ValueHunter

Microcap Investing, chip design, a farmer, proud appa, philosophical, proud of Bharat's heritage. Apolitical. 🙏 Mahadeva & Krishn! Karma & Hard work.

[ValueHunter @ValueHunter8]

@sahil_vi @ishmohit1 +1

I started with 15 stocks 10 years back and at peak of pandemic it was 39 stocks in the portfolio. During the phase, realized allocation is the crux of making money. Now, trimmed down to 9 businesses and planned to remain below 15.

[ValueHunter @ValueHunter8]

After 2 weeks - there is some hope. If at all it's stolen enroute- wondering what kind of criminals are on the delivery chain - to steal the toys of 5 years kid and insert a dummy toy.

It's the norm we are accept in dumbocracy, forget the punishment of the guilty.

[ValueHunter @ValueHunter8]

Today I got a reply
"I have looked into the details of your order and our team suspects that the product has been stolen while being delivered to your location.
Kindly send me your order details such as mobile number and order id. And for a speedy refund, your bank/ Upi details."

[ValueHunter @ValueHunter8]

I placed an order for a toy on https://t.co/nYTc9PtHM4 after seeing an add on instagram.

I chose COD I was not trusting unknown online store.
They have now sent a 100 Rs cheap plastic doctor's set & to my badluck I had asked the delivery boy to deliver at a shop.

[ValueHunter @ValueHunter8]

True

[Chinmay A. Singh @chinmay]

Indians are blaming Infy/Murthy/Nandan for a lack of home-grown LLM. But that blame is misplaced. Infy/Murthy/Nandan could never start an AI company. They had money and they could have fund something. But that again, is their money and why should they risk it?

The real culprit here is Amitabh Kant and other IAS like him. These are the people, why I left India and started two companies in the US. These are the people, why much of Indian talent left to work for US based companies. And these folks did well.

Let's say the government gives me $10B and ask me to set up an AI lab in India. Am I qualified to do it? YES. Will I do it? HELL NO

And you would ask why? Some would say that I have a cozy life in the US. Some would say, I have deep connection in the US, including family. All of that is correct but does not pin point the reason why I wont start a company in India.

The real reason is Babu. Unlike, many In India who think competing for 1000 seats using some bullshit essay writing contest makes Babu some wizard, I have not come across one, I will hire as an analyst. Under no circumstance, I am gonna report to a babu (Happy report to Dharmendra Pradhan or Smriti Irani though). Also, under no circumstances, I will accept a position where I am unable to fire and put an IAS in jail if they reported to me and indulged in some corruption.

Till this babu problem is fixed, no NRI would come to India. If I were the CIA or CCP, trying to ensure that India does not gain AI independence, I would make every effort to protect Babu fiefdom.

[ValueHunter @ValueHunter8]

Only people who have seen multiple bull/bear markets agree with what Shankar Sharma has to say in recent interview. 100% in agreement.

others may label him aanti-national :)

[Surya Kanegaonkar @suryakane]

Once it becomes untenable to hide Washington’s crimes, the best option seems to be to hem and haw, furnish caveats and drag out an explanation. It gives “context” to US infractions and the muted response from India. Protect the myth of a healthy strategic partnership at all costs while the real costs of depending on the US for jet engines, LLMs, operating systems, satellite data, heavy lift aircraft, critical military hardware and much more, mount.

Decades from now, the pivot to America will be viewed as one of the most hare brained foreign policy moves by the Indian establishment. It merely delays indigenization, capacity building and reform implementation. The outcome - limited strategic maneuverability and diminished sovereignty. Precious decades are wasted on a partnership with a flailing hegemon that ruthlessly arm twists partners so long as it helps preserve unipolarity.

[ValueHunter @ValueHunter8]

true.

[Divya Kumar Soti @DivyaSoti]

As US Navy is hunting down one vessel after another with Indian crew members, it is time to realise why people like me objected to GoI's lame reaction to US Navy's aggressive moves through our EEZ around Lakshadweep and sinking of Iranian naval vessel IRIS Dena in Indian Ocean. Those who argued at that time that Indian Ocean in not Indian should be ashamed of themselves. You allow a robber to rob in your neighborhood, your house could be the next one.

