Ritwik Rai @Ritwik_Rai Twitter profile

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Ritwik Rai

1 month

As an advisor, your greatest gift is not your intelligence. Your greatest gift is if you get clients who trust you. You will be as good as your clients allow you to be. I am gifted. 🙂

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Ritwik Rai

@Ritwik_Rai

3 months

@Health_z_wlth So the younger doctors should think about alternate careers?

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Ritwik Rai

@Ritwik_Rai

3 months

@Health_z_wlth Asking seriously - how about doctors?

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Ritwik Rai

@Ritwik_Rai

1 year

@TrueIndology @sardesairajdeep Two helpful pages from "Eminent Historians", by Arun Shourie.

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Ritwik Rai

@Ritwik_Rai

1 year

@UnSubtleDesi Anam Ali is a a force of nature that will serve as a bridge in these times of polarization. While she sings only for Congress, committed RW guys like @Iyervval and @rahulroushan are becoming slaves to her melody. Indian magazines/TV channels should cover the phenomenon.

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Ritwik Rai

@Ritwik_Rai

4 months

@BMTheEquityDesk Jo chahiye tha, wo nahin Mila?

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Ritwik Rai

@Ritwik_Rai

7 years

@ShekharGupta @rajcheerfull You know you are looking at serious work when pie chart percentages don’t add to 100.

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Ritwik Rai

@Ritwik_Rai

1 year

@tanvi_madan How does indigenization automatically imply weakening security? Kindly elaborate and enlighten.

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Ritwik Rai

@Ritwik_Rai

1 year

@amitsurg Constituent Assembly debates (Chairman)on why India has been called a "Union of States" "Though the country and people maybe divided into different states for convenience of administration the country is one integral whole, its people a single people" Ambedkar anticipated Gandhi.

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Ritwik Rai

@Ritwik_Rai

2 years

@_anujsinghal Cheers, Anuj. 👏 👏

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Ritwik Rai

@Ritwik_Rai

6 years

@PChidambaram_IN @KartiPC The “mystery”. Unless you are speaking of stuff that can be traded and is “liquid”, you don’t buy things just because the (new) price is lower. You buy as much as you can afford (assuming prudence). Get tutored by @Iyervval on the specific subject here:

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Ritwik Rai

@Ritwik_Rai

1 year

@tanvi_madan You say above that people "prioritize" indegenization over security. Either (a) there are a lot of people saying security doesn't matter, indigenization does; or (b) you've assumed that indigenization automatically implies weaker security. I don't see evidence of (a)...+

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Ritwik Rai

@Ritwik_Rai

1 year

@spignal Why only post-war global order? You should also take credit for pre-war global order — Europe has “devised” the global order for centuries. Jaishankar has begun to ask you “Who gave you the right to do “devise global order?” Has started saying “take your order and…”

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Ritwik Rai

@Ritwik_Rai

2 years

Some thoughts on what has happened with #TV18Broadcast today and how to assess your risk-reward from here on. (1/n)

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Ritwik Rai

@Ritwik_Rai

1 year

Manu Joseph has many good habits, but I could see that he has one bad habit: unconditional buying into the “idea of AAP” as the party with monopoly over truth and honesty, despite evidence to the contrary. Such behaviour happens mostly because of an ulterior motive.+

Diva Jain

@DivaJain2

1 year

Dharma binds India together. No Superstar, South or North can defeat Dharma :)

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Ritwik Rai

@Ritwik_Rai

6 months

@JethmalaniM Hindenburg took stuff from Mahua. Mahua took stuff from people like Dalal, or Mukherjee. None of it mattered. That report was practically shrugged off by the market on day zero. It began to matter only when some very powerful ppl in finance ENDORSED IT. +

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Ritwik Rai

@Ritwik_Rai

1 year

@greatbong I don’t know what’s the truth here, but surely Randeep Hooda’s movie is not the first to make a connection between Khudiram Bose and Savarkar. (Below from May 2022 article in Pioneer).

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Ritwik Rai

@Ritwik_Rai

8 months

@EconomicTimes @DrDeepakKrishn1 Isn't it odd then, that some of the hardest working people you have met are doctors? And the hardest working doctors must actually be the smartest of the lot.

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Ritwik Rai

@Ritwik_Rai

2 years

I think the reason Bollywood is failing is that they have developed industry structure and content philosophy on premises that their audience will transition to western way of being, while a counter-trend has started in real life. #PVR +

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Ritwik Rai

@Ritwik_Rai

1 year

@tanvi_madan Debating those trade-offs should not make one anti national, agree. But who called anyone anti-national for debating those trade-offs? I am afraid you are creating a straw man.

