सोमेश मलिक आर्य

एक साधारण विचार लें और इसे गंभीरता से लें - चार्ली मंगर

[सोमेश मलिक आर्य @someshmalik]

“The big money is not in the buying or selling, but in the waiting.” 
-Charlie Munger

#dbcorp

[सोमेश मलिक आर्य @someshmalik]

@MohnishPabrai Sir on your recmendation, I am reading the Robert Caro's Books. Did Warren or Charlie ever mention Robert Caro or his books in private? I don't recall either discussing his work publicly, so I've always wondered if it ever came up in your conversations.

[सोमेश मलिक आर्य @someshmalik]

@WealthEnrich Buffett said we don't eat generic food because brand trust is powerful. KitKat example shows how brands weaponize that blind trust. They sell sugar-loaded wafer as "Dark" because they know we won't check. We demand a margin of safety for money, but leave our health unhedged.

[Advait Arora @WealthEnrich]

As investors, we spend hours researching a stock before investing. We study the financials, management, valuations, risks and annual reports because one wrong decision can cost us money.
Then a thought came to me. How often do we spend even 2 minutes checking what we are actually eating?
We trust the brand, the attractive packaging and the advertisements. We pick up biscuits, chocolates, snacks and ready to eat foods without really looking at what is inside.
Funny, isn't it? We often spend more time researching a stock than reading the label on the food we eat.
I came across this breakdown of KitKat Dark today and it really surprised me big. Worth reading. It may change the way you look at packaged food.

-----------------------------
THE ARTICLE :

"KitKat Dark Isn't Really Dark Chocolate. The Label Tells You That"
Most of us have seen the black wrapper with the word "Dark" printed prominently on the front. It naturally makes you think you're buying dark chocolate, or at least something healthier than a regular chocolate bar.

But when you read the label carefully, a different picture emerges. KitKat Dark is not sold as dark chocolate. It is described as a wafer biscuit with a coating. That distinction matters. The biggest clue is the ingredient list.

Ingredients are listed in descending order by weight. The first ingredient in KitKat Dark is sugar, not cocoa. That tells you sugar is present in the highest quantity.

The nutrition label raises even more questions.
Per 100 grams:

• KitKat Dark: 41.2g added sugar (about 8 teaspoons)
• Regular KitKat: 28.9g added sugar
• Paul and Mike 87% Dark Chocolate: about 12.7g sugar
So KitKat Dark contains around 43% more added sugar than a regular KitKat, and roughly three times the sugar of an 87% dark chocolate.

The ingredient list is also very different. Paul and Mike's 87% dark chocolate contains only a handful of ingredients, mainly cocoa beans and brown sugar.

KitKat Dark contains a much longer ingredient list, including vegetable fats and cocoa butter equivalents, making it a far more processed product.

Then comes the price. A 150g pack of KitKat Dark sells for around ₹220, almost double the price of a regular KitKat. Yet, based on its ingredient list and nutrition facts, you are paying more for a product that contains significantly more added sugar and is more heavily processed.

The larger question is about food labelling. The packaging gives a strong impression of dark chocolate, even though the product itself is not labelled as dark chocolate. Everything may comply with existing regulations, but many consumers are still likely to associate the word "Dark" with the health benefits of real dark chocolate.

---------------------------------

That is why reading the back of the pack matters far more than looking at the front. As investors, we spend hours studying annual reports before investing our money. Perhaps we should spend 2 minutes reading ingredient labels before investing in our health.
At the end of the day, nobody cares more about your family's health than you do.

[The Jaipur Dialogues @JaipurDialogues]

This lady said it long back!