[ValueHunter @ValueHunter8]

@marinebharat For that one needs "himmat"

[ValueHunter @ValueHunter8]

@suryakane @sougat18 so true.

[ValueHunter @ValueHunter8]

Sarkari naukar wants salary but zero willingness to deliver the duty.

Gov is in no mood to enforce the rules, leaving citizens to accept their fate. Pathetic.

[Oxomiya Jiyori 🇮🇳 @SouleFacts]

Ticketless travellers are being removed from train by a CRPF jawan.
What RPF and TTE is supposed to do is being done by travelling CRPF jawan 👏

[ValueHunter @ValueHunter8]

@invest_mutual True, its definitely not for dehati mindset

[ValueHunter @ValueHunter8]

Great, if it really materializes.

[Mayukh Ranjan Ghosh @mayukhrghosh]

🚨 BJP is in HYPER-DRIVE to REBUILD Bengal – and sources say it’s for a MIND-BLOWING mega infrastructure project that will FLIP Eastern India upside down!

The Bay of Bengal – criminally ignored for 75 YEARS – is finally being utilised… and this could CHANGE EVERYTHING you thought you knew!

The game is about to explode! China, Bangladesh and other nations in the eastern side are silently monitoring 🔥

[ValueHunter @ValueHunter8]

What is supposed to change after 2014, is happening at the state level at TN.

Good start!

[தங்க.காளிப்பாண்டி @sureshkalipandi]

கோட்டையில் முதல்வர் விஜய்யின் தினசரி வேலை இதுதான்! சிலாகிக்கும் அமைச்சர்கள்
பொதுவாகவே அரசியல் தலைவர்களின் வருகை என்பது நேரத்திற்கு அப்பாற்பட்டதாக இருக்கும் என்பது ஒரு எழுதப்படாத விதி. ஆனால், முதல்வர் விஜய் அதனை உடைத்தெறிந்துள்ளார். காலை 10 மணி அடித்தால் போதும், முதல்வரின் கார் தலைமைச் செயலகத்தின் வாசலில் வந்து நிற்கிறது. சரியாக 10 மணிக்குத் தனது இருக்கையில் அமர்ந்துவிடும் அவர், மாலை 5 மணி வரை இடைவிடாது மக்கள் பணிகளில் மூழ்கிவிடுகிறார்.

இதில் அனைவரையும் ஆச்சரியப்பட வைத்த விஷயம் என்னவென்றால���, அவரது மதிய உணவு இடைவேளைதான். பல மணி நேரம் மதிய உணவிற்காகச் செலவிடும் வழக்கமான நடைமுறையை மாற்றி, வெறும் 30 நிமிடங்களில் தனது மதிய உணவை முடித்துக் கொள்கிறார். அதுவும் வெளியில் எங்கும் செல்லாமல், அலுவலகத்திலேயே எளிமையாகச் சாப்பிட்டுவிட்டு மீண்டும் கோப்புகளைப் பார்க்கத் தொடங்கிவிடுகிறார்.

முதல்வரின் இந்த அதிரடி மாற்றத்தைக் கண்டு அமைச்சர்களே வாயடைத்துப் போயுள்ளனர்.
ஆனால், ஒரு கார்ப்பரேட் நிறுவனத்தின் சி.இ.ஓ போல, இவ்வளவு துல்லியமாக நேரத்தைக் கடைப்பிடிக்கும் ஒரு முதல்வரை இப்போதுதான் பார்க்கிறோம். காலை 10 மணி முதல் மாலை 5 மணி வரை ஒரு நிமிடம் கூட வீணாக்காமல் உழைப்பது சாதாரண விஷயம் அல்ல. இதற்கு முன்பு எந்த முதல்வராவது இப்படி செயல்பட்டு இருக்கிறார்களா?" என அவர்கள் வியப்புடன் கேள்வி எழுப்பியுள்ளனர்.

