Aditya Pahilwani
@AdityaPahilwani
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Love to talk about react native, cross-platform development, and how things work under the hood. work at @onequince
Joined June 2017
My @ReactDayIn talk - "Trying to understand the new architecture of react-native with JSI" is out on YouTube. Feel free to DM about any kind of feedback around the talk or any questions from the talk. slides link in 1 comment.
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RT @Mitesh_Engr: MTF is more dangerous than F&O. SEBI should control that instead of making new rules in F&O every month. Find how many l….
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Original tweet.
Hot Take🌶️. if FnO volumes are curbed more their revenue are already affected. Brokers would push MTF, and it would start with unreasonable TPs, and stock valuations become completely absurd.
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Called out this long back, the more regulations SEBI puts on FNO the more revenue brokers would loose, they would choke their users with MTF which is happening since months, harmful for investors as stocks are now complete momentum.
Margin Trading Funding (MTF) has become very popular amongst retail. Total book has reached ₹96000 Cr in August & surpassed the ₹85400 Cr level of the peak Bull market of Sept'24. MTF requires only 20% funding. 80% is funded by the broker at 9-15% interest. It is safer than F&O
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SEBI should also consider delisting delisting capital market players, constant bullying for no good reason.
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It would have been better if they had shared details before the concall, as it’s still unclear what camsAi is and what its total addressable market could be.
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The Q1 concall gave the impression that management is looking to diversify beyond mutual fund revenues. I just hope they actually follow through this time, as past efforts have lacked momentum. I’m hoping for some positive developments here.
#NewsAlert | CAMS: Introduces CAMSAi for capital markets and BFSI. #CAMSAi #CapitalMarkets #BFSI #Innovation #TechInFinance #BusinessUpdate
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ironic enough people who are not paying any tax, are the most bullish on India. and people who are paying taxes are the most bearish 😂.
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though groww gives option to be in SOA, but it also needs to advertise difference between 2 as well.
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it was on lines with easy redemption and maintaining kyc, atleast let users know about the difference the last video is a year old and people might have slept on it because of irrelevancy at that time .
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This is balance sheet of zomato and it’s a clear winner here, if I knew how to interpret all of this earlier I wouldn’t have sold zomato
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For those bullish on Swiggy post-Q1:.Take a closer look at their March balance sheet. With a burn rate of ₹1,000+ crore per quarter, runway is tight. Unless unit economics improve drastically, they’ll either need a QIP, take on more debt, or risk getting wiped out.
#MorganStanley maintains 'overweight' rating on #Swiggy with target price of Rs 450 . For more, visit our Research Reports section:
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RT @ShopifyEng: Hey React Native developers! . We're thrilled to introduce FlashList v2 ⚡️, a complete rewrite that's faster, more precise,….
shopify.engineering
FlashList v2 is a complete rewrite, delivering faster load times, improved scrolling performance, and precise rendering without requiring item size estimates. It powers thousands of lists in the...
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RT @mustafa01ali: Today we are releasing FlashList v2⚡️, a complete rewrite for New Arch that's faster, more precise and easier to use than….
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disc: invested in all proxy plays of capital markets since 2024 have seen them at 100% profits and at 0% or negative after it, didn't sold them at highs or not at low. my thesis is unchanged, all of them have a long way to go.
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if someone is invested in theme, it's not something which would perform in 2-3 years for it's next leg of growth it needs more deeper penetration of equity which is long way.
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given that large 3 months have been good and they all had muted quarters, if markets become choppy there would be more downside to their revs and many investors would be wiped out here . only kfintech would be able to do good with their non-mf growth, cams struggling here.
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