Vikram N

Madras | Music | Markets | Manchester United | Onion rava dosa and filter coffee fanatic | Armchair sports fan

[ElBuni @therealbuni]

Mercenario vikingo persigue a soldado otomano en las puertas de constantinopla

Imperio romano de oriente, 1366 DC

[Dr. Rajat Rawat MD, DM @TheRajatRawat]

My fees in DM course was 1800 + 400 (hostel) per year.
We were only 2 residents per year, and I remember very vividly, how in my 2nd year, I really had no time to deposit the fees and I was inviting a 500 rs fine for late deposit.

The clerk called me up, to tell me that my fees was due, and that he was depositing it.
I thanked him.
When after a few days, I found the time I rushed to the office to repay him back and he refused to take it.
I insisted so much, and yet he would not take it.

I still remember him on and off, and that weighs on me for some reason. I’m still in touch with him though, and we exchange pleasantries on occasions via message. But still, the thought of an unreturned debt weighs heavily on me.

[Sekhar @LearningEleven]

Why "I want to hold this stock for 10 years" is no longer an easy proposition.

Many of the market's darlings from just a few years ago command very little respect today. The pace of disruption is only accelerating.

Once upon a time, the market told stories like a Test match. Then it shifted to ODIs. Today, it increasingly behaves like a T20.

That is why market context has become just as important as company fundamentals when deciding the holding period.

Earlier, the market would rarely price in earnings more than 2-3 years ahead. Those were exceptions rather than the rule. For instance, Neuland Labs was one such exception in the CDMO space, while most other CDMO companies were not valued that way.

Today, when a sector turns "hot," the market often prices in the entire opportunity 2-3 years before the underlying businesses reach their earnings peak.

We have seen this play out in Renewable EPC, Transformers, ER&D, and now in AI/Data Centre proxies, Aerospace Ancillaries, and Precision Engineering.

As a result, many stocks achieve their peak valuations much earlier in the business cycle than they did in the past.

This doesn't mean long-term investing is dead. It simply means that "Buy and Hold" is no longer a one-size-fits-all strategy. In many sectors, "Buy, Hold, and Re-evaluate" may be the more appropriate approach.

[Vikram N @vikramgvmc]

@ishmohit1 I'm a medical practitioner who's work is predominantly around cancer and the only thing I have to say that is that the rates of cancer detection is increasing at an alarming rate. These drugs are getting better and in many cases, costlier also

[Alex @BlasterAlex]

Te haces mayor, los años siguen pasando y tu vida va cambiando pero en la selección croata sigue jugando como titular el puto Ivan Perisic. Ese tipo es milenario, como los árboles.

[Madrib Central @MadribCentral]

🚨💣 BREAKING: Carlo Ancelotti will bring CHANGES to his starting XI vs Haiti!

He will choose his #9 with a COIN TOSS.

• Heads means Cunha starts.
• Tails means Thiago starts.
• If it lands VERTICALLY, ENDRICK WILL START. @globosport via @BrasilEdition

[TBG @PhilosophyTBG]

Roberto Martinez is like Obama. Unbelievable orator and speaker, and conceptually is a fantastic coach/president. In reality, his policies and tactics have ruined countries and generations.

[Vikram N @vikramgvmc]

This is how indian cricket feels about washi as the lead spinner in tests

[🏴󠁧󠁢󠁥󠁮󠁧󠁿🇵🇹🇧🇷🇳🇴 @imzftbi]

For such a stacked footballing nation is Kounde seriously the best right back France have to offer

[Sean @SeanDOlfc]

I’ve still never seen what Tchouameni does that you can’t get from Jefferson Lerma

[Vikram N @vikramgvmc]

@tirumuru_87 The chilli cheese toast in Mylapore Club was goated once upon a time

[Vikram N @vikramgvmc]

@datta_arvind Is it based out of Kerala? I've added a few thousands...at 60% gains now

[Vikram N @vikramgvmc]

@Tiphagne @thinak_ Why doesn't any reporter mention the caste yet just say dominant caste?

[Vikram N @vikramgvmc]

What the fuck happened with the spurs ughhh

[Vikram N @vikramgvmc]

Elaarum kalyanam pantu irkaanga

Na night 10 pm ku Swiggy le order potitu irken

Vaazka

[Vikram N @vikramgvmc]

@aprads1 @UpdatesChennai Please brother
He's one of the best journalists out there. Just because Jio has given you the license to talk shit doesn't necessitate that you do exactly that.

[Vikram N @vikramgvmc]

@Malay4Product He was a heavy smoker though....

[Abhishek Mukherjee @ovshake42]

I have been following Indian cricket for four decades now and am yet to see a chair of selectors who can match Ajit Agarkar in sustained ruthlessness.

You may not like him, but you have to admit that he does not hesitate to make bold decisions.

[Vikram N @vikramgvmc]

@tirumuru_87 Why do their congress links matter here? We have an incompetent govt and a fuckall minister heading the education department. Imagine if your marks were screwed up like theirs.... Soothula adi vaanguna dha seri aavanga...

[Vikram N @vikramgvmc]

@supreetkashyap I had ordered 3 t shirts few days back. Unfortunately one of them had a defect. Raised it as a complaint. Was pleasantly surprised by the way it was handled. Kudos.

Only thing I'd like to request you is to add more colours!!

[Vikram N @vikramgvmc]

@thanmathi2 @tnrags He may not fit the chair in RS also