ManishChokhani @chokhani_manish
Tweets are personal opinions, retweets are not an endorsement. Joined April 2013-
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ET edit lays out the sad truth. 62 LAKH cases pending in HIGH COURTS. These are not mere statistics but “lives on pause”. Underpaid judges and poor court infrastructure cannot attract talent…Major reforms awaited here!
China’s investment (remember, this is PER YEAR) as % of GDP is the highest in the world at around 42% and India at 32% But given that China’s GDP is 5 times bigger than India’s it means that every year China invests 7 trillion dollars in manufacturing, infrastructure and real…
This is absolutely priceless. And probably the most frightening clip you'll ever watch on the people in charge of the US economy. Jared Bernstein is literally the Chair of the Council of Economic Advisers, the main agency advising Biden on economic policy
If @mipaltan do get beat today it will become near to the time when wrapping Bumrah up in cotton wool will be more prudent than him playing in @IPL dead rubbers given his pivotal involvement in @T20WorldCup is a national necessity #LSGvsMI #IPL2024 #T20WC2024
I guess our win/loss will depend on how the pace bowlers Arshdeep/Siraj deliver..and whether we use in form allrounders Dube /Axar over Hardik/Siraj. These slots look like our weak links due to lack of reliable fast bowlers. Jadeja at #8! The top 5 + Bumrah, Kuldeep are settled.
I guess our win/loss will depend on how the pace bowlers Arshdeep/Siraj deliver..and whether we use in form allrounders Dube /Axar over Hardik/Siraj. These slots look like our weak links due to lack of reliable fast bowlers. Jadeja at #8! The top 5 + Bumrah, Kuldeep are settled.
Feel for Rinku Singh. 💔 One of the best in the business, but couldn't make the main squad due to slot issues. He has done everything right to play the World Cup. 🇮🇳
The most ironic part about "higher rates for longer?" The US government itself needs lower interest rates more than anyone. Over the next year, a record $8.9 TRILLION of US Federal debt will mature and need to be refinanced at much higher rates. US debt service costs before…
India T20 team @bhogleharsha @WasimJaffer14 @imAagarkar @ImRo45 @Jaspritbumrah93 Rohit Jaiswal (LHB) / (KL Rahul) Kohli SKY Pant (LHB) /(Samson) Dube/ Rinku (both LHB) Jadeja/ Axar (both LHB) Kuldeep Bumrah Arshdeep (LHB) Siraj (weak!) /Chahal Who will u leave out? Why?
Superb collection.
This chart is fascinating. Gold miners, arguably the most hated industry in today's markets, are also at their most undervalued state in 40 years based on their price-to-net-asset-value ratio. I call this the perfect storm.
In one year, spending on debt interest will be the single biggest outlay of the US government.
Keep watching unusual currency moves coming up in the next few years… a regime change is underway.
I feel proud of any Indian whosoever speaks positive things about our Country anywhere in the world. Well done @palkisu in Oxford 👍
Commodities are the cheapest they have ever been compared to the S&P 500. Copper has risen 11% ytd, and 25% over the past 3 yrs Silver has spiked 18% ytd, and is at 11 yr high Uranium hitting 15 yr highs. But the silent bull market the average investor isn’t seeing, is GOLD
Modi has done an unbelievable job in India: Jamie Dimon, CEO of JPMorgan Chase & Co.
China is stockpiling everything from Copper to Oil to Nickel to Iron Ore. That's what you do AHEAD of a currency devaluation. China is preparing something major. More -> stenoresearch.com/steno-signals-…
Manish Chokhani @chokhani_manish at Enam flame.edu.in/academics/flam…
Cost of paying for America’s national debt crossed $1 trillion dollar mark in 2023, driven by high interest rates and record $34 trillion mountain of debt; over past decade, U.S. debt interest payments have more than doubled amid vast government spending during pandemic; as debt…
Safir @safiranand
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633K Followers 575 Following entrepreneurship zealot, grounded technology possibilist, believer in the power of ideas, passionate about sustainability & impactDon't know why no one picked it up but I think Buffett will sell a lot of Apple shares in the next 1-2 quarters. His Apple holding is some 3.5 to 4 x his next biggest holding (Bank of America) and ahead of American Express and Coca Cola. He has somewhere around US$ 150 B of Apple…
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I just spoke at the ICAI’s national conference on capital markets and I said it there and I’ll say it here again Some of the best stock pickers I have met in India are all CA’s
@chokhani_manish Oh.. Add to that Summer vacation, Winter vacation, and other long breaks that the courts go on! Wonder if there is any other profession as privileged as them 😕
Morgan Housel's latest blog is on the very interesting and relevant topic of Luck vs. Repeatable where he makes the point that "The way to get luckier is to find what’s repeatable". Helios investment philosophy is based on the same concept that "Elimination investing" provides a…
Annual Pilgrimage Gems: We only swing at pitches we like ! If I didn’t think I could do it myself I wouldn’t do it . I talk to myself for investments ! Great advantage not to know when you will die ! Missed Charlie Munger and so did Warren 😩 May 3rd 2025 !
SONY's mini Air Conditioner for the body
A standing ovation for the great Charlie Munger here in Omaha.
#NDTVProfit’s @_nirajshah inside the #BerkshireHathawayAGM. For more, stay tuned to ndtvprofit.com
And it begins…with Charlie ❤️ #VKatBRK
Style Union’s Calicut store #2 at Blue Diamond Mall and Bengaluru store #18 at Hogasandra also opening today
@chokhani_manish @itatonlineorg It is not just the infrastructure. The process itself needs a thorough review. Significant part of the delays lies in archaic process and exploitation of that.
@chokhani_manish The quantitative deficit in terms of the number of Judges and policemen, is a real issue ..Look at the per capita number of Judges and Policemen ; perhaps the lowest in the world ..And they are overworked like crazy, the work volume that our High Courts handle is atrociously high
@chokhani_manish Interestingly the PM did announce that he is going to go after Judicial Reforms in his 3rd term
When the soil thanks the pond and pond thanks the rains, rains fill the pond. Gratitude is an investment with infinite returns
@chokhani_manish Advocates don't want to become judge, their package, is less than av of practicing advocate even in lower courts😊 pendency has other factors too, low automation/computrtisation, paper based case proceeds, inheritance of colonical practices, witness, dosen't appear&dates extends
@chokhani_manish Needless to say, Justice delayed is indeed Justice denied. Besides, a well oiled judiciary will also act as an effective deterrent to crime and other evils prevailing in the society. Judicial reform and tax reform are two areas where immediate action is called for.