[सोमेश मलिक आर्य @someshmalik]

@aajtak फैक्ट-चेक
⚠️ Misleading (भ्रामक)
पोस्ट में वास्तविक दस्तावेज़ों और आरोपों का उल्लेख है, लेकिन उन्हें ऐसे प्रस्तुत किया गया है मानो वे अंतिम रूप से सिद्ध तथ्य हों। अभी तक ऐसा नहीं है।
आरोप मौजूद हैं, लेकिन उनके सत्य होने का निर्णायक प्रमाण अभी सार्वजनिक रूप से स्थापित नहीं हुआ है

[सोमेश मलिक आर्य @someshmalik]

5/5
यह उस अदृश्य सत्ता की कहानी है, जो कई बार चुनाव जीतने से नहीं, बल्कि संस्थाओं और सिस्टम पर पकड़ से पैदा होती है।

और इसी कहानी को सात साल की रिसर्च और करीब 1,300 पन्नों में पिरोया पत्रकार और लेखक @RobertACaro ने अपनी पुलित्ज़र पुरस्कार विजेता किताब The Power Broker में।

[सोमेश मलिक आर्य @someshmalik]

1/5

बात एक अमेरिकी शख्सियत की।

शख्सियत, जो किसी मेयर से ज्यादा ताकतवर थी।

शख्सियत, जो किसी गवर्नर से ज्यादा ताकतवर थी।

और शख्सियत वो, जिसकी ताकत के सामने अगर मेयर और गवर्नर की ताकत को भी जोड़ दिया जाए, तब भी पलड़ा उसी का भारी पड़ता था।

[सोमेश मलिक आर्य @someshmalik]

4/5

नाम था—रॉबर्ट मोसेज़।

एक ऐसा नाम, जिसे कुछ लोग "मास्टर बिल्डर" कहते हैं।

तो कुछ लोग उसे अमेरिकी लोकतंत्र का सबसे शक्तिशाली गैर-निर्वाचित व्यक्ति मानते हैं।

[awasthis @awasthis]

Noida के सेक्टर 75 के फ्लैट में आग लगी! नोएडा की फायर ब्रिगेड की गाड़ी का हाल देखिये…12वें फ्लोर पर आग लगी है और पानी जो छोड़ा जा रहा है वो बमुश्किल 5 या 6 मंजिल तक पहुंच रहा है! यानी फायर ब्रिगेड में सीढ़ी ना हो तो नोएडा में बहुमंज़िला इमारतों में जान-माल बचाना असंभव सा है!
ये हाल तब है जब नोएडा- साहिबाबाद- ग़ाज़ियाबाद में हज़ारों बहुमंज़िला इमारतों का अंबार है!

[Apurva Singh @iSinghApurva]

वामपंथी पत्रकार 'रामचंद्र गुहा का बयान :-

- मोदी और BJP से मुझसे ज़्यादा नफ़रत कोई नहीं करता

- लेकिन राहुल PM मोदी की तरह ऊर्जा संकट या युद्ध जैसी स्थिति का सामना नहीं कर सकते

- उनके पास PM बनने की कोई योग्यता नहीं है

- सिवाय इसके कि उनके पिता, दादी और परदादा PM रह चुके है।

[Pulkit Tyagi @pulkitnpc]

यह एक धन्यवाद+appreciation ट्वीट है @haryannvi अरिहंत भाई के लिए कि उन्होंने एक बार पुनः @MisraNityanand जी को @VaadClips पर बुलाकर एक बेहद ज्ञानवर्द्धक पॉडकास्ट एपिसोड दिया।
सभी फॉलोअर्स/मित्रों से अनुरोध करूँगा कि VAAD यूट्यूब चैनल पर जाकर तुरंत ep318 सुनें/देखें।

कुछ 'लेज़र लाइट' नेताओं-मंत्रियों और एक मॉर्डन डे 'ओशो' के मूर्खतापूर्ण वक्तव्यों पर प्रश्न उठाना तो आवश्यक था ही, साथ ही एक कॉमन 'उपनाम' वाले दो स्वघोषित रिसर्चर्स जिन्हें नित्यानंद जी ने एक्सपोज किया है, यह भी किया जाना अतिआवश्यक था।
मैं तो कहूँगा कि अधिक सोशल मीडिया रीच वाले अन्य बुद्धिजीवियों को भी आगे आकर ऐसे छद्म शोधकर्ताओं/लेखकों को एक्सपोज करना चाहिए।

