shih tzu

I read the newspaper everyday.

[shih tzu @Siddtin]

I'm using my twitter account to save my notes. Feel free to read them. They might be copied or might be mine own thoughts 🤷

[Antifragile Thinking @unseenvalue]

Every Framework Needs an Exit Condition

https://t.co/SFOGtd7Ice

[shih tzu @Siddtin]

1. Entry of new competitors,
2. Threat of substitutes,
3. Bargaining power of buyers,
4. Bargaining power of suppliers,
5. The rivalry among the existing competitors

[Tar ⚡ @itsTarH]

Microns gross margins now are at 86% 🤯
Tight memory conditions to continue in 2027
#MemorySupercycle

[shih tzu @Siddtin]

If you’re going to own a holding company, make sure the companies you owe 100% of are:

No-skin-in-the-game ops anyone can run – steel, groceries, basic services.

Fully mature, cash-gushing businesses that just throw off free cash flow.

Wealth is in Boring Business.

[Nikhil Kamath @nikhilkamathcio]

Food, nuclear, pharma, data centres.

India’s four biggest growth bets are all water-intensive, being built in states that are already running out of it. The resource isn’t priced. The metering is just starting.

Somewhere in that gap is a company worth building…

[Tar ⚡ @itsTarH]

What a rising market looks like

[shih tzu @Siddtin]

Not sure, looks like it’s welcoming more traffic and accidents.

[THE SKIN DOCTOR @theskindoctor13]

A 4-lane flyover in Mira-Bhayandar suddenly narrows into just 2 lanes.

MMRDA says this is due to space constraints and future planning.

If space was the issue, a long merging ramp could have been provided instead of an abrupt 4-to-2 lane reduction. But in India, creating “modern engineering marvels” clearly takes priority over commuter safety.

Hats off! And if anyone meets with an accident here, please don’t complain, just remember, it was all for space constraints and future planning.

[Equity Insights Elite @EquityInsightss]

Interesting insights shared on luxury opportunity

The addressable affluent consumer base in India is expected to expand from ~70 mn in 2019 to 200+ mn by FY30

India remains deeply underpenetrated on the luxury side, with 29k keys

Luxury demand is expected to grow at ~11-14%, while supply growth remains in mid to low single digits

This structural opportunity is not limited to hotels but extends to all businesses catering to premium & luxury consumption in India

[shih tzu @Siddtin]

Keep your head down, and keep on working.

[Sunil Gurjar, CFTe @sunilgurjar01]

“I had 225 stocks of Rs.10 crores in my account. The moment I read Warren Buffett’s letters, I brought it down to 15.”

“In the very first year, those 15 stocks portfolio doubled, Rs. 10 crore became 20 crore. That’s the power of reading Buffett.”

- Ramdeo Agarwal. 2017

[shih tzu @Siddtin]

@grok why do LOT Polish has a revenue approx USD $3 Billion?

Because they pay $64 as refund on the trip which is after 11 days.

[shih tzu @Siddtin]

Just calculating how much my daily protein intake is!

[shih tzu @Siddtin]

Indian Government to impose anti-dumping duty on imports of R-134a. It is really beneficial for companies like SRF, Navin Fluorine, and GFL.

[shih tzu @Siddtin]

Painting in India is not a do-it-yourself (DIY) segment; consumers rely on applicators.

Berger Paint signed contracts with distributors in South India.

[Codie Sanchez @Codie_Sanchez]

Never take life too seriously.
Steve Jobs to a fan in 1983...

[shih tzu @Siddtin]

SME IPOs are getting crazy. The recent SME IPO - Shyam Dhani Industries on NSE Emerge attracted the highest-ever subscription of ₹25,308 Cr against the offering of ₹38 Cr.

[Gauri Gupta @gauri__gupta]

I was standing in the queue for my O-1 visa interview at the Delhi US Embassy when I realized I might be missing a couple of documents that Google says are kind of important for O-1 approval.

The queue was already insanely long even for an 8AM slot, and there was no time to run to the market. I started panicking a bit.

Just then the guard casually goes: “Ma’am, just Blinkit.” (@letsblinkit is an instant delivery app in India.)

So while still standing in the queue, I uploaded my documents on the app. They got printed and delivered to me in 15 minutes, while I was still in the queue.

Saved my panic moment lol. Visa approved and stamped. Literally saved my day and truly served the best purpose of a last-minute delivery app :) In such moments, services in India feel like a real privilege!

[shih tzu @Siddtin]

@SwiggyInstamart to open their first offline store in Delhi NCR.

Are q-comm now testing offline play?

An online consumer already enjoys the convenience of 10-min delivery. It would be exciting to watch the result.

[The Wall Street Journal @WSJ]

Lots of people want to invest insurance money these days. Nobody does it quite like Warren Buffett https://t.co/7nzoWCKokC