Value Monk

VLSI Engineer By Profession Investor by Passion | value Investing | Investing since 2005 with fair share of learnings | Not a SEBI registered Advisor

[M K Venu @mkvenu1]

Every move by the PM/HM duo to clampdown on lawful protest will automatically generate more anger/mobilisation nationwide. This mass psychology is never understood by authoritarians who lose a sense of proportion & misread the public mood while employing extremely coercive State power. It never works beyond a point. If anything it snowballs into a bigger crisis as legitimacy erodes faster then ever.

[Value Monk @value_monk]

@theliverdoc Vinashkale viprit budhi

[Value Monk @value_monk]

He won't dare to utter a word, else Xi Jinping will block some critical import for Statlink. At the end he is also an oligarch close to Trump

[Value Monk @value_monk]

...electronic, tech + AI , refined oil and last but not least magnets.

But it's lot easier to call potshots on dead, who were responsible on navigating the country after independence.

Dare to address the concerns with press conference?

[Value Monk @value_monk]

It takes a lot of courage to navigate the country when a different Cold war/war is playing on geopolitics and country is net importer and dependent on great powers for crude, ....1/2

[Pradeep @pkgupta001]

⚙️ #PowerMech | ₹549 Cr O&M Order from Adani Group

Power Mech Projects has secured a ₹549.37 Cr order from Moxie Power Generation Ltd., Adani Group.

🔹 Scope: Complete O&M services for 2×600 MW Moxie Power Generation Tuticorin TPP
🔹 Order value: ₹549.37 Cr incl. taxes & duties, excluding GST
🔹 Contract period: 60 months
🔹 Tenure: Oct 2026 – Sep 2031
🔹 Nature: Domestic Operations & Maintenance contract

📌 Key takeaway: A 5-year O&M mandate for a 1,200 MW power plant, adding long-duration revenue visibility for Power Mech.

📌 Disc: No Reco only info. DYOR.
Whatsapp Community: https://t.co/UNKPhc2J6K

[Vivek @Vivek_Investor]

Better to close down everything till 2047.

[P.T. USHA @PTUshaOfficial]

Congratulations Vithya!!
Records are meant to be broken & there is no greater reward for an athlete than to see the next generation go beyond the boundaries we once set. Vithya Ramraj breaking my 43-year-old national record in the 400m hurdles is an incredibly special moment.

[Anand Ranganathan @ARanganathan72]

We have an 8000 year-old culture to showcase and yet while one city - Paris - attracts 25 million foreign tourists a year, an entire country - India - gets 11 million. We haven’t plucked the lowest-hanging fruit. We are watching it rot.

My views on tourism, on World Tourism Day:

[Manoj Arora @manoj_216]

Sometimes, I wonder if it needs more than common sense to see a crisis coming.

Look at a typical case of Maharashtra.

It was always a water scarce state.
Yet, it has been made into India's largest ethanol-producing state, with roughly 315 crore liters annual capacity.
Not only that, Maharashtra hosts almost half (45%+) of the entire country's upcoming data centers by capacity.
And now, 75% of Maharashtra is declared to be under severe drought.

And then we call it as a 'natural' disaster.

So while villages wait for tankers, policymakers are encouraging more sugarcane, more ethanol, and more data centres.

A state facing drought should treat water as capital, not as an unlimited free resource.

At the end of the day, no one can drink ethanol or eat data to survive.
One will need water - for sure.

[Value Monk @value_monk]

@airtelindia it quite shameless that it's taking more than 10 days to shift existing connection, whereas Local Airtel team is suggesting to take new connection on different name with confirmed installation in 1 Day.

What data are you trying to game?

[Value Monk @value_monk]

@CYBTRAFFIC @cyberabadpolice Where is the bus?

[Value Monk @value_monk]

@Tukaram_IndIAS This is common way to loot. Electricals, sanitary, hardware, MEDICINE etc are all marked up by 100%-200%.

IPD billing is on marked up price and supplier is in-house pharmacy.

@JPNadda is more focused on election than on people concerns

[Sreeram Ramdas, CFA @SreeramRamdas]

To hell with Make in India. @cbic_india

307 kg single shipment of high-value leather goods, manufactured by us for one of the largest financial institutions in the world, was held at Kolkata customs for physical inspection.

They physically opened 5 of the 17 cartons to "inspect".

And this is not a one-time instance. I am certain this continues to happen with many exporters. Chemicals, pharma, textiles, etc. Please, please comment if you've been/going through this tunnel as well.

Ours, after all, are simple leather goods. Can Indian customs assure that none of these goods was retained during this "inspection"?

I bring USD to India. Through back-to-back e-commerce orders and customised high-value shipments. We aspire to compete with Montblanc and Cartier. How do we do that when our consignments are held up for days at Indian customs during exports (even barring this particular 307 kg shipment)?

I am happy to share the SB no. with the relevant authorities.

[ηᎥ†Ꭵղ @nkk_123]

Rajiv Ranjan has done what no one dared in 12 years. 🫡 🔥

Defence Minister Rajnath Singh’s ancestral residence in Babhora (Chandauli district, Uttar Pradesh) has been empty for 20 years, yet a full PAC camp is deployed there for 24x7 security.

This sheer misuse of police personnel and waste of taxpayers’ money is the hallmark of the BJP and is possible only under Modi & Yogi. Three people are looting the nation.

[Value Monk @value_monk]

@theliverdoc Brain is master storyteller and confirmmation bias is quickly picked as coherent narrative and story is reinforced. Non confirmatory evidence lead to confusion and ignored

System 1 thinking

-Daniel Kahneman

[Value Monk @value_monk]

@LearningEleven Opposition have simply lost the credibility

[Value Monk @value_monk]

@IronyMeter Pricing of hardware doesn't work like that

[Value Monk @value_monk]

@dmuthuk The bitter truth is Macros are in poor shape. China + 1 (for india is in tatters)

No one dares to challenge the strong, weak is always bullied. So is india getting bullied by neighbour.

[Value Monk @value_monk]

This reflects on the quality and deep knowledge of our honorable minister and Indian government cabinet

[🚨Indian Gems @IndianGems_]

"India stands nearly on par with the US and China in the global AI race."

— Ashwini Vaishnaw, IT minister