முதல்வரின் இந்த 'ஷார்ப்' டைமிங், அரசு அதிகாரிகளையும் சுறுசுறுப்பாக்கியுள்ளது. முதல்வர் இவ்வளவு சீக்கிரம் அலுவலகம் வரும்போது, நாமும் நேரத்திற்கு வர வேண்டும் என்ற கட்டாயம் அதிகாரிகளுக்கு ஏற்பட்டுள்ளது. இதனால் தலைமைச் செயலகமே ஒரு புதிய உத்வேகத்துடன் இயங்கத் தொடங்கியுள்ளது.

"நேரம் என்பது மக்களுக்கு���் சொந்தமானது, அதை வீணடிக்கக் கூடாது" என்பதில் முதல்வர் விஜய் உறுதியாக இருப்பதாகத் தெரிகிறது. இந்த 'புதிய கலாச்சாரம்' தமிழக அரசியலில் ஒரு ஆரோக்கியமான மாற்றத்தை ஏற்படுத்தும் என எதிர்பார்க்கப்படுகிறது. !

[ValueHunter @ValueHunter8]

Welcome step!

[RedboxGlobal India @REDBOXINDIA]

INDIA HITS PAUSE ON ELON MUSK STARLINK APPROVALS OVER NATIONAL SECURITY CONCERNS: BLOOMBERG SOURCE

[ValueHunter @ValueHunter8]

@TyrantOppressor disgusting, zero public sense

[ValueHunter @ValueHunter8]

Only the natural way to handle bully.

[Shashank Mattoo @MattooShashank]

Breaking: China backs Russia-India-China strategic triangle

“China, Russia and India are all emerging economies.. China is ready to keep in communication with Russia and India on advancing cooperation among the three countries.”

[ValueHunter @ValueHunter8]

That window lasts less than 10 years, when one ages natural tendency of having kids increases then it's too late and peaceful life becomes hell

[Satakshi @satakshi_ai]

Unpopular opinion -

If you want relaxed and peaceful life, then stop having kids

[ValueHunter @ValueHunter8]

Dehati mindset is way more dangerous than we can imagine. It's the rootcause of all mess we see now

[Pratham khanna @Portfolio_Bull]

My uncle has two sons.

Elder son:
→ IT job in Pune
→ Earns ₹45 lakh/year
→ Sends ₹20,000/month to parents

Younger son:
→ Lives in the village
→ Owns 8 acres of farmland
→ Earns ₹12 lakh/year

Society:
"Look at the younger son, he's useless."

Reality: ↓↓↓

[ValueHunter @ValueHunter8]

True, such people are everywhere and often

[Ankit Pandey @iamankitpande]

100 cars waited their turn.

Then these clowns showed up, cut the entire queue, jumped straight to the front, and started laughing.

This is exactly what's wrong with society.
Not intelligence. Not confidence. Just pure entitlement and zero shame.

People who think they are above the rules are the same people who complain when others do the same to them.

Queue jumpers deserve to be sent straight to the back.

What's the right punishment for people who do this?

[ValueHunter @ValueHunter8]

Main point is that you should be like Gandhari in many apsetcs: seeing uncivilized folks in public, corruption while applying for a facility/certificate, public infra and many more.

Otherwise private infra is great -one can lead luxurious life with 25L disposable.

[AgentSaffron @AgentSaffron]

If you have 20-25 lakhs disposable cash every year,

India is one of the best place to live.

The Conveniences are unparalleled

No kidding.

[ValueHunter @ValueHunter8]

fantastic! This is how you motivate the youths to take interest in any sport.

[ANI @ANI]

#WATCH | Chennai | Tamil Nadu CM Vijay meets Indian Grandmaster R Praggnanandhaa and awards him Rs 50 lakh on behalf of the Sports Development Authority of Tamil Nadu after the chess player won the Norway Chess 2026 title.

(Source: TNDIPR)