Navin

Life is short...but I make up ..by long bonds

[Navin @wideclops]

#Munger
1)I rub my nose in my own mistakes
2)Try to keep it simple and fundamental
3)Margin of safety
4)Just try to avoid being stupid (than being smart)
5)Put them on "too hard" pile and leave them there
6)Accept Limitations **

@trengriffin @jasonzweigwsj @farnamjake1

[Navin @wideclops]

@Fintech03 Beautiful post parimal. Thanks for the inspiration to build a strong base

[Navin @wideclops]

@rahul_bada84945 SEBI's preferential pricing rules only set a minimum floor price, not an upper cap.

[Navin @wideclops]

@SureshKBN SEBI's preferential pricing rules only set a minimum floor price, not an upper cap.

[Navin @wideclops]

@SureshKBN @rahul_bada84945 Isnt sebi terms only for lower end capping ? Does the rules restrict issuing for rs 600+ ?

[Navin @wideclops]

@manas_muduli Its a tunnel boring machine

[Navin @wideclops]

@jgopikrishnan70 @nilagr Nilesh, avoid these political posts ..too much rancour

[Navin @wideclops]

@BalakrishnanR @sumanthraman Calcutta is not one of them ?

[Navin @wideclops]

@mindmusclepro @BinuIndraneel how do you know if ozempic is the answer to his problem.

he could suffering from a thyroid problem for all we know ?

[Navin @wideclops]

@Iamsamirarora Haven't you read this already and gifted the books to few ? Re-read ?

[Navin @wideclops]

@SureshKBN "leader of Power T&D EPC." At 2000 cr revenues this is hardly the leader.

[Navin @wideclops]

India’s charging infra is thin: 29,000 public stations in 2025, but the charger‑to‑EV ratio is 1:235, far below the global norm of 6–20 EVs per charger.

⚡ Charger network numbers highlight a critical bottleneck.

[Navin @wideclops]

EVs were just 8% of new registrations in 2025, far below the 30% target by 2030.

Breakdown:
2‑wheelers = 57% of EV sales,
3‑wheelers = 35%.

👉 Snapshot: 2W/3W dominate India’s EV story.

[Navin @wideclops]

India’s EV car adoption lags: <5% penetration in 2025, lower than Vietnam & Thailand, despite being Asia-Pacific’s 2nd‑largest car market.

By contrast, China >50% and Europe >20% EV share in new car sales.

[Navin @wideclops]

@a_basumallick Hind Rectifiers’ 10X in 5 years pitch looks shaky: guiding only 30% growth next year, order book just ~₹900cr, no cash for acquisitions. Loco opportunity = 1600 × 20% × ₹1.5cr ≈ ₹450cr — puny vs billion dollar target.. Thoughts sir ?

[Navin @wideclops]

@TripuraKamakshi @tnexplorer மடத்துக்குளம் ;)

[Navin @wideclops]

@Giuliano_Mana El Clasico

[Navin @wideclops]

@IndiaHistorypic @grok who's the other indian in the picture nearby mms !?

[Navin @wideclops]

@Billyismyboss @GadSaad What have you done @GadSaad . That lady in the flight :-(

[Navin @wideclops]

@SureshKBN HBL

[Navin @wideclops]

@somnath1978 We might already have excess name plate capacity. Transmission and distribution bottlenecks is what requires attention, capital and leadership.