SKJ

Trying to be an involved father, listening husband, read more and speak less

[SKJ @sumitkjain]

@Maaachaaa69 Super performance indeed! Another thing to check should be the benchmark itself. Most of the time a small cap portfolio has Nifty 50 as benchmark.

[SKJ @sumitkjain]

When I see AI stocks....

[SKJ @sumitkjain]

@abhymurarka What's surprising is VIT's track record!

[SKJ @sumitkjain]

@blinkitcares Yes, thank you.

[SKJ @sumitkjain]

@letsblinkit is there a provision to return items bought through your platform?

[SKJ @sumitkjain]

@blinkitcares Sent

[SKJ @sumitkjain]

@blinkitcares This is what I have been saying all along

[SKJ @sumitkjain]

@blinkitcares You have been a pain so far! How do I DM you unless you enable that option/follow me?

[SKJ @sumitkjain]

@blinkitcares Unable to DM you

[SKJ @sumitkjain]

@blinkitcares Between 9-11 am tomm

[SKJ @sumitkjain]

@letsblinkit ORD99898888148

Your DM is still not open so can't share the mobile no. But here is the order no, which will give all the details

[SKJ @sumitkjain]

@blinkitcares The DM is not open!

[SKJ @sumitkjain]

@blinkitcares Hi. Your 'need help' section is quite useless with no help. Also, unable to DM as the link does not work.

[Anupam Gupta @b50]

Old timers got it right. And when you're poor, you don't have much choice. So our parents, their parents, did what they thought best back in the day.

Bought their house the hard way - slogging, saving, without home loan, borrowing from friends and family. Bought gold because gold is gold. Didn't understand stock market so stayed away. Bought an insurance policy because LIC is LIC and you get bonus.

Look what it got them.

Their kids got a home. That's the best security in a poor country. No home loan. They got the LIC policy. They got gold. All great products worth security and when you're poor, security means a lot.

Sure they missed the Infosys IPO but they also missed so many scams.

What did they do? They sent their kids to schools, colleges, and in a liberalised open India, these kids became VP, senior VP, in banks or IT firms and made more money than their parents and bought even bigger homes. And got very lucky with ESOPs. This is what education and economic reforms got for them.

Now their kids. Gen Z. With the security of parents who worked in MNCs, in the comfort of their 4BHK in Lower Parel. They write long posts on social media about how old India didn't have choice and invested in "garbage" like LIC policies, FD, gold, etc. Whereas the cool way is to log on to an app and invest in an index fund.

Sharam karo saalon. Your grandparents and your parents saw what the real India was. Have some respect.

For likes and follows you're ignoring and forgetting what India used to be and how prior generations gave their best and came out with results they're proud of.

Sharam karo.

[SKJ @sumitkjain]

@BrentBeshore Hi. Why does it say 2024 annual letter?

[SKJ @sumitkjain]

@GANNTRADER2 Look at this https://t.co/BoyPU5nnBA

[ViPiN 😉 @AlgoBoffin]

WELCOME MR. PUTIN SIR — DECEMBER 4–5, 2025

With utmost respect…
Sir, every time you visit India, the market salutes… by falling.

📌 2–5 Oct 2000 → Nifty down by 15% after the visit
📌 3–5 Dec 2002 → Nifty down by 4% during the visit
📌 24 Dec 2012 → Nifty down by 1.5% during the visit
📌 10–11 Dec 2014 → Nifty down by 5%
📌 4–5 Oct 2018 → Nifty down by 5%
📌 6 Dec 2021 → Nifty down by 3.5%
⚫ 4–5 Dec 2025 → 7th visit scheduled… and markets are already sweating

We fully understand —
When superpowers handshake… volatility takes notes.
Oil adjusts, sanctions stretch, defence deals reload…
and Dalal Street quietly steps aside to avoid collateral damage.

No panic.
No celebration.
Just… polite hedging.
(We’ve learned our manners the hard way.)
Of course, sir, this time might be different…
(said the bulls every single time before gravity replied)
Welcome to India, Mr. Putin.
Markets are already bowing — face-first.

✍️ @AlgoBoffin

#Nifty #Sensex #India #Geopolitics #Volatility #RiskManagement #StockMarket #AlgoTrading #December2025

[SKJ @sumitkjain]

@Anil_Tulsiram Hi Anil, need some info. How can we connect

[Aravind @aravind]

I have a hypothesis about why Indian CEOs are being selected in such large numbers by international boards.

Indian CEOs are, of course, smart, talented, and capable leaders. But plenty of Americans, Brits, Israelis, Europeans, Chinese, Japanese, and Koreans are too.

And it's not just about speaking English either, as some think, given immigrant Indians are chosen as being better than American or five eyes born native English speakers who are equal, or more in numbers in the western talent pool.

My theory is that they're chosen because they tend to be docile and servile along with all the great qualifications and qualities of a leader.

An Anglo-Saxon white, Chinese, or Israeli CEO might let their community's or birth country's interests creep in and interfere at some point. Or they will just be more brave and open about voicing their opinions and taking decisions which may affect shareholder value.

For example, in the recent H1B visa fee hike case, I saw so many Whites (including Elon), Jewish and Chinese Americans (including CEOs) openly come out against it and support hi-tech immigration, even directly support Indian immigrants.

Indian origin leaders, on the other hand, are a safe bet for keeping their mouths shut in silence. For instance, they haven't yet posted a single line condemning racial targeting, attacks, or killings of Indians, or speak out against H-1B visa policy changes that hurt their own community - or even their own company.

Indians, especially India born ones, can just be trusted to play it safe, focusing solely on their personal and company interests. In fact, they'll bend over backwards to serve their boards, companies, and the deep state, if any, dictating.

My hypothesis can be further proven by seeing that India born Indian origin leaders are picked for CEO jobs in US companies, and not many US born Indian Americans (not even close) who are as qualified with all the great credentials and just as good - if it is really the race or culture that makes good CEOs.

Because, even though they are Indians with similar achievements, qualifications from top schools, and capabilities, being born and brought up in the US, they tend to have a bit more of the independent American spirit and much less of the docility and spineless, servile attitude.

[SKJ @sumitkjain]

@patrick_oshag Hi.. Is there a 'digital only' subscription for people outside the 3 countries you ship to?

[Kush Katakia @kushkatakia]

How integral is being ethical while doing business in India? The story of Vineet Agrawal, Wipro's Consumer Division Head.