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Ritwik Rai

@Ritwik_Rai

8 months

@ByRakeshSimha 14:00-15:00 is very interesting: Rishi Kapoor reminds Amitabh Bachchan that he had to take a written test before he could act in his first Hindi movie. @GemsOfBollywood

Amitabh Bachchan & Rishi Kapoor | In Conversation

Amitabh Bachchan and Rishi Kapoor get together on stage for their film 102 Not Out and talk about their golden experiences of acting and Bollywood films.Read...

www.youtube.com

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Ritwik Rai

@Ritwik_Rai

3 months

@x_rahulraj You are taking your voters for granted when you don't do what you have been voted in for. I at least haven't voted for them to win Fair Play Awards at all costs. Politics is the art of the possible. They are doing what it takes. Taken for granted? Quite the contrary, in my case.

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Ritwik Rai

@Ritwik_Rai

2 years

@Ajay_Bagga I am wondering where the supply is coming from so that gold prices haven’t changed at all since then.

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Ritwik Rai

@Ritwik_Rai

1 year

@arindam___paul @ImAnjishnu It's nice to let everyone who couldn't afford Hotstar to watch IPL, but I doubt it creates any opportunity for anyone except viewer. Newspapers tried this decades ago. The advertisers would say: why would I want to pay for a reader who can't afford a newspaper?

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Ritwik Rai

@Ritwik_Rai

1 year

@tanvi_madan Maybe. Maybe you should provide some references too, for it seems like you are referring to a commonly held belief of “prioritising” indigenisation over security, which you have no evidence of. Will love to learn, if you can point out instances of ppl asking for prioritisation.

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Ritwik Rai

@Ritwik_Rai

16 days

@muditfx

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Ritwik Rai

@Ritwik_Rai

2 years

@sahil_vi He is a contrarian who has read lots of books and come to a realization that to be contrarian means to hold the view that you can't consistently beat the market. Ergo, he is not just any contrarian, he is a contrarian's contrarian.

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Ritwik Rai

@Ritwik_Rai

1 year

@tanvi_madan Agree, I have over-simplified in that sentence. But tell us who are the people you are referring too, who are saying India should trade-off security for indigenisation?

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Ritwik Rai

@Ritwik_Rai

2 years

There is something so reassuring and inspiring about this video. How tradition mingles with plain play, here, it seems so right.

βα|α

@iam_balaa

2 years

A wedding ceremony was held today at the Guruvayur temple. Father and daughter (bride) in the arena, when the bride and groom arrived with Ishtakala.

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Ritwik Rai

@Ritwik_Rai

1 year

@tanvi_madan You are referring to a former navy chief, and his thoughts about what should be the tone of the debate. Not about what weapons we should have. About the tone of debate. Former navy chief should decide what tone of debate India should have. Wow. Talk about expertise.

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Ritwik Rai

@Ritwik_Rai

1 year

@iMac_too That's the first thought that came to my head - how Jaishankar would have answered a question like that. 🙂

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Ritwik Rai

@Ritwik_Rai

5 years

@SAMEER0107 @5Forty3 2 ppt is the right swing to factor in, too. Yeah, UP is one state where BJP might benefit from the #NYAY gambit.

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Ritwik Rai

@Ritwik_Rai

1 year

@Hardism To make sure the reader is on the same page as the writer. Introducing Rajmouli vs. introducing Rushdie, New Yorker style - blunt and brazen.

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Ritwik Rai

@Ritwik_Rai

5 months

@divya_16_ Modiji 80 crs logon ko langar parcel karte hain aaj ki date mein. Punjab se hi wo anaaj khareedte hain inflated bhaav mein, aur gareebon mein baant dete hain free mein. Kuchh bolte nahin hain, modest hain.😀

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Ritwik Rai

@Ritwik_Rai

7 months

@rahulroushan I love the interviewers expressions.

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Ritwik Rai

@Ritwik_Rai

3 years

@vikramsampath @TheLallantop @saurabhtop 1:05 “Mujhe jo lag raha hai, jo Sampath ka reasoned argument hai, wo thoda thoda us line or jaa raha hai, isliye mujhe thodi pareshaani jo rahi hai.” What a compliment, when they hate your position, but can’t dismiss, can’t disprove it. Vikram Sampath, intellectual Kshatriya.👌

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Ritwik Rai

@Ritwik_Rai

1 year

@KartikeyaTanna When one reads it, it's almost as if Ambedkar fully anticipated this day would come when someone like Gandhi will abuse the article. He says "The Drafting Committe thought that it was better to make it clear at the outset rather than leave it to speculation or dispute".

