Amature Runner and Investor

Chennai, India
Joined December 2009
CGPOWER and CGSEMI will most likely be part of India Semiconductor 2.0. Pilot plant was established in record time and with existing cash and QIP proceedings of ~4000cr it is well positioned for the next phase of growth.
154
I just asked AI about CG Power OSAT 😃😃😃 Example Estimate (CG Power-like Project) Total Investment: ₹7,600 crore Subsidy (Central + State): ~₹6,000 crore Net Investment: ₹1,600 crore Annual EBITDA: ₹300–₹400 crore (typical for mid-scale OSAT) Estimated Payback: 4–6 years
1
149
Interested to see how this will play out in real, Investment of 7600Cr and payback in ~5 years :-). Long way to go for CGSEMI. Invested and biased.
116
Great talk by Vellayan Subbiah, always learn something new from him and immensely benefitted by investing in the companies managed/led by him. youtu.be/ZTJUDRSX8nQ?si=NK81…
168
Must read post
“Bahawalpur.” I still have chills in my heart from when I first heard that town’s name in late January 2002. For the 23 years since, I have reported on how Pakistani intelligence and military leaders have used that city — Bahawalpur — in the southern province of Punjab as a base for its homegrown domestic terrorists. When I heard India bombed training camps in Pakistan this week in Operation Sindoor, in response to a Pakistani terrorist rampage in India’s Kashmir state, I had one city’s name on my lips: Bahawalpur. Did India bomb Bahawalpur? It did. I knew then India was striking actual hubs for Pakistan’s homegrown domestic terrorism. Why do I know? My friend, WSJ reporter Danny Pearl, went to Bahawalpur in December 2001 with a notebook and a pen. Gen. Pervez Musharraf had just promised he was shutting down Pakistan’s militant groups after a strike by Pakistan’s terrorists against the Parliament in India, and Danny reported on the militant offices in Bahawalpur. He literally knocked on their doors. Dear Dr. @yudapearl, this story is a window into Danny’s reporting enterprise. And because people will wonder: Danny was no cowboy. This was a calculated low-risk reporting trip because no journalist had been targeted for kidnapping in Pakistan. Around that time, Danny sent me an email: “I’m anxious to go to Afghanistan, but I’m not anxious to die.” What did Danny learn? The militant training camps were open for business in Bahawalpur. On Jan. 23, 2002, Danny left a home I had rented in Karachi, Pakistan, for an interview. I learned Danny’s fixer, Asif Farooqi, had arranged an interview for Danny through a man named “Arif.” Danny didn’t know it but Arif was the PR man for a militant group, Harkutul Mujahadeen. What was Arif’s hometown? Bahawalpur. The police launched a manhunt to find Arif in Bahawalpur. We learned Arif’s family faked a funeral for Arif. Police found him trying to board a bus in Muzaffarabad, across the country by Pakistan’s border with Kashmir. It is another town India said it bombed terrorist training facilities. Arif had handed Danny off to Omar Sheikh,a British-Pakistani dropout from the London School of Economics, radicalized in the 1990s in London mosques. He went to Pakistan to train in these militant training camps. Then he kidnapped tourists in India. He was caught and jailed but on Dec. 31, 1999, he was traded for hostages in the hijacking of Indian Airlines Flight 814. Omar Sheikh was freed with Pakistani terrorist leader Masood Azhar, whose family was allegedly killed this week by India’s air strike in Bahawalpur. Did Pakistan jail Omar Sheikh and Masood Azhar when they returned to Pakistan with a third terrorist, freed from India’s jails? No. Pakistan’s military and intelligence gave them safe passage. They used them as weapons against India. But in fact these domestic terrorists have waged war against innocents in Pakistan, like civil society activists, Benazir Bhutto, Punjab Governor Salman Taseer, schoolchildren and countless others. Their extremism has ruined Pakistan, and Pakistanis can’t blame America for creating the mujahideen to fight the Soviets in the 1980s. Pakistan has had a duty to dismantle those terrorist bases — for even the safety of its own people. What India is doing is a strategic attack on terrorist bases Pakistani military and intelligence should have eliminated but never did in their obsession to take over Kashmir. You will see parallels in the propaganda messages against India and Israel. Like Hamas, Pakistani terrorists crossed a border to kill. Now, Pakistani propagandists call themselves victims of their “fascist” “colonizer” neighbor. It’s the Reverse Uno strategy of moral inversion, just like @stoolpresidente got from the Temple student who won’t take responsibility for promoting the “HATE THE JEWS” sign. Don’t fall for it. Nations, communities and people must own up to their extremism, from Bahawalpur to beyond.
