Buggy Human
@SridharanAnand
Followers
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Open source foundation model
Madras as a state of mind
Joined June 2013
I've shared the outline of my IIMA talk at: . Since I don't know how to upload a pdf file in Substack, presentation pdf is on LinkedIn (sorry). It is a gory, 40-page monstrosity of slides+speaker-notes+links. Be warned.
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So, we maintained the tradition of setting an island on fire before Ram returns to Ayodhya?.
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Canada: .PM, cabinet ministers, top police officials drop everything & do a presser. India: .Deputy junior undersecretary's summer intern issues press release asking 6 diplomats to submit no-dues certificate and return library card by Friday.
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I'm telling Appa about Usha Vance's background, mention that her grandfather C Rama Sastry was Prof at IITM. Appa says, oh physics department, I knew him from when I taught metallurgy there. I once borrowed Cathode ray oscilloscope from his lab. Small world, South India style😀.
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Sanjay Gandhi's longstanding record of most involuntary vasectomies in a day might just have been broken.
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Just when Sam thinks it can't get any get worse, Ashneer tells him "we're the same, bro".
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Since I appear to have triggered a mass movement, one last one .
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"I pay first world tax, get third world infra". US federal govt collects $4.4 trillion tax, to be spent on 300 million people. Our central govt collects $400 billion to be spent on 1.5 billion people. 55x delta. To get rich world infra across the board, we need to get rich first.
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Breaking news: .Smallcap investors block roads, demanding MSP.
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Bad traffic jam in BKC. Bunch of daytraders blocked the road demanding MSP for stocks.
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RAW should just spread a rumour that Pannun is a Boeing whistle-blower.
BREAKING - Yet another whistleblower dies — Boeing whistleblower Joshua Dean dies suddenly after accusing supplier of ignoring safety flaws in 737 Max production - reports
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India's biggest blow to Canada since Ontario Teachers Pension Plan invested in Snapdeal.
India expels Canadian diplomat in reciprocal move. Read @ANI Story | #Canada #India #Indiacanadarelations
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170-IQ early employees who built Google watching 90-IQ DEI department burn it all down.
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As Indian-board parent who has made uncomfortable peace with IB-school for kid, here's my view of range of eventual outcomes:. Bear-case: .Purple hair, works for Malthusian NGO, throws soup at paintings. Base-case: .Enters some pursue-your-dreams line that requires burn-funding.
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Bit rich coming from someone who took seven phases to see through a fake email
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@GabbbarSingh Respect for anyone from centrally air-conditioned upbringing who can still succeed in “This is Sparta/Kota” domain. And to their parents.
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I returned to India after living in US from 1995-1999, a move that was a much bigger deal then than now. In 2019, I had penned some personal reflections on that choice & the two decades that followed.
It just takes one trip back home for any NRI who - swayed by emotion & some patriotism - contemplates to move back to India. Just one trip to cancel any such thoughts. Our eyes are usually numb to the squalor on the streets, but it’s super stark for someone who just came back.
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Electorate of 970 million. More than population of EU & US combined. Despite challenges, we run a higher integrity election process than the US. Our elections are the greatest expression of popular will in history of humanity. Don't let a few dimwit cribbus detract from that.
#WATCH | Chhattisgarh: Ahead of Lok Sabha elections, polling teams leave by helicopter to Naxal-hit areas, in Narayanpur. 11 Lok Sabha seats in Chhattisgarh will go to polls in three phases on April 19, April 26 and May 7. Bastar will be the only seat to go to polls in the first
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It's kinda amazing that one wedding ceremony has spanned two cricket world cups, IPL, Euro football cup, Olympics, two wars, three national elections, a handful of coups around the world and an Ed-tech implosion. God willing, it might just outlast the leader of the free world too.
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Island on fire: check.Bridge over sea: check (later today). Am assuming unknown gunmen will shortly bonk Dawood, since we're recreating the original Diwali so authentically.
So, we maintained the tradition of setting an island on fire before Ram returns to Ayodhya?.
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Brief history of the universe:. t = 0 : Big Bang.t = 1 : Tamil language created.t = 2 : Rajiv Shukla born.
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India's control of inflation over the past decade is an unprecedented achievement in light of our economic history, all the more since we also maintained 7% growth (outside of exogenous Covid/lockdown shock). Government & RBI don't get enough credit for this.