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Ritwik Rai

@Ritwik_Rai

1 year

@chandrachurg Reading this page from @vikramsampath 's book, I would have thought he qualified to be called an inspiration for Bose and most revolutionaries, by way of his book if not by his activities.

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Ritwik Rai

@Ritwik_Rai

3 years

@somnath1978 "Can't you just stay poor? Why should you have fantasies of consuming as much as the western guys? Don't you see that if you consume as much as us, the planet will collapse?" Wow. Chutzpah.

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Ritwik Rai

@Ritwik_Rai

4 years

@ShamikaRavi Our female labor participation, on the other hand, has fallen sharply. Somewhere around 2005, it looks like we made some big mistakes in policy, then persisted. 😷

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Ritwik Rai

@Ritwik_Rai

1 year

@ShivAroor I love malpua (home-made) and I think if you were to hold a poll for the worst mithai, soan papdi will decimate malpua to win the award.

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Ritwik Rai

@Ritwik_Rai

3 years

@somnath1978 Oh, this paragraph and what it tells about the writer. I hear what he is saying: "Whatever gave you the right to think you can be as well off? Just because the goras did it, you think you have a right to do it, too? Justice is about serving the strong, don't you know?"

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Ritwik Rai

@Ritwik_Rai

1 year

@AmritHallan @centerofright Good to see that people are connecting to their religion as a community. I have a little complain though. I find the bhajans are mostly sung on Bollywood song tunes, that steals all taste from the music. It's an opportunity for some real talent to show up, in bhajans and all.

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Ritwik Rai

@Ritwik_Rai

2 years

Really, it's high time the ragging period for #TV18Broadcast ended. Mr Market, please take note; I think it deserves a digit more but not awarding it 20x Fy22 (Rs 70) is gross and visible injustice. Aapko log seriously nahin lengey baad mein. 😑 (Disc: Invested, not a recco).

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Ritwik Rai

@Ritwik_Rai

6 years

@tavleen_singh Ma’am, please also correct Wikipedia (see below). Also, could you please elaborate on the matter here, so we see what your big point was?

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Ritwik Rai

@Ritwik_Rai

2 years

IRCTC still 50% higher than when the ancients called it a big bubble. 😉

Contrarian EPS

@contrarianEPS

2 years

#Flatform iex -46% irctc -53% indiamart -59% info @edge -52% nyka -46% zomato -60% vaibhav global -70% pb fintech -60%

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Ritwik Rai

@Ritwik_Rai

3 years

After a somewhat modest decline in the small cap indices in the past few sessions, many have begun to worry if this whole rally is going to fizzle out like the 2017 rally. I think it should cool off (say another 5-10%) but I don't have expect a 2018 style meltdown. (Thread)

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Ritwik Rai

@Ritwik_Rai

2 years

Various people make bullish commentaries on gold all the time. I don't remember the last time someone timed it as well with as much conviction. With "Gold Liya" reminder toppings. Hats off, @sidd1307 . 👏

Siddhartha Bhaiya

@sidd1307

2 years

Yo baby, she goes to 2000! #GOLD

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Ritwik Rai

@Ritwik_Rai

3 years

@sidd1307 The tragic part is: many of them do not know they are speculators. Many just think that buying into a monopoly business or into a stock that rises up every year/ month, they have done the “safe” thing.

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Ritwik Rai

@Ritwik_Rai

1 year

@Saiarav I read two stories in @thecaravanindiaon @DrSJaishankar , and on @sgurumurthy . It feels like the writer has been instructed to not let a page go without mentioning "Tamil Brahmin". Ironically, the piece on Gurumurthy at one point suggests he thinks about caste all the time.

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Ritwik Rai

@Ritwik_Rai

3 years

So, after all the price action today, #ZeeEntertainment , with TTM PAT of roughly 1000 crs has a market cap of 24K crs, and #TV18Broadcast with TTM PAT of c. 500 crs has a market cap of 6-7K crs. I wouldn't be betting on Zee at this point, except as a benchmark.

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Ritwik Rai

@Ritwik_Rai

7 months

@Capeeyush91 Morjim used to be a Russian joint until a few years ago, and adjoining area was an Israeli hotspot. Not sure if it should be representative, given current circumstances.

