Ex-Derivative Trader at a US based Hedge Fund..Ex-Investment Banker. Posted verified P&L - profits in 72 out of 75 days No Telegram Channel or Paid Services
Mumbai, India
Joined April 2021
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"Trump dropped 'very good conversations' with Iran again... and oil tanks 10%+ stock market rip higher. Same script every time: hype talks → markets pump → Iran denies → repeat. This isn't diplomacy. It's market manipulation . Who’s front-running these announcements? #Trump
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I have a long position.Where will this open on Monday ??
#Iran rolls back its decision to OPEN the #StraitOfHormuz Hormuz due to continuation of the #US Blockade. Speaker of the Parliament tweets two hours ago announcing the Strait is CLOSED.
Galibaf 👇
“The President of the United States made seven claims in one hour, all seven of which were false.
2- They did not win the war with these lies, and they will certainly not get anywhere in negotiations either.
3- With the continuation of the blockade, the Strait of Hormuz will not remain open”
Separately, reports suggest next round of talks in #Islamabad could happen on Monday. Confirmation from both sides awaited @CNBCTV18News @CNBCTV18Live #IranUpdate #Trump
Vishwanathan is anything but sharp ! Luck has run too far for him. Dude sold his IDFC shares at around Rs 18 under a margin call on pledged shares from ESOPs.. The story of his mis- management at ICICI Bank is well known in Banking Circles.
#IDFC
If the sharpest minds in banking, such as Sh. V. Vaidyanathan of @IDFCFIRSTBank, couldn't prevent a ₹590 crore fraud (nearly wiping 6 months of profitability) at the meticulously managed IDFC, it would be a serious misjudgment to assume such vulnerabilities couldn't afflict larger institutions like SBI, ICICI, or HDFC, or the entire PSU bank space.
These giants, burdened by legacy staff, entrenched processes, and immense scale, may harbor even greater risks of systemic frailties - potentially amplifying broader challenges.
Risk always comes unannounced.
Indian Banks command premium valuations compared to their global peers, and such governance gaps could swiftly erode this advantage.
Did Aditya Puri demonstrate astute timing by divesting his HDFC shares? What did he know about his diamonds that others didn’t?
Strong institutions remain resilient, but complacency has no place in banking.
#idfcfirstb #Nifty50 #Banknifty
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INR has gone down by 20% against INR in last one year. When i visited Thailand in Dec 24 - 1 Bhat was 2.45 INR and during Dec 25 visit, it was INR 2.9 to 1 Bhat...Its insane how INR has depreciated so heavily against even the Mid Currencies like Thailand
We Indians last year were pushing Thailand & Vietnam over Goa.
In the last 1 year: INR has depreciated 10% to Thai Bhat. Or in other words Thailand got 10% more expensive for Indians.
This is just the official figure. The unofficial figure is even more trouble-some.
Right now, I am in Thailand: if you try to change your INR to THB. The exchange rate is not what google shows. For INR there is a massive "slippage" rate. This easily adds another 2-3%
Aur karo Thailand Vietnam 😂
Lols😂😂...He is the same joker who one quoted in a interview that his office is just adjacent to HDFC House at Lower Parel n he has seen through his cabin window Aditya Puri giving coaching / training to Sashi Jagdishan to takeover the position of CEO after Puri’s retirement😁😁
Out Now: Insights from Saurabh Mukherjea @MarcellusInvest on India’s Rise to Becoming an Economic Superpower.
Watch here: youtu.be/q1c6yijTeP0?si=QFqV…
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Manu Sharma, the man who shot dead model Jessica Lal for refusing him a drink is the promoter of this company. Its incredible how easy it is to whitewash oneself after such a heinous Crime
I have tasted it and its Bad.
No one can replace Him, NO ONE
THE दिहाड़ी मजदूर....
Jokes apart , IT employees in comfort zone are under Real Threat Zone...AI is evolving Faster than envisaged
At 10:44 PM in Russia, and the sky is as bright as midday! 🌅🌞 This is what they call the White Night — only a few hours of twilight around midnight. Grateful to witness this rare and beautiful natural wonder! 🌙🇷🇺
Rahul Sharma (LLB, MBA, CFA) retweeted
Vedanta – Limited Resources
Viceroy is short of Vedanta Resources (PropCo), the heavily indebted parent & majority owner of Vedanta Limited (NSE : VEDL). The group structure is financially unsustainable, operationally compromised, & resembles a Ponzi scheme. $VEDL 1/
Rahul Sharma (LLB, MBA, CFA) retweeted
Just watched a brilliant 2-hour conversation with Prof. Sanjay Bakshi — one of India’s most thoughtful value investors.
In a world overflowing with content, it’s hard to remember what we watch — let alone revisit it.
So, I made these 2 pages of notes for myself and thought it might help others too.
Grateful to @Sanjay__Bakshi for sharing his wisdom, and to @shrishtie for conducting such a well-structured conversation.
I have not watched a single IPL match in last 18 years.
Sad to hear about loss of precious life in Bangalore.
Hero Worship has just gone too far! IPL is just a damn contest between private clubs with commercial interest. Often Fixed. Such loss of life is unwarranted
OM SHANTI
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