Core inflation shows a serious downtrend now, at 4.1% which is the lowest since 2019! Thats a good sign.
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We go there to write code, treat patients, run companies, pay taxes, obey law. At worst, some of us trade derivatives. We're not out on streets, rioting, calling for genocide, driving trucks into crowds. So, they've to find fake crimes to smear us with, like with that Cisco guy.
India's tech ecosystem is influenced by the dominance of privileged groups graduating from IITs. Lack of diversity in leadership roles perpetuates inequality and impacts business models and technologies.
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L1 tender process.
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A big part of Rohit Sharma's appeal, apart from kutti little things like genius batting & captaincy, is that a dude with a dad bod can do all this, that too while sporting the mildly annoyed look of someone whose Swiggy rider reached the wrong gate.
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So, at time of appointment as SEBI chairperson.-Ms Puri Buch wasn't an investor in Anil Ahuja's fund.-Mr Ahuja's fund wasn't a shareholder in any Adani company (and had never been one).-Mr Ahuja was not on the board of any Adani company. What exactly is the case being made here?.
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Before you make fun of a kid for believing in Santa, just remember many believe in DCF.
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Stop calling them farmers. This criminal mob is not representative of Indian farmers, overwhelming majority of whom are actually busy farming. These are rich, subsidized, vested interests from a single state & their hired hands, with questionable funding & an agenda not a cause.
#WATCH | Farmers continue 'Delhi Chalo' march on Ambala highway, onward to Punjab-Haryana Shambhu border
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I repeat - idiots view the world as good vs bad, sensible people view the world as better vs worse. Electoral bonds are better than whatever preceded them. They're not all good or perfect. But they're better, way better than any prior election funding system we've had.
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@GabbbarSingh @SandeepParekh As a public service message on behalf of introverts and misanthropes, we accept felicitations by mail.
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When Singapore allowed casinos, they came with a stiff entry levy for locals that deterred most from even entering. "Going broke is fine for dumb tourists but we don't want our people jumping off bridges". High friction costs aren't all that bad when it comes gambling.
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As son of a metallurgist, I have a magnetic personality.
As the daughter of a cancer researcher, Kamala Harris would bring a lifelong familiarity with science to the presidency, experts say
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Seeing all these new age influencers, I can't help wonder - was Arindam Chaudhuri just a man ahead of his time.
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Not going to believe Trudeau's resigned until Vidya Balan tweets support for him.
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Greatest investors of all time, by investment style. Value - Warren Buffett .Quant - Jim Simons.Momentum - Nitish Kumar.
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Bishnoi Group is full MNC now? .All that's left is to hire McKinsey to advise on M&A strategy.
#WATCH | Ottawa, Ontario (Canada): "It (India) is targeting South Asian community but they are specifically targeting pro-Khalistani elements in Canada. What we have seen is, from an RCMP perspective, they use organised crime elements. It has been publically attributed and
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There's a scene in Boston Legal where Denny Crane snaps "I don't want your praise, I want your respect". Praise or criticism, linked to being in or out of favour, isn't the point. In my book, no Indian investor earned more respect than Prashant Jain.
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My latest essay - an extra-long, extra-preachy one on what I've seen to be the biggest risk to compounding, whether business or investing. I discuss a risk that is as pernicious as it is underrated.
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Monisha beta, Bangladesh student leaders bolo, Taliban is too middle class.
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Passport renewal under Tatkal: .In 955am at Passport seva Kendra, out 1025am. 4-stage document check, form filling, approval process done in 30 minutes. The dangerous clowns who are trying to take us back to 80s India don't realize how far behind we've left that India.
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Making a giant pile of all our tax Rupees & setting it on fire will do less harm to the country than this.
#WATCH | Punjab: Addressing a public rally in Ludhiana, Congress leader Rahul Gandhi says, "As soon as the INDIA alliance government is formed, we will waive the loans of farmers, just like they (BJP) have waived the loans of millionaires. We will not just waive farmer loans just
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It's colossally irresponsible to allow a known charlatan to run this public circus on the eve of national elections. EVMs have been discussed threadbare, including in courts, for over a decade. Purpose of ongoing petition is innuendo & theatre, not facts & justice.
