Dilip Ray(దిలీప్ రే) 🇮🇳
@iRayCD
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Investor, AI Engineer, Founder of @app_teja. Respect(all species and Mother🌏) unity in diversity. No Hate
India
Joined July 2009
Markets must serve people’s needs, and the government’s only job is to establish the proper framework. The government’s role is not to run businesses. However, governments should be held accountable if they fail to provide adequate infrastructure within the country. The
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₹15,000 Crores, 1.5 Crore Beneficiaries, Perfect Timing—A Question About Electoral Welfare Schemes I need to talk about something that's been bothering me since the Bihar elections. Bihar's budget: ₹3.17 lakh crore Bihar's own revenue generation: Only 26% (rest from Centre)
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Most of the people have zero empathy towards the dead and be silent, political vultures and social media influencer opportunists taking control of the situation.
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The abrogation of Article 370 has not led to any meaningful return of Kashmiri Pandits. The approximately 2,100 who came back represent less than 2% of those who left, and ongoing security concerns, poor infrastructure, and inadequate rehabilitation measures continue to prevent
kashmir-rechords.com
The Kashmiri Pandit population in Kashmir fell from 55,052 in 1921 to 6,514 in 2024. This has left an indelible void in Kashmir’s cultural & social fabric.
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Outside view from Vande bharat near Delhi. ₹ 90,000 Crores spent on Swachh Bharat Mission. With this budget, one might expect India to be as clean as Switzerland 😭 https://t.co/iDFVBgYf1O
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Realtime update of policies because on the vote patterns.
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Lenskart Solutions IPO concludes with strong 28.26x subscription. SEBI and RBI
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Zohran Mamdani reaffirmed his immigrant roots and quoted Nehru in his Victory Speech. He’s managed to piss off both the American Right AND the Indian Right Wing.🤣🤣
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Titan vs Lenskart - Who to trust Titan just mentioned in their concall that Eyewear market size is ~30k Crs right now, and ~45k Crs in 2030 Lenskart says eyewear market size is ~75k Crs now, and 1.5 Lac Crs in 2030. Their estimates for market size is basically 2.5X of Titan
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"No one knows better than myself how much he (Nehru) has laboured for his country in the last two years of our difficult existence" - Sardar Vallabhbhai Patel Source: Patel’s tribute for Jawaharlal Nehru’s 60th birthday in 1950.
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Good ‘memes’ on IPOs, Valuation is joke, retail will always the loser.
Lenskart IPO is undervalued at 70,000 Crores The bull case for Lenskart is every Indian purchasing glasses at 1500 INR to generate revenue of 2.1 lacs crores with 63,000 crores profit in FY2089-2090 The fair value for Lenskart is 18.9 lacs Crores
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11 times Price to sales sounds crazy for a retailer with a limited Tam and focus on one category..highly valued. Lenskart valuation
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Are you going to take losses on behalf of the commodity traders? @SEBI_India @MCXIndialtd
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In India, Fake nationalism prevails Patriots are in jail Control is under cronies What is freedom? Are we republic? Is this democracy?
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People can be however blind they want to be.
Remember? Ravish Kumar resigned when Adani bought NDTV Today Google has partnered with Adani Will Ravish Kumar leave Youtube in protest now?
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Now it's bitcoin
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