vineeth (vin8-)
@inv_vin8
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obscure horizons & lost stars. zen mode. hibernation.
Pale Blue Dot
Joined June 2022
India spends heavily on defence but does not finance it. That distinction, subtle yet decisive, separates mature defence-industrial economies from those trapped in yearly budget cycles. Unlike agriculture, energy, or infrastructure, which have long-term credit institutions and
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This is why manufacturing is important for any country to be taken seriously geopolitically. If you decimate a nation’s manufacturing industry, you can easily cripple their war machine. Manufacturing is the key for us to unlock economic progress and protect our interests.
.@PalmerLuckey: “China would love to wipe out the American auto industry. “If China could wipe out our industrial capacity entirely, they’d never need to worry about a war with the US again, because they’d know we wouldn’t be able to get back in the game fast enough to matter.”
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Good news from Sivakasi - fireworks sale 7000 crore rupees - 1000 crore more than last year. People had lost interest in fireworks & and the fireworks industry was fading away. Thanks to activists/politicians/judges who tried to make a decision for the people. The industry has
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Desperation led risk seeking. Single-handedly the greatest ever feat of Independent India.
i still think about this image and how India managed to pull this off. Against all the odds 🇮🇳
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understanding nuance within i) & ii) is also nuanced. For ex: Take 2 industries - hospitals & solar modules. Modules have TAM that is literally exploding, but mkt discounts quality of future cash flows which can be stark as competition undercuts margins. (Only
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One of the better screening ways to outwit the game is to search for names that have: i)uber big growth triggers&areas where govt is expanding its BS in near-medium term;then look ii)huge/expanding TAM of that industry§or’s margin sustainability in long run,big terminal value
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Friendly reminder to those ‘analysts’ who keep showing up in concalls of A&Def players seeking guidance… & future plans + procurement of some products which mgmts will never disclose to public.
To all supporters of the Atmanirbhar Bharat campaign : remember, engineering and manufacturing are complex fields, and every new system faces initial hiccups. Take the criticism on the chin and keep moving forward. A year and a half from now, when two aircraft roll out every
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Extremely valid point.
Wealth without creativity is just lifeless money. Gold and silver have been rising for 5,000 years — nothing new in that. But where’s the creativity, the engagement, or the contribution after buying them? Investing in stocks keeps you intellectually and emotionally alive — it
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Scale, Scale pro max. IAF lacks 30 squadrons. Too late already.
I remember people used to claim HAL had unsuitable production facilities Aside from scale I’m not really sure what they lack now The alternative is license assembly of foreign designs
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Rigs, jigs , fixtures & cnc’s. The Jets ! More. & More. & A lot More.
#WATCH | Nashik, Maharashtra: Indian state-owned firm Hindustan Aeronautics Limited has created the third assembly line for the production of the LCA Mark 1A fighter aircraft for the Indian Air Force in Nashik. The first LCA Mark 1A produced by the facility is scheduled to fly
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Large Cement players might be cementing hard. Dalmia’s back to 1000+ EBITDA/ton in glory style. Industry tighlty consolidated over past 4 years and gst slab cut happened, boosting demand. Barring metals, this is another strong cyclical sector to watch out for.
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Did you know that this ubiquitous tech was developed by DRDO as bio-toilets for our armed forces?
23 million people. Every single day. Answering nature’s call… directly onto railway tracks. For decades, this was India’s reality—polluted water, corroded tracks, and unsafe conditions for track workers. But today, a silent revolution is cleaning up our railways… and it’s
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I think we are looking at the biggest crash in US history for the past 50 years (and not just a stock market crash). And it will have repercussions across the world. Whether the trigger is deflating of the AI bubble or accelerating trade wars or something else is not important.
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The decision to buy, sell, or hold — that’s where everything converges. All your intellect, your years of experience, and your studied understanding of markets ultimately compress into that one moment. It’s the crucible where logic meets emotion. Yet, for most of us, that’s
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If one keeps pumping a company everywhere after getting his entry in a trade& as if its done new invention after your entry out of nowhere; mincing words on every brekout following it,is nothng but an ego massaging exercise Truth be told, There’s nothing but insecurity behind it
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🚨 STARLINK JUST MELTED HIS BRAIN AT 30,000 FEET NBC’s Tom Costello went live mid-flight testing Starlink on a United Airlines Boeing. Streaming, uploading, FaceTiming from the sky. Thousands of SpaceX satellites locked onto a jet going 500 mph. No lag. No drop. Just
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5KwH should be fairly enough to easily cover daily consumption requirements of a 2000-2500sft typical Indian house.
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& I honestly did not expect it to be bottoming out there. In fact I was actually too early in Q1 to enter & then it gave almost 3 weeks of good opportunity still before showing real promise to the world …
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It was never about calling out bottom. That came in as luck. But was about how mkt ridicules a platform business that have incredible optionalities kicking in with deep pipeline. New age biz are mostly about scale, scale &scale. Leave some part of roe mindset’s in deep freezers.
You know it’s that time of the year when the … type of … … tweets….. ………… flowing around ….
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