Over 4 Crore VVPAT Slips Verified, No Mismatch Ever Found; EVM Tampering Impossible : ECI Tells Supreme Court |@khannagyanvi . #SupremeCourtOfIndia #EVM #VVPAT #LokSabhaElections2024 .
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Shardul Thakur is like that Associate Partner on a consulting project. Unclear why he's there, what he does or what he's supposed go do. Team members, above & below him, have it all covered. He wants to help but no one has anything for him to do.
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About SVB, TIL.- Of 30+ analysts, 1 had sell rating.- Moody A rating .- Forbes best bank award. None of these 3 will face any consequences while shareholders are toast. If you're in stocks, no one has your back. You're all alone in the game. Rest r cheerleaders & commentators.
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Two legends who've achieved more than anyone else in their domain. No screening of questions. No limits. No filter. No lawyers. No fucks given. Happy to answer everything, offend everyone. Nothing close to this, anywhere else. Grateful for them & this annual ritual.
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"You merely adopted 8% inflation; I was born in it, molded by it. I didn't see 4% inflation until I was already a man, by then it was nothing to me but blinding! High rates betray you because they belong to me.”.- Shaktikanta Das to Jerome Powell.
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Rakesh-ji's effect was that lesser mortals in markets derived our strength from him. In scary markets, his optimism, clarity, conviction, audacity & even style of putting cynics in their place was enormously reassuring. We felt safer standing behind him. We'll miss you, Sir.
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If your investing is on basis of social media or influencers, my sincerest advice to you is - DON'T. Every single stock view I've seen here is poorly thought through & self-serving. If you need someone else for business analysis, your only equity exposure should be index funds.
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Neville Noronha is likely the most consequential CEO of the past few decades. Deserves a place on the Mount Rushmore of his ilk, alongside Bhaskar Bhat of Titan and Aditya Puri of HDFC Bank.
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Taught Kiddo three things he needs to know for a full life. 1. Murphy's Law.2. Happiness equation.(Happiness = reality minus expectations; and latter is more controllable).3. That a man can only speak two words to his barber (short or medium). Hopefully, that covers it all.
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"There are no synergies across companies in conglomerates". Tata Motors and Voltas: "Hold my kombucha"
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Kiddo seems strong at Maths but weak at bullshitting. Mildly worried about his future.
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Authorities got suspicious upon hearing that youth migrated from Bengaluru to Kolkata.
Rameshwaram cafe blast: NIA arrests mastermind, bomber from Kolkata. Read @ANI Story | #Rameshwaram #blast #Kolkata
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Boomer advice:.If you're relatively early in career & care about a fulfilling career, get back to office full time asap. Ya ya, traffic & all that. Life's tough, no one owes you anything. Employers are nice within limits but won't foot the tab for infra failings. You will.
🚨🆕 End of WFH? TCS asks employees to work from office 5 days a week from October 1.@debanganaghosh4.
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No one from physical sciences would ever introduce themselves as "Scholar of computational fluid dynamics here". I propose a law:.Anywhere you find folks self-accrediting themselves as scholar, that field of study is guaranteed gibberish.
Scholar of decolonisation here. This is not decolonisation. Quite the opposite: recolonisation.
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AAP is now full stack as far as stubble burning value chain goes.
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At an investor conference, hearing Ashwini Bhide present on Mumbai Metro project & all the challenges it has to overcome. Tears in my eyes. Partly, in gratitude for folks like her moving it forward. Mostly, in anger at every malevolent dimwit who tried to stall it.
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So, vegetarianism is casteist, but a caste census isn't?.
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@GabbbarSingh Glad she clarified, I was under misconception that it was named after a sitcom
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For stock tips, subscribe to my Gurugram channel
Everyone has an election prediction & I'm getting FOMO. So, here goes . Kejriwal will get himself admitted to a hospital on June 1.
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I wish IPL team names resonated better with respective places. Chennai Thalaivas. Or Cholas, if you prefer. Jaipur Rajputs. Gujarat Shers. Or topical references if not historical. Bengaluru Trafficjammers. Mumbai Locals. Kolkata Strikers. Lucknow Bulldozers. Delhi uh nevermind.
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A tale of two 7x rises. Sensex rose 7x over 2003-07. It rose 7x over 2009-2021. Compared to last rise, current one is . 1. Not so manic.2. Not so indiscriminate.3. Not so simple. 60k is just a number. I have neither interest nor view on market levels. But since it's Friday. .
