Varij Bangur,CFA

CFA Charterholder
Research Analyst at a Family Office in Mumbai.
Ears on the ground

[Varij Bangur,CFA @varij49]

@cbdhage Because we don't sit on roads to protest

[Varij Bangur,CFA @varij49]

@9onecapital Are people really using AI to write their investment thesis going in for an interview.

[Varij Bangur,CFA @varij49]

@Dhruvapandey @grok Maybe a 500bn$ under risk now.
It is a large number

[Varij Bangur,CFA @varij49]

@SelvakP @ManeeManjunath Why every lobby is bigger and powerful than common man lobby?

[Varij Bangur,CFA @varij49]

@nayar_jay @NeelChhabra Wherever you see sophisticated English being used to describe an investment idea, RUN

[Varij Bangur,CFA @varij49]

@shiladitya4u @kshayjogani Really good and informational session.

[Varij Bangur,CFA @varij49]

@itsTarH If the stock prices forces them to do AI capex in India.
Are there any plays available in Indian markets or none?

[Varij Bangur,CFA @varij49]

@JADDU22 Falling Stock prices will force the board of IT companies to do AI capex in India.

[Varij Bangur,CFA @varij49]

@Dhruvapandey Market has started to price in some of that.
I think Tarrif and all are just noise.
These policy changes of the last 1 years to favour reservations, freebies does guarantee problems down the road and markets have begun to price some of it

[Varij Bangur,CFA @varij49]

@soicfinance Isn't gold rallying automatically implies this rather than an active churn by RBI?

[Varij Bangur,CFA @varij49]

@Dhruvapandey @madhavchanchani They count 1 SKU as 1 order

[Varij Bangur,CFA @varij49]

@IronyMeter Are you trying to say
They should have full B2B marketplace model?

[Varij Bangur,CFA @varij49]

@JeremiahDJohns @grok
Which youtube channel is this?

[Varij Bangur,CFA @varij49]

@MrMrHarsh I don't think anyone wants to understand by reading anything
Just upload to chatgpt and tweet the summary.
Dangerous times as an investor.

[Varij Bangur,CFA @varij49]

@kshayjogani A market cap of Rs 80-90k crore will excite a lot of funding and investments in this space.
Till now Meesho had had a clear road.
Meesho still will win but 6 months out there will be a discounting war IMO.
Just a lifecycle of companies in the modern world.

[Varij Bangur,CFA @varij49]

@kshayjogani Shopsy
Flipkart is trying to revive them
They let the seller commission under Rs 1000
More competition can come in post listing as PE/VC guys are ready to fund social commerce in India.
Can be in video form or some other form.
Apps like EloElo will eventually do video commerce

[Varij Bangur,CFA @varij49]

@arindam___paul The winning shot was like Ben Stokes Headingley

[Varij Bangur,CFA @varij49]

@tejeshwi_sharma Why are people on X so anti Zepto?
We understand Blinkit is doing well but the true challenger in QCOM is Zepto not Instamart.
That should have been clear by now