NSV retweeted
Data centers look like real estate, but returns don’t come from buildings. They come from converting power into active racks and keeping them fully utilized. When utilization is low, the asset sits idle; when power and density are optimized, the same facility earns far more. #datacenters
NSV retweeted
When you’re disrespected, silence is power.
Don’t argue. Don’t explain. Don’t engage. Just walk away.
Distance is the loudest reply.
NSV retweeted
Happiness isn’t always found in big moments.
It’s in the little joys- brewing tea, a good sunset, a text from a friend, the next episode of your favorite show.
Be excited about life.
Even the small stuff. Especially the small stuff.
NSV retweeted
Just went through the concall of the big daddy of the crane rental industry, 'Sanghvi Movers' and it is evident that the entire industry is growing rapidly.
It gave a subtle guidance of 50% topline growth for FY25 with almost 10x more opportunity for the EPC business which has better return ratios, asset light with working capital of less than 30 days!
The stock tanked post results mainly due to increase in MD's commission from 1.5% to 3.5% of PAT, but this was only fair as they haven't taken any hike since past 4 years.
Here's the summary 👇🏼
NSV retweeted
Company Conference calls are interesting
Random takeaways from #Colgate conference call
On an average people change their toothbrush once in 9 months in India (Yuck)
In rural areas people brush once in two days on an average (hmmmm)
Only 9% of the population visits dentists
NSV retweeted
Banking industry runs on multiple softwares but whole mutual fund industry runs on just 2 softwares.
-CAMS AGM
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Kanbrick’s reading list
( This is also rumored to be the reading list for Berkshire Interns )
Source :@marcelolima
NSV retweeted
There is a beautiful quote from Bhagvad Gita that quotes -
Detachment is not that you own nothing, detachment is that nothing owns you!
NSV retweeted
This 1 ton rock contains between 0.6 and 1 per cent of copper. One ton of ore generates a maximum 6 to 10 kilograms of copper. Depending on the size of battery, an electric bus can use between 224 and 369 kg of copper. How do we get the copper out of the rock? Mining 🧵
NSV retweeted
How to become a billionaire by a tinkering idea , a rubber band ?
With the inspiration of @aditya_kondawar Marico story
How Mr. TTK Jagannadhan saved TTK Prestige ?
A proud business partner of TTK since 2007 , 100 bagger
NSV retweeted
Electric Vehicles 🚗 Battery Chemistry ⚡
A Long 🧵
Like & Retweet for max reach !
With rise in environmental concerns and search for reducing the dependency on natural resources, the energy sector is revolutionising from non-renewable
NSV retweeted
Smart meter companies still have a lot of room to grow.
Govt aims to install 25 crore smart metres till 2025
Order received for approx. 4 Cr meters, so far
70 lacs smart meters have been installed so far.
Beneficiary Cos -
HPL Electric
Genus Power
GMR Power and Urban
♻️RT & share for max reach
NSV retweeted
Pidilite has grown 50% faster in rural areas compared to urban areas in #Q1FY24.
NSV retweeted
Kaynes Technology is expected to grow at 40% CAGR for next few years, and is taking all right steps to achieve that
Kayne signs MoU with Karnataka Govt for an investment of Rs 3,750 crore in #NammaMysuru for
Semiconductor Assembly & Testing (OSAT) facility and Printed Circuit Board (PCB) manufacturing plant
OSAT companies play a critical role in the semiconductor supply chain, as many semiconductor manufacturers choose to outsource these assembly and testing processes rather than performing them in-house.