Bhavya Mishra

Always figuring out💭

[Lonely🥀 @angelo_uf]

"Y que estabas haciendo que no respondías?"

Yo:

[Nostos @NostosLit]

- Franz Kafka, The Diaries of Franz Kafka

[peeleraja @peeleraja]

India is the only country where corruption is a meritocracy. To loot the taxpayer, you need to qualify in insanely hard competitve exams.

[Reet Bhambhani @ReetBhambhani]

Mr Kant, I worked from home on Friday purely to avoid BKC traffic, which makes me part of the problem you’re trying to solve.

I have nothing against public transport. I’ve jumped on and off moving local trains in my younger days. But the crowding and chaos today genuinely makes me nauseous.

Give Mumbai something like Singapore MRT or Hong Kong’s train system or London’s Tube that’s clean and dignified and I’ll happily leave the car home every day.

The way most people are forced to commute right now is beneath the dignity any city owes its citizens, especially those of us paying our taxes sincerely and asking for little in return.

[✒️ @Literariium]

no more "in my humble opinion", from now on it's "from my grandiose and objectively correct deductions".

[Bhavya Mishra @thebeeside_]

@samirmokashi 😂

[Bhavya Mishra @thebeeside_]

Please correct me if it doesn’t look like a tetra pack

[India Plus @india_plus_]

Lodha Altamount in Mumbai, India

[Bhavya Mishra @thebeeside_]

Mumbai will give you 10 reasons to leave but just 1 reason enough to stay

[Shridhar V @iimcomic]

Whenever you’re booking a flight to Navi Mumbai Airport, please add ₹2000 to your ticket price, to account for the cab.

What a mess! Insanely expensive cabs, even if you try to book Uber Go thinking it’s slightly cheap, they’re not available & wait time is 45 minutes+ 🫡

[• @WordsCocoon]

may 31, sunday...

[Bhavya Mishra @thebeeside_]

@CatchMeAbhiOrb Thanks for sharing….great work!
Super helpful especially for first time visitors 💯

[Bhavya Mishra @thebeeside_]

@CatchMeAbhiOrb Oh didn’t realize…changed now

[Bhavya Mishra @thebeeside_]

@CatchMeAbhiOrb Sure no hurry

[Bhavya Mishra @thebeeside_]

I don’t know what’s worse - substackification of twitter or twitterification of substack

[Ami Palan @markmeyourze]

airports need gyms idc. like if i have a 3 hour layover, let me workout, shower, grab coffee and board feeling like life is together instead of just sitting at the gate scrolling aimlessly for hours.

[Bhavya Mishra @thebeeside_]

Living my best Rapunzel life (locked in my apartment for days )

[Upamanyu Acharya @upamanyuacharya]

"India is overcrowded" is the most successful gaslighting campaign Indian babus ever ran on their own citizens. They underbuilt the country for forty years and convinced 1.4B Indians to blame themselves for it.

Every overcrowded space you've ever queued in is a supply failure the state engineered, not a demographic accident. Five lifts in a hospital, one working. Seven railway counters, one ticketer. Toll plazas, water boards, municipal offices: built once in 1972, patched once in 1996, abandoned ever since. The only exception is airports, and even those lounges are gigafried at peak.

Why did this happen? 4 reasons, none of them are "too many people."

1. Cost of capital. Rupee down 60% against the dollar in two decades. Inflation 5-7% on paper, 8-10% in reality. Risk-free rates above 7%. No rational allocator underwrites a hospital with a 30-year payback under those conditions. Capital flows into software and consumer brands; anything with a 3-5 year ROI window. Parks, ports, metros, dams, schools need multi-decade underwriting that India's macro structurally cannot support.

2. The regulatory stack is engineered to prevent construction. 50+ clearances across municipal, state, and central bodies for any large project, each with its IAS gatekeeper extracting rent. Real builders give up. The only construction happening at scale is therefore illegal, which is exactly why slums mushroom while sanctioned housing projects sit at 15% completion for a decade.

3. The corruption tax. Budget 15-20% of project cost in bakshish before pouring a single slab. Stacked on top of GST, stamp duty, capital gains, property tax, labour cess. Software shops escape it; they ship from a laptop. Anyone touching cement, steel, or land pays the surcharge in cash, off the books, with zero recourse and zero deductibility.

4. State capacity has collapsed into pure friction. GST portal crashes on filing deadlines. MCA21 is a relic. Every regulator (SEBI, RBI, IRDAI, FSSAI, BIS) optimises for CYA, never throughput. Babus paid 1990s salaries to administer 2026 complexity respond rationally by doing nothing.

India's perpetual undercapacity is a capital allocation story the political class would rather you never learn. The 1.4B is a feature. The people running the country are the bug. Until cost of capital drops, the regulatory fat gets gutted, and the corruption surcharge gets squeezed out, the lifts and the counters and the hospitals will stay exactly as broken as they were when your grandfather first complained about them in 1987.

[Bhavya Mishra @thebeeside_]

@ActusDei Would actually be good to know the corporate group structure with shareholding /cross shareholding of family members /trusts.
For eg group structure for the whole OP Jindal group is so confusing with all those cross holdings

[n @enarchxve]

enough about george orwell being bihari did y'all know we also get to claim the coolest person ever aka olivia colman

[arvi @arvindhishappy]

The last time this man was interviewed, he behaved like gen AI. Drank lots of water and gave wrong answers.