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Ritwik Rai

@Ritwik_Rai

1 year

@arindam___paul @ImAnjishnu I didn't understand. If they are not comparable, how did you conclude they are winning against TV?

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Ritwik Rai

@Ritwik_Rai

2 years

@ajitdatta Because Vivek Agnihotri's next 🎬 is Delhi Files. People should not be upset with Kejriwal about this. No man should be asked to dig his own grave.

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Ritwik Rai

@Ritwik_Rai

10 months

Rare generic advice: Concentrate, please. Objective is not to minimize tax outgo. Objective is to maximize post tax returns. Frame the objective right, first.

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Ritwik Rai

@Ritwik_Rai

5 months

India samajhne aaya tha. Delhi gaya. Phir bol raha hai bahut insane hai. Ekaad call nahin karna tha? Aur handle ka naam hai @HayekAndKeynes . Saala naam mein hi contradiction hai. Agar tere ko Hayek aur Keynes ek saath chalta hai, toh India samajh aana chahiye.

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Ritwik Rai

@Ritwik_Rai

2 years

@alok_bhatt Osho advised "Teevrata se jeeyein" (live with intensity), and set a fine example. 🙂

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Ritwik Rai

@Ritwik_Rai

1 year

@RMantri @NipoonJ

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Ritwik Rai

@Ritwik_Rai

3 years

I don't usually like to speculate too far into the future, but sometimes one just can't help make that aakaashvaani: "In 5 years time (or earlier) everyone will scratch their heads over why they didn't just buy a basket of TV news broadcasters." Truly bizarre, their valuations.

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Ritwik Rai

@Ritwik_Rai

1 year

@sanjeevsanyal @Iyervval

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Ritwik Rai

@Ritwik_Rai

4 years

@kaushikcbasu I find it odd that you are an influential voice, have all credentials, have all tools to demolish a bad idea but all that you have written is a tweet that could just as well have come from a politician. If it's a bad idea, please expose it with rigour. Many would like to learn.

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Ritwik Rai

@Ritwik_Rai

1 year

@Tushar15_ I am not a sympathy vote theorist, but I believe that by his own actions as well as by accidents (incl those in which he has reportedly invited foreign powers to help overthrow BJP), RG has positioned himself ahead of any other leader for a pan-India anti-Modi at all costs ppl.

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Ritwik Rai

@Ritwik_Rai

3 months

Nice article in today's Mint by @somnath1978 . Brings in the much needed nuance in discussion on matters related to derivatives and small-cap participation of the retail investor.

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Ritwik Rai

@Ritwik_Rai

5 years

@TheEconomist This chart. #Venkys

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Ritwik Rai

@Ritwik_Rai

1 year

@wrmead "How these statements by top leaders to a foreign journalist will percolate down to the grass roots is impossible to predict." No. Not impossible to predict. Voters are told the same things, election after election, that has been "disclosed" to you by top leaders. +

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Ritwik Rai

@Ritwik_Rai

3 years

@mehrotra_saket @caswapnilkabra @vijayshekhar Of course. My reading is that he had come to the studio more in a mood of being congratulated, and perhaps unprepared to answer for a 15% drop, and unprepared for Macquarie to be raining on his parade. And for public vote to be against him at that moment.

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Ritwik Rai

@Ritwik_Rai

3 years

We had sent a presentation to investors for #Venkys in the midst of the bird flu scare. The stock is up 18% today, and some might want to learn a bit about the co. 🙂

Ritwik Rai

@Ritwik_Rai

4 years

We have sent a presentation on #Venkys to clients and the investor community at large, that deals with our long-term and shorr-term views on the stock, including in the context of bird flu. The followings are some highlights:

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Ritwik Rai

@Ritwik_Rai

4 years

A heavily indebted company that several believe has no future pays a(nother) of thousand crores to the DoT. The ultimate insider is paying bills in thousands of crores. Seller beware, one should say. Caveat venditor. #vodafoneidea

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Ritwik Rai

@Ritwik_Rai

2 years

Our letter to investors mid way through Absolute Return Portfolio Vol 8. (Pg 3 only for subs) I know some purists will be like "Wow, you are a geo-politics expert?". I am not, but I don't have access to geo-politics experts, but I have assumptions. 😊

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Ritwik Rai

@Ritwik_Rai

2 years

@Ajay_Bagga There is some good news and some ordinary in the source (below): central banks have been buying for some time now, and the buying is coming mostly from EMs is I think ordinary news. Big CBs need to get involved for big rally else demand will meet supply.

