Y Λ S H

I dabble in investing, real estate and sustainability | NUS'21 | Here to consume & reflect 💫

[Y Λ S H @ykmalani]

The greatest power is in knowing that you can either make or break someone, and you choose the former.

~Y

[Y Λ S H @ykmalani]

@Anchal7_ one for the soul, one for the kitchen.

[Y Λ S H @ykmalani]

thanks for sharing!
adding a couple more to the list:
+https://t.co/06tIaWQmwr
+https://t.co/RNeqOTB73s

[Kalpesh Savaliya🔆 @kapu7329]

MF Investors, stop scrolling!
Found 2 gem websites for mutual funds:
• Cleanest interfaces
• Super insightful single-view dashboards.
Using them daily now. Must check!
https://t.co/3ktsUsWt70 (by @kirubaakaran)
https://t.co/WcaOa3sDqS ( by @shenoytech)

#MutualFunds #Investing

[Y Λ S H @ykmalani]

@Atulsingh_asan Can start with @paasainvest Paasa (@IBKR Interactive Brokers). Then go from there. UCITS/US ETFs are a good option for a core portfolio. Rest as per your own study/research. @ActusDei Neil guides well on this need-of-the-hour avenue.

[Y Λ S H @ykmalani]

@AnkitFinAlpha @FinAlpha_in @vini546 @InvestNifty_ETF @Ishan_Narayan_ @JoyfulGiri @KrishAlpha7 @hariniv2505 @sharmaaniket03 The most imp things you missed Ankit:-
- US estate tax ($60k threshold, 40% rate): single biggest risk for any Indian directly holding US stocks
- UCITS ETFs: structurally superior solution!
- W-8BEN: a critical form
- Form 67/FTC for dividend WHT
- Dividend withholding tax

[Y Λ S H @ykmalani]

@Ronitper have most of these on my kindle (ebooks).
Happy to share if anyone’s genuinely interested. Always up to encourage reading!

[Y Λ S H @ykmalani]

@Iamsamirarora @Iamsamirarora spot on! The old “US-tech conc.=skill” era was a classic βeta masquerading as αlpha. You chose the higher ground, accepted dispersion & owned indices that actually reflect it. This is exactly how professional capital should behave in a multi-polar world. Respect!

[Y Λ S H @ykmalani]

@appadappajappa I'd like to join.

[Y Λ S H @ykmalani]

@SayaniBh AR4 FRESH
[phone]
They have curated boxes.

[Y Λ S H @ykmalani]

@hsinha1445 ✔️Choose INDEX FUND if:
+Active share < 50%
+AND expense ratio high
+AND rolling returns weak
✔️Choose ACTIVE FUND if:
+Rolling beat % > 70–80%
+Downside capture low
+Information ratio strong
+Active share > 60% (bonus, not mandatory)

[Y Λ S H @ykmalani]

@historyinmemes During Maharaja Madho Singh II’s 1902 voyage to Edward VII’s coronation, a storm hit near Aden. Priests said God Varuna was angry, so 1/3 silver Gangajalis was thrown into sea. Waters calmed instantly. Only two reached London & back; they’re in Jaipur’s City Palace today.

[Y Λ S H @ykmalani]

@Nithin0dha The oil/AI/tax narrative is just post-exit rationalisation. The real issue is they rotated out of crowded trade & now need either earnings to catch up or prices to come down. They’ll be back! not when policy tweaks, but when they can re-enter without paying for else’s conviction.

[Y Λ S H @ykmalani]

@shiladitya4u @AlphaWealth000 @WelspunWorld Corp is a picks & shovels play on the AI data centre boom...not directly, but through gas (LNG) pipeline infrastructure buildout in the US that the data centre energy demand is driving!

[Y Λ S H @ykmalani]

@AyusWellness *from “Enhanced muscle activity during interrupted sitting improves glycemic control in overweight obese men” (Gao et al., 2024, published in Scandinavian Journal of Medicine & Science in Sports. Conducted by researchers from Zhejiang & Finnish INSTITUTIONS & NOT Uni of Texas!

[Y Λ S H @ykmalani]

Some work just hits differently!
At Kumbh, where thousands of children get lost, @dspmf @KalpenParekh built Garuda Rakshak drones to help reunite them with their families. No campaign, no selling, just intent.The awards came later. Real story is child finding their way back home!

[Y Λ S H @ykmalani]

@MadebyPrasoon @UghDitya @IKEAIndia https://t.co/8BXIcLogq6

[Y Λ S H @ykmalani]

@DocRGM_ 3 days back, I ordered from @letsblinkit . One item was a RiteBite protein bar (choco almond). Delivery took 50 mins vs usual 15–25. Not only delayed, but they also sent the wrong flavour without informing. Got strawberry, which I don’t like at all.
Disappointed!

[Y Λ S H @ykmalani]

@Mr_Chartist Trying to Sync it, but showing this error: "Manual Sync Failed. NSE API might be blocking the CORS proxy. Falling back to robust local matrix."

[Y Λ S H @ykmalani]

@SwarajyaMag wherever Marwari traders cluster, real estate & formal capital usually follow a decade later. The wholesale trade quietly maps the future city before planners or investors notice it!
Great article!

[Y Λ S H @ykmalani]

@Prashanth_Krish @Iamsamirarora Scraping the bottom? Interesting take. He’s one of the few writers who makes complex social science readable and debatable. You don’t have to agree with him to learn from him. @Gladwell

[Y Λ S H @ykmalani]

@sciencegirl Wrote an email to my future-self back in 2014 using https://t.co/HsZqvLSSu1. You won’t regret trying it. Thanks @futureme !