multi-baggers are made after the initial re-rating.

Combine the 4 zones with Reverse DCF, instead of building a dreamy DCF to justify the price. Use reverse DCF — not to justify the price, but to interrogate whether the market’s embedded expectations can realistically come true.
Ask: “Under what conditions would the market’s current expectations actually come true?” If those conditions look unrealistic → you’re probably in Zone 3 or 4.

Liquidity and Interest rates are the gravity that pulls all these zones. When rates rise and liquidity dries, the zones shift left, and that's the time to sell.

Some practical aspects of invetsing and portfolio construction

Model 1: Use AI like a Ferrari, not autopilot
AI is incredibly powerful for retail investors — but only if you respect its limits.

• Data cleaning is 80% of the work (don’t dump raw 600-page PDFs)
• Create a curated “binder” document first
• Make the model confirm it understood context
• Run 4-5 LLMs as a “council” playing devil’s advocate
• Then apply human judgment, experience & justification.

AI narrows the search dramatically. It does not replace thinking.

Model 2: Ruthlessly eliminate 99.5% of stocks first. There are 4,000+ listed companies. You only need ~20 high-conviction ideas.

Eliminate top-down on fragility, leverage, stressed promoters, anything outside your competence or time horizon. This removes ~97% of the universe.

Then go deep, not wide. Missing some gems is a feature, not a bug. The science ends at 97-98%. After that, qualitative judgment (promoter behavior, runway, treatment of minorities) takes over. Investing is the last liberal art.

Model 4: Prepare for asymmetric bets (don’t try to predict).

You cannot predict black swans. But you can prepare. Best asymmetric opportunities appear when frightened or leveraged sellers are forced to sell (2008, 2020).

• Map the full range of outcomes + probabilities
• Seek disconfirming evidence (when you like a company, read only the bad reports)
• Do a pre-mortem before investing
• Fix a ruthless sell trigger in advance
• Keep a “tenth man” in your process

Downside should be finite and knowable. Upside can be open-ended.

Model 5: Portfolio construction & temperament. Concentration is powerful but behavioural, not scientific.
• Barbell: ~80% in 7-8 stable core compounders (sleep-well-at-night) + ~20% in 10-12 small optionality bets
• Only 16-18 genuinely non-correlated ideas are enough
• As your capital base compounds and you have more to lose → become more conservative (he now leans 20:80 instead of 80:20)

Invest bottom-up, but always worry top-down.

These 5 models work together: AI helps you process information faster →Ruthless filtering reduces noise →
Valuation zones + reverse DCF keep you disciplined →
Asymmetric bet thinking protects capital → Barbell portfolio + temperament lets you stay invested through cycles.

The goal isn’t to be right on every stock. It’s to build a process where good things happen more often than bad ones over decades. The biggest edge in investing today is not more information. It’s better filters, clearer mental models, and stronger temperament.

https://t.co/0etO30hyb0

[Aadhithya D @AadhithyaD_]

Launching Raaga V1 by Vakyam AI.

Natural, expressive speech for Indian languages.

Frontier-level quality at ₹0.75 per 1K characters (~per min).

Try it now on our playground.

[Tapbit @Tapbitglobal]

@claudeai Undefeated

[Claude @claudeai]

Introducing Claude Science, a new app designed with every stage of research in mind.

Artifacts traced to their code, environments managed on demand, and 60+ optional scientific databases that you can connect.

Available now in beta.

[Harnoor Singh @iHarnoorSingh]

Fable vs GLM 5.2!!

just set up Cline with GLM 5.2 in few seconds with ClinePass, felt the power beyond it nailing terminal bench

[Dr. Mrunal Patel (Ph.D.) @Mrunal_Patel]

Why UPSC Aspirants Must Finish Syllabus by December? Stop Wasting Time on Trial and Error!

[Subhash Kak ☀️𑀲𑀼𑀪𑀸𑀱 𑀓𑀸𑀓 . सुभाष काक @subhash_kak]

Excellent

[Trunicle @trunicle]

Indians were the first ones to make Steel.

Indians were the first one who elevated humanity from being nomads to a civilized society.

Haters gonna Hate even if its a documentary truth in History…

[Azeem Azhar @azeem]

The GenAI economy has generated $110 billion in sales over the past 12 months. It is growing fast. On an annualized basis, the revenue run rate exceeds $175 billion.

These numbers took us several months to construct, and as far as we know, it’s the first bottom-up, deduplicated measure of consumer and enterprise AI spending across the full stack.

We are releasing this research today in our first The State of the AI Economy report.

https://t.co/cJwZb0T99C

[Anurag Kochar @anurag__kochar]

Kunal Shah:

"a lot of young people in India are worried about their reputation when they have none"

somehow it reminded me of that old kunal shah clip with carl pei

> exited FreeCharge
> started CRED with $1M of his own money
> grew it to 17M members
> raised 1.8B+ dollars from investors
> scaled to ~₹3,200 crore annual revenue
> reached profitability
> lost 35kg
> and now joining Meta as WhatsApp CEO

so...

> go all-in on your work
> don't be so careful
> don't be so cautious
> don't avoid confrontation
> reputational gains come from building things

[Donald Trump Stock Tracker @DonTrumpTracker]

Trump bought $DELL stock.

Then the Pentagon announced a $9.7B contract with Dell.

Here's what happened:

[UttarandhraNow @UttarandhraNow]

డేటా సెంటర్లు కావాలి..

అయితే పర్యావరణాన్ని ధ్వంస్వం చేసి మాత్రం కాదు

జాతీయ మీడియాలో కథనం

#Vizag

Source: AIM Media Network