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Ritwik Rai

@Ritwik_Rai

3 years

@sidd1307 The most adorable quality of quality investors (or at least, most of them) is they don't even know they are a herd. They actually think they have free will.

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Ritwik Rai

@Ritwik_Rai

8 months

@akshayalladi By that standard, I think it is correct to be worried about it. It’s having an effect on people and it is spreading.

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Ritwik Rai

@Ritwik_Rai

5 months

@achinmaheshvri @divya_16_ Yehi baat Punjab ke farmer ko samajhni hai pagle! 😂

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Ritwik Rai

@Ritwik_Rai

4 years

#Britannia has witnessed 20%/28% sales growth in April/May. Remember that time, when people used to say "The economy is so bad, people aren't even buying biscuits"? Act of God, for biscuit companies.

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Ritwik Rai

@Ritwik_Rai

3 years

@nrockstars So, as an example of how we "stalk our stocks", and how we think, see the below communication on #TV18Broadcast : (Not a recommendation at CMP)

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Ritwik Rai

@Ritwik_Rai

3 months

@IndiaSpeaksPR The "South vs North" is a created divide. It's like saying UP is different from Bihar because Bihar never voted in a BJP govt. Important thing is: those who are creating this fake division know this. And we should know them. And remember them. +

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Ritwik Rai

@Ritwik_Rai

3 years

Minority opinion: #Saregama (earnings, therefore stock) party will be on until normalcy returns, until theatres and malls open fully; until expenses of these music acquisitions start hitting the P&L and Saregama begins to spend heavily on A&P.

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Ritwik Rai

@Ritwik_Rai

6 years

@Chellaney If I know things right, Nehru’s justification on Akamai Chin was met with this response from a bald parliamentarian: “मेरे सर पे बाल नहीं है, तो क्या सर क़लम करवा दूँ?”

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Ritwik Rai

@Ritwik_Rai

7 months

@sidd1307 That has held true for 2 quarters now, during which small cap indices have risen c. 25%. Therefore a question also worth asking is: do you think the promoters are any better than you at figuring out what price their stock will sell at, 6 months hence?

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Ritwik Rai

@Ritwik_Rai

2 years

Correct me if I am wrong: he has been calling it a bubble from 300 - odd (1500 pre split)? I am quite certain he is wrong about how much.

Contrarian EPS

@contrarianEPS

2 years

irctc still has lot more downside, i can be wrong on how much.

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Ritwik Rai

@Ritwik_Rai

10 months

@AbhishBanerj Yeah. I remember my boss 2013-14, "sab log vote karna is baar, naukri bachaane ke liye vote hai". And we all holding stock market jobs knew he was right. 2014 was the first time I registered as a voter.

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Ritwik Rai

@Ritwik_Rai

1 year

@AnamAliPrayer @Iyervval @Aabhas24 This is HUGE, @Iyervval , especially since such a determined person as Anam Ali had already said she would only lend a melody to the Congress. @AnamAliPrayer Maharashtra Day is coming on May 1; couldn't you also sing a song for Maharashtra? Maybe a song for misal pav?

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Ritwik Rai

@Ritwik_Rai

2 years

@sidd1307 Often, the poor are poor because they have no ambition, they are happy with subsistence (chart). I disagree about inheritance tax, and fear you are in the state of mind that PV was when he asked for a LTCG.😐 Let people work hard. And hand over their earnings to whom they choose.

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Ritwik Rai

@Ritwik_Rai

2 years

#TV18Broadcast trading at 15X TTM earnings. It's a shame, although I would not call it unjust, given the complete lack of communication from the management. You are just not able to arrive at a valuation of (TV18 stake in) Viacom18 anymore.

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Ritwik Rai

@Ritwik_Rai

16 days

@DivaJain2 I actually went down to Good Luck Chowk in Pune every Friday to buy the Asian Age for Shourie's column. He has actually transformed a lot of people. Doesn't matter what views he holds now, he has taught so many how this should be done. 🫡

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Ritwik Rai

@Ritwik_Rai

4 years

Quite a screen. Green shoots for the end of dark ages in equity research and discovery. The tyranny of the gangs of "quality" may be coming to an end. Jai Ho.

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Ritwik Rai

@Ritwik_Rai

3 years

#ITC bulls come in a couple of varieties: there is the "other FMCG" bull, the "tukde-tukde gang" bull and the rarest of rare is the 🚬 bull (may also be called the valuation bull). (1/n)

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Ritwik Rai

@Ritwik_Rai

2 years

Finally, the day of the #TV18Broadcast fan arrives. 🙌

Ritwik Rai

@Ritwik_Rai

2 years

Really, it's high time the ragging period for #TV18Broadcast ended. Mr Market, please take note; I think it deserves a digit more but not awarding it 20x Fy22 (Rs 70) is gross and visible injustice. Aapko log seriously nahin lengey baad mein. 😑 (Disc: Invested, not a recco).

