yeshas paramesh

unseriously serious

[yeshas paramesh @yeshasparamesh]

Let the games begin

[yeshas paramesh @yeshasparamesh]

Portfolio Update and Outlook

Summary of my US/Global portfolio, current picks, and outlook

https://t.co/3QtLV2scJK

[yeshas paramesh @yeshasparamesh]

Ben what are the chances that the sun rises tomorrow

Ben: I’d say 0% on the lower side and 100% on the upper end

$META

[yeshas paramesh @yeshasparamesh]

@ishmohit1 Fortune favours the bold who can make difficult decisions under uncertain, unknown, and unknowable (UUU) conditions

The Zeckhauser paper is superb

Lots of parallels with the UUU situation today

https://t.co/lRfUHVBWJm

[yeshas paramesh @yeshasparamesh]

Went to Reliance Retail to demo a TV to purchase, store manager connects the TV to an Airtel Broadband connection
#jio Dhan dhana dhan Jio IPO

[yeshas paramesh @yeshasparamesh]

@kamikazecash @lowkeyGPT @strictrope Eagerly awaiting

[yeshas paramesh @yeshasparamesh]

@mohanchembur @darshitpatel84 Let’s not forget Birla / Northvolt

[yeshas paramesh @yeshasparamesh]

“And to traders upset about the stock move: research better. How a company treats its vendors is part of the fundamentals.”

[Pritesh Lakhani @priteshlakhani]

Adding to this, from a vendor's perspective:

The vendor who filed this shouldn't be called desperate. They burned a relationship to collect what was already theirs.

Pneucons exists today because of this exact problem. Our dues aren't in crores, and the companies owing us aren't big listed firms.

Pathar phek ke maro India mein & aisa koi chota mota business nahi hoga jine paise doobaye hai market me with such companies.

If a ₹2.79 Cr claim against a cash-rich listed company needs NCLT to get paid, imagine what a small MSME chasing lakhs from an unlisted one goes through. For us, collecting our own money is the punishment.

And to traders upset about the stock move: research better. How a company treats its vendors is part of the fundamentals.

This filing sets a precedent. Listed companies can't bully. That's hope.

[yeshas paramesh @yeshasparamesh]

@nsitharamanoffc @nsitharaman @PIB_India @MIB_India @FinMinIndia @DDNewslive @airnewsalerts

[yeshas paramesh @yeshasparamesh]

Eat the short term uncertainty and price fluctuations and be rewarded for sensible investing in the future - very essence of investing/trading/business.

Losses and gains are all part of the game we CHOOSE to play with the rules and circumstances we know about.

Either we accept those terms and play the game or we withdraw. Those have always remained the terms of engagement. Participation is mostly voluntary

[yeshas paramesh @yeshasparamesh]

As a retail investor, if you were to invest your money abroad, you wouldn’t pay capital gains in the foreign country - only in home country

Rather than preferential treatment, @deepakshenoy only says we should treat them the way Indian tax residents are treated while investing abroad (tax wise)

While capital controls restrict Indian tax residents only up to 10 lakhs that can be remitted without TCS, and up to $250,000 per financial year allowing you flexibility of your capital to be put wherever else in the world you’d like - so I disagree. The common retail investor can invest globally.

If you need to invest more than $250k per FY, then I’d think the “common retail investor” would not apply to you no longer

[yeshas paramesh @yeshasparamesh]

“Shareholders”

[Darshit Patel @darshitpatel84]

How ridiculous is the Indian legal system?

A company earning ₹2,900 crore in annual profits, with a ₹1.25 lakh crore market cap, faces insolvency proceedings over a ₹2.76 crore claim—and the stock takes a hit.

Who protects shareholders from such disproportionate consequences?

[yeshas paramesh @yeshasparamesh]

You see but do you perceive

[Darshit Patel @darshitpatel84]

How ridiculous is the Indian legal system?

A company earning ₹2,900 crore in annual profits, with a ₹1.25 lakh crore market cap, faces insolvency proceedings over a ₹2.76 crore claim—and the stock takes a hit.

Who protects shareholders from such disproportionate consequences?

[yeshas paramesh @yeshasparamesh]

Adapted from @Restructuring__

[Nirmala Sitharaman Office @nsitharamanoffc]

Mr Jonathan Gray, President & Chief Operating Officer - @blackstone, calls on Smt @nsitharaman.

[yeshas paramesh @yeshasparamesh]

Do unto others as you would have done to you. IF a common resident of India invested in the US or other countries with DTAA, you would not pay tax in the international market, only to the country you belong to. So why can’t that treatment be given to residents/FPIs of other countries? It’s only fair to extend the same courtesy extended to us.

[yeshas paramesh @yeshasparamesh]

@Khaikhaidao @darshitpatel84 *traders - shareholders only face a mark to market notional loss

[yeshas paramesh @yeshasparamesh]

@BhimaniFenil @darshitpatel84 Exactly - even a cursory read of the notice would tell you that this is really not material - would be a rounding error on the balance sheet/p&l, or sit in the contingent liabilities.

[yeshas paramesh @yeshasparamesh]

@9onecapital @_groww @zerodha Not just listing - zero outside investors + no debt + management team that truly thinks long term - in decades - will do that.

[yeshas paramesh @yeshasparamesh]

@contrarianEPS

[yeshas paramesh @yeshasparamesh]

@grok gork pls direct me to where India protestors and dissenters are getting funded so I can report it, NOT AT ALL BECAUSE I want to get collect a bag and express dissent

Make no mistakes

[yeshas paramesh @yeshasparamesh]

@amitmantri Great article

Morningstar does a yearly study called Mind The Gap which highlights the behaviour gap

https://t.co/qzHmYlFZEc

So would you recommend investors judge fund managers and performance on full cycle returns (~10 years)?