Samir Shah

IIT(Bom), CMU, Serial Small Entrepreneur. Full time algo trader and Value Investor on the side.

[Samir Shah @samirbrd]

@jcrajan00 And China imports nearly 500 million tonnes of coal in a year. But we won't even get into that.

[Samir Shah @samirbrd]

@jcrajan00 And of course, high ash coal is the molecule you want to feed!!

[Samir Shah @samirbrd]

@RamNare12765730 Who is forcing anyone to use the expressway? If you can't afford it, go by the old route. At least, by this expressway, the old route will get decongested too.

[Samir Shah @samirbrd]

@jcrajan00 Hopefully you are just stupid and not insane.

[Samir Shah @samirbrd]

@nooreshtech Nobody is going to lend funds at 5%. Indian Sovereign rating does not get anyone funds at that low a rate. US treasuries yield is 4.1-4.5%.

[Samir Shah @samirbrd]

@poojaofficial5 Mungerilal ke haseen sapne.

[Samir Shah @samirbrd]

@satya4444 @KommawarSwapnil Well, the promoters have changed. We will see in Sep/Oct whether they want to continue this particular shareholder benefit, which was unique in that it didn't require any purchase. It does get one into the store and sample, and maybe induces the shareholder to make more purchases

[Samir Shah @samirbrd]

@aravind 'This time it is different' is a line that is used to justify every bubble. I don't know ratios applied to ICE engine companies in the 1900s. But I do know that the insane multiples for internet companies ended very badly, even though all of us use the internet.

[Samir Shah @samirbrd]

@KommawarSwapnil It is actually a free whopper meal, worth 349-400/-

[Samir Shah @samirbrd]

@PranavKuma51341 @mananbhattnavy What does the rest of the population do, when they don't have access to weapons and training? Much as one is grateful to soldiers for their service, they need to respect the rule of law within the country, like every other citizen.

[Arnaud Bertrand @RnaudBertrand]

This Trump post is frankly unreal in its cynicism and gaslighting:

He posted this because a US nuclear submarine - whose very presence near Greenland is already deeply provocative given the context - was just rescued by Danish military forces after one of its sailors fell ill. Denmark graciously rescued the sailor and evacuated him to treat him in a hospital in Greenland (fact: https://t.co/xK2gu2mfLR).

Instead of saying thank you and being grateful like a normal person would, Trump posts this 👇

The cherry on the cake is that there's no "great hospital boat" coming to Greenland because both U.S. hospital ships - the USNS Mercy and the USNS Comfort - are currently incapacitated, undergoing maintenance (https://t.co/P769aPFat1). So "It's on the way!!!" is simply a bold face lie.

The cynicism is truly beyond parody.

[Senator Rand Paul @SenRandPaul]

For anyone putting loyalty to a person above loyalty to the Constitution, Justice Gorsuch’s remarks should be required reading. His words are a reminder that our highest duty is to the rule of law and the founding principles that define America.

[Samir Shah @samirbrd]

@gkcs_ Some companies and individuals will adapt. Some will fall by the wayside. New skill sets and opportunities will also arise. But to behave like an Ostrich and fail to anticipate the change is not going to cut it.

[Samir Shah @samirbrd]

@gkcs_ Have you actually used the latest coding models with best in class practice? Then the answer is obvious. Mr Vembu is right. Software engineering and coding are dead careers, and the sooner one accepts this and moves on, the better.

[Samir Shah @samirbrd]

@Nick_khandelwal @bombaylives It's not 4%, is it? Since you have a leveraged position, it's actually more like 20%. You can't on the one hand account for the spot-future arb and then not consider the leverage.

[Samir Shah @samirbrd]

@sandipsabharwal Stuff and nonsense. I own a Brazilian small cap ETF EWZS since 2020 covid lows. In addition to the 2-3% dividend yield, the total return in nearly 6 years (in dollars) is around 15%. Point to point discrete returns mean nothing.

[Samir Shah @samirbrd]

@akech_andrew The figure of roughly a million dollars per km for an 8 lane dual carraigeway road is a little unbelievable

[Samir Shah @samirbrd]

@DivaJain2 This is all wrong. Electricity in India does not cost 400 dollars per MWh. It is more between 100 and 140.

[Samir Shah @samirbrd]

@MadhurKotharay Congratulations, Madhur. What a record!!