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Ritwik Rai

@Ritwik_Rai

3 years

The market seems to have checked out all that, and then checked into hotels, casinos, trains, suitcases, even airlines (despite crude) 🙂. Can't say all rational, but look, it's been a long time. A little tipsiness is fine.

Monika Halan 🇮🇳

@monikahalan

3 years

If the third wave does not manifest, we are looking at a super bumper year-end season of shopping, travel and indulgence. Check out airline ticket rates and hotel bookings for Dec Jan period to see what I mean! #GoCoronaGo

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Ritwik Rai

@Ritwik_Rai

3 years

What an earnings print from #Venkys for 3Q. 💯 Crs PAT for the quarter. Market cap: 2500 crs. Below is the note we sent to our clients/ investor contacts, after the bird flu fears broke out.

Ritwik Rai

@Ritwik_Rai

4 years

We have sent a presentation on #Venkys to clients and the investor community at large, that deals with our long-term and shorr-term views on the stock, including in the context of bird flu. The followings are some highlights:

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Ritwik Rai

@Ritwik_Rai

2 months

@swapan55 Party: India is not a nation, it is a Union of States Party's Philosopher: Not only a Union of States, it is a Union of Nations and even Continents

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Ritwik Rai

@Ritwik_Rai

4 years

#Titan conference call : management gives some interesting ideas: 1. Reverse flow could happen from equity/ MF to jewellery, given store of value demand 2. As weddings could possibly become smaller, that part of wedding budget could flow to "stree-dhan".

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Ritwik Rai

@Ritwik_Rai

4 years

Happy to announce the arrival of Alpha Alpha, a product that seeks to find great short-term opportunities WITHIN good long term opportunities. Our first stock in the series is #Venkys India. For the full note, write to: invest @ritwikrai .com

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Ritwik Rai

@Ritwik_Rai

1 year

@wrmead Instead, I think it's difficult to predict how readers of your newspaper will react to this balanced view, which has involved some preparation. Both pro/anti BJP guys will be like: "Hey, what happened to the @WSJ all of a sudden?"

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Ritwik Rai

@Ritwik_Rai

3 years

Our greatest hits in the past 65 days (returns 30% to 80%) in the #AbsoluteReturnPortfolio Volume 5: #SAIL #TV18Broadcast #Acrysil #SBI #GlobusSpirits #DalmiaBharatSugar

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Ritwik Rai

@Ritwik_Rai

3 years

One can just put a red dot when MNREGA was launched and see how it has destroyed LFPR. Modi knew it and he said it once, too. But didn't do anything to correct it is also a fact.

Abhishek

@AbhishBanerj

3 years

Worst part is if you read Basu's tweet carefully, he doesn't directly blame present govt He gives data for 2020, leaves out data for previous years and hopes people blame Modi. He is an intellectual fraud who depends on other people's ignorance to push fake narrative

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Ritwik Rai

@Ritwik_Rai

3 years

Starting this course for my children. The objective is to teach them quality Hindi as well as Mahabharat. Tough job ahead, as I am the teacher. Tougher still as I am myself just about ok at both.

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Ritwik Rai

@Ritwik_Rai

1 year

@RupakChatto IMO, an MPs house should look stately; it should look like power resides there. I wouldn't vote to shift MPs to living in a 2BHK, sometimes hosting powerful people, and feeling like an ordinary person. Appearances are important, too.

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Ritwik Rai

@Ritwik_Rai

1 year

@suryakane @KanwalSibal Irony is that his 2008 warning was not heeded by every major newspaper of his time. He never "thought about it" then. But to be fair, everyone has a right to "mature", to start listening to the most thoughtful guys - the major newspapers. 😅

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Ritwik Rai

@Ritwik_Rai

4 years

We have sent a presentation on #Venkys to clients and the investor community at large, that deals with our long-term and shorr-term views on the stock, including in the context of bird flu. The followings are some highlights:

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Ritwik Rai

@Ritwik_Rai

2 years

First quote of a 🧵. If you don’t think such a beginning should end up as an investment idea, read no further. Hey, you know Mark Twain was something of an investor who lost a lot of money in start up ideas? This thread won’t be about a startup. 🙂 1/n

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