3
12
2,795
Replying to @anandmahindra
@anandmahindra @HydLandmark. Dear Sir I would like to bring to your notice that Landmark Cars Hyderabad are not returning the money after cancellation of booking and it has been almost a month. Pls note that I am proud owner of XUV700 which was delivered by different dealer.
1
93
#LandmarkMahindra don’t know what they do, never book a car with them.
1
59
@MahindraRise @Mahindra_Auto @HydLandmark, need your intervention to process the refund I am tired of following up with the dealer
1
68
I lost my wallet today when I was on my bike - around 12:30 am. Bhaskar found it on the road and could get my contact on backside of a photo. Grateful and Thankful for his good deed 🙏. I did the exact same thing few years back and felt the power of good Karma
8
254
Whoever is following TI and CGPOWER closely by reading Press releases and listening to Concalls will understand that the runway is long and there is benefit of holding these stocks for multiple years. Not a recommendation to buy at these levels.
CGPOWER to have its own CG1, CG2 and CG3 (Mr Vellayan from TI concall) ... You need to understand Tube investments to understand this and you need to understand DANAHER from the US to get the full picture.@Vivek_Investor @Coolfundoo
1
2
377
CGPOWER on 🔥🔥, as I said the runway is long and you need patience and conviction to hold these GEMS. Disclosure: Holding from much lowers levels and not a recommendation to buy
119
One of my father's close friends, a retiree had put 1 Cr in a scheme, where he was promised 12% FIXED interest every year. It was a Gold Company. He got back: Yr 1 - 12 Lakh Yr 2 - 12 Lakh Yr 3 - 12 Lakh Seeing his success, his friends also invested few crores of life savings. Yr 4 - 12 Lakh Yr 5 - Company went bust So, he got back 48 Lakh, but lost his principal. He lost his friends, their money. Psychologically, very taxing. Learning: - If anyone offers you more than FD returns (Fixed return above 7 to 8%), please take this with a pinch of salt. - Most people invest their life savings in such schemes. Please note that, even in a bank, only upto 5 Lakh is insured and even that is not easy to recover, in case of a problem in the bank. - There are many unregulated companies with such debt schemes. Some give 10%, some 12% etc. AVOID. - Never put your life savings in such schemes. The RBI will not insure above a certain amount. Also, most of the cases, it gets written off. - We are common man. The court case will probably get resolved, after we are gone. - There is no free lunch. Take high interest, reward points, easy credit with lots of caution. Return of Capital is more important than Return on Capital. Share this with your friends. Especially with your parents. Repost for higher reach. If a few thousand people can benefit from this information, my work is done.... #FI
130
510
22
2,078
400,509
The way I recommend Aurum services to my friends and relatives, I should be asking @jitenkparmar and @niteen_india to introduce referral bonus. Jokes apart, this is one happy customer who simply can’t resist a good service to be promoted for any serious long term investors.
4
6
41
10,552
I can vouch for this, I have been following @jitenkparmar for some time and got to know about the advisory service. I am only a recent subscriber and also recommended this to my friend. We are happy and would recommend serious long term investors to take a look at their offering
Your day is made when you get such response from your subscriber. Extremely happy for him. Wishing him good luck. Our focus remains on our process and value investment. We may go wrong, will make mistakes but we will accept and correct as soon as we realize. If markets remain challenging, we might also be challenged. But our endeavour will always remain to be disciplined and back the ideas in which we have conviction. @jitenkparmar @niteen_india
1
4
16
7,244
Legendary answer about revenue! 2019 interview by sam (ceo openai) 😂👌🏼 #chatgpt
51
459
178
2,178
485,977
Hey @IndiGo6E! With great market share comes great responsibility. Turns out, it’s great arrogance, in your case. No clear communication, no movement on flights that have only gotten further delayed, no ground staff in sight, no empathy even for elderly passengers.
17
20
6
199
50,237
CGPOWER to have its own CG1, CG2 and CG3 (Mr Vellayan from TI concall) ... You need to understand Tube investments to understand this and you need to understand DANAHER from the US to get the full picture.@Vivek_Investor @Coolfundoo
1
4
I can think of Mr Vellayan of Tube Investments as a Rebel capital allocator. @Coolfundoo @kushkatakia @Vivek_Investor
Rebel capital allocators The 10 basic principles for finding outstanding CEOs $BRK $CSU $BAM $AMZN $EMBRAC
4