Samarth Gupta

Full-time Trader/ Investor, $Tesla and $BTC to $10T Market Cap, Ex-Google; Concentration builds wealth, Diversification preserves it!

[🎓 CA Pratik Bharda @pratik0227]

Last month papa got a UPI alert.

"₹599 debited. Story TV."

He'd clicked a ₹1 Facebook ad 2 days earlier.
₹599 mandate hidden in fine print.

Checked GPay. PhonePe. BHIM. Bank app.
Nothing showed anywhere.

Found it. Cancelled it. 10 seconds flat.

Here's the one place most people never check 🧵

[Ganesh Sonawane @ganeshsonawane]

Making movement easier with Frido Patient Transfer Lift. Designed and Made in 🇮🇳

[v. Jatin @JatinTweets_]

Zomato wala SBI me lunch dene gaya tha,
SBI walo ne bol diya lunch ke baad aana

[Iceland Cricket @icelandcricket]

We have updated our all-time World Cup winners list across all world cups and both genders. India move clear of the WI and now hold third place alone.

[Timon Wong @t31kx]

Claude Code: "You've hit your limit · resets 7pm"

Me from 5-6.59pm

[Alexandra Semenova @alexandraandnyc]

wealth managers putting your money in an index fund

[Vinayakk @vinayakkm]

#BWFWorldTourFinals

The scenarios are clearer now:

1) Satwik-Chirag win, they are through to semifinals with Liang-Wang
2) Satwik-Chirag lose but in three games, same scenario.
3) Chia-Soh win in straight games, then SatChi miss out on semis.

[Sandeep Jethwani @sandeepjethwani]

Valuations are never absolute.

They only make sense when read against the growth cycle they sit in.

Yet most conversations still begin with:  “Is the market expensive?”

That question, on its own, is meaningless.

Look at the chart attached. The Nifty’s 1-year forward P/E today is ~19.9x vs the 10-year average at ~18.2x, indicating relative comfort.

But averages without context are lazy analysis. What matters is what kind of cycle that multiple is sitting in.

Today’s backdrop looks promising:

- 46% of listed companies reported profit growth above 15% YoY in the latest quarter, pointing to broad-based earnings strength.

- Quarterly GDP print at 8.2% came in stronger than expected

- Private Capex intensity is rising again after a decade-long lull

- Inflation expectations have softened and remain under control

In that context, a ~20x forward multiple is a reflection of a healthier earnings base and improving durability.

This is why asking “cheap or expensive” misses the point.

The better question is: what does the market believe, and do I agree with those assumptions?

In this edition of the Create Wealth Newsletter, I’ve laid out how today’s valuations compare with past growth phases, how different valuation metrics behave across sectors, how liquidity and earnings expectations shape multiples through the cycle, and where the current setup sits relative to long-term valuation anchors.

Read the full edition here → https://t.co/cqADQicsQM

#Valuations #Indianmarkets #Dezerv

[Neel Kukreti @NeelKukreti]

Many of us stopped using Wazirx after no withdrawals from past 2 years but Nischal found another way of doing chindi chori:

Wazirx 0 a new program that everyone gets auto subscribed to for INR 99 per month... I had 1200inr in my wallet and they took 100inr without consent.

This feature is auto opted in and a way for Nischal and chaalis chorr to skim 100 rupees from your wallet even if you gave up any hope and left the fund. Legal chori 👇🤡

[Mufasa007 @Mufasa0062]

Wife bought something on
FB Marketplace but she's afraid she'll get kidnapped so she sends me to pick it up from a guy who's wife sent him because she's afraid to get kidnapped.

[Thara Bhai Narinder @NarinderMudii]

I have installed Kent RO in Indian Ocean

[ಬೆಂಗಳೂರು ಸಂಚಾರ ಪೊಲೀಸ್ BengaluruTrafficPolice @blrcitytraffic]

What if you were in charge of Bengaluru’s busiest junction for a day? 😎
Here’s your chance to step into the shoes of a real traffic officer!
Join “#Trafficcopforaday” — a unique initiative by Bengaluru Traffic Police where citizens become part of the force, experience the action, and help make our roads safer and smarter.

Register now on the BTP ASTraM App and be the change you want to see on the road!

#btp #traffic #police #new #initiative #public #cop #aday #roadsafety

[Sheel Mohnot @pitdesi]

.@elonmusk has the opportunity to do the funniest thing

[Atlas @DentesLeo]

10 years ago I made the decision to never correct anyone who’s wrong unless I’m paid to do that.

Never been happier.

[Ankur Mittal @ankurmittal]

The team has created an infographic outlining lounge access for add-on cardholders and guests. Be sure to check it out!

https://t.co/fRaEF9ixfh

[Zafar Shaikh @InvesysCapital]

It’s high time #SEBI brings in regulations requiring explicit consent from mutual fund unit holders before schemes participate in IPOs or pre-IPO placements.

When prices are not yet discovered on the exchanges, fund managers shouldn’t have the sole discretion to invest at valuations that could turn out to be detrimental to investors’ interests.

Transparency in such unlisted investments is essential to protect investor trust in the mutual fund industry.

#LensKart

[Nic Cruz Patane @niccruzpatane]

Tesla’s Bay Area Ride-Hailing Service now picks up passengers at San Jose Airport!

[Tesla AI @Tesla_AI]

Our Bay Area ride-hailing service now goes to SJC airport ✈️

[vijaimantri @vijaimantrimf]

Gold (tons) owned by Central Banks of 10 countries!

USA 8,100
Germany 3,400
Italy 2,500
France 2,400
China 2,300
Russia 2,300
Switzerland 1,000
India 880
Japan 846
Turkey 637

Total 24,363 (July 25)

Indian Women 24,600 (rough estimates)

Ek bhartia naari. Sab par bhari!

[Samarth Gupta @samarth_g]

@earthcurated Figure out how I got here so I can do it again 🙂