Rupam Borde

CA | Earlier - RIL, EY |
Interested in Storytelling, Investing & Startups |

[𝙉𝙤𝙢𝙖𝙙 𝘾𝙪𝙡𝙩𝙪𝙧𝙚 @turkicpress]

For the nomad, death is only the final migration.

[Rupam Borde @RupamBorde]

10 killed on Mumbai Pune expressway???

[Śaciṣṭha @RiseBharata]

Some People Are Just Built Different.

[Alon Michael @SpiceP0dcast]

"The shameless will inherit the earth."

When it comes to marketing and publicity, you don't just want to make it possible for people to hear about you. you want to make it impossible for them to be ignorant of you.

"That's what Carnegie was. That's what Steve Jobs was. All these people who do a little too much, they're just shameless about it, right? They don't care that they go a little too far. They're always willing to pull it back."

[Rupam Borde @RupamBorde]

@varunarya87 All those flying outside for MBBS - certainly have the ability to pay.

[Rupam Borde @RupamBorde]

India has one of the world's largest unmet demands for medical education.

Makes me wonder: when will we see leading foreign universities enter the medical education space in India? The opportunity seems too large to ignore.

[Ashish K. Mishra @akm1410]

The idea of foreign universities in India is great on paper. The best universities in the world set up campus along with a local partner and students get world class education at 1/4th the cost of going abroad.

If only. Eruditus should make money but outcome remains tough.

[Rupam Borde @RupamBorde]

The terminal value for India opportunity is shrinking. We need to get our act right quickly.

[Neil Borate @ActusDei]

An interesting interview by R Sivakumar of Axis Mutual Fund. He says:
1) India's nominal growth last year at 8% was a 20 yr low. Earnings growth also lock-step at 8%.
2) FIIs stopped paying a 20x multiple for such a low figure
3) But rate cuts & liquidity will bring back 11-12%
4) Opportunities in defence and manufacturing
5) Threat is a weak monsoon

[Rupam Borde @RupamBorde]

On a related note

https://t.co/GNOH7sEARB

[Beat The Street @BeatTheStreet10]

Auto Ancillaries: Premiumisation Driving Higher Content Per Vehicle

Rising consumer demand for premium features is increasing the value of components per vehicle, creating a structural growth driver for auto ancillary companies.
Connected features are expected to see the fastest adoption, rising from 2% (FY19) to 50% (FY27E).
Sunroof penetration is projected to increase from 10% to 40% over FY19–FY27E.
Automatic transmission (AT) adoption is expected to grow from 17% to 35%, while alloy wheels rise to 50% penetration.
LED lighting penetration is also expected to increase from 20% to 35% by FY27E.
Higher feature content translates into higher vehicle ASPs and greater revenue opportunity for component manufacturers, even if overall vehicle volumes grow at a moderate pace.

[linie @linie_oo]

@k1rallik so many crazy, never seen before things could happen to us anytime

we don’t even have the cure for diseases we do know and this…

[Rupam Borde @RupamBorde]

@AkshitaBansal06 Got it, but did it drag the series more than the filler episodes 😭

[Rupam Borde @RupamBorde]

- India is the world's third largest automobile market
- Webasto is the global leader in automobile sunroofing
- It's global revenue fell last year but India revenue up 31%
- IPO might value it at around 2 billion USD
- New plant coming up in Haryana

Need to study this👇

[Rupam Borde @RupamBorde]

@kapilagam True, HDFC also went through a ban.

Power law seems really strong in the market; the top 4 are enjoying real dominance.

[Rupam Borde @RupamBorde]

👇

[Hedgeye @Hedgeye]

China's Real Estate Market has erased all gains from the last 20 years

[Rupam Borde @RupamBorde]

I wonder what’s happening inside the House of Tata. How are they dealing with this drawdown? The uncertainty surrounding their cash cow, TCS, must be deeply unsettling.

Feeling for you brother; but don't lose hope.

Always believe something great is about to happen.

[SYSTEM TRADER @SystemTraderIN]

₹57 LAKHS GONE. My life savings destroyed in TCS & Infosys 😭💔
From ₹1.72 CRORE → ₹1.15 CRORE in months.
-33% bloodbath.
I kept averaging down like an idiot. Ignored every stop-loss. Thought I was smarter than the market.
Now I’m just crying, can’t sleep, can’t eat. Completely broken.
This is what overconfidence does to you.
Sell everything and accept this nightmare? Or keep holding the bags?
Be brutally honest… I don’t know what to do anymore.
#StockMarketCrash #TCS #Infosys

[Rupam Borde @RupamBorde]

Indian mind cannot comprehend this

[Hedgeye @Hedgeye]

China's Real Estate Market has erased all gains from the last 20 years

[Kathleen Tyson @Kathleen_Tyson_]

This is brilliant and should be studied by central bankers everywhere! Peoples Bank of China was the first to deflate a massive, leveraged housing bubble without a single quarter of economic contraction or loss of growth momentum in the real economy.
A success for the history books.

[Rupam Borde @RupamBorde]

It simply reflects that love, affection, and compatibility matter more to them than religious differences.

[Dr Gill @ikpsgill1]

Genuine question: If someone consistently chooses partners outside their own religion, is it just coincidence, personal preference, or does it reflect something deeper?

[Rupam Borde @RupamBorde]

I suppose Bangalore’s software exports are roughly twice the size of Pune’s.

[Pune @PuneDistrict]

#Pune

Pune has surpassed Chennai in software exports and is growing faster than Hyderabad for the last two years!

[Rupam Borde @RupamBorde]

@kapilagam -Kotak was under an RBI ban on issuing new credit cards for about 10 months.
-Their strategy also seems to be targeting affluent customers rather than chasing volume.
But even after accounting for both, the numbers are almost non-existent. Makes you wonder what's really going on?