यदि खुद को राष्ट्रवादी-हिंदूवादी कहने वाले लोग यह नहीं करते हैं तो यदि जब भविष्य में वामपंथी यह करने लगें तो कृपया विलाप न करें और न ही खिसियानी बिल्ली बनकर खम्बा नोचते हुए 'देशद्रोही', 'सोरोस एजेंट' जैसे टर्म्स फेंकें।

Evolution पर चलने वाली कई भ्रांतियों को भी नित्यानंद जी ने बहुत तार्किक रूप से एक्सपोज किया है। यह भी बेहद महत्वपूर्ण था।

@MisraNityanand जी को केवल एक चीज़ रिकमेंड करनी चाहूँगा। उन्होंने एक जगह उदाहरण देते हुए होमी भाभा और विक्रम साराभाई पर चलचित्र बनाने की बात की है। उन्हें सोनी लिव की वेब सीरीज़ 'Rocket Boys' के बारे में अवगत कराना चाहूँगा जो हमारे इन्हीं दोनों महान वैज्ञानिकों के विषय में हैं।
बेहद उत्कृष्ट रचना है, नित्यानंद जी और बाकी लोग भी अवश्य देखें पर उससे पहले यूट्यूब पर जाकर यह पॉडकास्ट देखना न भूलें।

[Muthukrishnan Dhandapani @dmuthuk]

During his campaign for first term, Donald Trump was asked how he showed $916 million net operating losses in 1995 and setting it off for next 18 years without paying any federal taxes.

Not knowing what to answer, Trump said:

​"I absolutely used it, and so did Warren Buffett. Warren Buffett took a massive deduction."

We've to learn from Buffett as to how to deal with facts and data without being emotional or vindictive.

The very next day Buffett shared his income tax returns and said:

​"I have paid federal income tax every year since 1944, when I was 13. Though, being a slow starter, I owed only $7 in tax that year. I have copies of all 72 of my returns and none uses a carryforward."

He further noted that while he made $2.85 billion in charitable contributions in 2015, tax laws properly limited his deductions, meaning more than $2.85 billion of his donations were not taken as deductions and never would be.

He asked Trump to share his tax returns in public. Not knowing what to do, Trump said he is under IRS audit and cannot publicly share his returns.

For which Buffett responsded:

"I have been audited by the IRS multiple times and am currently being audited. I have no problem in releasing my tax information while under audit. Neither would Mr. Trump -at least he would have no legal problem."

Buffett then invited Trump to any place, any time before the election so they could both bring their tax returns, sit down, and let the public ask them questions.

Trump never accepted the invitation.

From then on Trump never once even uttered the name Warren Buffett.

Looks like Trump no longer even eat buffets.

[Kevin Carpenter @kejca]

Berkshire Hathaway vice chairman Ajit Jain: "Insurance, much like investing, is a game that requires patience. It is very difficult to get people to sit back and do nothing."

"The real test of being successful is the ability to say no."

[Muthukrishnan Dhandapani @dmuthuk]

Never thought there would be a time when Iran's version would sound more credible than America's version.

[Kevin Carpenter @kejca]

Peter Lynch: "People are very careful — they spend hours to get $50 off an airplane flight. They look at everything. And [then] they'll put $10,000 in some crazy stock they heard about on the bus."

[सोमेश मलिक आर्य @someshmalik]

@readswithravi My own visiting cards 😂

[सोमेश मलिक आर्य @someshmalik]

@readswithravi Just started...

[सोमेश मलिक आर्य @someshmalik]

@sandeepnair @readswithravi Waao plant ... Lamp ...& Books 🤩