Shankar Sharma
@1shankarsharma
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The Great Hare. Building GQuant FinXRay into the Small Investor's No.1 stock market tool. Early Amazon,Apple Investor. Life's RoE & PE Enhancer
Global Citizen
Joined January 2015
I'm now convinced that India's real teji will start ONLY when my dear warm, rotund, cuddly, chul-buley, frisky, old friends, @varinder_bansal & @_anujsinghal stop doing dandiya+garba+bhangda+kathak at every aaltu- faltu news about how it's "great for Bharat"
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~20 years ago, when asked for stock market advice in the 2004-7 teji, by my house help & guard, Yadav, I told him " Chup chaap, Gold mien har month paisa daalte raho. Aur annual bonus ka paisa Zameen mien daalte raho. Yeh stock market ki taraf khabardaar kabhi dekha to..."
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[SILLY POLLY BEAST] A huntress should be well-equipped for the job... but, sometimes certain weapons can be more effective than initially expected! Silly Polly Beast launches tomorrow, October 28 at 11am EDT / 3pm UK time, for PC, PlayStation, and Xbox.
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My interview in Mint newspaper today. I remain selectively bullish on Indian small caps, as I have been last 5 years. But LORT doesn't look too happy with India & US, since Sept 2024, and Index returns should be sub-par next few years ( US is a major laggard in Euro terms, as my
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Chalo, kisi ko to fayda hua apun ke interviews par time waste kar ke ( Just FYI, Twitter was a no brainer at $9-10 back in 2015-16: was actually profitable but idiotic Wall Street analysts would keep harping on GAAP losses... But that was because of ESOPs. It went up ~5x
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Happy Diwali to aaaaaaalllll Bachha Party, 🎉, Buddha Party 🥳🥳, Baby Party, Genius Party, Gadha Party, Kaun-gress Party, Bizzeepee Party, Stray dogs party, Straying Men & Women Party, and the rest of brahmaand!!!
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The U.S. Constitution has 4,400 words. It is the oldest and shortest written Constitution of any major government in the world. You can read and understand the entire U.S. Constitution in graphic novel form.
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Kya Desh hai Bhai! I got dozens of Diwali messages from all my China suppliers of various goods that I buy from them. They really put effort into customer relationships. It is not about their production and technology. It's about customer service. Nobody matches it
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To succeed in markets, the only theory you need to understand is Probability Theory. Rest everything is a waste of time.
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Indeed. If there is a single very large seller, which forms a dominant bloc, then the bargaining power of the platform decreases. We can see that in yesterday's battle between China & the US over rare earth. But the fact remains that once you start looking at America as a giant
@1shankarsharma @rab9604 Sir , one more thing …platform has very little choice when it comes to its biggest seller (China).. even Amazon or Flipkart or Zomato if they have a large seller will New’s to give priority treatment …and smaller sellers can be screwed royally ??
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"Data is Commodity Perspective is Rarity": https://t.co/4XNehIzorZ Co-authoring this article in Business Standard,on Food delivery apps & Tariff Wars, with @rab9604 Amit Bhartia, 30 year Global fund manager veteran, with Jeremy Grantham of GMO, & one of less than a handful
This article by Shankar Sharma is going to open doors and windows in your mind like nothing else EVER will! And suddenly, the Tariff War will finally make sense! 👉 Read the full article here → https://t.co/1GjJfwE805 If you enjoy connecting dots others miss, you’ll love GQ
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🎥 Inside Alliance Entertainment $AENT: Exclusive Deep Dive with Chairman Bruce Ogilvie Alliance Entertainment isn't just a distributor: it's a $1.1B revenue engine powering 35,000+ retail storefronts and 200+ e-commerce platforms with vinyl, video games, collectibles, and more.
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Grok gets this " Elite Athlete Heart Rate" bit spot on! Entering my 60s, this feels great 😊😊!