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In my latest essay, I do something shady. I discuss our returns. Basing an argument on fickle market outcomes isn't ideal. My intent is to belabour my point on "own forever". If you have a good thing going, activity can be a bigger risk than inactivity.
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Parag's so young, he's become global CEO at an age when JNU students almost finish PhD.
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If I don't count banana chips, murukku & pepper peanuts, my diet is perfect. #AdjustedEBITDA.
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Our textbooks lied. There are four branches of government, not three. 1. Executive .2. Judiciary .3. Legislature.4. Street violence.
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May every a-hole who delayed this project be stuck in Khar subway for eternity.
Honourable Prime Minister to inaugurate Mumbai Metro Line 3 tomorrow. Mumbai, October 4, 2024: The much-awaited Colaba-Bandra-SEEPZ Mumbai Metro Line 3, Mumbai’s first fully underground metro line will be inaugurated tomorrow on 5th October 2024 (Saturday) at the hands of Hon’ble.
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A billion of us with skin in the game, expressing our personal choice on what matters most to us, freely, anonymously, thoughtfully. The greatest expression of popular will in the history of humanity. This is as liberal as it gets. Participate in it, celebrate it, respect it.
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Buffett's only macro was "Never bet against America". Coming from bellweather, it made a big difference to generations, whether path was Buffett or Bogle. Investing needs a bedrock of belief that world & country are getting better. On 75th I-day, India owes Rakesh-ji for this too.
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Every Annual Report should revert to look like Hawkins AR. 80 pages, no nonsense, crisp writing, no force-fitted frameworks or tree pics, printable without taking down a forest. 350 page monstrosities filled with 6 forms of capital, 8 principles, ESG preening are unreadable.
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Entire financial system works on one principle: . If everyone wants out, no one gets out. #Stresstest.
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Prasoon Joshi: Hard to beat my powerful ad campaign for BJP. Guardian: Here's our hit piece on India killing terrorists inside Pakistan. Congress: Here's our manifesto. Prasoon: Never mind.
India appears to confirm extrajudicial killings in Pakistan
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Customary message this time of the year:. If you use all of the following every day of the year - split a/c, shower bath, temperature controlled personal transport -. Shut the f&*k up about someone with none of the above celebrating one day of the year with firecrackers.
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Most significant theme in markets for past 15 years is "They don't make corrections the way they used to". Even once-in-century pandemic caused a 6-month blip. We've just not experienced the classic template - precipitious fall followed by good part of decade to regain prior peak.
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A book reco, close to my heart:. Pulak is my Guru, friend and wisest & nicest person I know. Anything intelligent I know on investing, I learnt from him (anything stupid is my own). His book is coming out in mid-2023. Do check it out.
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A lot of people claim they're in fin-tech when really they're just in unsecured lending.
Lot of people claim they’re in decentralized finance when really they’re just in unregulated finance.
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Sure, we won, but what percentage of runs were scored by OBCs?.
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Best part of DeepSeek is that there's no pesky little VC on the cap-table posting on LinkedIn about how humbled he is to have been part of Series A.
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IPO banker <muting call>: Tell me a number between 4 and 6. Kiddo: 3. IPO banker <unmuting>: OK done, let's price it at 3 billion.
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There's no philanthropist as passionate as the one giving away other people's money.
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The most insightful discussion I've heard in a while. @neelkanthmishra is a role model for sound social science- self taught, curious, grounded in reality, asks right questions, rigorous in answering them. @mukeshbansal06 is an outstanding interviewer.
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Kiddo's been lying on sofa watching Youtube. When I asked him what he's doing, he says "Living life to the minimum". Planning to have him write my tweets from now on.
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Without planning to, I ended up sharing our luddite valuation approach in a hotchpotch of tweets. I thought I'd gather them in one place. Before that, what you choose to own matters way more than what you choose to pay. But valuation matters & we'd like it to be a tailwind.
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All that's left is to bring in Mani Shankar as impact player.
#WATCH | Chicago, US: Chairman of Indian Overseas Congress, Sam Pitroda says, ". In America, there is an inheritance tax. If one has $100 million worth of wealth and when he dies he can only transfer probably 45% to his children, 55% is grabbed by the government. That's an
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