Anupam Gope

[Keshav Bedi @keshavbedi]

What Modi government FEARS MORE than Delhi PROTESTORS

[Anupam Gope @this_is_gope]

@readswithravi Man's Search for Meaning

After seeing this recommendation several times on your account :)

[Nikhil Kamath @nikhilkamathcio]

If oil shaped geopolitics, can payments protocols do it too? An India-made standard other countries plug into is soft power by design. Should UPI be an export, not just a success?

[Dr. S. Jaishankar @DrSJaishankar]

India and Pakistan have today worked out an understanding on stoppage of firing and military action.

India has consistently maintained a firm and uncompromising stance against terrorism in all its forms and manifestations. It will continue to do so.

[ADG PI - INDIAN ARMY @adgpi]

Operation Sindoor

Pakistan's Bid to Escalate Negated- Proportionate Response by India.

https://t.co/E6e65goX9R

#OperationSindoor
@DefenceMinIndia
@SpokespersonMoD
@HQ_IDS_India

[Mr. Democratic @MrDemocratic_]

Col Sofia Qureshi is addressing the Press Conference.

Zubair is Exposing the propaganda of Pakistani Media.

Owaisi is boosting the morale of the Indian Army.

This is our India 🇮🇳 ✊

#OperationSindoor

[Anupam Gope @this_is_gope]

@soicfinance Asset light technology / platform businesses

Negligible incremental cost per customer

[vittorio @IterIntellectus]

HOLY SHIT IT'S HAPPENING

AI can now write genomes from scratch.
Arc Institute an NVIDIA just published Evo-2, the largest AI model for biology, trained on 9.3 trillion DNA base pairs spanning the entire tree of life.

it doesn’t just analyze genomes. it creates them
1/

[Nikhil Kamath @nikhilkamathcio]

The crazy thing about gold is these returns are on back of significantly lower volatility...

[Anupam Gope @this_is_gope]

@AmannaPrerana 🙏🏼

[Deepak Shenoy @deepakshenoy]

India definitely needs to:
- reduce interest rates: repo's at 6.5% or so, versus inflation of 5% odd, and core inflation at 3.5%. We cannot have such large real rates and expect investment
- ease up regulatory overload in manufacturing, services, GST, income tax, investments by residents AND non-residents into Indian securities
- remove the concept of NRE/NRO accounts - treat NRIs as Indians and let them have regular bank accounts and demat accounts. You can enforce ownership rules on stocks or bonds by limits at NDSL or CDSL.
- Rapidly push local metros in all large cities, on a war footing, even if lines run "empty". We need the infra.
- Do a more detailed study of whether we need free food to 80cr. people - most likely it's just being siphoned off and sold. Reduce freebies, and improve deliverables like roads, electricity and water.
- Allow exports as easily as we allow imports, it's a pain to export physical things even now. Allow exports of gold bars.
- Encourage women to work by subsidizing day-care centers across dense urban cities, and train day-care workers on health/nutrition/care/games plus use tech for remote monitoring of children
- Build more nuclear. A lot more. And make deals for Uranium with countries like Niger which used to exclusively supply to France but have broken off
- Break up regulatory behemoths into smaller, more accountable chunks, much like structures in developed countries. This will reduce overregulation and rent seeking, or power grabs.
- ensure that private Indian companies supply the majority or more than 80% to our defense needs - equipment, weapons etc. India doesn't need to be the world's largest arms importer in the next decade.
- Labour reforms are absolutely necessary, so that we don't get beaten up by labour inspectors all the time, and reduce the influence of the EPFO which is a terribly non-transparent institution.

There's so much more. I'm sure this will tick off a lot of people - some point or the other - but the power of freedom allows strong opinions to tick people off, while encouraging reasoned debate.

[Anupam Gope @this_is_gope]

@AmannaPrerana Benefits of Kefir far surpass traditional Indian curd

It's a middle eastern speciality Check it out

It could potentially be the most impactful addition to your health portfolio :D

https://t.co/I4v4hSbnip

[Anupam Gope @this_is_gope]

@soicfinance @ishmohit1
Thanks for the nice explanation as always.

Fundamentally, there seem to be no issues.

Technically, does this exhibit a bullish cup and handle pattern?

[Anupam Gope @this_is_gope]

@sahilbhadviya @sahilbhadviya
It's a high inflation environment with high interest rates. Thus higher premiums and lower savings are leading to more defaults.

1. Higher Costs + Low Salary Growth = Lower Savings 2. High Interest Rates = Higher Premiums

1 + 2 = Higher Default Risk :))

[Anupam Gope @this_is_gope]

@aditya_kondawar Exactly! I was wondering if I should state an example, glad that you did haha.

I believe Apple is still on the higher end of the quality spectrum.

A very interesting example could be "Philips light bulbs" and the Phoebus cartel from many years ago.

[Intrinsic Compounding @soicfinance]

Different valuation metrics from our video on PE ratios :)

[Lolonoa @LolonoaL]

@JayDlegend @mrmorjman @GrandLineReview @Ohara_the_Fox @newworldartur @JoyBoyTheories @JoyGirl_YT @Tekking101 @RogersBase @ImDZack @RandyTroy @KingOfLighting @AnimeUproar @Synsei_Inc @Sawyer7mage @JamiUwUs @RuffSenpai @rrtvnetwork @piratequeen_ya @merphynapier @TotallyNotMark 👀

[Fevicol @StuckByFevicol]

Throwback to the time we offered a solution for this 'Messy' situation ;) Alexa, play ‘Bada Pachtaoge’ on repeat 😢
#FevicolKaJod #MazbootJod