Satvik Sehgal

Policy insights for ordinary people.
Fundamental analysis for long-term investing.
Also:AI, football, food, Gurgaon life, TV Shows, Sneakers, test cricket, F1.

[Satvik Sehgal @SatvikSehgal]

@jassneetsingha Their FD rates are pretty bad compared to some other big banks (not the biggest banks like ICICI/Axis/HDFC) Indusind, RBL etc.

[Kalyan Kumar Biswal @KalyanKBiswal]

My parents always used to boil packaged milk, and I used to argue with them that it's pasteurized, so boiling it just kills the nutrition.

Cut to 2026.

Coliform bacteria basically E. Coli have been found in Amul, Country Delight, and Mother Dairy milk packets. Three brands trusted by millions of families every single day. All three failed bacterial testing.

Coliform can cause pneumonia, sepsis, and even UTIs.

Turns out my parents were right and I was wrong. Nothing can be trusted in India anymore.

[Satvik Sehgal @SatvikSehgal]

@AbhilashaPurwar @Swiggy @letsblinkit @albinder Ah! Makes sense. Muscle memory afterall. But the pace of shipping new features, Eternal is pretty far ahead to Swiggy. Enterprise level food ordering, scheduling orders, healthy food subscriptions, catch cancelled orders at discount and what not.

But totally get the UI part.

[Satvik Sehgal @SatvikSehgal]

@anmolm_ @aadilrverma World is small for now.

[Satvik Sehgal @SatvikSehgal]

Hard NO.

Also, free markets logic, they'd be in more households if they actually solved a purpose like how a microwave, mixer grinder, fridge etc solve.

[Pranav Jindal @pranavjindal999]

Dishwasher is an amazing machine!
Don't let anyone fool you that they're not suitable for Indian kitchen.

The running cost is approx ₹15-20/wash.

Also, you don't need to remove the mess before putting it in.

Here are few before and after!

[Satvik Sehgal @SatvikSehgal]

@AbhilashaPurwar @Swiggy Why requesting this from Swiggy and not from Zomato? If anything, Zomato has a better track record in rolling out new features.

[Satvik Sehgal @SatvikSehgal]

@iam_balaji @madhavchanchani AI Slop.

[Satvik Sehgal @SatvikSehgal]

Looking at their burn, a mere saving annually of less than a $1M on rents and making thousands of employees move from Mumbai to Bangalore is hardly wisdom now.

They did it more for the vibes than business, Snabbit and Pronto too.

[Satvik Sehgal @SatvikSehgal]

Zepto

Private markets can celebrate GMV, market share and growth at any cost. Public markets eventually ask the boring questions. How much money do you make? How much do you burn to make it? And when does the business generate cash?

[Satvik Sehgal @SatvikSehgal]

Quick commerce is retail, supply chain, procurement, dark stores, logistics, brands and consumer behaviour with software on top.
Mumbai was hardly deficient on those fronts. Moving HQ to Bangalore may save rent and help tech hiring, but geography doesn't fix unit economics.

[Tehseen Poonawalla Official 🇮🇳 @tehseenp]

Nitin Gadkari ji sir ...the game is on!!
Please tell us :

* Why is petrol that costs INDIA ₹52-55/ litre being blended with Ethanol that costs us ₹72/ litre !

* Why do nations that buy petrol from us sell it to their citizens for cheaper!

Gaadi March, Gandhi March

📅 31 July 2026 (Friday)

📍 India Gate → Parliament Street, New Delhi.

Bring your car. Bring your bike. Bring your voice.

Our Vehicles. Our Choice. Our Right.

#EthanolScam
BETA BADHAO YOJNA
SUGAR DADDY

[WG RumblePants @WG_RumblePants]

The English have always possessed a remarkable gift for regarding anyone from more than five miles away as a suspicious foreigner. Northerners eye Southerners with deep mistrust, Southerners return the favour, the West Country would quite happily declare independence, and Londoners spend half their lives convinced the wrong side of the river is beyond civilisation.

Against that backdrop, selling Hundred teams to overseas investors and rebadging them as satellite branches of IPL franchises was perhaps an ambitious strategy.

It turns out that, if a nation struggles to unite behind people from the next county, persuading them to adopt the sporting equivalent of a multinational chain was always going to be something of an uphill struggle.

[Satvik Sehgal @SatvikSehgal]

@suuzzaan10 @Vipintiwari952 Kohli was no way near that record. Even 2-3 yrs of more support wouldn't have taken him to even Lara's record.

[The Kaipullai @thekaipullai]

On this auspicious day of Ashada Ekadashi, I am very happy to announce the launch of my humble attempt to make history interesting.

https://t.co/SGfD2ebBpO

The idea is actually very very simple

You go to the site, select a year, and It will show you who ruled which part of India at that point in time.

[Satvik Sehgal @SatvikSehgal]

@GurugramDeals Gadkari wields too much power from the RSS corridors. Won't/Can't be sacked unless push comes to shove with a mass protest against him which is extremely unlikely.

[Satvik Sehgal @SatvikSehgal]

Talk about getting timing right. 🙂

[The Caravan @thecaravanindia]

Archives | Many people, particularly in Nagpur, told the journalist Praveen Donthi that if the RSS decided to replace Narendra Modi as prime minister for any reason, it would choose Nitin Gadkari to take his place.

From 2018, Gadkari’s profile, “Son of The Sangh” https://t.co/dmiQcg7P5I

[The Caravan @thecaravanindia]

Nitin Gadkari (right) and Kanchan Gadkari (centre) at the wedding of Nikhil Gadkari (second from left). The Gadkaris own a sprawling, layered and opaque business empire, enmeshed in which is Rembal Agro, a beef exporter.

Read the entire report by Kaushal Shroff on the beef company enmeshed in Gadkari’s business empire: https://t.co/spZbe8kw9O

[polling plotting shooting poles @polplotting]

If you had your eyes open during COVID you can never be a conformist to any system in India. Politicians hoarding medicines and oxygen, cops beating up people trying to arrange oxygen or medicines and a Prime Minister growing out his beard to cosplay Tagore for Bengal elections.

[Satvik Sehgal @SatvikSehgal]

Amid all the rumours of Axis lowering transfer ratios for airline and hotel partners, decided to move everything to ITC for now. A lot of luncheons at Bukhara and Dum Pukht to come over the next few months. There are worse ways to hedge against devaluation. 😅