@Curiousbitch111 @1shankarsharma The image shows a pulse oximeter reading of 96% blood oxygen and 48 bpm heart rate—a low resting rate typical of elite athletes, indicating strong cardiovascular fitness. Shankar achieved this via: - Norwegian 4x4 protocol: 4x4-min high-intensity intervals (85-95% max HR) with
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Have trained towards this heart rate of 47-48! Norwegian protocol, Japanese walking, some other bio hacking using really amazing instruments! ( will discuss in due course, from my biohacking lab)
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This is the most beautiful part of Bombay. The Bombay I have lived , loved and grown up in. All the buildings in that area need to be completely revamped. The Kala ghoda area & behind, has to become like a European Old Town: it has all the ingredients. Just clean it up, make it
Opening next week, this beautiful bldg, a landmark structure formerly called The Turner Morrison Bldg, will be competing with Reliance's Jio World Plaza in BKC. The ultimate fashion address in South Mumbai. Can it change the fortunes of Aditya Birla Lifestyle Brands Ltd (ABLBL)?
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Do go and read this book to understand why Western societies are far more evolved in terms of fairness and equity. It is core and foundational, but it is not accidental. It is the result of a very careful process of evolution and education. Our laws are still British era with the
@1shankarsharma Very interesting. It all comes down to mindset of the society. All these politicians and officers are from within us only. Until society introspect its ways, things look difficult to change.
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Feature Update: TradeLock Even more customizable! In addition to the default unlock times of 6pm/6am, traders can now utilize the X Minute & Specific Time Unlock features. For example: - A trader wants to "cooldown" for 5 minutes after a lockout - the trader uses the Minute
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Doing a 12 month review of my Family Office's portfolio across markets, since India peak of Sept '24, a few things stood out: 1. India & US today are my lowest exposures ever, in 30 years. Worked out well 2. India portfolio, last 12 months, has been quite outstanding though.
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If indeed this is true, looks @#$&@@# scary
No country has been impacted by trade with the US this year as much as India has. -35% since the end of August
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I agree with @SahilKapoor Basically, investing is a game of playing tukka- tukka, sexed up as some exotic, arcane science. Like I always say:" There are no Great Investors. There are ONLY great Bull Markets"
@1shankarsharma @anuragsingh_as The core idea 1. Rather than thinking deterministically (every metric can be exactly pinned down, like like PE, PB, or FCF yields) to thinking mathematically (populations may reveal structure, even if individuals vary). 2. Leave a large room for randomness and know that it
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What I notice lately in Indian fin media,is something called " Ratio chart" ie, Relative Strength charts. People are comparing NIFTY to Gold, Silver etc etc. I can offer plenty more such charts people should make and then give predictions on Indian mkt future: NIFTY/Platinum,
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Happy Friday, fam! The week’s wrapping up, but security never sleeps. 🔒 At SolidProof, we’re proud to keep the blockchain space safer one audit at a time so projects can focus on building, not worrying. Have a project that needs a trusted audit or KYC? Let’s make your launch
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Again, as always, a good time to re-visit that "calculating" and using Index PEs for anything sensible, is, well, utterly non-sensible https://t.co/HIFahg4YEi
India #Nifty: A year of flat returns Below chart by @SahilKapoor explains the co-relation. Expensive market with >20 PE (forward) almost always results in poor returns. Good returns always result from cheaper valuations. Stories with High prices or High returns ? Pick one.
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Exactly my view for long: Govt Capex is an andha Kuan: No ROIs ever given. Details are sketchy. No forum available to question Govt on spending usage, like we do for companies. Ignorance is bliss, I guess Capex mirage? The hidden truth behind India's public spending
livemint.com
India’s rising capital expenditure is hailed as a driver of long-term growth, but a closer look reveals misclassified spending, hidden bailouts and mounting debt risks. How much of India’s infrastr...
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Thanks. Sometimes investing does come down to very very simple light bulb moments. The 1998 one was one such.
@1shankarsharma The snippet on services as part of the economy was such a simple and explosive point!!! Simple Things people miss out on!!!!!
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